Easily configure your own rules and workflows, delivering a real-time view of the customer across all accounts and policies, and giving staff information they need to quickly address customer concerns.


Complete Billing, Reporting, and Analytic Solution

Flexible billing and payment plan options, including the ability to provide a customized approach to each client, while providing a wide array of client self-service options, such as varied payments methods and online payments via integration with external payment systems. With detailed and pre-built reporting, you can seamlessly manage both receivables and payables, including commission calculation, management and disbursements.


Value-Added Features

With its pre-built PPLI content and value-added features, you can handle a wide variety of billing, payment, and commission management scenarios. The platform contains content and workflows that facilitate adherence to financial reporting, anti-money laundering, and Know Your Customer (KYC) regulations.


Real-Time Data and Analysis Capabilities

Importantly, the platform offers rich analytical and reporting capabilities that supports timely and informed decision making. By providing real-time data and analysis capabilities, your managers and leaders will have actionable data at their fingertips. They can analyze and view data in an ad-hoc manner on personalized dashboards, create real-time reports via dynamic Data Cubes, or schedule standardized reports — all within the same analytic module.

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.