SchemeServe allows you to share a scheme with other SchemeServe websites. This enables partners, agents, or related businesses to use the same scheme while maintaining their own website and branding.

This feature is commonly used for:

• Agent distribution – allowing partner brokers or agents to sell your scheme.
• White-label websites – sharing a scheme with a child site that has its own branding.
• Multi-site operations – where a business operates multiple SchemeServe websites but manages the scheme centrally.

Both scheme owners and partner sites may use this guide.

Before You Start

Before sharing a scheme:

• The scheme must already be created and configured.
• You must have Administrator access to your SchemeServe website.
• The other SchemeServe website will need your Scheme ID in order to request access.

Finding Your Scheme ID

Each scheme has a unique Scheme ID.

To find it:

1. Log in as an Administrator.
2. Click Admin.
3. Select Schemes.
4. Open the scheme.
5. Click the Sharing tab.
6. Your Scheme ID will be displayed here.
   
   Provide this ID to any partner or site that needs access to the scheme.

 You'll also find the scheme ID in the URL when your in any of the scheme's modules e.g. the question set:
https://demo.schemeserve.com/schemeserve/admin/questions/edit.aspx?schemeId=SCHEME_ID_1234

Sharing a Scheme

To allow other SchemeServe websites to access your scheme:

1. Log in to SchemeServe as an Administrator.
2. Click the Admin tab.
3. Select Schemes.
4. Find and open the scheme you want to share.
5. Click the Sharing tab.
6. Tick Share this scheme with other SchemeServe user websites.
7. Choose the sharing options you want to allow.
8. Click Save Changes.

Once enabled, other SchemeServe websites can request access using your Scheme ID.

How Another Website Requests Access

If you are the partner site requesting access to a scheme:

1. Log in as an Administrator.
2. Click Admin.
3. Select Schemes.
4. Click Add New Scheme.
5. Enter the Scheme ID provided by the scheme owner.
6. Submit the request.

If the scheme owner requires approval, they must manually approve the request before the scheme becomes available on your site.

Manual Approval Option

When sharing a scheme, you can enable the option:

“Users must ask my permission prior to displaying this scheme on their website.”

When this option is selected:

• Other websites can still submit a request using the Scheme ID if they have it.
• The scheme owner must review and approve the request before the scheme becomes visible or usable on the requesting website.
• This allows the scheme owner to control who is permitted to use the scheme.

Choosing What Elements to Share

You can control which parts of the scheme are shared with other websites.

• Documents

Shares policy documents and document templates.

Recommended if partner sites should use the same policy documentation.

• Payments

Shares the payment configuration.

Not usually recommended, as you may remain responsible for payments processed through the scheme.

• Reports

Shares reporting configuration.

If not shared, partner sites may create their own reports.

• Endorsements

Allows partner sites to use the same endorsements configured within the scheme.

• Claim Types and Excesses

Shares the configured claim types and excess levels.

• Matrix

Shares the scheme's rating matrix and calculations.

Not recommended if you do not want other websites to see how premiums are calculated.

Delegated Authority

Once access has been approved, the partner website will appear in the Delegated Authority section.

Delegated Authority allows that site to:

• Quote policies using the scheme
• Sell policies through their own website

You can review and manage authorised sites from the Sharing tab.

Batch Renewal Options

When a scheme is shared, renewal permissions can be controlled:

• Allow parent site to batch renewal
• The original scheme owner performs batch renewals for the policies.
• Allow child site to batch renewal
• The partner site can run renewals themselves.

Select the option that best suits your operational process.

White-Label / Child Site Usage

Scheme sharing is often used for white-label schemes.

In this arrangement:

• The parent site creates and manages the scheme.
• The child site uses the scheme on its own branded website.
• Customers interact with the child site’s branding, while the scheme itself is centrally maintained by the parent site.

This allows businesses to distribute products across multiple brands while maintaining a single scheme configuration.  Reach out to us if you want a child site created.

Removing Access

To remove a website's access to a scheme:

• Go to Admin → Schemes.
• Open the scheme.
• Click the Sharing tab.
• Locate the website under Delegated Authority.
• Remove or disable sharing permissions.
• Click Save Changes.

The partner website will no longer be able to use the scheme.