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Best practices and standardisations which we recommend including in your scheme
Pre made formula, HTML, CSS & useful tips and tricks
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Building a scheme from scratch Keep this article open throughout your build to avoid missing any steps. Each step...
August 20th, 2024 744 views 0 likes
Navigate to 'Admin' and jump into 'Schemes' and find your scheme or select 'New Scheme' on the right: Your browser...
March 14th, 2024 519 views 0 likes
The easiest way to learn how to build a question set is to watch our demo below on the...
March 14th, 2024 330 views 0 likes
Your rating file is where all your calculations live and will use answers from your question set to drive your...
March 14th, 2024 550 views 0 likes
SchemeServe has a very simple tool that allows you to create both simple and complex rules, What are rules? Rules...
March 14th, 2024 308 views 0 likes
This tool enables the use of HTML & CSS to dynamically generate a document containing each policy's data. This ensures...
March 14th, 2024 259 views 0 likes
Creating new Endorsements Navigate to Admin - Endorsements Go to conditions and select ' Add New ' Add your...
March 14th, 2024 204 views 0 likes
There are 2 areas within the reports screen: Graphical Charts & List of Reports. You´ll find reports along the top...
March 14th, 2024 296 views 0 likes
What is a MultiPage Setup? A MultiPage (MP) setup in SchemeServe is used when a single policy covers multiple entities,...
February 6th, 2025 213 views 0 likes
What is Index Linking? Index Linking (IL) is the automatic adjustment of a sum insured applied at renewal in line...
September 30th, 2025 124 views 0 likes
Lookup files can be added within the Admin tab. These can be used to store answers for dropdowns from your...
November 6th, 2025 81 views 0 likes
What are the options when it comes to sending emails? Option 1: Head to admin and into Email Templates. From...
January 8th, 2026 14 views 0 likes
How do I accommodate for MTAs and RNLs in my scheme? Work your way through each part of the scheme...
January 8th, 2026 22 views 0 likes
In SchemeServe, a System ID is the unique internal identifier assigned to data point so it can be tracked and...
January 15th, 2026 19 views 0 likes
Versioning can be implemented across different parts of your scheme to allow for different versions of rates, documents etc to...
January 15th, 2026 20 views 0 likes
When building your scheme, its good practice to spend ample time preparing before you start building. Having a well prepared...
January 15th, 2026 16 views 0 likes
Lookup files allow you to store values such as agent commission percentages outside the rating file. This means commissions can...
March 10th, 2026 11 views 0 likes
Setting commission Setting commission from lookup files Overriding commission
March 10th, 2026 10 views 0 likes
In some cases you may need to change the insurer when a policy renews. This commonly happens when the current...
March 16th, 2026 4 views 0 likes
SchemeServe includes an Aggregation feature that allows users to compare quotes from multiple insurers during the Get Quote process. Instead...
March 16th, 2026 1 views 0 likes
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 5 views 0 likes
SchemeServe does not provide Commission Flex functionality on the quotation journey. To support commission overrides, scheme builders must implement a...
March 19th, 2026 4 views 0 likes
Postcode lookups in SchemeServe allow you to enrich a quotation with external data (e.g. crime scores, subsidence scores) and use...
March 19th, 2026 views 0 likes
SchemeServe allows you to customise the screens shown during the Get Quote process. This enables you to present tailored messaging,...
March 19th, 2026 3 views 0 likes
In SchemeServe, tax (most commonly IPT or VAT) is configured within your scheme and applied during rating. While a default...
March 19th, 2026 5 views 0 likes
Modifiers in SchemeServe are used to dynamically adjust premium calculations based on predefined criteria. They allow you to apply increases...
March 30th, 2026 2 views 0 likes
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