# SchemeServe Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SchemeServe Software - reviews, pricing plans, popular comparisons to other Insurance Policy products and more.

Source: https://www.capterra.com/p/98188/SchemeServe

---

# 

 SchemeServe Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£750

Per Month

Free trial  
available

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.insuranceagencysoftware.net&name=SchemeServe)

## 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 (283)](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 (283)

Value For Money

0.0 (0)

Value For Money

4.7 (239)

Customer Service

5.0 (1)

Customer Service

4.9 (277)

## SchemeServe alternatives

[4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/)

Starting price

$27.00

Per User, Per Month

[4.7 (11)](https://www.capterra.com/p/21759/Cloud-Claims/reviews/)

Starting price

$2500.00

Per User, Per Month

[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

[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

[Learn More](https://www.capterra.com/p/132779/NowCerts/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Create, manage, and send invoices or bills to customers

Track cancellations of policies, accounts, orders, appointments, etc.

Process of tracking new and submitted claims and the status of submitted claims

Tracking, calculating, and paying commissions and earnings to employees

Manage, organize, and store contact information

Store, manage, and track all electronic documents in a centralized location

Process new insurance policies or modifications to existing policies.

Process of creating insurance policies and assigning them to policyholders

Generate quotes or estimates for customers

The calculation of a price/premium based on specific variables.

Track policy reinstatements after policies have been canceled

Consolidation of data from multiple sources, products, and systems to manage the reinsurance process.

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

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.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)