Self-manage and configure your business process flow — from prospecting to policy termination with
OneShield Software’s cloud-based Variable Life insurance solution.

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Policy

Designed specifically for variable life insurance policies, this end-to-end management solution automates and simplifies workflows, business rules, customizable processes, document management, and transaction processing.

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Billing

Through a Web browser, securely access enterprise-class features for accounts payable and receivable, including claims handling, commission management, financial reporting, and compliance tools for anti-money laundering regulations and Know Your Client rules

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Claims

While automating and streamlining the claim process, OneShield’s solution helps ensure you reduce overhead expenses, improve operational efficiencies, and heighten service quality during policy terminations.

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Illustrations

This solution includes extensive pre-built and configurable support for illustrations, including calculations of premium, cash surrender value, and death benefits based on your selected assumptions.

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ORM

The OneShield Relationship Management (ORM) component gives clients and business partners access to real-time information needed to help facilitate customer acquisition and servicing using 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.