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 Separated Value’ files (.csv) and then imported into the SchemeServe database. This area of SchemeServe is slightly more complex than others so it´s worth taking the time to read through our resources.
Our rating files interact with our question set with the goal of populating our matrix tab. Watch our demo on the matrix tab to understand how the rating file operates.
Uploading a Rating File
- To import a rating file, go to ‘Admin’ tab and then ‘Rates and Fees’.
- Select the scheme and insurer, and then ‘Browse‘ for the file that you want to import. Select the risk group you want to upload the rating file for, and the Record Type (First Premium, Adjustment or Renewal). Once this has been located click on the ‘Upload’ button to import the file.
- You can download the current rating file SchemeServe holds for an insurer/scheme combination, by clicking on the CSV/Excel icon.
- If you want to make alterations to the Matrix, update the CSV file that is downloaded, save the changes and then upload the new version as detailed above.
- You can have separate rating files for every record type or you can upload the same rating file too all three sections in the ‘Rates and Fees’ area.
Watch our quick overview here:
If you´d like some help building your rating file, book in a session here with our trainer.
