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Connect My Claim | Technology-led business energy claimsinfo@connectmyclaim.co.uk
Technology for professional partnerships

Leading claims technology for better client onboarding.

CMC gives introducers and professional firms a controlled way to identify, onboard and oversee potential business energy claims, with automation and transparency built into the experience.

Proprietary validation technologyLive operational visibilityCompliance-aware workflows
Client onboarding workspaceLive
Document intelligenceKey information captured and checked
Ready
Validation signalsProprietary decision support applied
Complete
Governance recordActivity, communications and evidence logged
Current
Partner visibilityLive status and reporting available
Connected

Illustrative interface. No client data shown.

OnboardRemove avoidable friction
ControlKeep decisions and records visible
GrowScale without losing oversight
A stronger operating layer

Built to improve how firms bring claims into the business.

Our technology strengthens the parts of onboarding that most often create delay or uncertainty, while leaving experienced teams in control of review and client care.

01

Intelligent intake

Structured data capture, document intelligence and guided workflows create a cleaner starting point for every case.

02

Faster confidence

Proprietary validation technology surfaces relevant signals early, helping teams prioritise work with greater clarity.

03

Connected delivery

Automation, live integrations and shared reporting keep the case journey coordinated after onboarding.

Visibility without the chasing

One view of the client, the case and what happens next.

CMC replaces fragmented updates with a live operating picture. Introducers can see progress, records, indicative values and commercial reporting without relying on disconnected email chains.

Live dashboards and reportingClear information for operational and commercial teams.
End-to-end audit historyA visible record of case activity, evidence and communications.
Transparent partner experienceShared visibility supports better conversations with clients and stakeholders.
Partner dashboard
PortfolioStatusReporting
CasePositionVisibilityValue
CMC-2048OnboardingDocuments checkedLive
CMC-2047ReviewAction recordedLive
CMC-2046ConnectedPanel updateLive
CMC-2045ReportedPayment visibilityLive
Expected introducer payment reportingUpdated weekly

Illustrative interface and anonymised example data.

Governance by design

Technology that supports responsible growth.

CMC workflows are built around the control, transparency and record-keeping expected across FCA-regulated claims activity, SRA-regulated legal delivery and ICO data-protection standards.

FCA-aware

Structured customer journeys, communications oversight and operational controls.

SRA-aware

Clear handoffs, evidence visibility and accountable solicitor-panel workflows.

ICO-aware

Data minimisation, access control and auditable handling of client information.

See what CMC could improve inside your onboarding model.

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