SchemeServe Wiki - Recent changes [en]

Editing Rates

2010-09-08T09:56:21Z

zyJOjOSTFdahvw

← Older revision		Revision as of 09:56, 8 September 2010
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-	~~Excellent work, Nice Design~~	+	Thanks funny site

Editing Rates

2010-09-08T07:05:13Z

vRoqXivY

← Older revision		Revision as of 07:05, 8 September 2010
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-	~~Very interesting tale~~	+	Excellent work, Nice Design

Editing Rates

2010-09-08T04:12:39Z

eYhGesdngYB

← Older revision		Revision as of 04:12, 8 September 2010
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-	Very ~~funny pictures~~	+	Very interesting tale

Editing Rates

2010-09-08T01:21:57Z

KGlkQSDP

← Older revision		Revision as of 01:21, 8 September 2010
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-	~~magic story very thanks~~	+	Very funny pictures

Editing Rates

2010-09-07T22:33:24Z

ZHwEcWPuFxZSNq

← Older revision		Revision as of 22:33, 7 September 2010
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-	~~Best Site Good Work~~	+	magic story very thanks

Editing Rates

2010-09-07T19:43:51Z

ggdtuKhjJczWUyWOnDO

← Older revision		Revision as of 19:43, 7 September 2010
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-	Good ~~crew it's cool :)~~	+	Best Site Good Work

Editing Rates

2010-09-07T16:53:00Z

doGoQUyeo

← Older revision		Revision as of 16:53, 7 September 2010
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-	~~Cool site goodluck~~ :)	+	Good crew it's cool :)

Editing Rates

2010-09-07T14:01:55Z

ZNHEEgvsVxxiMwwrg

← Older revision		Revision as of 14:01, 7 September 2010
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-	~~this is be cool 8~~)	+	Cool site goodluck :)

Editing Rates

2010-09-07T11:06:31Z

RqDihhmDeKMRhaM

← Older revision		Revision as of 11:06, 7 September 2010
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-	~~It's funny goodluck~~	+	this is be cool 8)

Editing Rates

2010-09-07T08:14:31Z

QZNxeOpU

← Older revision		Revision as of 08:14, 7 September 2010
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-	~~this is be cool 8)~~	+	It's funny goodluck

Editing Rates

2010-09-07T05:21:24Z

dVcuFmiUOIZnM

← Older revision		Revision as of 05:21, 7 September 2010
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-	~~Wonderfull great site~~	+	this is be cool 8)

Editing Rates

2010-09-07T02:30:36Z

emdDxCjXjwVI

← Older revision		Revision as of 02:30, 7 September 2010
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-	~~Best Site good looking~~	+	Wonderfull great site

Editing Rates

2010-09-06T23:38:01Z

ioTkSGgg

← Older revision		Revision as of 23:38, 6 September 2010
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-	~~Cool site goodluck :)~~	+	Best Site good looking

Editing Rates

2010-09-06T20:48:45Z

XCXIRYHcziF

← Older revision		Revision as of 20:48, 6 September 2010
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-	~~It's funny~~ goodluck	+	Cool site goodluck :)

Editing Rates

2010-09-06T17:55:20Z

UGscGpcxfIA

← Older revision		Revision as of 17:55, 6 September 2010
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-	~~Best Site good looking~~	+	It's funny goodluck

Editing Rates

2010-09-06T14:58:21Z

NISeNUNrG

← Older revision		Revision as of 14:58, 6 September 2010
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-	~~This site is crazy :)~~	+	Best Site good looking

Editing Rates

2010-09-06T12:01:02Z

HualjgMyTc

← Older revision		Revision as of 12:01, 6 September 2010
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-	~~Punk not dead~~	+	This site is crazy :)

Editing Rates

2010-09-06T09:05:33Z

sJFyfKOodPGfyWj

Show changes

Permanently Deleting a Renewal/Adjustment/New Premium

2010-09-06T08:28:20Z

← Older revision		Revision as of 08:28, 6 September 2010
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	This function can only be carried out by an Administrator.		This function can only be carried out by an Administrator.
		+
		+	ADM can reinstate Cases that have been deleted in error but this is a chargeable service - if required please let us know and we will raise an invoice for you and arrange to bring back the Case details.

Commission Chains

2010-09-02T15:48:37Z

← Older revision		Revision as of 15:48, 2 September 2010
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	== Introduction to Commission Chains ==		== Introduction to Commission Chains ==

-	Commission Chains are used to manage chains of ~~agent~~ commissions within SchemeServe, whether you are working with Agents, DAs, ARs, Networks, Packagers etc. and regardless of the region or legal jurisdiction in which you are operating.	+	Commission Chains are used to manage chains of Agent commissions within SchemeServe, whether you are working with Agents, DAs, ARs, Networks, Packagers etc. and regardless of the region or legal jurisdiction in which you are operating.

	NB: 'Agent' is a SchemeServe term used to refer to any third party (other than Client), regardless of whether they are an insurance broker, a network, an AR or anything else.		NB: 'Agent' is a SchemeServe term used to refer to any third party (other than Client), regardless of whether they are an insurance broker, a network, an AR or anything else.
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	In SchemeServe, when working with Commission Chains the visible effects throughout the software are as follows:		In SchemeServe, when working with Commission Chains the visible effects throughout the software are as follows:
	* On the Matrix tab for any given Case that you are viewing, you will see commissions due to each party in the chain.		* On the Matrix tab for any given Case that you are viewing, you will see commissions due to each party in the chain.
-	* When running reports that show commissions, such as ~~Bordereaux~~, you will see columns to show you who each party in the chain is, and how much commission they are due.	+	* When running reports that show commissions, such as Bordereau, you will see columns to show you who each party in the chain is, and how much commission they are due.

	'''Important: Commission Chains are frozen at the point a Case is created. This means that when a chain of Agents is set, any Cases created from that point onwards will have their chain and commission rates applied as per the chain you have set up. If you change the chain and commissions, it will only affect future cases and Renewals/Adjustments.'''		'''Important: Commission Chains are frozen at the point a Case is created. This means that when a chain of Agents is set, any Cases created from that point onwards will have their chain and commission rates applied as per the chain you have set up. If you change the chain and commissions, it will only affect future cases and Renewals/Adjustments.'''

