Logotipo de SchemeServe


1 reseña (5/5)

SchemeServe is a cloud-based insurance solution designed for insurance organizations, managing general agents (MGAs) and brokers. Features include cancellation tracking, claims tracking, policy generation, a rating engine, reinsurance administration, renewal management and more.

SchemeServe helps users create custom websites for individual products and control back-office and reporting operations from a central dashboard. Users can also create multi-tier networks of branded portals which can be used as sales funnels and search engines. 

Users can create and share product documentation with customers or agents, store them in a central repository and also record voice calls, images and other file types within customer records. Additionally, the solution helps users to generate custom reports based on different parameters and also offers automatic debt chasing, multi-currency support, audit trails of transactions and multiple options to accept payments from customers.

Services are offered on an annual subscription basis that includes support via phone and email.


SchemeServe - Case details
  • SchemeServe - Case details
    Case details
  • SchemeServe - Client details
    Client details
  • SchemeServe - Transaction schedule
    Transaction schedule
  • SchemeServe - Graphs
  • SchemeServe - Sample form
    Sample form
Sistemas operativos compatibles:
Navegador web (independiente de SO)

1 reseñas sobre SchemeServe


Colin K.



Fuente de la reseña: Capterra


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Facilidad de uso
Facilidad de uso

Excellent system, thoroughly recommended

Puntos a favor

I have been working on Schemeserve for nearly 4 years. The latest version of the system now enables us as users to create our own new schemes and documentation and have these live on line within very short timescales.

It is this being able to control the system ourselves which sets Schemeserve apart from other systems I have used.

The new rule builder and document automation are fantastic features and I am sure that with all new facilities I will be able to total streamline our quote and renewal process

Puntos en contra

Document editor could be a little easier to use and does take a bit of getting used to but I believe this is being totally overhauled at the moment so feel sure this will then be as easy to use as the rest of the system