SchemeServe 2026: Benefits, Features & Pricing

SchemeServe is a cloud-based insurance solution designed for insurance organizations, managing general agents (MGAs) and brokers. Features include cancellation tracking, claims tracking, policy generation, a rating engine, reinsurance administration, renewal management and more.

SchemeServe helps users create custom websites for individual products and control back-office and reporting operations from a central dashboard. Users can also create multi-tier networks of branded portals which can be used as sales funnels and search engines.

Users can create and share product documentation with customers or agents, store them in a central repository and also record voice calls, images and other file types within customer records. Additionally, the solution helps users to generate custom reports based on different parameters and also offers automatic debt chasing, multi-currency support, audit trails of transactions and multiple options to accept payments from customers.

Services are offered on an annual subscription basis that includes support via phone and email.