Changing Scheme/Case Term Length

2010-09-02T15:47:33Z

Creating White Label Agent Websites

2010-09-02T15:45:11Z

← Older revision		Revision as of 15:45, 2 September 2010
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-	== What are ~~Broker~~ White Label Websites? ==	+	== What are Agent White Label Websites? ==

	Sometimes you may like to create a website for one of your resellers/introducers/representatives, with their logo shown instead of your own, so that they can re-sell your policies as part of their own brand. With SchemeServe, you can do this in just a few clicks.		Sometimes you may like to create a website for one of your resellers/introducers/representatives, with their logo shown instead of your own, so that they can re-sell your policies as part of their own brand. With SchemeServe, you can do this in just a few clicks.


-	== How to create a White Label website for one of your '~~brokers~~' ==	+	== How to create a White Label website for one of your 'Agents' ==

	[[image:whiteLabel.PNG\|thumb\|Enabling White Labelling]]		[[image:whiteLabel.PNG\|thumb\|Enabling White Labelling]]

-	As a Master Administrator, go to the "View ~~Broker~~" screen by searching for ~~a Broker~~ in the normal way, then click on the "White Labelling" tab and select "Enable White Labelling". This will now set up the ~~broker~~ for White Labelling.	+	As a Master Administrator, go to the "View Agent" screen by searching for an Agent in the normal way, then click on the "White Labelling" tab and select "Enable White Labelling". This will now set up the Agent for White Labelling.

-	You will need to specify a Logo (this will be scaled to 70px height) and you have the option to include all Schemes, or Customise the list the customer will see (allows you to disable and rename ~~schemes~~ for the purposes of whitelabelling).	+	You will need to specify a Logo (this will be scaled to 70px height) and you have the option to include all Schemes, or Customise the list the customer will see (allows you to disable and rename Schemes for the purposes of whitelabelling).

-	You will also be presented with the new URL for your ~~broker~~ to use for WhiteLabelling which will look something like:	+	You will also be presented with the new URL for your agent to use for WhiteLabelling which will look something like:


	http://[MasterAccount].schemeserve.com/GetQuote/?b=[num]		http://[MasterAccount].schemeserve.com/GetQuote/?b=[num]

Working with Groups

2010-09-02T15:43:28Z

← Older revision		Revision as of 15:43, 2 September 2010
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-	SchemeServe Groups allow you to create a named Group into which you can drop ~~Brokers~~ and Clients.	+	SchemeServe Groups allow you to create a named Group into which you can drop Agents and Clients.

-	It allows you to work with an association or any other type of tag that you might like to apply to either ~~a Broker~~ or a Client. For instance, you might have your best ~~brokers~~ all in one group, or your worst.	+	It allows you to work with an association or any other type of tag that you might like to apply to either an Agent or a Client. For instance, you might have your best Agents all in one group, or your worst.

-	~~A broker~~ can be in more than one group at once, so you could, for instance, put ~~a broker~~ in a group called "Authorised Representative" and also "Good ~~Broker~~".	+	An Agent can be in more than one group at once, so you could, for instance, put an Agent in a group called "Authorised Representative" and also "Good Agent".

-	You can also use this to control exports of ~~Brokers~~ and Clients from the ~~Brokers~~ or Clients tabs. This is particularly useful for exporting only a sub-set of ~~brokers~~ or clients in order to e-mail them. You can also run reports purely for a given group.	+	You can also use this to control exports of Agents and Clients from the Agents or Clients tabs. This is particularly useful for exporting only a sub-set of Agents or clients in order to e-mail them. You can also run reports purely for a given group.

	The groups are given colours, and they shown up on the search and the View Case pages.		The groups are given colours, and they shown up on the search and the View Case pages.

-	Create groups in Admin > Groups, then apply them via the View ~~Broker~~ or View Client pages.	+	Create groups in Admin > Groups, then apply them via the View Agent or View Client pages.

Viewing Reports

2010-09-02T15:41:20Z

← Older revision		Revision as of 15:41, 2 September 2010
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-	Deep within SchemeServe's core is an advanced reporting system designed for rapidly retrieving policy data from the thousands of ~~cases~~ and customers stored in the database. Performance has always been a limiting factor in Insurance reporting systems. SchemeServe has been designed to operate at an extremely high speed delivering the data you need without the wait normally associate with reporting systems.	+	Deep within SchemeServe's core is an advanced reporting system designed for rapidly retrieving policy data from the thousands of Cases and customers stored in the database. Performance has always been a limiting factor in Insurance reporting systems. SchemeServe has been designed to operate at an extremely high speed delivering the data you need without the wait normally associate with reporting systems.

	To access the reports click on the Reports Tab.		To access the reports click on the Reports Tab.
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	There are 2 tabs, the first is a graphical summary of your business, pie charts and line graphs which can be clicked on to drill down into the data giving you a true feel for how your business is performing.		There are 2 tabs, the first is a graphical summary of your business, pie charts and line graphs which can be clicked on to drill down into the data giving you a true feel for how your business is performing.

-	The second is a more traditional criteria based system. Enter the type of report you want to create, specify the Scheme, the Insurer, the ~~Broker~~ and the date range, or any combination of these and then press the View Report button. You can also press the Download CSV button to get an Excel CSV file instead if you wish to save the output in another format, import into another source and want to carry out further calculations.	+	The second is a more traditional criteria based system. Enter the type of report you want to create, specify the Scheme, the Insurer, the Agent and the date range, or any combination of these and then press the View Report button. You can also press the Download CSV button to get an Excel CSV file instead if you wish to save the output in another format, import into another source and want to carry out further calculations.

	All reports are in the Tabular Bordereau format and are defined per Master Account. These designs are fixed at this time however there will be a designer in a future release.		All reports are in the Tabular Bordereau format and are defined per Master Account. These designs are fixed at this time however there will be a designer in a future release.

Accounting with SchemeServe

2010-09-02T15:40:19Z

Auditing with SchemeServe

2010-09-02T15:37:05Z

← Older revision		Revision as of 15:37, 2 September 2010
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	[[image:ActivityTab.png\|thumb\|The Activity Tab]]		[[image:ActivityTab.png\|thumb\|The Activity Tab]]

-	To audit the activity of your staff and automatic events that are happening on your Cases (be they quotations or ~~policies~~), you can use the Activity tab.	+	To audit the activity of your staff and automatic events that are happening on your Cases (be they quotations or Cases), you can use the Activity tab.

-	First find a ~~case~~, using the Cases search when logged in to SchemeServe.	+	First find a Case, using the Cases search when logged in to SchemeServe.

