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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.

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.

find out more
take the tour

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