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Transcript

12 weeks

£

2 weeks

£

2 hours

£400

3 hours

£600

Self-build

Regular package

Intensive package

1 hour

£200

1 hour

£200

Staff/User training

Settings

Case admin

Question set

Scheme areas

All customers

£400

2 hours

Intro to SchemeServe

4 hours

£800

Rating file

2 hours

£400

Rules

4 hours

£800

1 hour

£200

4 hours

£800

Documents

Endorsements

Reports

online

online

1 hour

£200

1 hour

£200

Index Linking

Versioning

Process focus

1 hour

£200

Claims tables

1 hour

£200

Batch renewals

1 hour

£200

Formulas

2 hours

£400

Multi-page vs Single-page

.Intro to ss

  • This comprehensive tour has been meticulously crafted to empower participants with a profound comprehension of both the user-friendly front-end and the intricate administrative back-end of SchemeServe.
  • This session equips participants with the confidence to effortlessly navigate the system.
  • Additionally, we ensure that participants gain an extensive insight into every individual scheme element, facilitating an understanding of how SchemeServe operates.
  • We allocate time for our participants to explore SchemeServe independently and encourage them to ask any questions they may have.
  • We strongly recommend this session for anyone who will be using SchemeServe, as it offers an enhanced understanding of SchemeServe's capabilities and its freedom from limitations.

Hour 1

Hour 2

Get quote- tour

Get quote- test

Back-end office tour

Scheme areas tour

.User

Get quote- tour

Back-end office tour

Get quote- test

Hour 1

  • "The 'Tour of Front-End and Back-End of SchemeServe' is an integral component of SchemeServe´s training.
  • This tour is designed to provide participants with an in-depth understanding of both the user-facing front-end and the administrative back-end of SchemeServe, enabling them to navigate the system with confidence to complete their tasks effetively.
  • Ample time is provided for particpants to independently explore SchemeServe and seek clarification by posing questions.
  • This session is highly recommended for all agents, whether they are new to the system or seeking a refresher, and forms an integral part of your onboarding process.

.Regular

Week 1

Week 5

Week 3

Week 4

Week 6

Week 2

Week 7

Week 11

Week 9

Week 10

Week 12

Week 8

Question set

Rating file

QS practice

RF practice

Rules practice

Rules

Documents

Document practice

Independent test build

Review

Test build

Reports practice

Reports

Endorsements practice

Endorsements

  • Our program is thoughtfully structured to ensure participants gain a thorough understanding of the process over the span of 12 weeks consisting of approximately 3 hours training per week.
  • Our trainer meticulously dissects and explains each section of the scheme. This approach allows participants the opportunity to engage with and practice each section individually, affording them the necessary time to absorb and master each area.
  • Towards the end of the training, participants will undertake the task of independently constructing a test scheme. This exercise serves as a validation of their knowledge retention and empowers them to confidently build schemes with minimal external assistance.

MON

TUE

WED

THURS

FRI

  • Our program is specifically designed to deliver a comprehensive understanding of the process within a condensed 2-week timeframe with 5 hours commitment per day, ideal for those eager to start building.
  • Our trainer meticulously dissects and explains each section of the scheme. Participants will be given the opportunity to practice each section individually, providing them with the necessary time to fully grasp each aspect.
  • Participants will construct a test scheme independently. This exercise serves as a valuable validation of their knowledge retention, ultimately equipping them to confidently build schemes with minimal external assistance.

Intensive

MON

TUE

WED

THURS

FRI

Question set

Rating file

QS practice

RF practice

Rules practice

Rules

Documents

Document practice

Independent test build

Review

Test build

Reports practice

Case admin

Case admin

Endorsements

Reports

Index Linking

IL practice

Case admin testing

Reports

Index Linking

Review

Get quote tour

Matrix tab tour

User get quote tests

Intro to: - Question set - Rating file - Rules - Documents -Endorsements - Reports

Get quote tour

Matrix tab tour

User get quote tests

Trainee Week 1: 1.5 hours: Question set practice alone

Trainee week 2: - 1.5 hours: rating file practice

1 hour: rules practice

Week 1: 1 hour: SchemeServe tour 1 hour: Question set training 1.5 hours: Question set practice (alone) Week 2: 1 hour: Question set review + edit

Week 2: 1.5 hours: Rating file training 1.5 hours: Rating file practice Week 3: 1.5 hours: Rating file review + edit

Week 4: 1 hour - rules training 1 hour - rules practice

Week 5: 30 mins: Endorsements training 30 mins: Endorsements pracitce 1 hour: Doc training Week 5/6: 2 hours: Doc practice

Trainee: Week 5 30 mins - Endorsements practice Week 5/6 2 hours - doc practice + HTML course

Week 7: 1 hour: Doc review 1 hour - reports training 1 hour - reports practice

Trainee week 7: 1 hour - reports practice

Week 8: 30 mins: reports review 1.5 hours: standardisation training Week 9: 2 hours - standardisation practice

Week 9: 2 hours: Standardisation practice

Week 10: - Standardisation review - Intro to Test build

Week 10/11: Test build

Week 12: 2 hours: Test build review + edit

1 hour: rules practice

Week 1: 1 hour: SchemeServe tour 1 hour: Question set training 1.5 hours: Question set practice (alone) Week 2: 1 hour: Question set review + edit

Week 2: 1.5 hours: Rating file training 1.5 hours: Rating file practice Week 3: 1.5 hours: Rating file review + edit

Week 4: 1 hour - rules training 1 hour - rules practice

Week 5: 30 mins: Endorsements training 30 mins: Endorsements pracitce 1 hour: Doc training Week 5/6: 2 hours: Doc practice

Trainee: Week 5 30 mins - Endorsements practice Week 5/6 2 hours - doc practice + HTML course

