1. cms Insurance Management System for Insurers, MGAs, Captives
and Scheme Managers Enabling efficient and cost effective insurance
management Buckhill Ltd www.buckhill.co.uk @BuckhillLtd
2. A robust and versatile web-based Insurance Management System
How can cms help? 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. cms 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 3rd 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 - cms 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. cms is tailor made for the insurance industry Target
Audience Suitable for: Brokers operating schemes MGAs Captives and
Captive Managers Protected Cell Companies General Insurers ATE
Insurers
6. do more in less time cms Process Automation 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. The ergonomic admin dashboard is designed to ensure
everything is at your finger tips cms, easy to use and simple to
navigate 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 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 We
have been working with Insurers for over 10 years
9. 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 We have been working with Insurers for over 10
years
10. 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 We have been working with Insurers for over 10 years
11. Cloud Hosted cms is designed to grow with your business
Born Develop Launch Grow Sustain Growth Design the concept Build a
proof of concept on the Buckhill Cloud Launch low-cost within the
cms insurance product incubator Continue to grow in a predictable
and sustainable way Migrate to your own AWS Virtual Private Cloud*
* 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 Support for hardware and software 2 factor
authentication devices Penetration tested Security tested &
audited by 3rd parties to highest standards PCI:DSS / ISO27001
Encrypted Data & Communications 2 Factor Authentication
Workflows and audit tools to comply with PCI:DSS & ISO27001
standards Using industry standard AES and Curve encryption
algorithms
13. Self Service Web Portals Operate multiple web portals
offering different products to different markets and end-users 01
02 03 04 Direct & Delegated Sell both direct and delegated
business bordereau reporting Rebrandable Portals Offer customised
portals to Agents & Brokers Aggregator & Feeds Support for
aggregators and external feeds Self Service Delivery Automate
business processes and improve efficiency
14. Policy Life Cycle Management Control every aspect of policy
life cycle management WEB SERVICES LIFE CYCLE DOCUMENT MANAGEMENT
WORKFLOW ENGINE CLAIMSACCOUNTING QUOTE ENGINE Data Capture
Underwriting Criteria Rating Engine Endorsements Elements of Cover
Document Generation Payment Gateway RENEWAL PROCESS
15. Manage your agents, brokers, firms and end-users Customer
Relations Management Centralised management, policies, claims,
documents, emails 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 3rd
party CRM solutions (Salesforce, MS Dynamics and more) Key
performance indicators (KPI) and Management Information (MI)
reporting
16. Easy and secure access to all documentation Enterprise
Document Management Access all documentation easily and securely
Integrate with Microsoft Office and LibreOffice Dedicated Inbox for
storing and archiving attachments Securely share documents with 3rd
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. Fully integrated accounting module designed to efficiently
manage transaction processing Accounting 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. Manage claims from FNOL through to settlement Claims
Management 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. Using a drag & drop builder, create and instantly
deploy Insurance products online Product Builder 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. Build simple or complex rated products with ease Powerful
Rating & Logic Engine User Input Previous claims? Occupation?
(drop down options) Renewal Limit of Indemnity Postcode/ZIP Options
(No) Allow rating to proceed (Yes - 1) Increase premium by y% (Yes
2) Trigger a referral Increase Premium Trigger Referral Decline
Quote Discount x% No change Increase group 1 by x% Soft refer sent
to underwriter Additional endorsement added BSxx xxx +10% BNxx xxx
+20% SE21 xxx +35% Pro-rata Add-on cover Short term options Decline
renewal Variable commission W12 - decline Example Rating Rules
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
21. Flexible reporting engine supporting real-time data feeds
Real-time reporting engine 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 TBs of data in
a cost-effective and predicable manner Bordereau Debtors Claims
Policy Sales Broker Performance Portal Activity Renewals Quote
Conversion Referrals Here is a small example of just some of the
reports available, others may be added as required: 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. c2ms is available in two iterations, IPI (Insurance Product
Incubator) and Enterprise Pricing Model cms 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 cms Enterprise Edition when
you are ready cms 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 27001 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 Company Formation Providing data centre
and server management Software development lab founded Providing
data centre and server management C2MS Released for ATE market 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 2004 2006 2008 C2MS extended for the BTE market Launched
with an advanced rating and logic engine powering complex
commercial products 2010
26. C2MS for Captives & PCCs Consultancy Department
Launched GWP Milestone Reached - 150m+ c2ms used by UKs largest
legal expenses Insurer Further developed for captive, PCC and
fronting management including a new accounting module 2011 Software
consultancy services launched for advanced engineering projects;
working with International organisations and partners in a variety
of areas c2ms processes in excess of 150 million GWP across
multiple virtual private clouds, servicing thousands of brokers and
law firms through various web portals UKs largest legal expenses
Insurer uses c2ms to process multiple products, surfaced to
thousands of customers 2012 2012 2012 c2ms used by UKs 2nd largest
debt management company 2014 Committed to continuous research and
development with a focus on cloud technology and security
2014+
27. Email: [email protected] Telephone: +44 (0)1903 238012
Website: http://www.buckhill.co.uk Thank you for taking the time to
read our presentation Stuart Buckell Director Buckhill Ltd Contact
us to see how we can help
