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General Features

  • Customer Center provide a 360-degree view of existing and prospective accounts, brokers, vendors, insurers, carriers and representatives.
  • Task Management, including one-time and recurring diary entries with automated escalation, system and user-created notes, correspondence generation from templates, and embedded email integration
  • User Administration and Configuration Control Panel with standard integration to third party applications, including financial and general ledger systems.
  • User Dashboard, provides a complete snapshot of appointments, daily activities, critical alerts and open workflow steps. Users also have quick access to all open applications, submissions and policy records and direct
    access to action items, contacts, reports, financials, search and administration.

Component Highlights

  • Work multiple submissions and active files in real-time with producers, insureds and third parties for quoting, binding, issuing and servicing all transactions within the lifecycle of a policy.
  • With shared and common product definition data, you can access default rates and tables based on specific states or NCCI, or use your own specific rates, rules and workflows.
  • Define and manage your own underwriting rules, as well as any type of actionable outcome, including straight-through processing via a robust table-driven engine.
  • Create custom billing plans and generation of invoices and track cash management for premiums, dues, taxes, fees and other collection items.
  • Leverage standard output for reporting financial transactions to Accounting or General Ledger systems.
  • Automate renewals and audits.
  • Benefit from fully-integrated document management, including acquisition, generation and organization.

Other Key Features

  • Policy Submission Management is contained within a single workflow, guiding your user through a process that records the data needed for rating and quoting.
  • Web Portal capabilities for agents to enter prospective account’s exposures, coverages, deductible and limit information for an immediate quote.
  • Underwriting and Carrier Clearance information collected in the submission process is systematically evaluated by the rules engine to define underwriting processing or transmission to the carrier for review and acceptance. Automated tracking of carrier processing and clearance is maintained as part of the workflow.
  • Flexible Quoting features allow agents to receive quick and full quotes along with binding within the agent portal and generate a standard proposal. The system also allows underwriters to select the most appropriate program.
  • Standard and Configurable Policy Administration. Once bound, the system performs re-rating, changes in exposures, and resulting billing plans, financial transaction management, and renewals and cancellation management.

Billing & Accounting Features

  • 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 allows defining invoicing for broker-billed options and transactions such as dues, fees and miscellaneous items.
  • Full accounting support is provided, allowing the system to create billing and invoice transactions that can be interfaced to any third party accounting system.

System Requirements

OneShield’s cloud-based environment means technology requirements are simple. A secure URL and login algorithm gives users easy access, based on a security profile that defaults to their rights and privileges within the system.

OneShield’s cloud platform 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. The hosted platform removes the expense of server hardware, supporting and maintaining networks, and database software.