Benefit from a full-featured, enterprise-class core software system while reducing overhead expenses, improving efficiencies and service quality, and enhancing business acquisition capabilities.

Core Features

A secure and configurable end-to-end policy, billing and claims solution for supporting Risk Pools with multiple insurers, vendors, insureds, captives and other stakeholders. From a user dashboard that provides a complete overview of appointments, activities and critical alerts, your team members have access to a 360-degree view of customers, prospects, vendors, brokers and other stakeholders.

Policy submission is as simple as following a scripted interview that records the data needed. With flexible quoting features, your business users can create multiple quotes with varying components, while managing policies with adjustable re-rating and billing plan changes, endorsement handling and renewals management.


Advanced Claims Management

The claim lifecycle for any given customer is displayed on a single screen, including FROI, customer information, reserving, third-party provider management, Return-to-Work (RTW) tracking, payment/recovery processing, and automated user authority limit validation.


Intelligent Remote Policy Submissions

A secure web portal allows your agents to enter prospective account, exposures, coverages and limit information for an immediate quote. Underwriting information collected is systematically evaluated by the rules engine to define underwriting processing for review and acceptance. Once bound, the system performs re-rating, changes in exposures and resulting billing plans, financial transaction management, and renewals and cancellation management.


Detailed Reporting

OneShield Software’s feature-rich reporting module provides dashboards and a wide variety of standardized reports, giving users the ability to make informed and timely decisions. The reporting module fully supports configuration of all management, regulatory, financial, operational, statistical and marketing reports.


Comprehensive Financial Process Features

Automated workflows with client-defined rules control results for each financial transaction entered into the system, including dynamic drill-down capability, automated policy limit checking, bulk payments and receipts, and automated fraud scores and identification.


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.