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Jessica Moore Jessica.moore@schemeserve.com

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

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

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

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

Efficiently handle case invitations and renewals through batch processing.

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

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

Familiarise yourself with reports to ensure

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

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

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

INDEX LINKING

ENDORSEMENTS

Reports

BATCH RENEWALS

RATING FILEs

RULES

DOCUMENTS

QUESTIONS

Settings

Building Guide

SchemeServe

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life

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motor

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household

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travel

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pet

Tell us more about your scheme:

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Property

Building Guide

SchemeServe

My training

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• Welcome pack
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• Week 9
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