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?

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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.

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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.

One of many dashboard reporting panels

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.

When you do everything online,
it takes just a few clicks to start
a new scheme.

Choose whether you want to sell direct to consumer or via and agent, choose card, direct debit and/or invoice, set your currency and tax options, salt to taste and wham: your Quote and Buy scheme is online.

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.

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Nothing to install. Ever.

When you use web-based software there's nothing to install ever.
Software updates are delivered automatically every few days.

Free Search Engine Optimisation (SEO)

Web pages for your schemes are automatically engineered by SchemeServe to attract search engines like Google, Bing and Yahoo, and help you rank for the keywords you want.

Secure and fully backed up

We make sure your data is secure and fully backed up so you don't have to. Our servers are secured in fire and flood proof rooms with biometric locks to keep your data safe.

Share files and documents.

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

Automatic document generation.

Documents are generated and emailed either fully or semi-automatically throughout the policy life cycle. Level of automation is up to you: choose between total control or total automation & anywhere in between.

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.

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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.

Manage relationships with clients and agents.

Keep full contact details, conversation history, files and cases for every client and group you deal with.

Make quick work of complicated groups and commissions.

Insurance commission chains and groups can often be complex.
Make sure you have the tools and reports to control everything and keep on track.

Rate, underwrite, refer.

All from the beach.

The rating engine dreams are made of.

With the SchemeServe God EngineTM 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.

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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.

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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.

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Share your schemes with the world.

White labelling anyone? For free?

Give every agent a way to sell your products online.

Click a single tick-box and select which agents to send your fully white-labelled Quote and Buy service to.

Each agent will receive completely free a Quote-and-Buy site with their logo, colours and the schemes you choose.

Free community scheme marketing and social networking.

If you choose to also share your scheme with the wider SchemeServe community, you will also benefit from free web marketing and search engine optimisation for your scheme by ADM Network, makers of SchemeServe.

Import shared schemes from partner companies and mix with your own to create a more comprehensive product offering.

At a glance see all your schemes including those you've picked up from a partner company using SchemeServe.

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Control and conquer.

Audit trail and easy granular permissions.

View detailed activity for every case, client and agent.

See exactly who did what and when. With SchemeServe you can audit every event.

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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).

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Manage claims like never before.

Command robotic claims management with SchemeServe.

Create and manage claims.

Create claims with highly detailed information.

Attach relevant files to the claim including photos, Word documents, PDF, Excel and more.

Excesses are driven automatically based on claim number (1st/2nd/3rd) and claim type (e.g Flood/Accidental Damage).

See the full audit trail for the claim including when it was accepted/repudiated and by who and the full history of events.

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Create claim reports with atomic detail.

Export all your claims to Print or open in Excel in seconds.

Drill down based on claim type, agent/broker, client or status of claim.

Report claims loss ratios for any client, agent or claim type.

Create claims loss ratio reports for 1, 2, 3, 5 ... 100 year claims loss ratio reports for any aspect of your business.

Show summary claims graphs and tables of detail.

Any claim report you create will optionally be accompanied by a graph in which you can plot loss ratios, claim totals, premiums and more. See a table of the full details used to generate the report and export to CSV, PDF or Print.

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Take payments online

...and reconcile your accounts to the penny.

Take card payments for entire premiums or deposits.

Get premiums paid live online by clients or agents as they get new quotes and go on-risk. Or combine with other payments like Direct Debit and invoice and take balance card payments at any time. Allow specific agents or brokers to settle their accounts by invoice while others must pay immediately.

Take payments by Direct Debit.

Use Direct Debit as your sole payment collection method or combine with card payments and invoicing.

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.

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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.