Agent CRM, the new View Agent page

Updates to the Agent pages which include: – All new page for Viewing and Editing Agents – Add Note feature for keeping a running [...]
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New rating engine

Brand new rating engine which now includes updates to: – Renewal rating – Adjustment rating – Rating per risk group – [...]
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Improved Scheme Sharing

Updates to Scheme Sharing means lots more options for sharing a Scheme including: – Report on activity from Shared sites on the Host site [...]
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new feature - Importing Clients and Agents

Updates to Scheme Sharing means lots more options for sharing a Scheme including: – Report on activity from Shared sites on the Host site [...]
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new feature - Ordering tabs in navigation menu

Updates to Scheme Sharing means lots more options for sharing a Scheme including: – Report on activity from Shared sites on the Host site [...]
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new feature - Custom JavaScript

With the next release of SchemeServe you can add custom JavaScript onto your SchemeServe site allowing endless possibilities for [...]
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Renewals by Client or Agent

– If using the new Rating Engine, enable option to allow your Agents to Renew cases – If using the new Rating Engine, enable option [...]
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We're hiring!

Are you eager to work in a friendly, fast-paced & ambitious atmosphere? Have knowledge of the Insurance Industry? Well, we’re hiring! [...]
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Additional fields in our DVLA lookup

For all those car insurance users, please note we added some additional fields to the DVLA lookup in SchemeServe BETA today, we now support also [...]
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