	Once you are viewing a Case, click the Activity tab.		Once you are viewing a Case, click the Activity tab.

-	You will see a list of events that have happened for this ~~case~~, with person responsible, date and time.	+	You will see a list of events that have happened for this Case, with person responsible, date and time.

Editing Postcode Lists

2010-09-02T15:34:55Z

← Older revision		Revision as of 15:34, 2 September 2010
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	For example if postcode are PE19 was particularly vulnerable to flooding, you might not want to insure premises in that area or if a particular street had a high crime rate you might want to discourage selling insurance in that area as the risk of a claim was too high.		For example if postcode are PE19 was particularly vulnerable to flooding, you might not want to insure premises in that area or if a particular street had a high crime rate you might want to discourage selling insurance in that area as the risk of a claim was too high.

-	This ~~details~~ is stored in the Bad Post list. It is accessed from the Admin screen.	+	This detail is stored in the Bad Post list. It is accessed from the Admin screen.

	Enter the PostCode and a reason why the postcode is bad and press the Add button.		Enter the PostCode and a reason why the postcode is bad and press the Add button.

Editing default Claim Types

2010-09-02T15:33:53Z

← Older revision		Revision as of 15:33, 2 September 2010
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-	Creating a library of possible ~~claim~~ types for your ~~schemes~~ is quick and easy with SchemeServe.	+	Creating a library of possible Claim types for your Schemes is quick and easy with SchemeServe.


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	# To get started, log in to SchemeServe as an Administrator and then navigate to Admin >> Claim Types.		# To get started, log in to SchemeServe as an Administrator and then navigate to Admin >> Claim Types.
-	# The Claim Types page will now be displayed. Choose whether you'd like to enable or disable the default system ~~claim~~ types by clicking the checkbox labelled 'Include Default Claim Types'. Note: It is recommended that you turn this setting off.	+	# The Claim Types page will now be displayed. Choose whether you'd like to enable or disable the default system Claim types by clicking the checkbox labelled 'Include Default Claim Types'. Note: It is recommended that you turn this setting off.
-	# To add a new ~~claim~~ type, click the 'Add new' link at the bottom of the page. A new pop-up box will appear.	+	# To add a new Claim type, click the 'Add new' link at the bottom of the page. A new pop-up box will appear.
-	#Type a short name for the ~~claim~~ type (e.g. 'Fire damage') and then press 'Save'. Note: try to keep ~~claim~~ type names short but descriptive.	+	#Type a short name for the Claim type (e.g. 'Fire damage') and then press 'Save'. Note: try to keep Claim type names short but descriptive.

Editing Questions/Proposals

2010-09-02T15:32:28Z

← Older revision		Revision as of 15:32, 2 September 2010
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	One of the most powerful features in SchemeServe is it's built in ability to simplify previously complex, multi-page, even multi document application forms. SchemeServe can be set up to ask the questions you need and from the answers to those questions, potentially ask new questions or even add an entire page worth of questions as a result.		One of the most powerful features in SchemeServe is it's built in ability to simplify previously complex, multi-page, even multi document application forms. SchemeServe can be set up to ask the questions you need and from the answers to those questions, potentially ask new questions or even add an entire page worth of questions as a result.

-	Questions are configured on a Scheme basis so changes made to the questions will affect every new ~~policy~~ created for that ~~scheme~~. Existing policies are unaffected until renewal time, when any changes to the questions (and therefore the policy) will be evaluated.	+	Questions are configured on a Scheme basis so changes made to the questions will affect every new Case created for that Scheme. Existing policies are unaffected until renewal time, when any changes to the questions (and therefore the policy) will be evaluated.

	Setting up the questions is fairly complex and takes a bit of time, it's important to get the flow of questions right so time must be spend building the questions, triggers and so on.		Setting up the questions is fairly complex and takes a bit of time, it's important to get the flow of questions right so time must be spend building the questions, triggers and so on.
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	On a new Scheme, there won't be any questions defined so we have to add them one at a time.		On a new Scheme, there won't be any questions defined so we have to add them one at a time.
		+
		+	'''(Article not yet complete)'''

Editing Schemes

2010-09-02T15:30:43Z

← Older revision		Revision as of 15:30, 2 September 2010
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-	Schemes are the Cornerstone of SchemeServe and as such provides the tools you need to effectively maintain your ~~schemes~~ adding or removing complexity as required.	+	Schemes are the Cornerstone of SchemeServe and as such provides the tools you need to effectively maintain your Cchemes adding or removing complexity as required.

	To Edit or Create a new Scheme, go to the Admin tab which is only available if you're an administrator. Press the Schemes link and either Choose an existing Scheme or press the Create New button.		To Edit or Create a new Scheme, go to the Admin tab which is only available if you're an administrator. Press the Schemes link and either Choose an existing Scheme or press the Create New button.
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	If you select an existing Scheme, the details in the edit panel are updated to reflect the selected Scheme.		If you select an existing Scheme, the details in the edit panel are updated to reflect the selected Scheme.

-	At this ~~pouint~~ you can allocate one or more Insurers to the Scheme - they must have previously created in Admin - Insurers	+	At this point you can allocate one or more Insurers to the Scheme - they must have previously been created in Admin - Insurers

-	Make any changes you ~~nee~~ to and press Save.	+	Make any changes you need to and press Save.

	If you press Create New then the details in the edit panel are blank, ready for your new scheme's details.		If you press Create New then the details in the edit panel are blank, ready for your new scheme's details.

Editing Document Templates

2010-09-02T15:28:19Z

← Older revision		Revision as of 15:28, 2 September 2010
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	== Automatically generating documents on status changes ==		== Automatically generating documents on status changes ==

-	Often you'll want ~~cetain~~ documents to be generated/presented to the user automatically at certain points in the ~~policy~~ lifecycle. This can be achieved using the "Auto Generation" section.	+	Often you'll want certain documents to be generated/presented to the user automatically at certain points in the Case lifecycle. This can be achieved using the "Auto Generation" section.

