Go to "Admin" on your site, navigate to "User," and select "Add New." Complete the details, including a password (changeable later), access group , referral level , and email. Save, then select "Resend Welcome Email" for the user to reset their password and access the site....

Navigate to 'Admin' and jump into 'Schemes'.   Watch each of the below videos to ensure your schemes are set up correctly: In the ‘General’ settings you can customise fundamental aspects of your scheme, such as organisation details and branding elements. This allows you to establish a cohesive and professional presence within SchemeServe. [InsertVid...

What is a Multi-Page Setup? A multi-page (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 policyholde...

Watch our demo on how the question set editor works to get the full picture on all questions.  General question types: Address - You´ll be able to add an address type question which will automatically request all components of the address. You can also use an address lookup .[InsertLink] Name - Similar to the address, the name type question will ask...

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 br...

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

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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...

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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...

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....

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

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. ...

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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SchemeServe has a very simple tool set 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. ...

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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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....

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   To learn how to add endorsements in more detail. Click here . The guide above will show you how to: - Add endorsements manually- Add endo...

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.  ...

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

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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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 ....

In the question set editor for multi-page 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....

Our 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...

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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....

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 etc…...

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....

Integrate any API: 1. Add and “API response data” type question 2. Create your API call & test in the API builder 3. Add your API call to your rating file.  Watch our short demo here or read our full guide here . ...

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. ...

Digit is our robust accounting module, designed specifically for managing financial transactions and accessing comprehensive accounting reports. ...

Your rating file will do all your calculations for you, automatically populating your matrix tab. You can upload new rating files, download or overwrite existing ones in ‘Admin‘, and ‘Rates & Fees’. Click here for our full rating file guide. For a quick overview, here are some tips: Your rating matrix files are created as standard ‘Comma Separat...

There are 2 areas within the reports screen: Graphical Charts & List of Reports. The first 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 default display is for all schemes for the current month, but you can change to a spec...