High net-worth PPLI clients expect the best from advisors.
With OneShield, you can offer speed-of-service, accuracy, comprehensiveness, proactivity, and quality of information.
Designed specifically for the nuances of PPLI policy handling, this end-to-end policy management solution automates and simplifies workflows, business rules, customizable processes, document management, and transaction processing — allowing you to focus on the mission-critical elements of running your business.
This enterprise-class accounts payable and receivable solution handles a wide variety of billing, payment, and commission management scenarios, including workflows for ensuring adherence to financial reporting, anti-money laundering, and KYC regulations.
Whether it’s a cancelation, transfer, or claim, OneShield Software’s PPLI solution helps ensure you reduce overhead expenses, improve operational efficiencies, and heighten service quality during policy terminations.
OneShield Software’s platform includes pre-built and configurable support for policy performance illustrations, including current, non-guaranteed, and guaranteed illustrations.
The OneShield Relationship Management (ORM) component gives business partners access to real-time information to facilitate customer acquisition and servicing through an intuitive browser-based application.