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Designed for you...

brokers
mgas and networks
insurers

Manage...

Scheme Trader allows users to manage the complete life cycle of insurance policies - new business, mid-term adjustments, renewals and cancellations. The software also has a built in diary / task manager, notes feature and document store where the user can upload files and documents received from a client.

Mid-term adjustments, renewals and cancellations

With Scheme Trader you can manage the full policy cycle. Multiple quotes can be generated for MTAs - these can be processed immediately or saved for use at a later date. Claims data can be imported from your chosen claims management company for use during renewals and cancellations.

Task manager and notes

All Scheme Trader users have access to the built in diary / task manager and notes features. Tasks can be set up automatically. If No Claims Discount (NCD) is carried over from a previous insurer, then a task can be created to remind the user to chase the proof of NCD from the policyholder.

Scheme Trader has a built in diary / task manager and notes features.

All tasks and notes are logged in the system and date and user stamped to allow auditing. Tasks can be recorded as completed, have notes attached to them and rescheduled if necessary.

Auditing

All key tasks carried out within Scheme Trader are logged and the date and user saved - you'll always know who did what and when. This includes the capturing of client data, generation of every quote, the binding of a policy, the generation of policy documents, processing of MTAs and much more.

Enquiries can be allocated to a specific member of staff and conversion ratios can be analysed.

If Scheme Trader is used to deliver a product through multiple brokers then the insurer, MGA or underwriting agency can use the "management tier" to remotely audit policies to ensure key tasks are being carried out effectively.

Document management

documents uploaded to a policy record

Scheme Trader can allow users to upload documents to a policy record. This can include proof of NCD, photographs, signed documents, copy licences and other regulatory documents.

Users and locations

With Scheme Trader you can control who has access to the system, what they can access and whether they can login from any location or just your office.

Scheme Trader has multiple user roles to allow you to control what each user can do. Read only access is also available. Current user roles are user, super-user, administrator, accounting user and insurer user (read only).

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Key features...

Scheme Trader is rich in features to help you manage policies:

  • Manage the complete life cycle of insurance policies.
  • Quickly find customers and quotes.
  • Import claims data.
  • Built in diary / task manager and notes features.
  • 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.

full feature list