c²ms Insurance Management System for Insurers, MGAs, Captives and Scheme Managers
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1 c²ms Insurance Management System for Insurers, MGAs, Captives and Scheme Managers Enabling efficient and cost effective insurance management Buckhill Ltd
2 How can c²ms help? A robust and versatile web-based Insurance Management System Enabling all lines of insurance to be sold through multiple distribution channels efficiently and cost effectively. Achieved by providing support for multiple schemes, branding at a distribution level, white labelling, multiple sales portals - B2B and B2C, and centralised administration.
3 c²ms functionality synopsis Secure Cloud Based Technology Built using the very latest web-enabled technology, no legacy foundations Self Service Web Portals Operate multiple web portals offering different products to different markets and end-users Policy Life Cycle Administration Complete life cycle management, from Quick quote through to renewals Customer Relations Management Manage agents, brokers, firms and consumers. Set up private schemes, manage contracts & more Enterprise Document Management Fully integrated document management where all documents are centrally available Accounting & support for Solvency II Double-entry accounting system for automating transaction processing. Support for Solvency II Claims Management FNOL and claim life cycle management, including workflow engine & reporting Reporting Platform Powerful reporting engine supporting real-time data feeds. Based on MySQL cluster technology Rating & Logic Engine Powerful rating engine provides comprehensive quoting options Web Services for 3 rd Party Integration Integrate with other applications and services using REST and SOAP APIs
4 Benefits to the business Highly cost effective - simple pricing model makes even micro premium policies financially viable No per user or third party licences required, no fixed price per policy sold Scalable growth model - c²ms scales with your business Built using the very latest web-enabled technology; no legacy foundations Workflow engine provides high levels of customisable process automation which significantly reduces operating overhead, enforces compliance and improves the customer journey Delegated administration and management facilities which enable third party access for concurrent work processing for accounting, claims, document management and more Accessible from any location with an internet connection - mobile and desktop compatibility Powerful and flexible reporting engine provides real time data and reports at the click of a button Auditable compliance; all user actions are logged, and all data remains immutable Enterprise User System; granular control of user access and permissions Third party integration options via REST & SOAP web services; avoid manual data exchange
5 Target Audience c²ms is tailor made for the insurance industry Suitable for: Brokers operating schemes MGAs Captives and Captive Managers Protected Cell Companies General Insurers ATE Insurers
6 c²ms Process Automation do more in less time Automated processes include, but are not limited to; Easy to use online self-service electronic proposal form Online fully automated quote and buy facility Self-service online claims submission Assisted claims processing Automated delegated authority policy submission Automatic document creation & document distribution Automated invoicing Payment gateway integration Policy auto-renewal reminder and execution Real time Bordereau generation Real time Management Information Rate change propagation
7 c²ms, easy to use and simple to navigate The ergonomic admin dashboard is designed to ensure everything is at your finger tips Navigation tabs provide a convenient way to drill down into detailed section of the system, and user configurable Quick Links provide fast access to everyday tasks
8 We have been working with Insurers for over 10 years We have been using Buckhill for several years for all our industry software requirements. Their systems are reliable and affordable and the team are always friendly and knowledgeable. If you're looking for an innovative software solutions provider, I would highly recommend them. Mandy Brown Director LawSure Direct
9 We have been working with Insurers for over 10 years It took my company many years to find Buckhill and they are now a vital business partner to the business going forward. I would not hesitate to recommend them. Mark Rhoder Head of ATE and Special Risks DAS Group
10 We have been working with Insurers for over 10 years I must say that working with Buckhill has been a pleasure. The C2MS system has really helped us get our wholesale division up and running and the features within the system are very comprehensive. It allows us to trade with our brokers the way our brokers want to trade with various trading options available. I especially like the way Buckhill respond to changes and look to implement them in days rather than months. H. Soyer Director Nova Insurance
