Changing Scheme/Case Term Length

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Simple Method: Changing the Term Length for a Scheme

This method presumes that you will apply a fixed length for all policies created under a scheme and that you wish to pre-set that length.

  1. Follow the process for editing a Scheme
  2. On the Advanced Tab set the Policy Length
  3. Don't forget to click Save Changes before exiting

Advanced Method: Allowing Agents or Clients to choose the length of a Scheme

This method is featured in the video tutorial below.

  1. Follow the process for adding a question to a scheme
  2. Add a new question to any of your Schemes Pages
  3. Select the Answer Type “Policy Length Choice”
  4. Add the appropriate term length choices to the answer box by ticking as many boxes as you need from the Policy Term section
  5. Don't forget to click Save
  6. Don't forget to click “Publish to Get Quote” to ensure these changes are published in the quotation

Video Tutorial