Quick Start Guide — Buckhill Website

5-Minute Setup Checklist

This guide walks you through the essential steps to start using C2MS productively. Follow the checklist below to configure your workspace, familiarise yourself with core navigation, and perform your first key actions. Most users are fully operational within five minutes of first login.

Step-by-Step Checklist

Step 1 — Complete your profile: Add your name, title, and photo under Settings > My Profile
Step 2 — Set notification preferences: Choose email, in-app, or both under Settings > Notifications
Step 3 — Explore the dashboard: Customise your widgets by clicking the gear icon on any dashboard card
Step 4 — Create a test quote: Navigate to Policies > New Quote to experience the quote-to-bind workflow
Step 5 — Review your assigned tasks: Check the Tasks panel on the dashboard for any items requiring your attention

What to Do Next

Once you have completed the checklist, explore the module-specific articles in the Using C2MS section. Each article covers a core module in detail, including policy administration, underwriting, and claims management. If your role involves system administration, review the Workspace Admin section for user management and access control configuration.

If you encounter any issues during setup, contact your workspace administrator or reach out to the C2MS support team via the Help button in the bottom-right corner of any page.