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Introduction to SchemeServe as a Broker

Creating an account You have two ways of creating an account on SchemeServe: 1. You can create the account yourself...

January 10th, 2025 283 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...

February 6th, 2025 232 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 118 views 0 likes
Adding a broker user

As an admin level broker user, you can add brokers to your SchemeServe account. Once you log in, head to...

February 16th, 2026 11 views 0 likes
Registering as a Broker

1. Find the SchemeServe site for the scheme/MGA Each MGA or site has its own SchemeServe site. 2. Find...

March 10th, 2026 7 views 0 likes
Reporting a claim

Broker Claims Reporting Brokers can add and review claims information associated with policies they manage. This will have to be...

March 11th, 2026 6 views 0 likes
Broker FAQs

Can I edit a quote after it’s been saved? No - once a quote has been saved you can: 1....

March 20th, 2026 5 views 0 likes

SchemeServe is a fully-serviced insurance software solution, hosted in the cloud for MGAs, Brokers and Insurers.

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