Supported Operating System(s):Web browser (OS agnostic)
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 sol...
1 Reviews of SchemeServe
5.00 / 5 stars
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Colin from COBRA County Schemes
Time Used: Free Trial
Review Source: Capterra
Excellent system, thoroughly recommended
I have been working on Schemeserve for nearly 4 years. The latest version of the system now enables us as users to create our own new schemes and documentation and have these live on line within very short timescales. It is this being able to control the system ourselves which sets Schemeserve apart from other systems I have used. The new rule builder and document automation are fantastic features and I am sure that with all new facilities I will be able to total streamline our quote and renewal process
Document editor could be a little easier to use and does take a bit of getting used to but I believe this is being totally overhauled at the moment so feel sure this will then be as easy to use as the rest of the system