Certainly! Batch renewals can be added to any site. Contact our Obsessive Support team to have it set up, and refer to our guide to understand how it functions....

Endorsements - policy management We recommend everyone getting to grips with the endorsements, and become familiar with the Endorsements Library and how endorsements are added:   Your browser does not support HTML5 video.   Important tip : anything done within the policy to an endorsements (for example, editing an endorsement to include bolding) wil...

Mid-Term Adjustments Need to make changes to a policy mid-term? This video will walk you through the process of completing a Mid-Term Adjustment (MTA) in SchemeServe. You'll learn how to update policy details, adjust premiums, and ensure everything is correctly recorded. Watch below to see just how quick and easy it is! Your browser does not support...

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Creating your user The site´s admin team can create a user for you. Your user level will depend on what you´ll be wanting to do within SchemeServe. Here are a list of user levels with a description attached: Getting Started Watch our short demo below on how to navigate around SchemeServe, make adjustments & do renewals:     Your browser does not...

A few tips for when you are speaking with our Obsessive Support team: To ensure you get support as quickly as possible, it can be useful to follow some guidelines when logging a ticket. By doing so, you can streamline the process and increase the chances of getting the assistance you need as we will know exactly where to go regarding your schemes.  ...

Creating an account You have two ways of creating an account on SchemeServe:1. You can create the account yourself by heading to the sites page and heading to the ´Get Quote´ page. You can either log in or ´register a new agent account´. 2. The site´s admin team can create an account for you Both options above will require the site´s admin team to e...

How API Integrations Work with SchemeServe API integrations let SchemeServe connect with other systems so information can be shared automatically (instead of being copied and pasted). SchemeServe supports two main types of API integrations: 1) Using SchemeServe’s Developer APIs (your system connects to SchemeServe) 2) Using the API Builder (SchemeSe...

To add a new user to Zendesk, contact our support team who will add them. Be sure to pass on the email address of any new users....

Creating new Endorsements Navigate to Admin - Endorsements Go to conditions and select ' Add New '   Add your identifier, title and body Use any necessary HTML to bold or underline your endorsement. Save changes  Endorsements are normally given a 4 digit number as the identifier e.g. 0001. This is the number you will use in your rule to trigger the ...

When building your scheme, its good practice to spend ample time preparing before you start building. Having a well prepared timeline will help provide order and structure to your scheme build. Within your timeline you´ll be able to dedicate time to testing. Having a second pair is eyes is always great for testing but not always doable.  We´d always...

The document editor This tool enables the use of HTML & CSS to dynamically generate a document containing each policy's data. This ensures that the content is customized and up-to-date for each individual policy instance upon generation. The  document editor enables users to define data fields within the template, which are dynamically populated...

Renewals Need to do a manual renewal? This video will walk you through the process of completing a renewal in SchemeServe. You'll learn how to update policy details, invite renewals, and ensure everything is correctly recorded. Watch below to see just how quick and easy it is! Make sure you make use of our “renewals due” report to show you which pol...

Agent statements can be sent from the settings (summary of statements) or from the agents tab (individual statements). Follow out guide for a full overview on statements....

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Versioning can be implemented across different parts of your scheme to allow for different versions of rates, documents etc to all be running at the same time Rate Versioning Step 1: Build a hidden question called “RatesVersion” in your question set. Set this up as a number type question Step 2: Build a section at the top of your rating file that wi...

SchemeServe has a very simple tool that allows you to create both simple and complex rules,  What are rules? Rules can do a number of things: trigger referrals, decline policies, generate documents, apply endorsements and much more. Rules can generate automatic documentation production that is tailored to a specific insurer, condition or scheme.  Ru...

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Have you set up your renewal date settings? Yes   No. How do I do that?     Have you got a policy that is due for renewal? Yes   No     Have you enabled renewals on this scheme? Yes   No     Contact our Obsessive Support team who will be able to help with this.   Head to your scheme settings and under the general tab enable renewals:   Find a policy...

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How do I accommodate for MTAs and RNLs in my scheme? Work your way through each part of the scheme build once you have finished your documents but before you have done your BDX.  Question Set Work your way through the question set deciding which questions should be asked at First Premium, MTA & RNL e.g. maybe your have a question “Reason for Adj...

My date fields aren't working in my documents I'm getting an error   It's pulling through as blank     This error is normally to do with date formatting. Have a look at how you have formatted it e.g. ##[StartDate_DateValue].ToString("dd/MM/yyyy")## Note the: Double hashtags at the start and end The “_DateValue” The format of the section in brackets ...

My header and or/footer keep duplicating I ALWAYS save out of source mode   I maybe save when I'm in source     Your settings as the bottom of your document editor allow for headers & footers to be applied to all pages. Sometimes if you click on them twice they can add the header/footer twice. It's common to accidentally save while still in sour...