-	# Select the type of ~~case~~ this should apply to, "First Premium" are new ~~policies~~, "Adjustments" are adjusted existing ~~cases~~, "Renewals" are for Renewed ~~cases~~ and "Any" will apply to all three.	+	# Select the type of Case this should apply to, "First Premium" are new Cases, "Adjustments" are adjusted existing Cases, "Renewals" are for Renewed Cases and "Any" will apply to all three.
	# Select the status you'd like to result in the document being generated		# Select the status you'd like to result in the document being generated

	Now, this document will be regenerated when the case in question is of the Type you selected, (First Premium, Adjustment, Renewal) and it's status changes to the Status you selected.		Now, this document will be regenerated when the case in question is of the Type you selected, (First Premium, Adjustment, Renewal) and it's status changes to the Status you selected.

Editing Rates

2010-09-02T15:24:58Z

← Older revision		Revision as of 15:24, 2 September 2010
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-	There are 2 methods within ~~Schemeserve~~ that can be used for Rating your insurance Schemes.	+	There are 2 methods within SchemeServe that can be used for Rating your insurance Schemes.


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-	To set the Rate in the Question, open the Questions Editor and then the Question Set for the Scheme. Locate the Question that you want to work on and click the Edit icon. On the '''Main''' tab you can set an ~~inital~~ default value, you may want to use this to suggest a value that should be selected.	+	To set the Rate in the Question, open the Questions Editor and then the Question Set for the Scheme. Locate the Question that you want to work on and click the Edit icon. On the '''Main''' tab you can set an initial default value, you may want to use this to suggest a value that should be selected.


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-	There will of course be Schemes and individual Questions that require much more complex rating to be applied - in these cases the Rate is best left blank in the Question - ~~Schemeserve~~ incorporates an extremely powerful '''Conditional Rating Matrix''' which will enable you to create very complex rating tables and to create additional formulas which can calculate values and premiums based on the Answers to other Questions.	+	There will of course be Schemes and individual Questions that require much more complex rating to be applied - in these cases the Rate is best left blank in the Question - SchemeServe incorporates an extremely powerful '''Conditional Rating Matrix''' which will enable you to create very complex rating tables and to create additional formulas which can calculate values and premiums based on the Answers to other Questions.


-	The Rating Table is created as a standard comma ~~seperated~~ value file (.csv)and is then imported into the ~~Schemeserve~~ database. Please note that you will require a Matrix for each insurer on each scheme.	+	The Rating Table is created as a standard comma separated value file (.csv)and is then imported into the SchemeServe database. Please note that you will require a Matrix for each insurer on each scheme.


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-	To import a '''Conditional Rating Matrix''' that you have created (these can only be imported by ~~Schemeserve~~ Administrators) click on the main '''Admin''' Tab and then '''Rates and Fees'''.	+	To import a '''Conditional Rating Matrix''' that you have created (these can only be imported by SchemeServe Administrators) click on the main '''Admin''' Tab and then '''Rates and Fees'''.


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	A Conditional Matrix may contain many rows and many columns, there will sometimes be two or more Actions arising from the same Condition where the result of the Question is used to set a number of rates or replies to other questions.		A Conditional Matrix may contain many rows and many columns, there will sometimes be two or more Actions arising from the same Condition where the result of the Question is used to set a number of rates or replies to other questions.

-	~~Schemeserve~~ identifies the end of one Condition from another by a short line of hash markers, this can be any length so long as more than one but something like ########################## will be quite adequate.	+	SchemeServe identifies the end of one Condition from another by a short line of hash markers, this can be any length so long as more than one but something like ########################## will be quite adequate.

User Types and Permissions

2010-09-02T15:22:17Z

← Older revision		Revision as of 15:22, 2 September 2010
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	'''Administrators''' will have access to all areas of Schemeserve including the main Admin tab. This is the area in which Schemes are created and maintained, Question Sets created, Insurer [[Editing_Rates\|Rates]] and commissions created together with a whole host of other functions including the [[Rules]] Builder.		'''Administrators''' will have access to all areas of Schemeserve including the main Admin tab. This is the area in which Schemes are created and maintained, Question Sets created, Insurer [[Editing_Rates\|Rates]] and commissions created together with a whole host of other functions including the [[Rules]] Builder.

-	* Please note that for security reasons only ADM can upgrade a User to an Administrator so it is easier to create a PowerUser first and then ask us to upgrade for you.


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	The User will also not be able to ;		The User will also not be able to ;

-	Switch ~~a Broker~~ on the main Case record.	+	Switch an Agent on the main Case record.

-	View the tabs on the ~~Broker~~ screen for Agreements, Assignments, White Label and Commission and Fees (this restriction will apply in a future release of Schemeserve)	+	View the tabs on the Agent screen for Agreements, Assignments, White Label and Commission and Fees (this restriction will apply in a future release of Schemeserve)

	Delete a Case record of any kind.		Delete a Case record of any kind.

Allowing Payments by Invoice

2010-09-02T15:19:49Z

← Older revision		Revision as of 15:19, 2 September 2010
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-	Optionally you can give selected sub-~~brokers~~ the option to pay by invoice (each ~~broker~~ is subject to your review before they are given this option).	+	Optionally you can give selected sub-agents the option to pay by invoice (each Agent is subject to your review before they are given this option).

	It works like this:		It works like this:

-	# In the Scheme Editor select "Invoice" as an additional payment method for any given scheme, which gives selected ~~brokers~~ the option to pay by cheque or bank payment.	+	# In the Scheme Editor select "Invoice" as an additional payment method for any given scheme, which gives selected Agents the option to pay by cheque or bank payment.
-	# On the Edit Broker page specify that a given ~~broker~~ is allowed to pay by invoice by ticking the box called "Allow this ~~broker~~ to settle invoices by cheque or bank payment."	+	# On the Edit Broker page specify that a given Agent is allowed to pay by invoice by ticking the box called "Allow this Agent to settle invoices by cheque or bank payment."

-	If options 1 and 2 are satisfied at the point a sub-~~broker~~ Gets a new Quote, he/she will have the option (but not obligation) to be invoiced by pressing "Invoice Me". If you also set-up the scheme to allow card payments, they could alternatively choose to pay by card instead. Any ~~brokers~~ who are not permitted by you to pay in this way or are using schemes for which you have not enabled the option will be unaffected and will have to pay by card and/or DD depending on the options selected in the Scheme Editor.	+	If options 1 and 2 are satisfied at the point a sub-Agent Gets a new Quote, he/she will have the option (but not obligation) to be invoiced by pressing "Invoice Me". If you also set-up the scheme to allow card payments, they could alternatively choose to pay by card instead. Any Agents who are not permitted by you to pay in this way or are using schemes for which you have not enabled the option will be unaffected and will have to pay by card and/or DD depending on the options selected in the Scheme Editor.

