From client acquisition to policy design to relationship management, OneShield’s platform allows you to focus on the mission-critical elements of running your business.

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OneShield’s PPLI Solution

OneShield’s PPLI Solution gives your team members the industry’s most advanced and configurable end-to-end policy management solution designed specifically for the nuances of the PPLI market — all within a cost-effective and secure “As-a-Service” environment.

With an abundance of pre-configured and customizable features and functions, OneShield’s PPLI Solution automates workflows, business rules, customizable processes, document management, and transaction processing.

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Document management capabilities

Document management capabilities, for example, can be almost entirely automated from manual paperbased operations. The solution integrates with a wide variety of industry-standard applications to allow your team to upload and store attachments, as well as render essential client and internal statements.

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Assign Varying Roles and Permissions

Another important element in managing the policy lifecycle is the solution’s ability to assign varying roles and permissions to individual internal or third-party market partner users. With this key capability to segregate duties, you can ensure each user has access to the right information for their individual roles, while maintaining a crucial level of internal security and transparency of information.

Users have access to a full range of business development features, allowing them to track, record, and receive reminders of key steps in the prospect management process.

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Features

  • Work multiple submissions and active files in real-time with producers, employees, insureds, and third-parties for quoting, binding, issuing, and servicing all transactions within the policy lifecycle
  • Customize charging structures and workflows to meet your unique business needs
  • Define and manage your own underwriting rules and actionable outcomes, including straight-through-processing, via a robust table-driven engine
  • Integrate document management, including acquisition, generation, and organization — giving you an accessible and comprehensive account file
  • Register and manage reinsurers and cede business. Or, grant treaty or facultative authority to a Reinsurer Partner, register agreements, handle proportional and non-proportional treaty and facultative agreements, and track cessions by treaty or reinsurer

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.