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High net-worth PPLI clients expect the best from advisors.
With OneShield, you can offer speed-of-service, accuracy, comprehensiveness, proactivity, and quality of information.

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Policy

Designed specifically for the nuances of PPLI policy handling, this end-to-end policy management solution automates and simplifies workflows, business rules, customizable processes, document management, and transaction processing — allowing you to focus on the mission-critical elements of running your business.

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Billing

This enterprise-class accounts payable and receivable solution handles a wide variety of billing, payment, and commission management scenarios, including workflows for ensuring adherence to financial reporting, anti-money laundering, and KYC regulations.

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Termination

Whether it’s a cancelation, transfer, or claim, OneShield Software’s PPLI solution helps ensure you reduce overhead expenses, improve operational efficiencies, and heighten service quality during policy terminations.

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Illustrations

OneShield Software’s platform includes pre-built and configurable support for policy performance illustrations, including current, non-guaranteed, and guaranteed illustrations.

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ORM

The OneShield Relationship Management (ORM) component gives business partners access to real-time information to facilitate customer acquisition and servicing through an intuitive browser-based application.

Technology Platform

OneShield delivers a pre-built process automation platform with an innovative design tool allowing users to rapidly self-modify solutions via configuration. Bundled with an abundance of components, including object models, UIs, workflows and rules, this cutting-edge platform is deployed on public or private clouds.