Create killer reports.

With SchemeServe the reports and graphs you create are only limited by your imagination. What reports do you dare to dream of?

Roll your own reports.

Use SchemeServe's built-in report builder to create your own reports and graphs.
It's easy and free: create as many reports as you like.

At a glance statistics.

In addition to reports you build yourself, SchemeServe comes with at-a-glance dashboard
indicators allowing you to check the pulse of your business in seconds.

Export and print.

Export any report to Excel format, PDF or just Print beautiful paper copies.
And when you export, ordering, grouping and any other report options are preserved.

Born in the cloud.

Web-based is just so much better.

Launch your website

SchemeServe comes bundled with a website for you to market and sell policies.
Choose your logo and theme and edit your website pages in a few clicks.
Or if you prefer, link your existing website to SchemeServe.

Share files and documents.

Generate beautiful PDF documents for every customer.
Attach photos, Word, Excel, PDF and many other documents to client cases.

Create master document templates quickly and easily.

With our unique document editing suite, template changes are safe and easy.
Choose from our library of example documents or Import Word or PDF.
Revision history and Preview mean you don't lose documents or publish imperfections.

Upload any file type to store documents online and attach to cases.

If you have documents you created with other software or perhaps photos or images,
just upload to a case, agent or client file to store them safely on the SchemeServe secure servers.
Dare to dream of the paperless office again.

Manage agents, clients and groups.

Harness powerful web-based CRM to keep everything in one place.

Rate, underwrite, refer.

All from the beach.

The rating engine dreams are made of.

With the SchemeServe God Engine^TM you will auto-rate even the most complex schemes.
No equation is too complex. No matrix has too many dimensions. Rate in real-time any quotation.
Let SchemeServe tweak rates throughout the policy life cycle based on your rating matrix rules.

Refer or not refer?

Create rules to automatically refer quotations to outside parties or your staff.
Create referral authority levels to allow trusted staff to clear some referrals but not others.

Use the endorsement library and automatic claims excesses.

Create libraries of policy endorsement wording including dynamic merge fields and
1st/2nd/3rd claims excesses for every claim type and situation.

Share your schemes with the world.

White labelling anyone? For free?

Control and conquer.

Audit trail and easy granular permissions.

Granular permission levels and controls meet simplicity.

Expose specific reports to any user or group. Allow users or groups to work on a scheme while hiding it from others. Flexible permissions don't have to be complicated. Access to specific areas can be restricted by user group and username.

Report on user activity.

Run SchemeServe reports of every type based on username to control activity, commissions and service standards (SLA).

Manage claims like never before.

Command robotic claims management with SchemeServe.

Take payments online

...and reconcile your accounts to the penny.

Use reports and at-a-glance status to keep agent accounts up-to-date.

Agent and case payment history and current outstanding balance is available at-a-glance wherever you are. Export transaction history at any time and add or edit payments for agents and insurers.

Integrate your existing accounts system.

Export and import your transaction data quickly and without error to keep your accounts system in sync
and create seamless real-time integrations with the SchemeServe API.

We can't possibly list it all.

There's just so much more.

You don't need to take our word for it. Try it yourself today.

Get a free trial now and see for yourself why everybody is talking about SchemeServe.