Scheme Trader manages the full policy life cycle including quotations, creating policies, amendments, cancellations, account adjustments, generating policy documents and renewals. All key tasks have a full audit trail and automated KPI and exception reports can be configured to track key processes.
Scheme Trader’s powerful rating engine can be used to rate any type of risk – from simple single rating factor products to more complex multi-property commercial insurances. The rating engine has full version control with an audit trail for all changes. Authorised users can view each step in a rating calculation and process referrals.
DOCUMENTS AND NOTES
In addition to the production of bespoke policy documents of any type, Scheme Trader allows all incoming policy correspondence to be to be attached to a policy record and securely stored. Combined with the configurable diary and notes features, this ensures that paper files are a thing of the past.
Key features and benefits…
Feature not listed?
Can’t find the feature you’re looking for? No problem, Scheme Trader is a flexible solution that can be adapted to fit in with bespoke requirements and processes. Features from Underwriter Plus can also be incorporated within a Scheme Trader installation. These include multiple trading models, integration with other systems, audit and exception reports, broker accounts, MID integration, broker / agent management screens, bespoke reports and declarations, accounting extract files, import of claims data, carrier login for remote audit, B2B policy registration portal, migration of existing policy data and real time MI.Find out more about Underwriter Plus