My header and or/footer keep duplicating I ALWAYS save out of source mode   I maybe save when I'm in source     Your settings as the bottom of your document editor allow for headers & footers to be applied to all pages. Sometimes if you click on them twice they can add the header/footer twice. It's common to accidentally save while still in sour...

My header and or/footer keep duplicating I ALWAYS save out of source mode   I maybe save when I'm in source     Your settings as the bottom of your document editor allow for headers & footers to be applied to all pages. Sometimes if you click on them twice they can add the header/footer twice. It's common to accidentally save while still in sour...

Have you built rules for your documents to generate? Yes   No     When you change the status on a policy, does the activity log say any documents have been generated? Yes   No     Can you see any documents under the documents tab on a policy or in your emails? Yes   No     Check the email is correct in your document generation rule. Check the docume...

Each scheme can be copied by cloning each individual section: Question set - download JSON and import into new scheme Rating file - download file and upload into new scheme Endorsements - Within the endorsements editor select “import from another scheme” on the right Rules - Within the rule builder select “import rules another scheme” on the right D...

My rating file isn ' t working I haven ' t changed my rating file recently   I ' ve changed my rating file recently       Have you changed any other areas of your scheme recently? Yes   No     This may have had a knock on effect. Review your changes to ensure no mistakes were made. Check for: - Formula errors - Misspelling - Unnecessary spacing - Co...

In SchemeServe, a System ID is the unique internal identifier assigned to data point so it can be tracked and used reliably across your site. E.g. [PolicyId] SchemeServe has two types of system IDs.  1. System generated system IDs which are the same across all sites and all schemes e.g. [Record.Type] 2. User generated system IDs which have been buil...

Formulas in SchemeServe let you automate calculations and rules (like premiums,  validations, and auto-filled values), and the exact syntax and appearance can vary depending on whether you’re working in the matrix/rating, rules, documents, or reporting . Here are some of the basic guidelines:   Use square brackets to reference fields & make sure...

Versioning can be implemented across different parts of your scheme to allow for different versions of rates, documents etc to all be running at the same time. Versioning normally follows a simple formula which directs SchemeServe to which rates or documents you´d like to used based on certain dates e.g. IF([Policy.InceptionDate] >= #2026-01-01#,...

Access to Digit To be able to access Digit, a user must have a permission level of “Power Us.er”. See permission levels here. Once the user level has been set up, you can then give permission to Digit within the user´s settings on the second tab named “Accounting”. Here you can enabled accounting access. Tolerance  Tolerance limits can be set at sit...

What are the options when it comes to sending emails? Option 1: Head to admin and into Email Templates. From here, you can view and edit all the templates that already exist. These can be made dynamic by using the system IDs to the right of the email template editor.  This editor is limited to these system IDs only. Option 2 may be more suitable if ...

To add a claim, access a policy and go to the "claims" tab. Select "create a claim" after ensuring the policy is On Cover More information on claims can be found here ....

I've set the policy fee in the settings but it is pulling through differently on the matrix tab I've also set the policy fee elsewhere e.g. rating file   I haven't set the policy fee anywhere else on the scheme     The rating file will override your settings. We'd recommend setting all rates and fees in your rating file if possible.   Try setting it...

The styling on my endorsements isn't consistent on the documents My endorsements are built using HTML   My endorsements aren't built using HTML     Have you added any styling to your documents? Yes   No     Check your CSS allows for your endorsements to follow the styling on your documents.  You may find that your CSS styling will help standardize a...

Our Custom Claims module allows you to build bespoke claim fields allowing for more accurate data capturing which can be added to your reports....

    Your rating file is where all your calculations live and will use answers from your question set to drive your rating file to populate your matrix tab. You can upload new rating files, download or overwrite existing ones in ‘Admin‘ , and ‘Rates & Fees’.   The basics Step 1 Step 2 Step 3 Step 4 Grab an empty Excel sheet. (.CSV) Calculate your...

Lookup files can be added within the Admin tab. These can be used to store answers for dropdowns from your question set, used in your rules or in your rating files.  Question Set In the question set editor, you can create a “File Lookup” question. This allows you to populate the question’s options from one of the lookup files already uploaded to you...

We recommend using Firefox, as it manages large amounts of data more efficiently and tends to encounter fewer issues....

I keep getting an error When I get a quote   When building/testing my scheme     Have you changed anything recently in your scheme? Yes   No     Check for common errors: - Misspelling - Incorrect or missing modifiers at the end of system IDs - Unnecessary spacing - Trying to divide by 0     Find a recent test case and requote Still getting an error ...

Index linking, which automatically adjusts values in your scheme to account for inflation and other factors, can be incorporated to future-proof your build and save time. Follow our guide to set it up or contact our Obsessive Support team for assistance....

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No, you need to xyz...

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In SchemeServe, a System ID is the unique internal identifier assigned to data point so it can be tracked and used reliably across your site. E.g. [PolicyId] For more on system IDs, jump in here ....

