SchemeServe includes an Aggregation feature that allows users to compare quotes from multiple insurers during the Get Quote process. Instead of automatically selecting the lowest premium, the system displays a comparison screen where users can review insurer options and choose the most suitable one.

Because this feature changes the quote flow, it is not enabled by default on existing sites. If you want to use aggregation, contact the Obsessive Support team to have it enabled for your site.

How the Aggregator Works

When aggregation is enabled and a quote is generated:

• The system runs the rating against multiple insurers.
• The results are displayed on a comparison screen.
• The user can compare insurers based on premium and other policy information.
• The user then selects the preferred insurer before continuing with the quote.

The information shown on the comparison screen can be configured per risk group, allowing flexibility in what data is displayed.

Enabling Aggregation for a Scheme

To enable aggregation for a specific scheme:

1. Go to Admin.
2. Select Schemes.
3. Find and open the relevant scheme.
4. Go to the General tab.
5. Under Rating Type, tick Aggregation.
6. Save your changes.

Once enabled, the scheme will be included in the Aggregator configuration section.

If aggregation has been enabled but not configured correctly, the system will display a warning indicating that a risk group has not yet been configured.

Configuring the Aggregator

Aggregator configuration allows you to define which risk groups and fields appear on the comparison screen.

To configure this:

1. Go to Admin.
2. Open the Aggregator configuration section.
3. Select the scheme you want to configure.
4. Choose the risk groups that should appear on the comparison screen.
5. Define up to five fields to display.
   

These fields use formulas, similar to those used in document templates, allowing you to display values such as:

• Premium
• Excess
• Limits
• Key policy details

After selecting the required fields and risk groups, save the configuration.

Uploading Insurer Logos and Trade Descriptions

Each insurer displayed in the aggregator can include:

• An insurer logo
• A trade description

These appear on the comparison screen to help users easily identify each insurer.

To configure this:

1. Go to Admin.
2. Select Insurers.
3. Choose the insurer you want to edit.
4. Upload the Aggregator logo.
5. Enter the Trade Description.

Although logos are not mandatory, they are recommended to make the comparison screen clearer. (See image at the end of this article)

Policy Summary Document

The comparison screen can include a link to a Policy Summary PDF for each insurer.

This document is created in the Documents section.

To enable this:

1. Go to Admin → Documents.
2. Create or edit a document named:
   Policy Summary Document

If a document with this exact name exists, a PDF link will appear on the comparison screen.

If the document does not exist, the link will not be displayed.

Using the Comparison Screen

When multiple insurers return results:

• The comparison screen displays each insurer’s quote and configured fields.
• The user can select the preferred insurer using the tick box.
• The Policy Summary PDF can be opened for more information.

Once an insurer is selected, clicking Finish continues the quote process and moves to the client details screen as normal.