Develop

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.

The SchemeServe API

The SchemeServe API allows developers to quickly and simply integrate any existing software with SchemeServe and to easily build components and widgets to complement your own solutions or to re-sell.

The API is implemented as an XML webservice over HTTP. Integrate using your programming language of choice. .NET, PHP, Ruby and Java are popular examples.

Authentication is managed via SchemeServe user accounts, and calls to the webservice will return data or allow writing of data that the given user account would normally have access to.

Contact our Team

To start integrating and extending SchemeServe, contact our team today. Visit and create a new support request. We’re always on hand to help you with your project.