Client management

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

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

Secure

Rest assured that all client data is securely stored and compliant.

Real time analysis

Real time analysis helps you learn your client’s needs, and deliver relevant products. Maintain and enhance your reputation as a trusted brand.

Automation

Automate follow-ups with clients, and updates to third parties.

Features

Ratings & underwriting

Policy administration