Dee Coleman

1. Community
2. SchemeServe Feature Requests
3. Agent’s Accounts - Online Real-time Access (The most important Feature Request EVER)

Hi Adam / John Whilst Johns idea would be a fundamental step forward in account processes, for schemeserve to have the ability to send statements would be very much a step closer to an accounts pac...

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• Dee Coleman
• Created 19 May 2016 09:19
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Endorsement ID's in Reports

Hi We would really like this option too please, sometimes at renew a new insurer takes over the book of business. As we process our renewals a month in advance sometimes the correct endorsements ar...

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• Dee Coleman
• Created 06 January 2015 10:49
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Could agents commissions only apply to new business and not adjustments

Hi Colin, Could you take a look at case number 1802097 The first case has an agents commission of 25% we have just run an adjustment through and the new agent commission of 28% has come through. Ma...

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• Dee Coleman
• Created 13 August 2014 09:39
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Could agents commissions only apply to new business and not adjustments

Hi Colin Do we know if there was a resolve to this, im only asking as it seems to be happening again?

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• Dee Coleman
• Created 06 August 2015 08:59
• 0 votes

1. Community
2. SchemeServe Feature Requests
3. Allow additional information to be shown against case search results

I have to agree with Bens comments, portfolios of residential business is very common. At the moment each risk we place on the system has a different case number.  Using a 10 property portfolio in ...

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• Dee Coleman
• Created 10 June 2014 08:06
• 0 votes