A fully-functioning MGA rating, quoting, binding, business development, accounting, and policy administration system.

Core Features

Manage multiple lines of business for multiple carriers with OneShield Market Solutions’ end-to-end policy management system designed specifically for Managing General Agencies (MGAs).

Leverage our pre-built standardized workflows or configure your own to reflect the required processes and data needed based on your line of business. As a home page, a user dashboard provides a complete snapshot of appointments, daily activities, critical alerts, open workflow steps, and recently reported claims.

Integrated Journal Management features allow your team members to easily add single and recurring diary entries with automated escalation, system and user-created notes, correspondence generation from templates, and email integration.


Automate Workflows & Processes

Our pre-built Policy Submission workflow guides users through a process that records the data needed for rating and flexible quoting based on the best carrier for a policy. Underwriting and carrier clearance information collected is then automatically evaluated by the rules engine to define underwriting processing or transmission to the carrier for review and acceptance.


Detailed Reporting and Analytics

A feature-rich reporting module provides users with data dashboards and a wide variety of standardized reports, giving your team the capability to make informed and timely decisions. The reporting module fully supports configuration of all management, regulatory, financial, operational, statistical and marketing reports.


Full Billing and General Ledger Support

The integrated billing module uses a configuration process to create and maintain billing plans that match the components of your policy premium. Depending on your arrangement, the system provides full accounting support, and allows defining invoicing for direct- or broker-billed options and transactions, such as dues, fees, taxes and miscellaneous items.


Rock-Solid Security

OneShield Software’s cloud platform for this end-to-end solution is hosted in an SSAE-16 Type II certified data center, delivering 24/7/365 availability along with the peace of mind that your data is safe and secure. A secure URL and login algorithm gives users easy access, based on a security profile that adheres to the rights and privileges you set for them within the system.


WestCongress Insurance Services was seeking to rapidly scale their policy administration and claims operations.



OneShield Software’s self-serve Web portals give your customers and other market partners secure, yet controlled access to any aspect of your solutions, allowing agents, partners and customers to select and execute payment options

Relationship Management

OneShield Billing provides premium billing functionality in a complete payment and receivables management system for P&C and Life insurers across all personal, commercial, life and specialty markets.


Your ability to foresee, react or adapt to marketplace events often depends on the quality of information available. Your core system holds a vast portion of this critical data.

Lower Cost of Ownership


Pre-Built Insurance Content

Our pre-built library of insurance-specific content for personal, commercial, life and specialty lines and pre-defined and configurable data models, workflows, rules, rates, reports, dashboards and product definitions — eliminating the time-consuming and costly “ground-up” requirements gathering process.



The intuitive nature of our design application and wizard-based development, OneShield Designer, empowers your business and technical users to work collaboratively to achieve 100% self-sufficiency in modifying functions.



As one policy can impact another, our model allows you to underwrite on an account-level, rather than policy-level, giving you the ability to easily launch customer loyalty programs and agent incentives.