Governance

Connect My Claim | Technology-led business energy claimsinfo@connectmyclaim.co.uk
Governance and oversight

Compliance considered at the point of design.

CMC technology supports controlled onboarding, transparent communications, responsible data handling and an auditable case journey across introducer, claims and legal workflows.

Discuss your requirements
Governance controlsActive
Permissions and accessRole-aware visibility
Controlled
Client communicationsTemplate and activity oversight
Recorded
Case decisionsEvidence and actions retained
Auditable
Partner deliveryClear handoffs and ownership
Visible
Standards-aware workflows

Built around the expectations that matter.

The platform is designed to support applicable requirements across claims management, legal delivery and data protection. It creates the records and visibility firms need to evidence consistent handling.

FCA

Customer journey controls

Structured onboarding, communications oversight, clear status information and human escalation support fair, consistent client handling.

SRA

Accountable legal handoffs

Case records, evidence visibility and clear ownership support delivery through the relevant SRA-regulated solicitor relationship.

ICO

Responsible data handling

Data minimisation, permissions, activity records and controlled access are designed into the client and case workflow.

Evidence, not assumptions

A visible record of how each case has been handled.

Good governance relies on more than a policy document. CMC brings operational evidence into the case record so reviews and questions can be answered with context.

Audit history

Timestamped activity, document and communication records.

Access control

Information is presented according to the user and operational need.

Exception handling

Incomplete or unusual cases are surfaced for human review rather than silently progressed.

Transparency

Introducers can see the position without being given inappropriate access to privileged or sensitive information.

Responsible automation

Faster does not have to mean less controlled.

Automation is used to improve consistency, surface missing information and keep stakeholders informed. Decisions that require judgement remain with the appropriate people.

Ask us how the control framework fits your operating model.

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