Self-manage and configure your business process flow — from prospecting to policy termination with OneShield Software’s cloud-based Variable Life insurance solution.

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 variable life insurance policies, this end-to-end management solution automates and simplifies workflows, business rules, customizable processes, document management, and transaction processing.

  • Billing

    Through a Web browser, securely access enterprise-class features for accounts payable and receivable, including claims handling, commission management, financial reporting, and compliance tools for anti-money laundering regulations and Know Your Client rules

  • Claims

    While automating and streamlining the claim process, OneShield’s solution helps ensure you reduce overhead expenses, improve operational efficiencies, and heighten service quality during policy terminations.

  • Illustrations

    This solution includes extensive pre-built and configurable support for illustrations, including calculations of premium, cash surrender value, and death benefits based on your selected assumptions.

  • ORM

    The OneShield Relationship Management (ORM) component gives clients and business partners access to real-time information needed to help facilitate customer acquisition and servicing using an intuitive browser-based application.

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.

Variable Life
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.

Reporting

Reporting

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.

Reinsurance

Reinsurance

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

Variable Life

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.

Variable Life

Wizard-Based

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.

Variable Life

Customer-Centric

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.