Switching Agent for an existing Case

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Sometimes Agents will need to be changed on a Case. For example; the original Agent may be bought out by a larger Agent.


Changing an Agent

Note: This must be carried out on a case-by-case basis, there is no bulk switching facility at this moment in time.

  1. Log in to SchemeServe as an Administrator
  2. Search for the Case you need
  3. Click the Switch Button
  4. Enter the Agent ID for the new Agent
  5. Click the Save Button


Video Tutorial


See Also:

Getting a Quote

Creating a Case

Searching for existing Cases

Jumping straight to a specific Case

Case Statuses

Renewing Cases

Adjusting Cases

Cancelling Cases

About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement

Generating new Case Documentation

Uploading existing Case Documentation/Files

Making Notes

Permanently Deleting a Case Record