Make brilliant ideas into market-ready products quickly and easily.
Build even the most sophisticated insurance products with complete flexibility and control.
From quote to renewal, SchemeServe enables you rate risks, apply rules, generate documentation, trigger endorsements and streamline processes automatically, saving time while reducing manual effort.
Learn how to build and manage your own products in 5 days through our SchemeServe Academy. Take one of two Certification Courses to get you feeling confident building and launching your own products.
Our customers often find that by learning to Self-Serve they are able to build products faster, and launch new products more often.
It’s no wonder 60% of our customers choose to Self-Serve.
Migrate cases easily from a legacy system onto SchemeServe, using a structured column-mapped file upload.
Launch fast, trade sooner and make the customer journey on-brand and effortless.
Customise your front-end quotation journey to look like your business; logos, guidelines, colours… you name it.
Optional Upgrade: Use a custom domain name and/or customer-provided SSL certificate with your SchemeServe site.
Optional Upgrade: Create your own price-comparison page with multiple insurers (much like Compare the Market).
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Trade worldwide in any major region, language or currency.
Manage everything from one place. Keep policies, customers and claims moving like a well-oiled machine through a range of automations.
From new business and renewals to mid-term adjustments and cancellations, SchemeServe helps you manage every stage of the policy lifecycle from one place. Automated processes take care of the repetitive tasks, while your team gets quick access to the information they need to keep things moving.
Create, settle, adjust claims how you like.
Optional Upgrade: Create custom fields, workflows and reports for advanced claims handling and custom workflows.
SchemeServe’s reporting tools give you instant visibility into your schemes, policies, premiums and performance. Create tailored reports, monitor key metrics and access the information you need to make informed decisions, all from a single platform.
Set Agent permissions, user accounts, amend scheme settings and what schemes they can see.
Granular user permissions give you complete control over who can view, edit, approve and manage different areas of the platform.
Optional Upgrade: SchemeServe’s Digit Accounting Suite is a centralised, insurance-specific accounting solution that streamlines policy administration, premium calculation, billing, accounting actions and reporting.
Through automation and an intuitive interface, it improves efficiency, accuracy and productivity when handling complex insurance accounting processes
Use our Open API to seamlessly integrate existing software with SchemeServe. Our Academy Team are always on hand for any extra training you need.
The option to receive training on SchemeServe is always there. Our Training Team are available directly, and offer training in any specific part of SchemeServe you need, including Self-Serve, Digit or Reporting.
Our open API allows developers to quickly and simply integrate any existing software with SchemeServe.
Optional Upgrade: Streamline renewal processing by using our add-on Batch Renewals feature. Manage and generate policy renewals in bulk, reducing manual administration and saving valuable time.
Top level security and compliance with VAULT, unbeatably reliable uptime (99.97%) and truly Obsessive Support™. Need a platform built like a Volvo with the personality of a Labrador? Let’s go.
SchemeServe VAULT is the security, compliance and resilience framework that sits behind every SchemeServe platform. It combines robust infrastructure, internationally recognised standards and practical security controls to help keep your data protected, your users accountable and your business moving.
Optional Upgrade: Use our IP Shield add-on feature which lets you limit access to approved locations and trusted networks, adding an extra layer of protection for your data.
Optional Upgrade: make use of our SFTP reports feature to automatically schedule and securely deliver the full array of your reporting data via SFTP to remote locations.
Our team is here for the long haul; friendly support from ex-underwriters who know the industry like the back of their hand. Access our Obsessive Support Team directly, 94% our requests are responded to or resolved within 24 hours.
Optional Upgrade: Choose to upgrade your support to a Dedicated Wunderwriter who will work exclusively alongside you.
Reliably 99.97%. Do we need to say more?
If you get stuck, we make sure the answers to all the questions you might have are in our ‘Knowledge Base’. This is a dedicated area for Help Guides, Videos and Interactive Tutorials all under one roof.
All the decisions we make about SchemeServe are customer-led, which is why we welcome your ideas and feedback to help us make truly powerful features that benefit you.
You can submit all ideas for new features on our Product Portal – find out more here.
