Searching for existing Agents

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If you are a SchemeServe Master Account Holder, you can retain the services of Agents that resell your schemes.

SchemeServe provides the tools to manage Agents effectively.


Finding an Agent

  1. Log in to SchemeServe
  2. Click the Agents Tab
  3. Enter the Agent ID, Name or Postcode to search for an Agent OR you can list All Agents OR Agents beginning with any letter of the alphabet
  4. Click the Agent Link to View the Agent's Details OR View the Agents Cases by clicking the View Cases Link

Note: It is possible to import and export Agent details in SchemeServe - these options can be accessed on this SchemeServe page too.


Video Tutorial


See Also:

Jumping straight to a specific Agent

Editing Agent account details

Importing Agent Details from External Sources

Exporting Agent Details for External Use

Deleting an Agent Permanently

Resend Welcome Emails to Agents

Adding a Note on an Agent

Assigning a Scheme to an Agent

Setting an Agent's Commission

Adding a Custom Agreement to an Agent Record

Paying Commissions to Multiple Parties

Creating White Label Agent Websites

Disabling an Agent's Account

Enabling an Agent's Account

Editing Agent User Accounts