Creating an account

You have two ways of creating an account on SchemeServe:
1. You can create the account yourself by heading to the sites page and heading to the ´Get Quote´ page. You can either log in or ´register a new agent account´.

2. The site´s admin team can create an account for you

Both options above will require the site´s admin team to enable your account.


Getting Started

Watch our short demo below on how to navigate around SchemeServe, make adjustments & do renewals:

If you are restricted from doing certain action, please contact the site´s admin team who will be able to assist with this. 

Next Steps

Now that you've seen how to navigate around SchemeServe, here are some key points to remember:

🔹 Use the notes tab within a policy to communicate with an underwriter.
🔹 You´ll only be able to place a policy on cover once referrals have been cleared by an underwriter.
🔹 Documents will be made available to you if the underwriter makes them visible. 
🔹 Changes to a policy should be made through an adjustment.