-	NB: However the ~~broker~~ decides to pay, you will always be able to see the payment method used and account on payments (no matter the combination and diversity of them) via the Transactions listed on the Money tab when viewing the quotation/case and via the existing Ledger reports.	+	NB: However the Agent decides to pay, you will always be able to see the payment method used and account on payments (no matter the combination and diversity of them) via the Transactions listed on the Money tab when viewing the quotation/case and via the existing Ledger reports.

Using Direct Debit

2010-09-02T15:14:32Z

← Older revision		Revision as of 15:14, 2 September 2010
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	Bank details are taken typically when a quotation goes On Cover and becomes a Case.		Bank details are taken typically when a quotation goes On Cover and becomes a Case.

-	If this happens later, perhaps when a sub-~~broker~~ Starts Cover or your direct customer returns to your website to proceed with a quotation, their bank details will be taken at the appropriate time automatically.	+	If this happens later, perhaps when a sub-agent Starts Cover or your direct customer returns to your website to proceed with a quotation, their bank details will be taken at the appropriate time automatically.

Editing existing Claims

2010-09-02T15:09:23Z

← Older revision		Revision as of 15:09, 2 September 2010
Line 1:		Line 1:
-	To edit a saved ~~claim~~, find the Case for the ~~claim~~ then select the ~~claims~~ tab and click on the name of the ~~claim~~.	+	To edit a saved Claim, find the Case for the Claim then select the Claims tab and click on the name of the Claim.
		+
	Or use the Jump to Claim feature on the Claims tab.		Or use the Jump to Claim feature on the Claims tab.

-	This will open the ~~claim~~ in the edit window. Any details can be edited.	+	This will open the Claim in the edit window. Any details can be edited.

	The only field which cannot be modified is the Claim Status. This is a dynamically set field.		The only field which cannot be modified is the Claim Status. This is a dynamically set field.
-	To set a ~~claim~~ to Settled, place a Settled date against the Claim.	+
-	Incidentally, if you've accidentally settled the ~~claim~~, you can un-settle it by removing the settled date.	+	To set a Claim to Settled, place a Settled date against the Claim.
		+
		+	Incidentally, if you've accidentally settled the Claim, you can un-settle it by removing the settled date.

Recording Claims

2010-09-02T15:08:12Z

Searching for existing Claims

2010-09-02T15:06:28Z

← Older revision		Revision as of 15:06, 2 September 2010
Line 5:		Line 5:
	Enter the details and press the Search button.		Enter the details and press the Search button.

-	This displays a list of all matching ~~claims~~. Note that at this moment in time, there is no direct way to jump from the ~~claims~~ list to the ~~claim~~ as it's a report designed as a report for printing. You can however take note or copy the Claim ID and type or paste it into the Jump to Claim box to go to the claim directly.	+	This displays a list of all matching Claims. Note that at this moment in time, there is no direct way to jump from the Claims list to the Claim as it's a report designed as a report for printing. You can however take note or copy the Claim ID and type or paste it into the Jump to Claim box to go to the claim directly.

	Instead of Just searching and retrieving a list, you can export the search results to a CSV file.		Instead of Just searching and retrieving a list, you can export the search results to a CSV file.

Commission Chains

2010-09-02T15:05:14Z

Editing Agent account details

2010-09-02T14:59:39Z

← Older revision		Revision as of 14:59, 2 September 2010
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-	Search for ~~a Broker~~ and press the view option. This opens the ~~Broker~~ account in edit mode.	+	Search for an Agent and press the view option. This opens the Agent account in edit mode.

-	You'll notice that this screen looks very similar to the My Company page, in fact the information presented in the My Company page and the edit ~~Broker~~ page is visible and changeable by the ~~Broker's~~ administrator user via the My Company page when they log in. Not all details are visible and changeable on the ~~Broker's~~ My Company page. The Commissions and Fees are not available, nor are the Notes or Bad ~~Broker~~ fields. The Admin reference is also omitted. ~~Brokers~~ cannot change their own Logos either. Their logos must be sent to you for inclusion. This is a security feature to prevent unauthorized images appearing on Your site.	+	You'll notice that this screen looks very similar to the My Company page, in fact the information presented in the My Company page and the edit Agent page is visible and changeable by the Agents administrator user via the My Company page when they log in. Not all details are visible and changeable on the Agents My Company page. The Commissions and Fees are not available, nor are the Notes or Bad Agent fields. The Admin reference is also omitted. Agents cannot change their own Logos either. Their logos must be sent to you for inclusion. This is a security feature to prevent unauthorized images appearing on Your site.

-	On the ~~Broker~~ edit page from a Master Account perspective, you can edit everything. Including the Logo, the Notes, The Commissions and Fees and the Bad ~~Broker~~ field.	+	On the Agent edit page from a Master Account perspective, you can edit everything. Including the Logo, the Notes, The Commissions and Fees and the Bad Agent field.

-	A Bad ~~Broker~~ is ~~a broker~~ who do you longer wish to do business with for possible legal reasons. Setting the Bad ~~Broker~~ flag prevents other ~~brokers~~ from being created with the same Post Code. It's very unlikely that 2 ~~brokers~~ would live in the same post code anyway. This is a security feature to protect you from fraud.	+	A Bad Agent is an Agent who do you longer wish to do business with for possible legal reasons. Setting the Bad Agent flag prevents other Agents from being created with the same Post Code. It's very unlikely that 2 Agents would live in the same post code anyway. This is a security feature to protect you from fraud.

-	The Commissions and Fees section allow you to specify the amount of Commission and the Charge for the ~~Broker~~ per Scheme or Per insurer.	+	The Commissions and Fees section allow you to specify the amount of Commission and the Charge for the Agent per Scheme or Per insurer.

Jumping straight to a specific Agent

2010-09-02T14:43:02Z

← Older revision		Revision as of 14:43, 2 September 2010
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-	If you want to quickly get to ~~a Broker~~ and you know their ~~broker~~ ID, enter the ~~broker~~ ID into the ~~broker~~ search box on the ~~Broker~~ tab and press enter. The ~~broker should~~ appear below giving you the options to view them or their policies.	+	If you want to quickly get to an Agent and you know their Agent ID, enter the Agent ID into the Agent search box on the Agent tab and press enter. The Agent will appear below giving you the options to view them or their policies.

