Home

Trouble Shooting

Let's fix those problems you're having

Sort By

Newest
Most likes
Most views

My rating file isn't working

My rating file isn ' t working I haven't changed my rating file recently I've changed my rating file...

January 23rd, 2026 339 views 0 likes
I've set the policy fee in the settings but it is pulling through differently on the matrix tab

I've set the policy fee in the settings but it is pulling through differently on the matrix tab I've also...

January 23rd, 2026 341 views 0 likes
I keep getting an error

I keep getting an error When I get a quote When building/testing my scheme Have you changed...

January 23rd, 2026 340 views 0 likes
The styling on my endorsements isn't consistent on the documents

The styling on my endorsements isn't consistent on the documents My endorsements are built using HTML My endorsements aren't...

January 23rd, 2026 341 views 0 likes
My documents aren't generating

Have you built rules for your documents to generate? Yes No When you change the status on...

January 23rd, 2026 347 views 0 likes
The renewal button isn't appearing

Have you set up your renewal date settings? Yes No. How do I do that? Have you...

January 23rd, 2026 338 views 0 likes
Date fields not working in documents

My date fields aren't working in my documents I'm getting an error It's pulling through as blank ...

January 23rd, 2026 352 views 0 likes
My header and/or footer keep duplicating

My header and or/footer keep duplicating I ALWAYS save out of source mode I maybe save when I'm in...

February 3rd, 2026 335 views 0 likes
Undefined email template

My email template in my rules says “undefined” when I try to save it It is a long email template...

April 1st, 2026 328 views 0 likes

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

Get help

Useful info

Latest blog

The Future of Insurance: Key Trends to Watch in 2023 for Financial Growth and Cost Reduction

August 11, 2023

Read More »

red flags when choosing insurance software

7 Red Flags to Watch Out For When Choosing Insurance Software

July 14, 2023

Read More »

© Copyright 2023. SchemeServe All rights reserved. Various trademarks held by their respective owners.