SchemeServe

SchemeServe is a comprehensive insurance software solution designed for MGAs (Managing General Agents), Brokers, and Insurers. According to the vendor, it offers a cloud-based platform to streamline and automate various insurance processes. SchemeServe caters to companies of all sizes, from small independent brokers to large insurance enterprises. The product is utilized by professionals in the insurance brokerage, managing general agent, and insurer industries, as well as developers and underwriters.

Key Features

Ratings & Underwriting: According to the vendor, SchemeServe provides full automation for complex schemes, enabling users to respond quickly to real-time data. Users can automate all aspects of policy management, including rating, rule creation, document generation, and endorsements. The platform supports real-time data utilization for efficient rating and rule application.

Policy Administration: SchemeServe offers fully automated software to streamline policy administration. Users can automate common tasks and easily customize them as needed. Customer data is securely stored in the cloud, ensuring data protection and compliance. The platform allows users to control commission levels and manage referral authority levels in detail.

Client Management: SchemeServe provides a centralized platform for efficient client management. Users can securely store client data, purchase reports, documents, and communication history in the cloud-based CRM. Real-time analysis helps users understand and meet changing customer needs. Automation features enable automated follow-ups with clients and updates to third parties.

Digit Accounting Suite: According to the vendor, SchemeServe's Digit Accounting Suite simplifies accounting for MGAs, brokers, and insurers. Users can avoid duplicate work by utilizing the platform's accounting capabilities. The suite offers flexibility in commission withdrawal options, allowing users to decide when to withdraw commission. Granular permissions enable users to adjust user access levels within the accounting system. The activity log provides a detailed overview of transactions and allows for easy filtering and tracking.

Reporting: SchemeServe significantly reduces the time spent creating accurate and relevant reports. Users can generate reports instantly or request support from SchemeServe's Wunderwriters. The platform allows for detailed data analysis and custom reporting to meet specific criteria. Automated reporting features enable users to schedule reports and receive them via email.

Security: SchemeServe ensures a high level of security, scalability, and compliance. The platform utilizes multiple servers across the UK and Europe, ensuring system availability even in case of server or data center failure. With 99.99% uptime, SchemeServe offers a reliable and stable environment. Access privileges can be easily adjusted to control user IT access. Rigorous third-party audits by the British Standards Institute ensure data security and compliance.

Custom Design & Integrations: SchemeServe allows users to tailor schemes to their specific needs and customize the platform's appearance to match their brand. Users can add custom CSS styling to create a unique visual experience. The platform supports custom design and development for innovative solutions. Integration capabilities enable developers to integrate SchemeServe with existing software or create new insurance software solutions/apps.

Developer APIs: SchemeServe offers a public API specification for developers to integrate existing software with the platform. Users can build widgets to complement their solutions or re-sell. Authentication is managed via SchemeServe user accounts, ensuring secure access to data. The APIs are REST-based, serving JSON, and compatible with various programming languages. Developers have the flexibility to integrate and customize SchemeServe or create new insurance software solutions.