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SchemeServe Help Centre
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SchemeServe
Glossary
General Admin
Document Templates
Your SchemeServe Account, Users, Logos and Look
Your Company & Website
Scheme Admin
Endorsements
MultiPage Guide
Questions
Digit Accounting
Clients
Agents
Agent Admin
Agent Statements
Quotes & Policy Admin
Case Admin
Claims
Debiting Your Customers
Direct Debit
Recording Payments on Cases
Rating
Ratings Guide
Reports
Reports Guide
Importing Data
Developers / API
Optional Extensions
Security
Tips & Tricks
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SchemeServe
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SchemeScript Language Reference
Who Are SchemeServe, and are they linked to ADM?
Glossary
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Appointed Representative
Assurance / Insurance
Binder
Authorised Representative / Person
Bordereau / Bordereaux Report
Binding Authority
Brokers / Agents
Case
Cedent
Claims
Conditions
Endorsement
Memoranda
MultiPage
Inception Date
Expiry Date
Renewal Date
Cover Holder
Insurer
General Admin
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Document Templates
Your SchemeServe Account, Users, Logos and Look
Document Templates
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Adding and Editing a Standard Header and Footer For Document Templates
Creating a New Document Template
Deleting Document Templates
Editing Document Templates
Editing Email Templates
Inserting Images Into Your Document Templates
Other Options For Document Templates
Useful Document Formulas
Your SchemeServe Account, Users, Logos and Look
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Add Your Logo
Changing the Colour Scheme
Creating a New Staff User Account
Edit your Web Pages, Logo, Theme & CSS
Editing a Staff User Account
Resetting Your Support Master PIN
Password Strength
User Types and Permissions
Your Company & Website
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Enabling IP Restrictions For Your Site
Which Browsers Do We Support?
Add Your Logo
Changing the Colour Scheme
Creating Web Pages
Edit your Web Pages, Logo, Theme & CSS
Editing a Staff User Account
Editing Useful Documents on Your Homepage
Editing Your Web Pages Including “About Us”
How to Email Your Staff on Refer
How to Insert an Image into a Web Page
Using Your Existing Domain Name with SchemeServe
Viewing/Editing Your Company Details
Viewing/Editing Your User Profile
What Do ‘Labs’, ‘Beta’, and ‘Production’ and ‘Dev’ Mean?
Scheme Admin
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Endorsements
MultiPage Guide
Questions
Endorsements
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Adding Endorsements to Cases
Editing Endorsements
Endorsements – Adding a New Condition
Endorsements – Adding a New Memorandum
Endorsements – Deleting a Condition or Memorandum
Endorsements – Editing a Condition or Memorandum
How to Add Endorsements With Multipage
MultiPage Guide
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Adding Multipage to a Scheme
Adding Questions To Multipage
How to Add Endorsements With Multipage
How to Add Multipage Dynamic fields in Documents
How to Use Multipage Sum Questions
How to Use Triggers in Multipage
What is MultiPage?
Questions
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Adding a New Question
Adding or Editing Questions for a Scheme
Adding Questions To Multipage
Adding Triggers to a Question
Adding Validation to a Question
Controlling If Referrals Ask More Questions
Editing Questions/Proposals
Digit Accounting
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How to Configure SchemeServe Settings Before You Start to Use Digit
Digit Home Page; Filters, Buttons and Tabs.
