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SchemeServe
UK broker and scheme management system of record with policy administration and accounting.
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Overview
SchemeServe is a UK broker management system that serves as a system of record, with policy administration and accounting, and a focus on insurance schemes. It centralizes scheme and broker operations.
The platform manages clients, policies and financials, helping brokers and scheme operators run trading and back-office processes in one system.
Key Features
- + Broker system of record
- + Policy administration
- + Integrated accounting
- + Insurance scheme management
- + Client and policy management
- + Trading and back-office processes
Integrations
Open APIInsurer panels
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