11 Cloud Hosted c²ms is designed to grow with your business Build a proof of concept on the Buckhill Cloud Design the concept Launch low-cost within the c²ms insurance product incubator Born Develop Grow Migrate to your own AWS Virtual Private Cloud* Sustain Growth Continue to grow in a predictable and sustainable way Launch * we also support installation in-house or at co-location centres using existing virtualisation technologies - VMWare, OpenStack, KVM
12 Secure and Compliant Enterprise security and compliance management Penetration tested Encrypted Data & Communications Security tested & audited by 3 rd parties to highest standards Using industry standard AES and Curve encryption algorithms PCI:DSS / ISO27001 Workflows and audit tools to comply with PCI:DSS & ISO27001 standards 2 Factor Authentication Support for hardware and software 2 factor authentication devices
13 Self Service Web Portals Operate multiple web portals offering different products to different markets and end-users Direct & Delegated Rebrandable Portals Aggregator & Feeds Self Service Delivery Sell both direct and delegated business bordereau reporting Offer customised portals to Agents & Brokers Support for aggregators and external feeds Automate business processes and improve efficiency
14 Policy Life Cycle Management Control every aspect of policy life cycle management DOCUMENT MANAGEMENT WORKFLOW ENGINE Data Capture Underwriting Criteria Rating Engine Endorsements Elements of Cover Document Generation Payment Gateway QUOTE ENGINE LIFE CYCLE RENEWAL PROCESS WEB SERVICES ACCOUNTING CLAIMS
15 Customer Relations Management Manage your agents, brokers, firms and end-users Centralised management, policies, claims, documents, s and more Set up and run closed schemes and provide variable commission options Rebrandable web portals and policy documentation Manage contracts and ToBAs User management for web portals Meeting and performance review facilities Accounting integration Integration with popular document management systems (Sharepoint, Alfresco and more) Syncronise data with other 3 rd party CRM solutions (Salesforce, MS Dynamics and more) Key performance indicators (KPI) and Management Information (MI) reporting
16 Enterprise Document Management Easy and secure access to all documentation Access all documentation easily and securely Integrate with Microsoft Office and LibreOffice Dedicated Inbox for storing and archiving attachments Securely share documents with 3 rd parties Syncronise files locally Support for digital signing of policy documentation Automatically upload scanned documentation Highly available with built-in disaster recovery support Apache SOLR support * Support for Alfresco, Sharepoint, IBM, SAP and more ** * SOLR used to index and OCR documents for advanced searching and workflow automation **Any CMIS compliant server supported
17 Accounting Fully integrated accounting module designed to efficiently manage transaction processing Double-entry accounting standards Chart of accounts Debtors management Automatic statement generation Generate bordereau reports Mass-import policy payments from MGAs, Brokers and Agents Integrate with online banking, payment gateways and direct debit providers Support for MGA and Captive Cell Management accounting workflows Integrate with other accounting solutions (Sage, Quickbooks, Kashflow, Xero) Multi-currency support Export data in pivoted format for use within Solvency II reporting
18 Claims Management Manage claims from FNOL through to settlement Surface FNOL (First notification of loss) forms on c2ms web portals to enable agents, brokers and end-users to easily submit claim notifications. Users can then upload supporting claim documents and evidence which is automatically synchronised with the document management system. The claim workflow engine ensures all claims follow set compliant procedures and allow SLAs to be set for processing applications and issuing updates to claimants. Includes pre-created claims and settlement reporting with support for custom reports. Bulk process settlement payments and integrate with online banking systems.
19 Product Builder Using a drag & drop builder, create and instantly deploy Insurance products online Drag and drop form builder allows for simple or complex data capture forms to be created. Pre-created form templates available. Apply validation rules to forms to limit certain data entry. Validation rules can be applied based on certain events or criteria. Custom validation rules can be added as required. Assign rating rules to form fields and field options. Ratings are possible based on % and fixed values. Support for form fields to trigger additional cover, endorsements and/or referrals. Build products in a staging environment in order to perform tests and simulations and then easily export to the live environment. Build bespoke products and run schemes.