Adding a Payment From an Agent in Digit
Adding a Payment to an Insurer in Digit
Refunding an Agent
Withdrawing Your Commissions
Tolerance Limits; Tips & Tricks
Glossary of Terms
Accounting with SchemeServe (and third party software)
Reconciliation of Accounts on a Case-by-Case Basis (not using Digit)
Reconciling SchemeServe With In-House Accounting Software
Clients
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Editing Client Account Details
Exporting Client Details For External Use
Importing Client Details From External Sources
Jumping Straight to a Specific Client
Searching For Existing Clients
Agents
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Agent Admin
Agent Statements
Agent Admin
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Adding a ‘Terms of Business File’ to an Agent
Adding a Custom Agreement to an Agent Record
Adding a Note on an Agent
Agent Users Types and Permissions
Assigning a Scheme to an Agent
Deleting an Agent Permanently
Disabling an Agent’s Account
Editing Agent Account Details
Editing Agent User Accounts
Enabling an Agent’s Account
Exporting Agent Details for External Use
Finding an Agent
Hiding Schemes From Agent Use
How to Make Reports Visible to Agents
Importing Agents
Jumping Straight to a Specific Agent
Making a Scheme Visible for Agent Use
Resend Welcome Emails to Agents
Setting an Agent’s Commission
Switching Agent For an Existing Case
Rating Agents: Tips and Tricks
Agent Statements
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Agent Statements
Creating Templates for Agent Statements
Sending Agent Statements
Quotes & Policy Admin
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Case Admin
Case Admin
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Auditing Changes to Cases Including Direct Debit Schedules
Cancelling Cases
Creating a Case
Dates on a Policy
Generating New Case Documentation
Making Notes
Making Use of Aggregation
Permanently Deleting a Case Record
Renewing Cases
Switching Agent For an Existing Case
Uploading Existing Case Documentation/Files
Claims
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Editing Existing Claims
Exporting Claim Data for External Use
Jumping Straight to a Specific Claim
Recording Claims
Searching for Existing Claims
Debiting Your Customers
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Direct Debit
Recording Payments on Cases
Direct Debit
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Auditing Changes to Cases Including Direct Debit Schedules
BACS AUDDIS / ADDACS / ARUDD Reason Codes
Enabling Direct Debit
Managing Direct Debit Schedules
Monthly Installment Calculations
Reporting and Accounting For Direct Debit Payments
SagePay
Setting Payment Collection Dates
Recording Payments on Cases
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Recording a Bank Payment On a Case
Recording a Cheque Payment on a Case
Rating
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Ratings Guide
Ratings Guide
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SchemeServe Rating Guide
Uploading SchemeServe Rating Files
Downloading SchemeServe Rating Files
Inside a SchemeServe Rating File
Flat Rating: Building Your First SchemeServe Rating File
Conditions For Rating Files
Actions for Rating Files
Rating Modifiers
Multi-Step Ratings: Using Multiple Sections in Rating Files
Advanced Ratings: Using Formulae
Advanced Ratings: Rounding Values
Advanced Ratings: Conditional Statements and Functions
Master Rating: Using Tables, Row Lookup Loops and MultiPage
Example Ratings for Specific Insurance Types (Life and Public Liability)
Mathematical Helper Functions for Ratings Files
Updating Index Linking Rates
Reports
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Reports Guide
Reports Guide
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About SchemeServe Reporting Articles
Understanding and Using the Graphical Charts
Types of Reports
Copying an Existing Report
Editing an Existing Report
Creating a New Report
Setting Conditions in a Report
Columns in SchemeServe Reports
Printing and Running Reports
Exporting Reports
Reviewing Case Data From Reports
Deleting Reports
Importing Data
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Importing Agents
Importing Cases
Importing Existing Data
Developers / API
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API Request Builder
Using Custom CSS
Using Custom JavaScript
Optional Extensions
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Extensions
Google Analytics
Security
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Resetting Your Support Master PIN
Password Strength
Tips & Tricks
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Add Rule To Make Insurer Decline at Renewal
Switching Insurer at Renewal
Enabling IP Restrictions For Your Site
Which Browsers Do We Support?
Adding DVLA Lookup to Your Questions and Rating
Adding Hyperlinks in Your Questions
Adding Time to Inception Dates
SchemeScript Language Reference
Building a Quick Quote Process
Changing Scheme/Case Term Length
Copying Schemes
Creating a Single Address Line in Documents
Creating Hidden Fields in Your Questions
Custom Email Authentication
Development Mode
Edit your Web Pages, Logo, Theme & CSS
Formula Sandbox
How to Customise Your Get Quote Process
How to Email Your Staff on Refer
More Advanced Documents
Redirecting From Your Existing Website to SchemeServe
Using Your Existing Domain Name with SchemeServe
What is a SECCI
When Things Go Wrong
Rating Agents: Tips and Tricks