Landing page - help gudie

Book a training slot

What do you want to do today?

Build from template

Build from scratch

ADM User

Or maybe you´re looking for something else...

FAQs

Process manuals

Troubleshooting

Quick start guides

• Bulleted list
• Bulleted list
• Bulleted list

• Bulleted list
• Bulleted list
• Bulleted list

• Bulleted list
• Bulleted list

• Bulleted list
• Bulleted list
• Bulleted list
• Bulleted list

Jessica Moore Jessica.moore@schemeserve.com

Documents training confirmed at 15:00 on 18/10/2024 with Jessica.

02 .

01.

04 .

07.

05.

DOCUMENTS

RULES

Settings

QUESTIONS

Reports

Utilize our informative guide to generate branded documen ts by employing basic HTML techniques.

Familiarise yourself with the overall settings, payment preferences, and additional control configurations.

Build a bespoke question set & discover tips & tricks on how to create the perfect "get quote" journey"

Familiarise yourself with reports to ensure

Create both simple & complex rules that can be run when a quotation is received, or when a case record changes status.

06 .

03.

SchemeServe

10.

Building Guide

ENDORSEMENTS

RATING FILEs

FAQs

Efficiently manage endorsements by learning how to add, edit, and delete them, while also implementing industry best practices.

Incorporate the most current information by uploading new rate files, downloading existing ones, or overwriting them as needed.

Find answers to any doubts you may have using our frequently asked questions page.

08.

09.

BATCH RENEWALS

INDEX LINKING

Efficiently handle case invitations and renewals through batch processing.

Effortlessly incorporate index linking to enhance time-saving measures for future use.

Tell us more about your scheme:

Property

Neque porro quisquam est qui dolorem ipsum quia dolor sit amet. Neque porro quisquam.

pet

Neque porro quisquam est qui dolorem ipsum quia dolor sit amet.

SchemeServe

travel

Building Guide

Neque porro quisquam est qui dolorem ipsum quia dolor sit amet.

household

Neque porro quisquam est qui dolorem ipsum quia dolor sit amet. Neque porro quisquam est.

motor

Neque porro quisquam est qui dolorem ipsum quia dolor sit amet.

life

Neque porro quisquam est qui dolorem ipsum quia dolor sit amet.Neque porro quisquam.

My training

What training are you in the mood today?

Compliance

Onboarding

CPD

• Welcome pack
• Handbook
• Week 3
• Week 4
• Week 9
• Week 14

• Postman
• Reports
• HMTL
• Udemy courses
• Case administration
• Index Linking
• Engineering
• Wunderwriters
• Obsessive support

• Health and safety
• Data protection
• Working from home

Requests