20 Example Rating Rules Previous claims? (No) Allow rating to proceed (Yes - 1) Increase premium by y% (Yes 2) Trigger a referral Occupation? (drop down options) Discount x% Increase Premium Trigger Referral Decline Quote Powerful Rating & Logic Engine Build simple or complex rated products with ease User Input Renewal Limit of Indemnity Postcode/ZIP Options No change Decline renewal Increase group 1 by x% Soft refer sent to underwriter Additional endorsement added BSxx xxx +10% BNxx xxx +20% SE21 xxx +35% W12 - decline Pro-rata Add-on cover Short term options Comprehensive quoting options Link elements of cover to any form option Support for fixed and percentage based rating Support for rating groups and custom elements of cover Support for pro-rata policies Set minimum premium, global or per element of cover Assign custom ratings on a per agent, broker, consumer, product and scheme basis Set ratings to come into effect at a future date Support for variable commission Web GUI for easy modification of rates at any time Variable commission
21 Real-time reporting engine Flexible reporting engine supporting real-time data feeds Real-time business intelligence React quickly to events by enabling triggers based on certain reporting criteria Pivot Engine Support for external data sources (Excel, PowerBI, etc) Built on proven open source technology Using a combination of MySQL, NoSQL and SOLR technology to provide insights into all business areas Scalable without restrictions By leveraging the power of Amazon NoSQL and SQL services, support TB s of data in a cost-effective and predicable manner Here is a small example of just some of the reports available, others may be added as required: Bordereau Debtors Claims Policy Sales Broker Performance Portal Activity Renewals Quote Conversion Referrals User Per Period Policies Per Region Claims Per Region Sales Per Broker ToBA Renewals Sales Per Period Declined Sales By Product Line BRM Performance
22 An API-centric platform Integrate c2ms into your existing software stack Built to various industry standards Support for CMIS, SAML, REST, SOAP, LDAP providing predicable and maintainable integration options Document Management Integration Sharepoint, Alfresco, IBM Content Manager, SAP HANA Cloud Document Service, OpenText and more Enterprise User Management User directory management in Active Directory or OpenLDAP; authentication using SAML and oauth2 Operate as a middleware platform Only require a rating engine and product management? Integrate your existing frontend and backoffice services
23 Pricing Model c2ms is available in two iterations, IPI (Insurance Product Incubator) and Enterprise c²ms IPI Suitable for start-ups and/or new products and schemes Fast to deploy and offers a lower start up cost. It operates on the Buckhill Insurance Cloud Scale as you grow Seamless migration to c²ms Enterprise Edition when you are ready c²ms Enterprise Edition Hosted on your own VPC (Virtual Private Cloud), which we configure and manage on your behalf Designed for GWP in excess of 5+ million Seamlessly upgrade from IPI to Enterprise as your requirement grows No Per User Licenses, No Hidden Fees IPI is priced on a point of a percentage of the GWP of live business held on the system, plus an implementation fee. This provides a highly attractive and cost effective pay as you go model Monthly fee includes a support contract, SLA and software and server maintenance The implementation fee is based upon the level of resource commitment and integration required The default hosting environment is within a highly secure AWS datacentre; currently the worlds leading cloud computing provider. Other options available upon request
24 Who are we? Buckhill Ltd - Established for over 10 years; we are a company you can trust to deliver quality and results when it matters We are a highly motivated and proficient team of technology experts with considerable experience in solving real world IT problems and implementing best of breed solutions. Our operations comply with ISO policies. We have extensive knowledge and experience gained through a diverse range of projects undertaken in various sectors over the years. Our commitment to on-going in-house research and development ensures we remain at the forefront of technology, but also benefits our clients, as we only provide the very best this industry has to offer.
25 Company highlights 2004 Company Formation Providing data centre and server management 2006 Software development lab founded Providing data centre and server management 2008 C2MS Released for ATE market 2010 The first version of c2ms provided policy management for the ATE market which starts with a claim before a case is validated and policy incepted C2MS extended for the BTE market Launched with an advanced rating and logic engine powering complex commercial products
26 2011 C2MS for Captives & PCCs 2012 Further developed for captive, PCC and fronting management including a new accounting module Consultancy Department Launched Software consultancy services launched for advanced engineering projects; working with International organisations and partners in a variety of areas 2012 GWP Milestone Reached - 150m c2ms processes in excess of 150 million GWP across multiple virtual private clouds, servicing thousands of brokers and law firms through various web portals c2ms used by UK s largest legal expenses Insurer UK s largest legal expenses Insurer uses c2ms to process multiple products, surfaced to thousands of customers 2014 c2ms used by UK s 2 nd largest debt management company Committed to continuous research and development with a focus on cloud technology and security
27 Contact us to see how we can help Thank you for taking the time to read our presentation Stuart Buckell Director Buckhill Ltd Telephone: +44 (0) Website:
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