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

Step-by-step

1. Navigate to Admin
2. Select Scheme Settings
3. Locate and select your scheme
4. Change the scheme status from Hidden to Live

Important Considerations

Before making your scheme live, review the following carefully:

Visibility

• Once set to Live, the scheme becomes visible to all users who join your site.
• Ensure all configuration, rating, and documentation are finalised.

Confirmation Required

• You will be prompted to type "I AGREE" into a confirmation field.
• This action confirms you understand the impact of making the scheme live.

Data Clean-up (Strongly Recommended)

You will have the option to remove test data:

• Delete existing cases (e.g. test quotes)
• Delete existing claims (e.g. test claims)

⚠️ It is strongly recommended that you remove all test data before going live to avoid confusion and ensure clean reporting.

When Does It Go Live?

The scheme becomes live immediately after confirmation.

There is no delay or scheduled activation.

Do I have to make my scheme live?

If your scheme is only being used internally by underwriters or admin users, then you don't have to make it live. It can still be used with full functionality as a “back-office” scheme without making it live.