Executive Summary 

C2MS, Buckhill’s core insurance software, revolutionises the way brokers, MGAs, carriers and insurers manage their daily operations. By automating critical functions such as premium collection, claim payments, settlement recovery and reinsurance transactions, C2MS minimises manual intervention and streamlines financial processes. Its integration with open banking and auto‐reconciliation routines further ensures accuracy and speed, enabling businesses to meet the ever-evolving demands of the insurance industry.

Beyond financial automation, C2MS offers a robust suite of digital tools that enhance overall operational agility. With self-service online portals, software-based workflows replacing cumbersome emails, and the integration of best-of-breed ML tools for data cleansing, the system empowers stakeholders to manage policies and claims efficiently. These innovations not only reduce administrative overhead but also support real-time analytics, regulatory compliance and seamless integration with third-party systems, ultimately driving improved productivity and customer satisfaction.

Top 10 Areas of Opportunity:

1. Automated Financial Functions

2. Self-Service Online Portals

3. Transition from Email to Software-Based Workflows

4. Tailored Automation for Policy and Claims Lifecycles

5. Integration of Best-of-Breed ML Tools for Data Cleansing

6. Real-Time Data Analytics and Reporting

7. Streamlined Regulatory Compliance

8. Customisable Workflows and Role-Based Access

9. Agile Policy Management

10. Robust API Integrations

1. Automated Financial Functions

C2MS automates critical financial processes—including premium collection, claim payments, settlement recovery and reinsurance—by leveraging open banking integrations and auto‐reconciliation routines. This minimises manual tasks, reduces errors and accelerates financial operations.

2. Self-Service Online Portals

The platform offers intuitive online portals that empower customers to manage their own interactions. Users can submit documentation, download essential files, and request changes, quotes or renewals, thereby streamlining client service and reducing the need for manual support.

3. Transition from Email to Software-Based Workflows

By replacing traditional email communication with integrated, software-based workflows, C2MS enhances task management and ensures that all actions are tracked and executed within the system. This transition reduces delays and improves collaboration across teams.

4. Tailored Automation for Policy and Claims Lifecycles

Specific automation routines embedded within common workflows help manage the entire lifecycle of policies and claims. These tailored processes expedite approvals, reduce processing times and maintain consistency throughout operations.

5. Integration of Best-of-Breed ML Tools for Data Cleansing

Rather than providing an in-house machine learning solution, C2MS integrates best-of-breed ML tools to intelligently cleanse and curate incoming data. This results in more accurate quote generation and risk assessments, supporting superior decision-making.

6. Real-Time Data Analytics and Reporting

With integrated dashboards and analytics tools, users can monitor key performance indicators in real time. This immediate access to data allows for quicker, informed decisions, fostering a proactive operational environment.

7. Streamlined Regulatory Compliance

The system incorporates automated compliance checks and regulatory reporting, assisting businesses in adhering to industry standards without the burden of manual tracking. This approach helps ensure that operations remain within legal frameworks while reducing potential compliance risks.

8. Customisable Workflows and Role-Based Access

Recognising that each organisation has unique requirements, C2MS offers customisable workflows and role-based access controls. This flexibility allows companies to tailor the software to their specific operational structures, ensuring that every department can function efficiently while maintaining control over sensitive information.

9. Agile Policy Management

The platform enables dynamic management of policies by automating processes such as adjustments, renewals and cancellations. This agility allows businesses to swiftly adapt to market changes and client needs, maintaining a competitive edge.

10. Robust API Integrations

C2MS features extensive API capabilities that facilitate seamless integration with third-party systems and external databases. This connectivity creates a cohesive ecosystem, ensuring that all elements of the insurance process work harmoniously and can scale as needed.

Conclusion 

By incorporating these 10 strategies, C2MS not only enhances operational efficiency but also provides the agility required to thrive in today’s fast-paced insurance landscape. Its comprehensive approach—from financial automation to customisable workflows and advanced data cleansing integrations—makes it an indispensable tool for modern insurance operations.