SchemeServe logo

SchemeServe

by SchemeServe · Since 2000
No reviews yet
Active1+ countriesCloud
Quick facts
VendorSchemeServe
Year launched2000
StatusActive
Location1st Floor Country House, 100 New London Road Chelmsford Essex, CM2 0RG
Countries served1+
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About SchemeServe

SchemeServe is the "Agility King" of the UK MGA market. It is ideally suited for specialist brokers and underwriting agencies who need to launch niche products quickly without a massive IT department.

SchemeServe is the "Agility King" of the UK MGA market. It is ideally suited for specialist brokers and underwriting agencies who need to launch niche products quickly without a massive IT department. Its standout Wunderwriter model solves the common "lost in translation" issue between insurance professionals and developers. While it requires a commitment to learn the system's "logic," it offers a level of control and speed that few enterprise platforms can match.

Pros & Cons

Pros
  • It empowers users to build their own products after training.
  • Pay-as-you-go pricing makes it accessible for startup MGAs.
  • Capable of launching new schemes in as little as 24 hours (average 16 days).
Cons
  • It is heavily optimized for schemes; general retail brokers might find it over-engineered.
  • The document editor and complex rule builder can take time to master.

Features

Key features

Custom Reporting

Automated, schedule-based reporting that sends management information directly to your inbox.

Obsessive Support™

A unique support tier where every technician is a former insurance professional, not just an IT agent.

Digit Accounting Suite

A full insurance ledger that handles commissions, premium collection, and insurer settlement without double-entry.

Ratings & Underwriting Engine

A highly flexible engine that allows for complex rules, referrals, and automated quote generation.

Wunderwriter Build

A hybrid build model where ex-underwriters assist in building complex schemes, ensuring the tech matches the insurance logic.

Additional features

Renewal Management

Automated triggers to start the renewal cycle and send notices to clients.

SchemeServe Academy

A 5-day certification program to train staff to build and manage their own schemes.

Security & Compliance

ISO 27001 and 9001 certified; GDPR compliant data storage

Multi-Tier Distribution

Supports sub-broker networks and branded white-label portals.

Developer APIs

RESTful API for integrating external websites or third-party apps.

Document Editor

Automated generation of professional PDF schedules, certificates, and renewal notices.

Rule Builder

Allows users to create "If/Then" logic for referrals and automated declines.

Client Management (CRM)

Centralized storage of contact details, communication history, and policy documents.

Policy Administration

End-to-end management from quote/bind to renewals and mid-term adjustments (MTAs).

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

United Kingdom

Interface languages

English

Billing currencies

🇬🇧GBP

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