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.


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

