Creating Schemes

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Creating a new Scheme is simple in SchemeServe you have an amazing degree of control over how you develop your scheme without having to learn a programming language to do so.


Creating a Scheme

  1. Log in to SchemeServe as an Administrator
  2. Click on the Admin Tab
  3. Click on the Schemes Icon
  4. Click on the New Scheme Button
  5. Click the Drop Down Menu to select the closest Scheme currently available to the Scheme you wish to create
  6. Click the Create Scheme Button to create the Scheme OR click the Cancel Button to exit without cancelling
  7. Click the General Tab and create the data as necessary (including Scheme Name, How Policies Should be Sold, Currency to be Used, Payment Types, Insurers Used, Rating Types, Policy Renewal Option, Who Can See the Cases associated with the Scheme, and whether to E-mail user(s) when a New Scheme is Created
  8. Click the Advanced Tab to add a Logo for the Scheme, set Policy Length, whether coverage should automatically begin or be started manually, set which Users may start coverage, set quotation validity period, went to mark quotes as NTU(Not Taken Up)/Lapsed, to set the Scheme colour, SchemeRef, add time to Inception Dates, Apply tax, specify Default Commissions, labelling for postcodes/zipcodes, hide Premium calculations from other users, and show Developer features for the Scheme
  9. Click the Sharing Tab if you would like to share the Scheme with the wider SchemeServe community (this is particularly useful for sharing a Scheme with an Agent so they can use their own logo on your scheme in their SchemeServe website)
  10. Click the Save Changes Button to save the Scheme OR Click the Cancel Link to exit without saving


Video Tutorial


See Also:

Deleting Schemes

Editing Schemes

Finding a Scheme

Hiding Schemes from Agent Use

Making a Scheme Visible for Agent Use