Searching for existing Agents

2010-09-02T14:04:07Z

← Older revision		Revision as of 14:04, 2 September 2010
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-	If you are a SchemeServe Master account holder, you can entertain ~~Brokers~~ who resell your schemes.	+	If you are a SchemeServe Master account holder, you can entertain Agents who resell your schemes.

-	SchemeServe gives you the tools to manage your ~~Brokers~~.	+	SchemeServe gives you the tools to manage your Agents.

-	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.	+	To find an Agent, go to the Agents 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 Agent ID, Name or Postcode into the search box and pressing Enter, you can list All of the Agents or choose all Agents 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.	+	Matching Agents are displayed in the list below and you are presented with options to View the Agent or View the Agents 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.	+	Again, as with Clients, there are export options. You can export all matching Agent details to a CSV file or all matching Agents who have policies which are Live today, Completed or Cancelled. You can export the email addresses of the Agents or the email addresses for matching Agents with policies which are Live today, Completed or Cancelled.

Creating White Label Agent Websites

2010-09-02T11:38:18Z

Created page with '== What are Broker White Label Websites? == Sometimes you may like to create a website for one of your resellers/introducers/representatives, with their logo shown instead of yo…'

New page

== What are Broker White Label Websites? ==

Sometimes you may like to create a website for one of your resellers/introducers/representatives, with their logo shown instead of your own, so that they can re-sell your policies as part of their own brand. With SchemeServe, you can do this in just a few clicks.

== How to create a White Label website for one of your 'brokers' ==

[[image:whiteLabel.PNG|thumb|Enabling White Labelling]]

As a Master Administrator, go to the "View Broker" screen by searching for a Broker in the normal way, then click on the "White Labelling" tab and select "Enable White Labelling". This will now set up the broker for White Labelling.

You will need to specify a Logo (this will be scaled to 70px height) and you have the option to include all Schemes, or Customise the list the customer will see (allows you to disable and rename schemes for the purposes of whitelabelling).

You will also be presented with the new URL for your broker to use for WhiteLabelling which will look something like:

http://[MasterAccount].schemeserve.com/GetQuote/?b=[num]

Main Page

2010-09-02T11:38:07Z

User Guide:

← Older revision		Revision as of 11:38, 2 September 2010
Line 62:		Line 62:
	'''Tips & Tricks'''		'''Tips & Tricks'''
	* [[Working with Groups]]		* [[Working with Groups]]
-	* [[Creating White Label ~~Broker~~ Websites]]	+	* [[Creating White Label Agent Websites]]
	* [[Changing Scheme/Case Term Length]]		* [[Changing Scheme/Case Term Length]]
	* [[Commission Chains\|Creating Commission Chains]]		* [[Commission Chains\|Creating Commission Chains]]

Editing Agent account details

2010-09-02T11:37:00Z

Created page with 'Search for a Broker and press the view option. This opens the Broker account in edit mode. You'll notice that this screen looks very similar to the My Company page, in fact the …'

New page

Search for a Broker and press the view option. This opens the Broker account in edit mode.

You'll notice that this screen looks very similar to the My Company page, in fact the information presented in the My Company page and the edit Broker page is visible and changeable by the Broker's administrator user via the My Company page when they log in. Not all details are visible and changeable on the Broker's My Company page. The Commissions and Fees are not available, nor are the Notes or Bad Broker fields. The Admin reference is also omitted. Brokers cannot change their own Logos either. Their logos must be sent to you for inclusion. This is a security feature to prevent unauthorized images appearing on Your site.

On the Broker edit page from a Master Account perspective, you can edit everything. Including the Logo, the Notes, The Commissions and Fees and the Bad Broker field.

A Bad Broker is a broker who do you longer wish to do business with for possible legal reasons. Setting the Bad Broker flag prevents other brokers from being created with the same Post Code. It's very unlikely that 2 brokers would live in the same post code anyway. This is a security feature to protect you from fraud.

The Commissions and Fees section allow you to specify the amount of Commission and the Charge for the Broker per Scheme or Per insurer.

Main Page

2010-09-02T11:36:49Z

User Guide:

← Older revision		Revision as of 11:36, 2 September 2010
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	* [[Searching for existing Agents]]		* [[Searching for existing Agents]]
	* [[Jumping straight to a specific Agent]]		* [[Jumping straight to a specific Agent]]
-	* [[Editing ~~Broker~~ account details]]	+	* [[Editing Agent account details]]
	* [[Commission Chains\|Paying Commissions to Multiple Parties]]		* [[Commission Chains\|Paying Commissions to Multiple Parties]]
	'''Claims'''		'''Claims'''

Jumping straight to a specific Agent

2010-09-02T11:36:10Z

Created page with 'If you want to quickly get to a Broker and you know their broker ID, enter the broker ID into the broker search box on the Broker tab and press enter. The broker should appear be…'

New page

If you want to quickly get to a Broker and you know their broker ID, enter the broker ID into the broker search box on the Broker tab and press enter. The broker should appear below giving you the options to view them or their policies.

Main Page

2010-09-02T11:36:00Z

User Guide:

← Older revision		Revision as of 11:36, 2 September 2010
Line 34:		Line 34:
	'''Agents'''		'''Agents'''
	* [[Searching for existing Agents]]		* [[Searching for existing Agents]]
-	* [[Jumping straight to a specific ~~Broker~~]]	+	* [[Jumping straight to a specific Agent]]
	* [[Editing Broker account details]]		* [[Editing Broker account details]]
	* [[Commission Chains\|Paying Commissions to Multiple Parties]]		* [[Commission Chains\|Paying Commissions to Multiple Parties]]

Searching for existing Agents

2010-09-02T11:35:23Z

Created page with '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 …'

New page

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.

Main Page

2010-09-02T11:35:09Z

User Guide:

← Older revision		Revision as of 11:35, 2 September 2010
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	* [[Editing Client account details]]		* [[Editing Client account details]]
	'''Agents'''		'''Agents'''
-	* [[Searching for existing ~~Brokers~~]]	+	* [[Searching for existing Agents]]
	* [[Jumping straight to a specific Broker]]		* [[Jumping straight to a specific Broker]]
	* [[Editing Broker account details]]		* [[Editing Broker account details]]

← Older revision		Revision as of 15:47, 2 September 2010
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-	With SchemeServe there are a couple of ways you can change the Term Length for your schemes and the ~~policies~~ created within them.	+	With SchemeServe there are a couple of ways you can change the Term Length for your schemes and the Cases created within them.


