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Book a training slot

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

Jessica MooreJessica.moore@schemeserve.com

SchemeServe

Building Guide

Settings

QUESTIONS

DOCUMENTS

RULES

RATING FILEs

BATCH RENEWALS

Reports

ENDORSEMENTS

INDEX LINKING

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"

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

Familiarise yourself with reports to ensure

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

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

Efficiently handle case invitations and renewals through batch processing.

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

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

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

SchemeServe

Building Guide

Property

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Tell us more about your scheme:

pet

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travel

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household

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motor

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life

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What training are you in the mood today?

Compliance

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Requests

• Health and safety
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• Welcome pack
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