Driving greater efficiency into your business, at every level, is paramount to the success of the SchemeServe software services. And providing a platform to deliver efficient, robust, and secure accounting is a key feature, delivering crucial benefits for: 

  • Productivity
  • Customer service
  • Auditing & Compliance
  • Ledgers
  • Cash Flow

Manage Invoicing, Chase Debt

We all know the importance of efficient invoicing and timely payments when it comes to cash flow and financial sustainability. However, debt chasing also comes with hidden costs. The unnecessary consumption of time spent sending reminders, making calls, creating admin. Time that could be better utilised for business or brand development purposes.

With automated (or partially automated, if you prefer) debt chasing, with the ability to instantly send reminders, emails, and statements, administrative efficiency can be improved.

Transaction Versatility

The software allows for a fully versatile accounting system to be employed, tailored to meet the conditions and market in which you operate. Carry out business across the world with the ability to trade in any currency, anywhere.

SchemeServe also enables easy payments through a range of modern methods. Customers have the facility to make whole or partial payments via bank transfer or credit and debit card (PCI compliant).

There are also facilities to transact through PayPal, BPAY, PAYM, Bitcoin and other premium finance interfaces. It’s a payment process that brings ease and efficiency to your clients, and to your internal workings. Enhancing greater productivity and exceptional simplicity and stress-free service for the customer.

Reporting and Auditing

From Bordereau facilities to a fully transparent audit trail, the system allows you a comprehensive, yet simple method to create important reports and ensure that all financial matters are accounted.

Present tailored reports for brokers and introducers, as required, and easily create multiple internal reports on all key criteria, generated from the information securely stored within the database.

Supercharge Your Business Now


We use ex-underwriters and insurance specialists in our Obsessive Support(tm) team so we speak your language.

Obsessive Support™

No request is too great; we know you need a quick and measured response to stay agile and move your business forward.

ISO Level Security

Security & Data Availability are at the core of our platform development and staff training programmes.

99.99% Up Time

Our platform uptime is second-to-none and uptime history available for your persual at any time.

What our clients say

It gets better and better

I have been using SchemeServe for over 18 months and I am always impressed, not just with the system as it is but with the continuous development on adding and improving features. Setting up new schemes is straight forward and reports can be created in no time at all. It gives the User complete control to tailor their schemes to meet their individual needs. With such flexibility and a very pleasant and helpful support team I would thoroughly recommend this system.”

Natalie Williams

Director, Choice Insurance Agency Ltd

Other Features of SchemeServe