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!

🔹Not all schemes allow brokers to do renewals. This will depend on the individual site owner and the permissions they have set-up. 

🔹Certain schemes or sites can allow renewals up to different amount of days before expiry

Next Steps

Now that you've seen how to process a renewal, you’re ready to apply these steps in SchemeServe. Here are some key points to remember:

🔹 Always double-check the changes before inviting a renewal
🔹 Review any premium adjustments and ensure the correct amounts are applied.
🔹 Review updated policy documents.
🔹 Notify the policyholder of any changes and provide revised documents if needed.