Drive down cost and take payment online

Payments can be taken online using either PayPal, Sage Pay (ProtX) or Direct Debit/BACS/DataCash. All insurance documentation is stored securely online and e-mailed and logged by the software itself. All new documents you generate will be PDF and entirely paperless.

Documentation from prior years or documents received by other means (e.g. claims or survey documentation, TIFF or JPEG photos, PDF, Word etc.) can be uploaded in a snap and stored online along with specific policy or claim records.

Dare to dream of a paperless office, it's possible - even in our industry!

Offer great customer service, and track it.

Using the strong policy allocation features in SchemeServe, you can measure the speed and effectiveness of individual staff or teams to ensure they meet adequate service levels, and even generate alarms if they don't.

Using it's granular rules engine, by it's very nature SchemeServe makes the process of rating, binding and/or referring each policy highly - or even completely - automatic, even at renewal or adjustment stage, when rates can be tweaked automatically with or without user intervention based on Claims Loss Ratio (CLR) and other policy data. This means you can achieve extremely fast turn around of quotations, policies and renewals, while you monitor the results via our unparalleled real-time reporting suite.

One of our founding mantras is about putting you in control: you choose how much automation you'd like at every stage of the insurance policy life cycle.

React instantly to changing insurance markets.

SchemeServe has at it's core a dynamic split-risk questions and ratings engine capable of dealing with new market situations with new scheme set-ups, new multi-dimensional rating matrices and reporting requirements - overnight.

Our most fundamental realisation when building SchemeServe was not only that your insurance business is complex but that it is changing every day.

SchemeServe insurance agency software is both dynamic and agile.

Powerful, always up-to-date MI reports.

SchemeServe generates graphs and reports of the most important insurance MI metrics and claim ratios.

All of the MI data produced by SchemeServe is always up-to-date and generated in real-time across all your locations. You don't need to wait for MI reports or MI graphs, nor collate anything. And you can export all the data to Excel or PDF.

As you edit and adjust your schemes and rating, your MI reporting suite automatically adjusts to the new content of your quotations and policies, and most importantly, allow you to compare the new data to the old, and even if your scheme changes your MI reporting and MI graphing suite will still produce meaningful data.