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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.


  • 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.


  • 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.


  • 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.


  • 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.

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Designed for you...

Our insurance software platform is designed to get your products to market fast however you plan to deliver them.

  • Brokers
  • Underwriting agencies
  • MGAs
  • Insurance resellers
  • Networks
  • B2B and B2C

Brokers >>

MGAs and Networks >>