Client Management

Managing the relationships you have with your clients is an essential function for future growth, brand enhancement, and profitability. With the SchemeServe insurance software, you’ll be using a powerful, cutting-edge management relationship (CRM) tool so that you can handle all client-related services easily, and in one place.

Client Information Storage

All your clients’ details can be easily stored, and instantly retrieved on the cloud-based CRM. From contact details, to purchase history, reports, documents, and full communication history. Everything stored, instantly updated and ready to be utilised for ultra-effective customer insight.

Securely Stored

All client data is securely stored and compliant. The system offers you a platform to automatically send reminders, and critical communication with clients, and third-party partners, saving admin time, and allowing you to focus on human-to-human customer engagement.

Insight for Growth

Gain a richer insight and understanding of your clients through the analysis of real-time data; learning their needs and changing circumstances to ensure that you are delivering products and services most appropriate to them; helping retain positive relationships, maintaining and enhancing your reputation as a trusted brand and partner.

Supercharge Your Business Now

Ex-Underwriters

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

SchemeServe offers a greater degree of flexibility

“The Schemeserve team are friendly and helpful and are always developing SchemeServe further, taking on board user suggestions. SchemeServe itself offers a great degree of flexibility so you can be as involved as you want to be in the creation of your schemes, either creating them yourself or using the expertise of a SchemeServe Scheme Builder to create it for you.”

Nicky Robinson – Finance Director,

Eastman Underwriting

Other Features of SchemeServe