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Guides, tips and FAQs for underwriters

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Introduction to SchemeServe

Creating your user The site's admin team can create a user for you. Your user level will depend on what...

May 9th, 2025 157 views 0 likes
Mid-Term Adjustments

Mid-Term Adjustments Need to make changes to a policy mid-term? This video will walk you through the process of completing...

May 9th, 2025 125 views 0 likes
Renewal

Renewals Need to do a manual renewal? This video will walk you through the process of completing a renewal in...

May 9th, 2025 132 views 0 likes
Endorsement Management

Endorsements - policy management We recommend everyone getting to grips with the endorsements, and become familiar with the Endorsements Library...

May 9th, 2025 58 views 0 likes
Policy Statuses

What they mean and how to use them correctly Accurate use of Record/Policy Statuses is essential for reporting integrity, bordereaux...

February 27th, 2026 24 views 0 likes
Diary Tasks

Our Tasks Diary feature is a brilliant way to organise tasks within SchemeServe itself. Below, you'll be walked through where...

February 27th, 2026 20 views 0 likes
Tags

Tags allow you to create groups within SchemeServe for communication, organisation, and reporting purposes. These could be groups of agents,...

March 2nd, 2026 30 views 0 likes
Overriding commission

SchemeServe does not support Commission Flex on the quotation journey yet. However, commission can still be overridden manually using a...

March 19th, 2026 19 views 0 likes
Switching Brokers

In SchemeServe, each policy is linked to a broker (agent). There may be scenarios where this needs to be updated,...

March 19th, 2026 16 views 0 likes
Deleting a record

In SchemeServe, individual cases (records) can be deleted when required. This action removes only the selected case and does not...

March 19th, 2026 15 views 0 likes
Requoting

Requoting in SchemeServe allows underwriters (and optionally brokers) to regenerate a quotation based on an existing record, without needing to...

March 19th, 2026 10 views 0 likes
Cancellations

How to Cancel a Policy in SchemeServe To process a cancellation in SchemeServe, follow the steps below. Preconditions A policy...

April 21st, 2026 15 views 0 likes

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