Difference between revisions of "Main Page"

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(User Guide)
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* [[Jumping straight to a specific Client]]
 
* [[Jumping straight to a specific Client]]
 
* [[Editing Client account details]]
 
* [[Editing Client account details]]
'''Brokers'''
+
'''Brokers/Agents'''
 
* [[Searching for existing Brokers]]
 
* [[Searching for existing Brokers]]
 
* [[Jumping straight to a specific Broker]]
 
* [[Jumping straight to a specific Broker]]
 
* [[Editing Broker account details]]
 
* [[Editing Broker account details]]
 +
* [[Paying Commissions to Multiple Parties]]
 
'''Claims'''
 
'''Claims'''
 
* [[Searching for existing Claims]]
 
* [[Searching for existing Claims]]
Line 63: Line 64:
 
* [[Creating White Label Broker Websites]]
 
* [[Creating White Label Broker Websites]]
 
* [[Changing Scheme/Case Term Length]]
 
* [[Changing Scheme/Case Term Length]]
 +
* [[Creating Commission Chains|Commission Chains]]
 
</td>
 
</td>
 
</tr>
 
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Revision as of 08:09, 1 June 2010

SchemeServe Help & Support

User Guide

Your Account/Profile

Scheme Questions Sets Policies / Quotations

Clients

Brokers/Agents

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