Renewals

Need to do a manual renewal? This video will walk you through the process of completing a renewal in SchemeServe. You'll learn how to update policy details, invite renewals, and ensure everything is correctly recorded. Watch below to see just how quick and easy it is!

Make sure you make use of our “renewals due” report to show you which policies are ready for renewal.

🔹Not all schemes allow brokers to do renewals. This will depend on the individual site owner.

Next Steps

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

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

Batch Renewals

Manual renewals are great but save time by using our batch renewals module. Click here to see how it works.