Client management

Handle client-related services easily, and all in one place. Schemeserve keeps all client data 100% safe and secure, as well as providing insights into the changing needs of your clients.

Store customer contact details, purchase reports, documents and communication history in our cloud-based CRM.

  • Rest assured that all client data is securely stored and compliant.
  • Automate follow-ups with clients, and updates to third parties.
  • Real time analysis helps you learn your client’s needs, and deliver relevant products. Maintain and enhance your reputation as a trusted brand.

Ready to make the next step?

Get in contact and let us show you how you can accelerate your insurance business with SchemeServe