Full feature list

We're confident that Scheme Trader has the features you need to efficiently deliver and manage your insurance schemes. We've listed some of the key features below. If a feature you need is not listed then please contact us.

Introducing Scheme Trader

• Single brokers can use Scheme Trader to streamline their scheme business.
• Insurers, MGAs and underwriting agencies can use Scheme Trader to deliver schemes via multiple brokers or a network - each scheme can be configured differently for each broker.
• Sell direct to clients with Scheme Trader's online quote and buy.

Core features

• Manage the complete life cycle of insurance policies.
• Supports single schemes and multiple schemes from a panel of insurers.
• Supports personal lines and commercial insurance including niche schemes.
• Fully hosted and managed software platform.
• Highly secure with hourly off-site back ups.
• Based on latest technology (.NET/SQL).
• Separate management and broker tiers if required.

Quote

• Data capture forms are bespoke for each of our clients.
• Powerful rating engine.
• Postcode and DVLA vehicle registration look-up.
• Supports sub-schemes.
• Online quote and buy (B2C).
• Each quote is given a unique quote reference.
• Can incorporate your contact centre scripts.
• Automatically decline / refer items not covered by a rating table.
• Vary the rates, commissions and terms from broker to broker.
• SLA to ensure fast rate changes.

Write

• Generates all the policy documents throughout the policy life cycle.
• All documents are logged and stored securely online.
• Email documents directly to the policyholder.
• Standard document templates available.
• Integrated card payment processing.
• Automated monthly payment plans.
• Transfer policy data to other systems.

Manage

• Quickly find customers and quotes.
• Import claims data.
• Built in diary / task manager and notes features.
• Audit trail - tasks are logged and the date and user saved.
• Allocate enquiries to a specific member of staff.
• Remote policy auditing.
• Upload documents to a policy record.
• Brokers can directly administer their own users' access.
• Multiple user roles to control what each user can do.

Report

• Management information generated in real-time.
• Earned premium and loss ratio calculations.
• Split / analyse data key rating factors.
• Export data to Microsoft Excel.
• View and manage financial transactions.
• Management tier for MI across all brokers.
• Online submission of accounts.