Schemes+
Schemes+ is a digital solution built around you, designed to give you more control, unlock new opportunities for business, provide efficiencies, and make life easier for you and your customers.
Schemes+ is a personalised web portal that allows you to rapidly quote, adjust, renew and bind schemes. Developed in consultation with brokers, it’s an automated alternative to the manual schemes approach, freeing up your resources to focus on building new relationships and growing existing ones.
Schemes+ benefits
- Reduced admin and saves time
- Increased response times to customers
- Quick access to account data
- Reduces errors and assists compliance
- No need for complex paper underwriting guides
- No lengthy wait times for making platform changes
- Available at no additional charge.
Schemes+ will provide
- A digital quote journey with built-in referral rules and pricing
- Automatic renewal generation
- Enriched data capture
- Real-time document generation
- Automatic bordereau creation and transfer.
It’s been fantastic working on the pilot for Schemes+ with Ecclesiastical. By getting us involved it shows us they’re serious about supporting schemes brokers to achieve their goals. The Schemes+ tool has definite potential to help us make efficiencies, potentially allowing up to a third of renewals to go through an automated renewal process. This could free up members of our team to focus their efforts on other areas, such as growing the business and supporting customers.