Mid-Term Adjustments

Need to make changes to a policy mid-term? This video will walk you through the process of completing a Mid-Term Adjustment (MTA) in SchemeServe. You'll learn how to update policy details, adjust premiums, and ensure everything is correctly recorded. Watch below to see just how quick and easy it is!

🔹In the scheme settings, site admins can decide who can make adjustments. If the “Adjust Policy” button isn't visible for a policy that is On Cover - reach out to a site admin who can check their permissions are correct.

Next Steps

Now that you've seen how to process an MTA, you’re ready to apply these steps in SchemeServe. Here are some key points to remember:

🔹 Always double-check the changes before confirming the MTA.
🔹 Review any premium adjustments and ensure the correct amounts are applied.
🔹 Review updated policy documents.
🔹 Notify the policyholder of any changes and provide revised documents if needed.