Subcategories

• How to Build a Scheme

  Building a scheme from scratch   Keep this article open throughout your build to avoid missing any steps. Each step...

  August 20th, 2024 966 views 0 likes
• Scheme Settings & Setting Up a Scheme

  Navigate to 'Admin' and jump into 'Schemes' and find your scheme or select 'New Scheme' on the right: Your browser...

  March 14th, 2024 618 views 0 likes
• Rating File

    Your rating file is where all your calculations live and will use answers from your question set to drive...

  March 14th, 2024 832 views 0 likes
• Rules & Referrals

  SchemeServe has a very simple tool that allows you to create both simple and complex rules. What are rules? Rules...

  March 14th, 2024 427 views 0 likes
• Documents

  This tool enables the use of HTML & CSS to dynamically generate a document containing each policy's data. This ensures...

  March 14th, 2024 414 views 0 likes
• Endorsements

  Creating new Endorsements Navigate to Admin - Endorsements Go to conditions and select ' Add New '   Add your...

  March 14th, 2024 306 views 0 likes
• Reports

  There are 2 areas within the reports screen: Graphical Charts & List of Reports. You´ll find reports along the top...

  March 14th, 2024 439 views 0 likes
• MultiPage vs SinglePage

  What is a MultiPage Setup? A MultiPage (MP) setup in SchemeServe is used when a single policy covers multiple entities,...

  February 6th, 2025 338 views 0 likes
• Index Linking Guide

  What is Index Linking? Index Linking (IL) is the automatic adjustment of a sum insured applied at renewal in line...

  September 30th, 2025 222 views 0 likes
• Lookup Files

  Lookup files can be added within the Admin tab. These can be used to store answers for dropdowns from your...

  November 6th, 2025 172 views 0 likes
• Email Templates

  What are the options when it comes to sending emails? Option 1: Head to admin and into Email Templates. From...

  January 8th, 2026 141 views 0 likes
• MTAs & Renewals

  How do I accommodate for MTAs and RNLs in my scheme? Work your way through each part of the scheme...

  January 8th, 2026 62 views 0 likes
• System IDs

  In SchemeServe, a System ID is the unique internal identifier assigned to data point so it can be tracked and...

  January 15th, 2026 74 views 0 likes
• Versioning

  Versioning can be implemented across different parts of your scheme to allow for different versions of rates, documents etc to...

  January 15th, 2026 95 views 0 likes
• Timelines

  When building your scheme, its good practice to spend ample time preparing before you start building. Having a well prepared...

  January 15th, 2026 44 views 0 likes
• Setting Broker Commission From Lookup Files

  Lookup files allow you to store values such as agent commission percentages outside the rating file. This means commissions can...

  March 10th, 2026 97 views 0 likes
• Switching Insurers at Renewal

  In some cases you may need to change the insurer when a policy renews. This commonly happens when the current...

  March 16th, 2026 66 views 0 likes
• Setting Up the Aggregator

  SchemeServe includes an Aggregation feature that allows users to compare quotes from multiple insurers during the Get Quote process. Instead...

  March 16th, 2026 36 views 0 likes
• How Do I Make a Scheme Live?

  To make your scheme available to brokers and clients, you’ll need to update its status in Scheme Settings. Step-by-step Navigate...

  March 18th, 2026 43 views 0 likes
• Building Commission Override

  SchemeServe does not provide Commission Flex functionality on the quotation journey. To support commission overrides, scheme builders must implement a...

  March 19th, 2026 73 views 0 likes
• Customise Your Quotation Screens

  SchemeServe allows you to customise the screens shown during the Get Quote process. This enables you to present tailored messaging,...

  March 19th, 2026 65 views 0 likes
• Setting Tax

  In SchemeServe, tax (most commonly IPT or VAT) is configured within your scheme and applied during rating. While a default...

  March 19th, 2026 52 views 0 likes
• Modifiers

  Modifiers in SchemeServe are used to dynamically adjust premium calculations based on predefined criteria. They allow you to apply increases...

  March 30th, 2026 44 views 0 likes
• MultiPage FAQ

  How do I build a MultiPage question? Your question set will be built like normal apart from any questions you...

  April 9th, 2026 119 views 0 likes
• Question Set

    The easiest way to learn how to build a question set is to watch our demo below on the...

  March 14th, 2024 470 views 0 likes
• Headers and Footers

  SchemeServe allows you to apply standard header, footer, and watermark images across your document templates. These can be configured globally...

  April 23rd, 2026 62 views 0 likes
• How to Set Commission

  SchemeServe allows commission percentages to be controlled at Risk Group level through the rating file. Each Risk Group has a...

  June 4th, 2026 43 views 0 likes