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	[[image:ChangeGlobalTerm.png\|thumb\|Changing the Scheme Term]]		[[image:ChangeGlobalTerm.png\|thumb\|Changing the Scheme Term]]

-	The global Term Length is the length of term that will apply to new ~~policies~~ created when you are not using user-configurable terms (see next section below).	+	The global Term Length is the length of term that will apply to new Cases created when you are not using user-configurable terms (see next section below).

-	Usually you need only change this value to apply a different Term Length to all new ~~policies~~ for a given ~~scheme~~.	+	Usually you need only change this value to apply a different Term Length to all new Cases for a given Scheme.

	You can change this value with the Scheme Editor, as follows:		You can change this value with the Scheme Editor, as follows:
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	# Click 'Save Changes'.		# Click 'Save Changes'.

-	That's it, you're done! Any new quotes/~~policies~~ created for your ~~scheme~~ will now have the correct Expiry Date based on the term you chose.	+	That's it, you're done! Any new quotes/Cases created for your Scheme will now have the correct Expiry Date based on the term you chose.


-	== Advanced Method: Allowing your Clients or ~~Brokers~~ to choose Term Length for each Case ==	+	== Advanced Method: Allowing your Clients or Agents to choose Term Length for each Case ==

	[[image:AllowConfigurableTerms.png\|thumb\|Allowing your customer to choose term.]]		[[image:AllowConfigurableTerms.png\|thumb\|Allowing your customer to choose term.]]
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	# Don't forget to 'Publish to Get Quote' when you are happy with everything to publish your changes.		# Don't forget to 'Publish to Get Quote' when you are happy with everything to publish your changes.

-	Now you've done this, any new customers will be asked to choose Policy Term Length as part of the Application/Proposal process. Any value they choose will automatically set the correct Expiry Date on the new quote/~~policy~~ they create.	+	Now you've done this, any new customers will be asked to choose Policy Term Length as part of the Application/Proposal process. Any value they choose will automatically set the correct Expiry Date on the new quote/Case they create.

← Older revision		Revision as of 15:40, 2 September 2010
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	== Basic Concepts ==		== Basic Concepts ==

-	* When a [[SchemeServe Case]] changes from a 'Quotation' to 'On Cover' (i.e. becomes a ~~Policy~~) it immediately becomes due for payment.	+	* When a [[SchemeServe Case]] changes from a 'Quotation' to 'On Cover' (i.e. becomes a Case) it immediately becomes due for payment.
-	* If you have set-up your ~~scheme~~ to "Take Payment Automatically", payment is usually settled immediately.	+	* If you have set-up your Scheme to "Take Payment Automatically", payment is usually settled immediately.
	* If on the other hand you prefer to invoice your customers, the outstanding balance will need to be settled by other means.		* If on the other hand you prefer to invoice your customers, the outstanding balance will need to be settled by other means.
	* In either case, as soon as a [[SchemeServe Case]] goes 'On Cover' you will be able to see it on the "Ledger - Debits" report.		* In either case, as soon as a [[SchemeServe Case]] goes 'On Cover' you will be able to see it on the "Ledger - Debits" report.
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	* By exporting the "Ledger - Credits" and "Ledger - Debits" reports and importing them into your in-house system, you will be able to reconcile monies due and payments made.		* By exporting the "Ledger - Credits" and "Ledger - Debits" reports and importing them into your in-house system, you will be able to reconcile monies due and payments made.
-	* NB: It is important to note that payments for a Case/Policy will not always appear on the "Ledger - Credits" report in the same month that a corresponding Debit is listed on the "Ledger - Debits" report, depending on when balances are paid by your customers. Furthermore, there may often not be a corresponding exact match between the number of debits and credits for a given ~~policy~~, even if the customer has paid up-to-date. In order to reconcile your accounts therefore, you will either need to A) check the balance of ~~policies~~ on a ~~case~~ by ~~case~~ basis or B) regularly import month-end Ledger reports into a third-party accounting tool. For further information on this and other basic accounting concepts, please contact your company accounts department.	+	* NB: It is important to note that payments for a Case/Policy will not always appear on the "Ledger - Credits" report in the same month that a corresponding Debit is listed on the "Ledger - Debits" report, depending on when balances are paid by your customers. Furthermore, there may often not be a corresponding exact match between the number of debits and credits for a given Case, even if the customer has paid up-to-date. In order to reconcile your accounts therefore, you will either need to A) check the balance of Cases on a Case by Case basis or B) regularly import month-end Ledger reports into a third-party accounting tool. For further information on this and other basic accounting concepts, please contact your company accounts department.


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	[[image:ViewCase-Money.png\|thumb\|The Money Tab when Viewing a Case]]		[[image:ViewCase-Money.png\|thumb\|The Money Tab when Viewing a Case]]

-	* Via the Money tab on View Case it is possible to check the current balance of outstanding payments on any Case~~/Policy~~.	+	* Via the Money tab on View Case it is possible to check the current balance of outstanding payments on any Case.
-	* A list of all Debits for the given ~~policy~~ are shown, and a list of all Card Payments and Direct Debit Payments.	+	* A list of all Debits for the given Case are shown, and a list of all Card Payments and Direct Debit Payments.
-	* You can export a list of all transactions for the given ~~policy~~ in CSV format (for use with Microsoft Excel or your accounting software); just press the Export Transactions button.	+	* You can export a list of all transactions for the given Case in CSV format (for use with Microsoft Excel or your accounting software); just press the Export Transactions button.
	* To take a one-off balance Card Payment for the given policy press Take Card Payment.		* To take a one-off balance Card Payment for the given policy press Take Card Payment.

← Older revision		Revision as of 15:08, 2 September 2010
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-	The unfortunate side to life is that bad things happen from time to time and ~~claims~~ have to be made on insurance policies as a result.	+	The unfortunate side to life is that bad things happen from time to time and Claims have to be made on insurance policies as a result.

	SchemeServe takes the administration pain away from the process by simplifying it as much as possible.		SchemeServe takes the administration pain away from the process by simplifying it as much as possible.

-	Select the Case for the ~~claim~~, click on the Claims tab and press New Claim.	+	Select the Case for the Claim, click on the Claims tab and press New Claim.

