Question Set

Written By Jessica Moore (Super Administrator)

Updated at January 8th, 2026

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

Use our Interactive Guide to get a feel for how the Question Set Editor is used.

📖 Below are some of the key features of the Question Set Editor. For more details, check out or manual here.


Key Features

Question Types:

General question types:

Question Type/Style

Description

Address

Full address entry including postcode.

Address No Postcode

Address entry excluding postcode.

API Callback

Pulls in data via an API call.

Checkbox

Allows multi-selections (One question per answer)

Client Address

Predefined client address field.*

Client Address No Postcode

Client address without postcode.*

Client Business Description

Short text for business activity/description.*

Client Company Name

Captures company name.*

Client Contact Name

Captures customer’s name.*

Client Date of Birth

Date of birth entry in a date picker format.*

Client Email

Email address entry.*

Client Email and Password

Combined login-style field.*

Client Mobile Phone

Mobile number field.*

Client Phone

Landline or general phone number.*

Data Lookup Cascade

Cascading lookup lists (e.g. country → county → city).

Date Picker

Date-selector.

Download Document

Provides a file for the user to download.

Dropdown

Single-choice drop-down list.

DVLA Lookup

Looks up UK driving licence/vehicle details.

Employers Reference Number

Captures employer PAYE reference with “/” formatting-

Expiry Date

Date entry for expiry fields.

File Lookup

References a file lookup list uploaded into SchemeServe.

File Upload

Allows a user to upload a file.

Free Trial Months

Captures number of free trial months.

Hidden

Hidden field not shown on Get Quote journey

Inception Date

Start date of the policy.

Initial Payment Amount

Captures first payment amount.

Kilometre

Distance entry in kilometres.

Metre

Distance entry in metres.

Mile

Distance entry in miles.

Money

Currency value entry.

MultiPage

Create multiple entity pages e.g. multiple properties

Number

Numeric input field.

Payment Option

Choice of payment methods.

Percentage

Input field for percentage values.

Percentage of Cover

Percentage field specific to cover.

Postcode

Postcode entry field.

Postcode Perils Data

Returns peril data based on postcode.

Privacy Terms Conditions

Accept/confirm terms and conditions.

Radio

Single-choice radio buttons.

Small Title

Small heading text.

Spacer

Adds space between elements.

Standard Contact Name

Preformatted name field.

Table

Displays data in a table layout e.g claims

Term Choice

Selection of cover term (e.g. 6/12 months).

Text

Single-line text field.

Text Area

Multi-line text box.

Text Capitalized

Text field with automatic capitalisation.

Text Validation From Lookup

Text validated against a lookup list.

Title

Large heading text.

Yes No

Yes/No choice (radio).

Yes No Dropdown

Yes/No choice (dropdown).

 
 

MultiPage
 A multi-page question is used when the same questions need to be asked over and over again for different risks. It is a larger version of a table. MultiPage questions are commonly used for any schemes related to property. For our full guide on MultiPages, click here.

Validations
A validation adds a warning to a question when a certain answer is selected. For example, if a number is entered over 100 then a warning can appear on the quote journey stating “please review answer, anything over 100 will be referred”. The text can be personalised to whatever suits your question. 

Triggers
You can add triggers to a question on a scheme to generate additional questions based on certain answers. For example, if the answer to “Do you require Business Interruption Cover” is equal to "Yes” then a number of questions related to business interruption will show.

Do you require Business Interruption Cover?

 

 
 

Or if an answer needs further clarification:
(IF answer = “other”, then show “please provide more information” ). 
- You can have multiple triggers for a single question if necessary.

Calculation questions & row charges:

These are normally built after you´ve built all your standard questions:

  • Single Page - When creating a question, you have the option of creating a standard question or a calculation question. When a calculation question is selected, it will appear as a row on the matrix tab. You have the options to decide under which risk group this will appear by selecting the “rates” tab on the question editor.
     
  • Multi-page - These work differently from a single page scheme. If you are building a calculation for a multi-page question such as sums insured, you will add this as a row charge. This can be found within your multi-page question under multiquestion - charges. This is the same idea as adding a calculation question for a single-page scheme but this will be calculated per multi-page e.g per property.

Neither of the above are shown on the get quote journey (SP will need to be manually hidden) and instead will need to be populated through your rating file. This is explained in more detail in our rating file guide.

In one scheme you can have single-page calculation questions and multi-page calculation questions e.g.
For a Property Owners scheme, your sums insured will be MultiPage and therefor built as a row charge within your MP. However, you legal expenses will not be calculated per property and instead will be single-page. This will be added as a calculation question not inside your MP.