Searching for existing Brokers

From SchemeServe Wiki

If you are a SchemeServe Master account holder, you can entertain Brokers who resell your schemes.

SchemeServe gives you the tools to manage your Brokers.

To find a broker, go to the Brokers tab. You'll notice a similarly laid out screen to the Clients tab. It behaves in exactly the same way. You can enter either the Broker ID, Name or Postcode into the search box and pressing Enter, you can list All of the brokers or choose all brokers beginning with a specific letter of the alphabet.

Matching Brokers are displayed in the list below and you are presented with options to View the Broker or View the Broker's Cases.

Again, as with Clients, there are export options. You can export all matching Broker details to a CSV file or all matching Brokers who have policies which are Live today, Completed or Cancelled. You can export the email addresses of the Brokers or the email addresses for matching brokers with policies which are Live today, Completed or Cancelled.