Creating your user

The site´s admin team can create a user for you. Your user level will depend on what you´ll be wanting to do within SchemeServe. Here are a list of user levels with a description attached:

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 & reminders

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 a broker.
🔹 You´ll only be able to place a policy on cover once referrals have been cleared..
🔹 Changes to a policy should be made through an adjustment.