Below you can find a comprehensive set of features available in C2MS. If you can't see a feature you require, or are unsure if your requirement is supported, please let us know and we'll be happy to answer your questions.
Policy Life-Cycle & Administration
- Complete Policy Life-Cycle Management
Quotes through to Renewal and Lapsed - Advanced Policy Lookup / Search Facilities
- Policy Quickview and Dashboard
- Diary Notes and Tasks
- Document and Email Generation
- Document Linking: Quick access to all docs
- Logging and Auditing Facilities
- Revision History: Track all changes
- Email Tracking
- Accounting Functions
Reconciliation, Payments, Reporting - Payment Facilities: Card, Premium Finance, On-Account
- Advanced Commission Engine
- Custom Workflows
- ...and more
Agent and Broker Management
- Centralised Database of Agents and Brokers
- Advanced Lookup / Search Facilities
- On-boarding workflows and processes
Approval process, ToBA and Renewals Management - FCA information capture for compliance
- User Management for Broker Portals
- Linked Accounts for Sub-Accounts / Offices
- Accounting Integration
Transactions, Commission, Payments, Statements - Bulk Policy Import / Bordereau Management
- Bulk Payment and Reconciliation
- Notes and Documents Facilities
- ToBA and Specialism Management
- Custom Commission & Product Management
- Meetings and Review Facilities
- ...and more
Advanced Security for Data Protection
- Single Sign-On Support
- Integration with Active Directory and LDAP
- 2FA Support; hardware and/or software keys
- User Self-Service facilities
- Internal and Customer User Management
Import & Export Tools
- Bulk Import policies and MTA / cancellation data
- Bulk Import policy payment data
- Bulk Import Agents & Brokers
- Import & Export Products
- Self-service mapping and data transformation
- GUI tools for importing and exporting
Powerful Product Configurator
- Configuration via GUI
- Flexible Form Builder
Create simple or complex product data capture forms - Distribution Options
Aggregator, Internal, Portal, B2C, B2B, Bordereau/Scheme - Various Configuration Options
Renewable, MTA, NCD, Cover Period, Grace Period, Commission, Variable Commission and more - Mapping and Report Configuration
- Web Services Mapping
Integration with third parties, such as postcode, flood, motor reg. lookup and more. - Document Management
- Customisable and default charges
Inception, MTA, Cancellation, renewal and more - Configurable Workflows
- ...and more
Underwriting Tools
- Simple and advanced rating functions
- Logic Engine supporting nested rules
- Maths engine for rating calculations
- Matrices and rules tables
- GUI to manage matrices and equations
- Third-party 'value' lookup via web services
- Supporting real-time rate updates
- Assign different ratings for different channels
- Assign different ratings on a per agent/broker basis
- Support for setting ratings in the future
- Simulation Mode
- Logging and reporting
- Aggregator support
- API for rating services
- ...and more
Accounting
- Double entry accounting core
- Customisable chart of accounts
- GUI for management of all accounting functions
- Dynamic Reporting
Pre-defined and custom reports - Ledgers, Chart of Accounts, Trial Balance
- Commission Handling
- Clawbacks, refund & reversal facilities
- Manual and Automated Journals
- Policy Deposits
- Claims Reimbursements
- Pay Insurer / Bordereau Facilities
- Pre-defined and custom Workflows
- ...and more
Reporting
- Pre-created reports for common tasks
Accounting, Marketing, Sales, Debtors, Claims, Renewals, Logs, Agents & Brokers and more... - Report Engine supporting complex dynamic reports
- Export of report data
- Report Schedling
- Support for 3rd party tools
AWS Quicksight / PowerBI and more - Support for custom permissions per report
- Support for dedicated reporting databases
- Support for Excel Pivot Engine
- Dashboard with KPI and MI customisable widgets
- Surfacing of reports to Broker and Claim portal
Claims Management
- Claims handlers and notifiers permission sets
- Complete life-cycle, from FNOL through to reimbursement
- Customisable workflows for claim status progression
- Diary and Task Integration
- Document upload facilities
- Integrated Reports
- Settlement facilities
- Standalone Claim Portal for Claim managers
- Support for C2MS Claims Mobile App
Document Management
- GUI blocks editor for managing content
- Creation of documents and emails
Policy & Claim Docs, B2C / B2B emails and more - Workflow enabled document and email engine
Automatic creation of documents and sending of emails based on certain rules and events - Secure document storage and retrieval
- Documents available to internal users, agents, brokers and consumers where appropriate
- Documents remain immutable and cannot be changed, only new documents can be regenerated
- Support for digital signature
Websites and Portals
- Consumer quote and buy portals (B2C)
- Broker quote and buy portals (B2B)
- Aggregator support
Automatic quote and user creation when landing from an aggregator. API provided for rating services. - Supporting the latest HTML standards
Bootstrap and responsive design for mobile/tablet
Aggregator Support
- Multi-quote aggregator support
- Rating Engine API (REST API / JSON)
- Support for referral management and declines based on quote information and rating criteria
- Run as a standalone service, able to scale to support any amount of business
- Real-time pricing updates supported
- Metrics and reporting data available
API-Centric
- Supporting both REST and SOAP API services
- APIs available for core system functions
- Suitable as a Middleware deployment
- API security supporting keys and JWT
- Queuing and messaging system support
Mobile App Technology
- Surface C2MS functionality via Mobile
- Claims Mobile App available in all 3 stores
- Provide to Agents, Brokers and Consumers
- White label Mobile App design
- Your Branding in the App Stores
Branding and White Labelling
- Quote & Buy portals based on Bootstrap
Provides complete design freedom - Custom domain(s) - yourdomain.com
- Custom branded documents and emails
- Multi-portal and multi-domain support
- Supporting responsive design
Backup, DR and Business Continuity
- Comprehensive backup routines
- Regular backup and DR checks
- Optional additional failover system
In-house failover, Off-Cloud, etc - Optional Escrow services
- Maintain copies of your own data
Hybrid Cloud with Dedicated Resources
- Dedicated, not shared databases
- Encrypted data at rest
- Encrypted channels of communication
- Optional dedicated instances for services
- Optional dedicated Virtual Private Cloud
- Optional hosting In-house within your data centre
Cloud & On-Premise Managed Hosting
- Fully managed hosting services included
Optionally manage servers in your data centre - Scalable services hosted in the Cloud
- Managed by Red Hat Certified Engineers
- High Availability and Multi-Region support
Auditing & Logging
- All user actions are logged
Internal and External users - Extensive Enterprise logging
Logs searchable from a centralised database - Complete history of diary, task, policy and claim data
Technical Support
- Business email and telephone support
- Dedicated account manager
- Optional training services
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