SCHEMESERVE FEATURES
Build, launch and manage insurance products
SchemeServe brings product configuration, quotation, policy administration, claims, reporting and integrations into one cloud-hosted platform for MGAs, brokers and insurers.
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Build Configure products, rules and documents. |
Launch Create an on-brand quote journey. |
Manage Administer policies, claims and users. |
Grow Add training, APIs and automation. |
Safe & Supported Use secure, resilient services and expert help. |
BUILD
Build insurance products
Control questions, rating, rules, documents and automated actions throughout the policy lifecycle.
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PRODUCT BUILD Control the journey from quote to renewal Use bespoke question sets, rating and rules engines, and dynamic documents to assess risk, trigger referrals and endorsements, and reduce repetitive administration. 🔗 |
SELF-SERVE Learn to build and manage products SchemeServe Academy offers two certification courses designed to get teams building and launching products in five days. SchemeServe reports that 60% of customers choose to self-serve. 🔗 |
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CASE IMPORTER Move structured cases from a legacy system Use a column-mapped file upload to bring cases into SchemeServe for policy administration, renewals, reporting and bordereaux generation. 🔗 |
INTEGRATIONS Connect useful services Available integrations include DVLA, Opayo or SagePay payments, AddressCloud or ePostcode lookup, Chat-Link conversations and Deepscan sanctions searches. 🔗 |
LAUNCH
Create an on-brand quotation journey
Move a configured product into live trading with a customer journey that reflects your business and target markets.
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GET QUOTE Reflect your visual identity Customise the front-end quotation journey with your logo, colours and brand guidance. |
CHOOSE YOUR DOMAIN Use your preferred web address Add a custom domain name and, where required, a customer-provided SSL certificate. Optional upgrade. |
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AGGREGATOR Compare multiple insurers Present insurer results on a comparison screen and let the user select the preferred option. Optional upgrade. |
GLOBAL TRADING Trade across markets Support trading across major regions, languages and currencies. |
MANAGE
Manage policies, customers and claims
Keep policies moving from new business through renewals, adjustments and cancellations while controlling access and oversight.
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POLICIES Manage the policy lifecycle Handle new business, renewals, mid-term adjustments and cancellations, with automation supporting repeatable administration. 🔗 |
CLAIMS Capture and manage claims information Record claims against active policies and use previous claims in rating or referral logic. Custom fields, workflows and reports are available as an upgrade. 🔗 |
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REPORTING See performance in one place Create tailored reports and monitor schemes, policies, premiums and performance. 🔗 |
ACCESS AND ACCOUNTING Control users and financial processes Set agent and user permissions. Add Digit Accounting for insurance-specific premium calculation, billing, reconciliation and reporting. Optional upgrade. 🔗 |
GROW
Extend the platform as your business develops
Develop internal capability, connect other software and reduce renewal administration through automation.
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SCHEMESERVE ACADEMY Build confidence through training Access training on self-service product building, Digit, reporting and other parts of SchemeServe. 🔗 |
DEVELOPER APIS Connect external systems to SchemeServe Support broker portals, claims integrations, reporting automation, rating services, policy administration and document retrieval. 🔗 |
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API BUILDER Connect SchemeServe to other services Configure SchemeServe to send and receive data through external APIs, including payment, sanctions, CRM and document services. 🔗 |
BATCH RENEWALS Process eligible renewals in bulk Invite and process policies by renewal date. The feature must be enabled for the site and each relevant scheme. Optional upgrade. 🔗 |
SAFE & SUPPORTED
Extend the platform as your business develops
SchemeServe combines security controls, resilient infrastructure, published uptime and direct support for the people who use the platform.
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VAULT security and resilience SchemeServe describes multiple servers across the UK and Europe, granular permissions, and ISO 22301, ISO 27001 and ISO 9001:2015 certifications as part of the VAULT framework. 🔗 |
Obsessive Support™ SchemeServe reports that 94% of support requests are responded to or resolved within 24 hours. An optional Dedicated Wunderwriter provides more focused support. 🔗 |
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99.97% uptime The Features page states that SchemeServe delivers 99.97% uptime. 🔗 |
Knowledge and product development Use help guides, videos and interactive tutorials in the Knowledge Base, and submit feature ideas through the Product Portal. 🔗 |
Optional upgrades at a glance
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✓ Custom domain and SSL certificate ✓ Aggregator ✓ Custom Claims ✓ Digit Accounting |
✓ Batch Renewals ✓ IP Shield ✓ Automated SFTP reporting ✓ Dedicated Wunderwriter |
Frequently asked questions
Who is SchemeServe designed for?
SchemeServe presents the platform as suitable for brokers, MGAs, insurers and developers across organisations and products of different sizes.
Are all features included as standard?
No. The Features page identifies several capabilities as optional upgrades, including Aggregator, Digit Accounting, Batch Renewals, IP Shield, SFTP reporting and dedicated support. Confirm availability and configuration requirements with SchemeServe.
Can SchemeServe connect to existing software?
Yes. SchemeServe offers developer APIs for external systems that connect to the platform, while API Builder can be configured so SchemeServe calls other services.
Ready to explore SchemeServe?
Discuss your products, processes and integration requirements with the SchemeServe team.
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