	Then choose the Claim Type and fill in the details as required.		Then choose the Claim Type and fill in the details as required.
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	Insurer's Reference		Insurer's Reference
	Reserve (£) - This automatically sets the Outstanding amount.		Reserve (£) - This automatically sets the Outstanding amount.
-	Description - The detail for the ~~claim~~, as much detail as possible.	+	Description - The detail for the Claim, as much detail as possible.

-	If the ~~claim~~ has not yet been settled, there is no need to enter the settled amount or the settled date.	+	If the Claim has not yet been settled, there is no need to enter the settled amount or the settled date.

-	Once entered, the ~~claim~~ is visible in the main ~~claims~~ report.	+	Once entered, the Claim is visible in the main Claims report.



-	If a ~~claim~~ has been rejected, check the Repudiated flag and Save Changes.	+	If a Claim has been rejected, check the Repudiated flag and Save Changes.

-	If the ~~claim~~ has a Loss Adjuster assigned to it, check the Loss Adjuster flag.	+	If the Claim has a Loss Adjuster assigned to it, check the Loss Adjuster flag.

-	If the ~~claim~~ detail is not required for any purpose other than as a reference, perhaps a historic claim recorded and dealt with elsewhere, check the Information Only flag.	+	If the Claim detail is not required for any purpose other than as a reference, perhaps a historic claim recorded and dealt with elsewhere, check the Information Only flag.


-	To edit a saved ~~claim~~, find the Case for the ~~claim~~, select the Claims tab and click on the name of the ~~claim~~. This will open the ~~claim~~ in the edit window. Any details can be edited.	+	To edit a saved Claim, find the Case for the Claim, select the Claims tab and click on the name of the Claim. This will open the Claim in the edit window. Any details can be edited.

← Older revision		Revision as of 15:05, 2 September 2010
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	== Introduction to Commission Chains ==		== Introduction to Commission Chains ==

-	Commission Chains are used to manage chains of agent commissions within SchemeServe, whether you are working with Agents~~, Brokers~~, DAs, ARs, Networks, Packagers etc. and regardless of the region or legal jurisdiction in which you are operating.	+	Commission Chains are used to manage chains of agent commissions within SchemeServe, whether you are working with Agents, DAs, ARs, Networks, Packagers etc. and regardless of the region or legal jurisdiction in which you are operating.

-	NB: '~~Broker~~' is a SchemeServe term used to refer to any third party (other than Client), regardless of whether they are an insurance broker, a network, an AR or anything else.	+	NB: 'Agent' is a SchemeServe term used to refer to any third party (other than Client), regardless of whether they are an insurance broker, a network, an AR or anything else.

	There are two key aspects to their use:		There are two key aspects to their use:
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	== A. Creating Chains of Agent(s) ==		== A. Creating Chains of Agent(s) ==

-	# To create a chain of Agents, first create all of the third parties you will be dealing with in the normal way via the Get Quote process. Each party must be created as a normal SchemeServe ~~Broker~~.	+	# To create a chain of Agents, first create all of the third parties you will be dealing with in the normal way via the Get Quote process. Each party must be created as a normal SchemeServe Agent.
-	# Once you have all of the parties required set-up as ~~Brokers~~ within your SchemeServe account, you need to chain them together.	+	# Once you have all of the parties required set-up as Agents within your SchemeServe account, you need to chain them together.
-	# To chain Agents together, visit the Edit ~~Broker~~ page for the ~~Broker~~ you would like to put at the bottom-most part of the chain, and then use the dropdown box on the right hand side of the page - labelled 'Parent ~~Broker~~' - to choose which Agent~~/Broker~~ is ~~that~~ parent.	+	# To chain Agents together, visit the Edit Agent page for the Agent you would like to put at the bottom-most part of the chain, and then use the dropdown box on the right hand side of the page - labelled 'Parent Account' - to choose which Agent is the parent.
-	# E.g. In the example of a Network with many ARs, you would set each AR to have their parent as the Network ~~Broker~~ record.	+	# E.g. In the example of a Network with many ARs, you would set each AR to have their parent as the Network Agent record.
-	# Once you have created the chain, you may then start setting commissions for each Agent~~/Broker~~ in the chain.	+	# Once you have created the chain, you may then start setting commissions for each Agent in the chain.


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	== B. Setting Commissions per Agent ==		== B. Setting Commissions per Agent ==

-	# To set commissions per scheme, per Agent ~~(Broker)~~, you will need to search for ~~a broker~~ using the ~~Brokers~~ tab within SchemeServe.	+	# To set commissions per scheme, per Agent, you will need to search for an Agent using the Agents tab within SchemeServe.
-	# Once you have found the ~~Broker/~~Agent in question, go to the Commissions/Fees tab.	+	# Once you have found the Agent in question, go to the Commissions/Fees tab.
	# From the dropdown box labelled Scheme, choose the Scheme for which you'd like to set commissions, and then choose the correct Insurer from the Insurer dropdown box.		# From the dropdown box labelled Scheme, choose the Scheme for which you'd like to set commissions, and then choose the correct Insurer from the Insurer dropdown box.
	# You will then see a list of the Risk Groups for the scheme in question, with Commission input boxes for each.		# You will then see a list of the Risk Groups for the scheme in question, with Commission input boxes for each.
-	# For each Risk Group for that Agent~~/Broker~~, set the percentage commission that you would like for that Agent~~/Broker~~.	+	# For each Risk Group for that Agent, set the percentage commission that you would like for that Agent.

-	'''Note: the percentage is a percentage of the total premium for any given policy NOT a percentage of any parent ~~broker's~~ commission.'''	+	'''Note: the percentage is a percentage of the total premium for any given policy NOT a percentage of any parent Agents commission.'''


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	* When running reports that show commissions, such as Bordereaux, you will see columns to show you who each party in the chain is, and how much commission they are due.		* When running reports that show commissions, such as Bordereaux, you will see columns to show you who each party in the chain is, and how much commission they are due.

-	'''Important: Commission Chains are frozen at the point a Case is created. This means that when a chain of Agents is set, any Cases created from that point onwards will have their chain and commission rates applied as per the chain you have set up. If you change the chain and commissions, it will only affect future ~~policies~~ and ~~renewals~~/~~adjustments~~.'''	+	'''Important: Commission Chains are frozen at the point a Case is created. This means that when a chain of Agents is set, any Cases created from that point onwards will have their chain and commission rates applied as per the chain you have set up. If you change the chain and commissions, it will only affect future cases and Renewals/Adjustments.'''