Editing Insurers

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Every Scheme will have an Insurer associated with it, so it's important to make setting up your Insurers one of your first jobs in your new SchemeServe set up.


Creating a New Insurer

  1. Log in to SchemeServe
  2. Click the Admin Tab
  3. Click the Insurers Icon
  4. Click the Create New Button
  5. Complete the Insurer Name, Prefix, Policy Ref Prefix, The Full Name of the Insurer, The Regulator, a copy of the Trade Declaration, and if you wish use the Browse Button to Upload a Logo
  6. Click the Save Changes Button to save your Changes OR Click the Delete Insurer Button to delete the insurer instead


Video Tutorial