--- title: "SchemeServe Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SchemeServe Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more." source_url: "https://www.capterra.com/p/98188/SchemeServe/" page_type: "product" language: "en" --- # SchemeServe Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) SchemeServe ## What is SchemeServe? SchemeServe is for MGA's, Underwriting Agencies & Cover Holder Brokers working directly with customers or through sub-agents. It is entirely cloud based underwriting and customer servicing software suitable for all classes of business, home, auto, health and niche products. We provide you complete control over scheme and campaign creation, distribution (online & over the phone), insurance billing and reporting. Affordable PAY-AS-YOU-GO pricing and NO upfront capital investment required. ## What is SchemeServe used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £750 Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SchemeServe?[Manage this product listing](https://www.g2.com/products/schemeserve/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SchemeServe 5.0 (1) VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price £750 Per Month Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.7 (284) Value For Money 0.0 (0) Value For Money 4.7 (240) Customer Service 5.0 (1) Customer Service 4.9 (278) ## SchemeServe alternatives [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.7 (11)](https://www.capterra.com/p/21759/Cloud-Claims/reviews/) Starting price $2500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [BriteCore](https://www.capterra.com/p/147243/BriteCore/) [4.3 (3)](https://www.capterra.com/p/147243/BriteCore/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147243/BriteCore/) Highest Rated [NowCerts](https://www.capterra.com/p/132779/NowCerts/) [4.8 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132779/NowCerts/) ## FAQs about SchemeServe Overview ### What company size and specific industries is SchemeServe built for? SchemeServe is designed for specialist insurance companies, managing general agents, underwriting agencies, general agents, and insurance brokers that handle delegated underwriting authority schemes. It fits organizations in the insurance sector rather than broad general business use, especially firms managing specialty or delegated authority operations. Features and Usability ### What are the key features of SchemeServe? SchemeServe offers core features like API and audit trail, plus insurance workflow tools for billing and invoicing, claims management and tracking, policy issuance and processing, quotes and estimates, and renewal management. It also includes underwriting management, commission management, document management, contact management, and reinsurance administration. Getting Started and Support ### What training and onboarding options does SchemeServe offer? SchemeServe provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, and documentation offers written reference material for self-paced review and setup. Getting Started and Support ### What customer support options does SchemeServe offer? SchemeServe provides chat support for customer questions and technical help. No reviewer feedback about support quality is available, so user experience details such as response speed, helpfulness, or common issues cannot be confirmed from the catalog data. ## Features AI summary Based on 121 Insurance Policy reviews Capterra reviewers highlight these as the features buyers value most when choosing Insurance Policy software: - **Policy Management** (**58%** of reviewers rated this feature as critical) - **Document Management** (**67%**) - **Renewal Management** (**55%**) SchemeServe includes **Document Management** and **Renewal Management**, giving insurance teams a way to organize policy files and handle renewals on schedule. However, it does not offer **Policy Management**. Instead, it provides **Claims Tracking** (**24%**), which can still support day-to-day insurance operations by helping teams monitor claim activity and maintain visibility after a policy is issued, helping businesses keep records current and respond to customer needs more efficiently. Billing & Invoicing Create, manage, and send invoices or bills to customers Cancellation Tracking Track cancellations of policies, accounts, orders, appointments, etc. Claims Tracking Process of tracking new and submitted claims and the status of submitted claims Commission Management Tracking, calculating, and paying commissions and earnings to employees Contact Management Manage, organize, and store contact information Document Management Store, manage, and track all electronic documents in a centralized location SchemeServe 14 features ### All Features - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Management: Manage, organize, and store contact information - Document Management: Store, manage, and track all electronic documents in a centralized location - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Reinsurance Administration: Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Underwriting Management: Manage the review process to determine financial risk on a loan or application --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic £750.00 Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CK Colin K. Assistant Manager ### "Schemeserve " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 March 2, 2010 Excellent system, thoroughly recommended Pros I have been working on Schemeserve for nearly 4 years. The latest version of the system now enables us as users to create our own new schemes and documentation and have these live on line within very short timescales. It is this being able to control the system ourselves which sets Schemeserve apart from other systems I have used. The new rule builder and document automation are fantastic features and I am sure that with all new facilities I will be able to total streamline our quote and renewal process Cons Document editor could be a little easier to use and does take a bit of getting used to but I believe this is being totally overhauled at the moment so feel sure this will then be as easy to use as the rest of the system Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.