Exporting Agent Details for External Use

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It's easy to export the data you hold on your Agents in SchemeServe for use in another application or to create mailing lists, etc.

All data is exported as a comma separated variable (CSV) file.

Exporting Agent Details

  1. Log in to SchemeServe
  2. Click on the Agents Tab
  3. Click on the Export Agents Button
  4. Click on the drop down menu to select the Group of Agents to export
  5. Click on the Export to CVS(All) Link to export all agents OR Click on the Export to CVS(With policies live today:On Cover or Cancelled) Link to only export Agent details with active policies
  6. Click on the OK Button to save the CSV file to your computer or network

Video Tutorial

See Also:

Searching for existing Agents

Jumping straight to a specific Agent

Editing Agent account details

Importing Agent Details from External Sources

Deleting an Agent Permanently

Resend Welcome Emails to Agents

Adding a Note on an Agent

Assigning a Scheme to 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