For Introducers

Connect My Claim | Technology-led business energy claimsinfo@connectmyclaim.co.uk
For introducers

Refer business energy claims. CMC handles the journey.

Submit each opportunity through the CMC portal and let our specialist team take it from there. We vet the evidence, validate suitable cases, coordinate progression through our solicitor panel and keep you informed from referral to outcome.

Become a CMC introducer
Your CMC referralManaged end to end
Portal submissionClient details and evidence uploaded securely
Simple
Proprietary validationDocuments, eligibility and indicative quantum reviewed
Intelligent
Solicitor panelSuitable cases prepared for legal assessment
Connected
Partner visibilityLive status, actions and payment reporting
Transparent
One managed route

From portal submission to panel progression.

You identify the opportunity and maintain the relationship. CMC provides the end-to-end operating system, specialist case team and solicitor-panel pathway needed to move appropriate claims forward.

01

Submit the case

Create the client record and upload the available contracts, bills, authority documents and supporting information through your CMC portal.

02

CMC vets and validates

Our proprietary technology and case team structure the evidence, identify gaps, assess suitability and calculate indicative quantum where the documents allow.

03

Suitable cases reach the panel

Cases meeting the relevant criteria are packaged clearly and submitted to an appropriate solicitor from our specialist panel for legal assessment.

04

We coordinate the journey

CMC supports communications, onboarding and panel updates while your portal keeps the case position, audit history and commercial reporting visible.

Proprietary technology

Transparency built into every referral.

Our technology stack connects document capture, case validation, panel activity and introducer reporting in one controlled journey.

Intelligent capture and quantum

OCR reads contracts, bills and authority documents, reducing manual entry and supporting immediate indicative calculations.

Connected solicitor visibility

Two-way panel integrations bring relevant progress and solicitor updates into the live case timeline.

Complete audit history

Documents, actions, SMS, email and client activity are recorded to support clear oversight and accountability.

The service behind the portal

Technology, people and panel relationships working as one.

The portal is included as part of the CMC introducer partnership. It is not software for your team to configure or a claim for you to manage: our operation sits behind every referral and coordinates the work on your behalf.

Accountancy practicesEnergy consultantsCommercial brokersProfessional networks
Live portfolio control

See case stages, outstanding actions, indicative values and the history of every referral.

Professional client care

Structured SMS, email and mobile-friendly onboarding support a consistent client experience.

Panel coordination

CMC manages the operational handoffs while regulated legal work remains with the relevant solicitor.

Commercial clarity

Track expected introducer income, weekly payment reporting and the position of your wider pipeline.

Partner with CMC

Give your clients a complete route into business energy claims.

Tell us about your client base and referral model. We will show you how submissions, validation, panel progression and introducer reporting work in practice.

Talk to us about referring cases