Assigning a Scheme to an Agent

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You can assign new quotations or policies from an agent to a specific user account or group of user accounts quickly and simply in SchemeServe.

Assigning a Scheme

  1. Log in to SchemeServe
  2. Click on the Agents Tab
  3. Find the Agent
  4. Click on the Agent's Link to view their profile
  5. Click on the Edit this Agent Link
  6. Click on the Assignment Tab
  7. Click on the drop down Menu to choose the Scheme
  8. Click the Green + Button to open the list of User Accounts Available
  9. Click the drop down Menu that appears to choose the User
  10. To assign additional Users click the Green + Button
  11. To delete a User click the Red – Button
  12. Click Save Changes to allocate the Scheme or click the Cancel Link to exit without allocating

Video Tutorial

See Also:

Searching for existing Agents

Jumping straight to a specific Agent

Editing Agent account details

Importing Agent Details from External Sources

Exporting Agent Details for External Use

Deleting an Agent Permanently

Resend Welcome Emails to Agents

Adding a Note on an Agent

Setting an Agent's Commission

Adding a Custom Agreement to an Agent Record

Paying Commissions to Multiple Parties

Creating White Label Agent Websites

Disabling an Agent's Account

Enabling an Agent's Account

Editing Agent User Accounts