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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.

Core Features

Manage the complete policy lifecycle for every line of commercial, personal and specialty insurance with the industry’s most advanced and configurable end-to-end policy management solution. With a rich abundance of pre-configured features, functions and built-in content, OneShield Policy sets the industry standard for a mission-critical policy administration system — adapting to how your business works, not the other way around.

Deployed in the cloud or on-premise, OneShield Policy can help enhance and simplify your operational and process efficiencies, increase agent and member service levels, and improve time-to-market for new products and changes.

  • Policy

    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.

  • Billing

    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.

  • Termination

    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.

  • Illustrations

    OneShield Software’s platform includes pre-built and configurable support for policy performance illustrations, including current, non-guaranteed, and guaranteed illustrations.

  • ORM

    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.

Knowledge Hub

OneShield Enterprise Life Solution for Private Placement Life Insurance (PPLI)

OneShield Enterprise Life Solution for Private Placement Life Insurance (PPLI)

OneShield Life Solution for Private Placement Life Insurance (PPLI) An automated and configurable policy lifecycle management platform designed for PPLI providers. An automated, pre-built, scalable, and configurable end-to-end cloud-based policy lifecycle management and business development solution for fast-growing PPLI providers....

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Technology Platform

OneShield delivers a pre-built process automation platform with an innovative design tool allowing users to rapidly self-modify solutions via configuration. Bundled with an abundance of components, including object models, UIs, workflows and rules, this cutting-edge platform is deployed on public or private clouds.

Private Placement Life Insurance
Line of Business

Line of Business

Designed specifically for personal, commercial, life and specialty lines of business content.

OneShield Software can help enhance and improve your operational and process efficiencies, agent and member service levels, and time-to-market for new products and changes.



Turn raw data into actionable information with near-time portfolio analysis and detailed standard or customized reports.

OneShield provides one of the industry’s leading reporting components — a powerful and easily configurable data analysis module that can be leveraged by any products within our solution platform.



Vital reinsurance handling capabilities that streamline the administration and management of reinsurance agreements.

With OneShield’s Reinsurance Cession Management functionality, you will have the business intelligence data and administrative tools needed to manage each relationship.

Lower Cost of Ownership

Private Placement Life Insurance

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.

Private Placement Life Insurance


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.

Private Placement Life Insurance


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.

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