When setting up a users access group, it´s important to understand what each user can see and do. Check out our table which breaks down these permission settings. ...

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The easiest way to learn how to build a question set is to watch our demo below on the question set editor:  Your browser does not support HTML5 video. Use our Interactive Guide to get a feel for how the Question Set Editor is used. 📖 Below are some of the key features of the Question Set Editor. For more details, check out or manual here . Key Feat...

What is a MultiPage Setup? A MultiPage (MP) setup in SchemeServe is used when a single policy covers multiple entities, such as multiple properties, vehicles, or insured items. In the quote journey, a specific tab is designated as the multi-page section where the same set of questions is repeated for each additional entity added by the policyholder....

Below are the general rules for building formulas in SchemeServe Reports, in the same “rules + do/don’t + patterns” style as rating files and documents. Reporting is its own engine, so some things that work in rating/docs either don’t exist or need a different approach. General rules for SchemeServe reporting formulas 1) Choose the correct column ty...

Below are the general rules for building formulas in the SchemeServe Document area (Template Editor / endorsement wording / display logic). This is the “same thing” as the rating-file rules, but tailored to how documents actually evaluate fields, formatting, and HTML/CSS. General rules for SchemeServe document formulas 1) Know the three “contexts” y...

For any customisation such as changing the URL of your site. Contact our Obsessive Support Team who will be able to help you with this. ...

Renewals Need to do a manual renewal? This video will walk you through the process of completing a renewal in SchemeServe. You'll learn how to update policy details, invite renewals, and ensure everything is correctly recorded. Watch below to see just how quick and easy it is!   Your browser does not support HTML5 video. 🔹Not all schemes allow broke...

On the login page, select "Help: I forgot my username or password" at the bottom. Enter your username to receive a reset email or your email address for a reminder email.  ...

Index Linking Follow the steps below to add Index Linking into your MultiPage scheme. If your scheme isn´t MultiPage then skip to the bottom of this article.   Step 1: Update your Question Set Add these hidden questions to your question set. If your scheme is MultiPage, make sure you add them within your MultiPage. Index Linking MP_IndexLinkingHeade...

Each part of your build can accomodate with MTAs and RNLs. Start with your question set and decide which questions should be asked for each record type. For a full overview - check out our guide here ....

Digit allows you to handle accounting tasks with ease. It is built into your site and interacts with other areas of your scheme allowing optimal productivity. Read about our accounting module and how it´s expected to be used:   To get a feel for Digit, we recommend doing a guided tour to understand exactly what this module consists of:Jump into our ...

Book training for you and your team Use this link to book any of the training listed below. Our training Settings (This is a brief description of the training) Question set (This is a brief description of the training) Rating File (This is a brief description of the training) Rules (This is a brief description of the training) Documents (This is a b...

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Navigate to 'Admin' and jump into 'Schemes'. A lot of the settings come pre-set which means you don´t have to spend long on this step, however we recommend reading each of the below sections to ensure your schemes are set up correctly as these are the most commonly changed settings . In the ‘General’ settings you can customise fundamental aspects of...

Adding a new user can only be done by admin users: Go to "Admin" on your site, navigate to "User," and select "Add New." Complete the details, including a password (changeable later), permission levels , referral level , and email. Save, then select "Resend Welcome Email" for the user to reset their password and access the site.   Your browser does ...

Your password must contain the following: Minimum Length: 24, Capital Letters: 2, Digits: 2, Special Characters: 2  ...

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There are 2 areas within the reports screen: Graphical Charts & List of Reports. You´ll find reports along the top of your site. When you jump in, the first is thing you´ll see is a graphical summary of your business, pie charts and line graphs which are designed to give you a very quick view of how your business and schemes are performing. The ...

Of course! If you´d like to book in for some training with our in-house trainer, use this link: https://calendly.com/jessica-moore-ss . Alternatively, contact jessica.moore@schemeserve.com to discuss training options. ...

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Building a scheme from scratch   Keep this article open throughout your build to avoid missing any steps. Each step below has a video for you to follow along with additional material should you require it.  Follow the 7 steps below in order to build a scheme: 1. Create your scheme & add your settings Watch how to set up your scheme below: Your b...

Mid-Term Adjustments Need to make changes to a policy mid-term? This video will walk you through the process of completing a Mid-Term Adjustment (MTA) in SchemeServe. You'll learn how to update policy details, adjust premiums, and ensure everything is correctly recorded. Watch below to see just how quick and easy it is! Your browser does not support...

In the question set editor for MultiPage questions, the maximum number of properties can be set. The number of properties that can be quoted depends on the size of the scheme. Large amounts of data are handled better by Firefox than by most other browsers....

Emailing support@schemeserve.com will create a ticket with our support team. When logging a ticket be sure to include as much information as possible.  Include information such as: Scheme name, policy ID, user group and policy number. If you are reporting a bug, be sure to include the browser type you are using too....