No more slow processess or unproductive output.
- Save time managing admin and concentrate on growing your business.
- With full, life-cycle detailed policy admin features, make changes to any aspect of a policy at any time.
- Automate the most common actions using rules, to avoid wasting resources.
- Quickly produce and deliver all the essentials needed for policy administration.
Give your clients a more secure, more efficient service.
- Customer data, collated and stored securely within the cloud-based platform, can be easily used for a range of administrative purposes.
- Use security levels to decide which staff can take which actions, including granular referral authority levels.
Have control over levels of commission.
- With SchemeServe you can keep 100% of your commission, or retain a cut for acting as an intermediary.
- Never lose a sale. Flex your commission to bring the premium within your client’s budget.
Manage the life-cycle
Working with real-time data enables you to have full control over all policy aspects, throughout its life-cycle. Whether ratings, pricing or rules, you have the facility to tweak and edit through every stage.