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