“Simple Ratings” using the Questions Editor
If you don't wish to use the more complex Conditional Rating process then a Simple Rating can be applied to a Question in SchemeServe. A Simple Rating can only have a single set rate against an item and can not vary depending on additional criteria. Follow the main process for adding/editing questions and then follow these instructions:
Note: All rates set using the Simple and Conditional Rating processes can be altered on a Case-by-Case basis in the Case Matrix once a quote has been received. The values set by these processes are only default values and can be modified as required.
Note: Only Calculation questions can have ratings attached to them.
- Click on the Rates Tab in the question - if the Rates Tab is not available the question cannot be used for Rate Generation
- Enter a Rate % (this is applied to the Sum Insured) or set an In Full Amount to be used on every quote
- You can also add Options to Rates using the Add Option Link