Endorsements – Adding a New Memorandum

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Endorsements can be applied in SchemeServe to Quotations in which case you add a Condition to the Scheme(s) and Insurer(s) or they can be applied to Policy Documents and Schedules in which case you add a Memorandum to the Scheme(s) and Insurer(s).

Note: A Memorandum is a text file that can be added where there is a need to amend standard policy wording, e.g. Section 1 - Buildings - Flood excess is increased to £1,000.

Adding a Memorandum to a Scheme

  1. Log in to SchemeServe as an Administrator
  2. Click on the Admin Tab
  3. Click on the Endorsements Icon
  4. Select the Scheme(s) and Insurer(s) using the drop down menus
  5. Click on the Add New Button
  6. Enter the Identifier (Note: Try to use a memorable Identifier if you wish to use the Conditions for Rules)
  7. Enter the Title
  8. Enter the Body of the Memorandum
  9. Click the Save Button to Save the Memorandum or click the Cancel Button to exit without saving


Video Tutorial


See Also:

Endorsements – Adding a New Condition

Endorsements – Editing a Condition or Memorandum

Endorsements – Deleting a Condition or Memorandum