Organizations

Overview

The Vertical Insure platform supports the concept of an organization. Every partner on our platform is already a part of an organization and every partner can have a heirarchy of partners. You can see your organization details in the partner portal on the Organization page. We refer to any partner setup under your account as a sub-partner. This feature has many use cases, but is typically reserved for sharing revenue to down to your platform clients and requires your account manager to help with onboarding.

Revenue Sharing

If you want to utilize this feature to share revenue to your sub-partners, your account manager will need to onboard them to your account with the required revenue sharing amounts.

Attributing Quotes / Policies

You can attribute any quote to one of your client partners by supplying the partner_id field on the quote request. In accordance with the documentation on our drop-in component, the product_config section is simply just a quote request and can also accept the partner_id field.

Quote Example

{
    "customer": {
        "first_name": "John",
        "last_name": "Doe",
        "email_address": "john.doe@example.com",
        "state": "MN",
        "postal_code": "55414",
        "city": "Minneapolis",
        "street": "123 Street"
    },
    "policy_attributes": {
        "participant": {
            "last_name": "Doe",
            "first_name": "John"
        },
        "event_end_date": "2025-11-19",
        "event_start_date": "2025-11-17",
        "insurable_amount": 80001
    },
    "partner_id": "7d0b23d7-f439-4a73-8425-99c9672fa53c"
}

You can validate the partner on a quote by looking at the API response that comes back:

{
    "id": "a00c222e-fbcd-45fa-9155-96ae8fb6d002",
    "partner": {
        "id": "7d0b23d7-f439-4a73-8425-99c9672fa53c",
        "legal_business_name": "Demo Company 1"
    },
    "policy_status": "QUOTED",
    "expiration_date": "2025-11-19",
    "effective_date": "2025-10-29",
    "quote_date": "2025-10-29T17:23:54.835329396Z",
    ...
}

Using the Vertical Insure partner id

As mentioned above, the partner id is the unique identifier for a partner on our platform. You can see all the onboarded partners under your account, along with their unique ids in the partner portal. Passing this unique id into the partner_id field on the quote request will define which partner the quote is attributed to.

Using your internal client id

If you have a unique identifier for your clients within your system, you can also use that to attribute quotes to them. You can use this identifier in the partner_id field on the quote request. This will require your account manager to set up the mapping within our system.