Take a look at the screenshots, get to know SchemeServe insurance software.
Launch New Schemes. Take Payments Online with PayPal, Sage Pay or Direct Debit.
With our insurance software, launching new schemes is a joy. Take online payments via PayPal or Sage Pay (ProtX) or Direct Debit/BACS/DataCash,
control rating matrices, questions you ask clients/sub-broker, and PDF documents generated during the insurance policy life cycle.
Launching New Insurance Schemes
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Control Your Online Presence and New Insurance Quotation Process
With our insurance software, you get an online presence instantly, with your own public Get Quote pages and
editable areas where you can enter rich copy describing your schemes and business.
Control Your Online Presence and New Quote Process
Run Powerful MI Reports & Graphs in Real-Time
Our insurance software puts a vast array of reporting tools at your fingertips which you can tailor to your requirements.
Run any MI report in real-time and see live results there and then, print and export to other programs like Excel.
Run Powerful MI Reports and MI Graphs in Real-Time
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Let Your Admin Users Control Everything
With our insurance software you don’t need hordes of IT personnel in order to make changes to your global insurance strategy.
Everything can be edited by you in seconds, and in plain English via our simple Administration panel.
Let Your Admin Users Control Everything
Give Sub-Brokers or Clients a Username and Password
Give multiple username and passwords to any direct clients or sub-brokers you work with, and give them selective access to
insurance policy documentation so they can retrieve chosen PDF documents at any time without needing additional e-mails from you.
Give Insurance Sub-Brokers or Clients a Username and Password
Publish New PDF Document Templates Quickly and Painlessly
With our insurance software it’s quick and easy to tailor your insurance policy documentation to suit your business needs and to give
the customer a truly personal experience via beautiful PDF documents of the very highest production standards.
Publish New Insurance PDF Document Templates Quickly and Painlessly
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View Comprehensive Insurance Policy Data at a Glance
Search for policies within seconds and view a complete history of the insurance policy life-cycle from start to finish. See custom warnings,
rating matrices, create claims, add notes, generate or upload PDF or image documents, and allow underwriting users to clear referrals.