Last Updated
Overview
C2MS offers insurance management tools that handle policy administration, underwriting, claims processing, billing, and accounting within one system. While it can require detailed setup for complex insurance products, its rule-based configuration for pricing and real-time reports supports ongoing operational tasks.
Be the first one to leave a review!
No review found
Starting Price
Custom Pricing
C2MS Specifications
- Policy Management
- Claims Management
- Underwriting Management
- Premium Billing Management
C2MS Features
Policy Life-Cycle And Administration
From the moment a quote is generated to the point a policy lapses or renews, C2MS tracks every stage of the policy life cycle in a structured environment. Teams can search policy records, manage tasks, generate documents, review audit logs, and process payments within the same system. Commission handling and configurable workflows mean operations teams can define how each stage of the policy process runs rather than working around a fixed structure.
Agent And Broker Management
The platform helps insurance teams maintain agent and broker records through centralized databases, onboarding steps, approval processes, and account management tools. C2MS supports broker portals, compliance data collection, policy imports, commission tracking, payment records, and reconciliation tasks. It also provides tools for handling broker documents, reviews, and product-related arrangements.
Product Configurator
Rather than routing every product change through a development team, C2MS gives insurance teams a graphical environment for building and configuring products directly. Form builders, distribution settings, workflow logic, document configuration, and product mapping are all adjustable through the interface. Coverage periods, commission structures, applicable charges, and connections to external data services are defined at the product level and can be updated as requirements change.
Document Management
The document management capabilities in C2MS allow teams to create, organize, store, and access insurance documents and communications. The software supports templates, email creation, workflow-based document generation, secure storage, and controlled access for internal users, brokers, agents, and customers. It also includes digital signatures and keeps records of document changes.
Accounting
C2MS provides accounting tools that support double-entry accounting, chart of accounts management, and financial reporting processes. The system includes ledger tracking, commission calculations, payment records, reconciliation activities, refunds, and claims reimbursements. Finance teams can also set up workflow rules that determine how different types of insurance transactions are routed, recorded, and reported.
Pros And Cons of C2MS
Pros
Helps teams manage full insurance policy lifecycles more easily
Makes it easier to keep records accurate and traceable over time
Reduces time spent on manual administrative insurance tasks
Gives clearer control over underwriting rules and decision processes
Helps organize and manage broker and agent relationships in one place
Cons
May take time to fully configure integrations properly
Requires ongoing administration to maintain system consistency
Self-service data mapping may require internal technical familiarity
C2MS Pricing
C2MS Cloud Platform | C2MS On-Premise |
|---|---|
Custom Pricing | Custom Pricing |
|
|
Disclaimer: The pricing details were last updated on Aug 18, 2026 from the vendor's website. Please contact us for a tailored pricing list.
C2MS Reviews
No reviews yet!
Be the first to review this product
Frequently Asked Questions
What language does C2MS support?
C2MS software primarily supports English.
Does C2MS have a mobile app?
Yes, C2MS offers a dedicated mobile app.
Who are the typical users of C2MS?
C2MS features are used by insurers, MGAs, brokers, and syndicates managing policy, underwriting, claims, and finance operations.
What level of support does C2MS offer?
C2MS offers support through business email and telephone assistance, along with a dedicated account manager. Optional training services are also available to help teams get familiar with the platform.
Does C2MS offer an API?
Yes, C2MS offers an API.
What other apps does C2MS integrate with?
C2MS integrates with Power BI, QuickSight, and platforms like MoneySuperMarket, GoCompare, and Confused.com.
What types of pricing plans does C2MS offer?
Pricing for C2MS starts at £500/month and includes a trial period. Get a detailed C2MS cost breakdown to make an informed decision.