Week 8: 30 mins: reports review 1.5 hours: standardisation training Week 9: 2 hours - standardisation practice

Week 9: 2 hours: Standardisation practice

Week 10: - Standardisation review - Intro to Test build

Week 10/11: Test build

Week 12: 2 hours: Test build review + edit

Trainee week 2: - 1.5 hours: rating file practice

Trainee Week 1: 1.5 hours: Question set practice alone

Week 9: 2 hours: Standardisation practice

Week 10: - Standardisation review - Intro to Test build

Week 4: 1 hour - rules training 1 hour - rules practice

Week 8: 30 mins: reports review 1.5 hours: standardisation training Week 9: 2 hours - standardisation practice

Week 8: 30 mins: reports review 1.5 hours: standardisation training Week 9: 2 hours - standardisation practice

Week 8: 30 mins: reports review 1.5 hours: standardisation training Week 9: 2 hours - standardisation practice

Week 8: 30 mins: reports review 1.5 hours: standardisation training Week 9: 2 hours - standardisation practice

Week 8: 30 mins: reports review 1.5 hours: standardisation training Week 9: 2 hours - standardisation practice

Week 12: 2 hours: Test build review + edit

Hour 1

.sETTINGS

  • Instructor led training where customers are taught how to configure and customize various settings within SchemeServe The goal of settings training is to empower users with the knowledge and skills needed to adapt the system to their specific needs and preferences.

Settings tour

Settings test

Examples

.Case admin

Case tabs

Tests

Hour 1

  • Participants will be shown how to create cases, manage referrals and review activity logs. This just 3 of the many topics that will be covered in a case admin training session.

Hour 2

Hour 1

.QUESTION SET

  • Instructor led training where customers are taught how to build, edit and test a question set. This session will include best practices to ensure unifromity across schemes. Participants will be given time to test & practice each element and then ask any questions.

Building

Practice

MP

Tables

Hour 3

Hour 2

Test

.Rating file

Building the basics

House-keeping

Testing & practice

  • Rating file training will be split over 4 hours. The sessions will include rating file training and rating file practice which will include uniformity and standardisation across all schemes.

Hour 1

Hour 3

Hour 2

Hour 4

Look-up files

Common errors

.RULES

Basic rules

Advanced rules

Practice & testing

  • Customers will be taught the basic rule building fundamentals along with further training including rules and best practices to help encourage standardisation.

Hour 1

.DOCUMENTS

  • Partial Instructor led training where customers are taught how to build documents using HTML. Recommended further learning will be provided to develop HTML knowledge. Tips as well as best practices will be a key feature of these sessions.

Document editor

HTML course

Best practices

Hour 1

Hour 2

.ENDORSEMENTS

Building

Testing

Practice & testing

Hour 1

  • Endorsement training can be provided alone or alongside document training due to their overlapping of knowledege. Fundamentals as well as best pracitces will be taught here.

.REPORTS

  • Instructor led training on creating, editing and running reports. Further training on columns and formulas within a report will also be provided.

Building basics

Practice & testing

Testing

Advanved building

Hour 1

Hour 3

Hour 2

Hour 4

Hour 2

Get quote tour

Matrix tab tour

User get quote tests

Get quote tour

User get quote tests

Get quote tour

Matrix tab tour

User get quote tests

Intro to: - Question set - Rating file - Rules - Documents -Endorsements - Reports

Intro to: - Question set - Rating file - Rules - Documents -Endorsements - Reports

Get quote tour

Matrix tab tour

User get quote tests

Matrix tab tour

Matrix tab tour

Get quote tour

Matrix tab tour

User get quote tests

Get quote tour

User get quote tests

Intro to: - Question set - Rating file - Rules - Documents -Endorsements - Reports

Get quote tour

Matrix tab tour

User get quote tests

Get quote tour

Matrix tab tour

User get quote tests

Intro to: - Question set - Rating file - Rules - Documents -Endorsements - Reports

versioning

Rates versioning

Document versioning

Pracitce & testing

Hour 1

  • Customers will be shown how to create versioning on their schemes to allow for a changes in rates or documents without effecting previous rates.

.batch renewals

How to

Auto renewing

Practice & testing

Hour 1

  • Instructor led session which teaches particpants how to run batch renewals as well as further training on auto.renewing.

.formulas

SchemeServe rules

Most common formulas

Practice & testing

Hour 1

  • Customers will be taught the basic formula building techniques specific to SchemeServe as well as being shown the most common formulas and how to use them. Acess to pre-built formulas is also granted.

Hour 1

.mp v sp

  • This training is provided on the understanding that particpants already have a founfational knowledge of SchemeServe. This training session will highlight the difference between single-page builds and multi-page builds along with their benefits.

What is a MP

Practice & testing

Rating

Documents

Hour 2

.claims

  • Instructor led training where participants are walked through different elements relating to claims. This includes building claims tables, including claims data in documents as well as general claims admin.

Hour 1

Tables

Practice & testing

Claims in documents

Claims admin

Hour 2

Rules

.index linking

  • Instructor led training where participants are tuaght how to incorporate index linking into their schemes. Training will cover implementation within the question set and rating file as well as methods of testing.

Hour 1

Training & testing

Practice& testing

Get quote tour

Matrix tab tour

User get quote tests

Get quote tour

Matrix tab tour

User get quote tests

Get quote tour

Matrix tab tour

User get quote tests

Get quote tour

Matrix tab tour

User get quote tests

Intro to: - Question set - Rating file - Rules - Documents -Endorsements - Reports

Get quote tour

User get quote tests

Get quote tour

Get quote tour

Intro to: - Question set - Rating file - Rules - Documents -Endorsements - Reports

Get quote tour

User get quote tests

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