Difference between revisions of "Main Page"

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(User Guide)
m (Colin - text changes for Policy to Cases)
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'''Policies / Quotations'''
 
'''Policies / Quotations'''
 
* [[Getting a Quote]]
 
* [[Getting a Quote]]
* [[Searching for existing Policies]]
+
* [[Searching for existing Cases]]
* [[Jumping straight to a specific Policy]]
+
* [[Jumping straight to a specific Case]]
* [[Renewing Policies]]
+
* [[Renewing Cases]]
* [[Adjusting Policies]]
+
* [[Adjusting Cases]]
* [[Cancelling Policies]]
+
* [[Cancelling Cases]]
* [[Adding Endorsements to Policies]]
+
* [[Adding Endorsements to Cases]]
* [[Generating new Policy Documentation]]
+
* [[Generating new Case Documentation]]
* [[Uploading existing Policy Documentation/Files]]
+
* [[Uploading existing Case Documentation/Files]]
 
* [[Recording Claims]]
 
* [[Recording Claims]]
 
* [[Making Notes]]
 
* [[Making Notes]]
* [[Switching Broker for an existing Policy]]
+
* [[Switching Broker for an existing Case]]
 
* [[Permanently Deleting a Renewal/Adjustment/New Premium]]
 
* [[Permanently Deleting a Renewal/Adjustment/New Premium]]
 
'''Clients'''
 
'''Clients'''
Line 58: Line 58:
 
* [[Working with Groups]]
 
* [[Working with Groups]]
 
* [[Creating White Label Broker Websites]]
 
* [[Creating White Label Broker Websites]]
* [[Changing Scheme/Policy Term Length]]
+
* [[Changing Scheme/Case Term Length]]
 
</td>
 
</td>
 
</tr>
 
</tr>

Revision as of 04:48, 27 April 2010

SchemeServe Help & Support

User Guide

Your Account/Profile

Policies / Quotations

Clients

Brokers

Claims

Debiting Your Customers

Administration

Accounting

Reports

Tips & Tricks

 

What is wiki.schemeserve.com?

This wiki is a community-driven SchemeServe software manual. See www.InsuranceAgencySoftware.net for more information on SchemeServe and related products.

Wikis improve upon traditional knowledge-bases and product manuals by allowing anyone who registers to create new articles and update existing ones. As Wikipedia has shown, wikis generally end up being more accurate, complete, and up-to-date than their centrally-managed brethren.

If you would like to contribute to this wiki, please make sure that the information you would like to add does not already exist. It may be that such material hasn't yet been properly categorised, so it may be necessary to search for it.

About SchemeServe

If you're not yet an SchemeServe user, you may find the following articles of interest:


For a more complete listing of articles available in this Wiki, you can browse the categories.

Thanks to everyone for their wiki contributions!

The SchemeServe Team