A fully-functioning rating, quoting, and policy and claims administration system, including billing and time tracking, document management, loss control and detailed reporting and analysis.

Core Features

Offer customers and third-party market partners all the benefits of dealing with a business operating on an enterprise platform without the high-end investment in technology and personnel. Using this end-to-end solution designed for regional carriers, your team has a 360-degree view of customers, prospects, vendors, brokers and other stakeholders. OneShield’s Policy Administration and Flexible Quoting workflows and features automatically guide users through policy submissions using a scripted path and recording the data you need for flexible rating and quoting, including adjustable re-rating, billing plan changes, endorsement handling, and renewals management.

Your team is always on top of ongoing issues by leveraging the User Dashboard, which provides a complete snapshot of appointments, daily activities, critical alerts, open workflow steps, and recently reported claims.

  • Robust Claims Management

    The entire lifecycle of a claim can be viewed on one screen, including First Notice of Loss (FNOL)/First Report of Injury (FROI), reserving, third-party provider management, and payment/recovery processing. There’s also easy access to information on loss prevention and litigation management, medical case management, Return-to-Work tracking, related parties, subrogation and salvage, among other data.

  • Integrate External Market

    Web portal technology, with stringent security measures, provides role-appropriate access to a claim, giving your business an efficient B2B access point for business partners (repair shops, medical providers, etc.) to share information and deliver action requests to supply chain providers.

  • Key Financial Management Data

    A financial summary screen shows accumulated claim totals for reserves, paid-to-date, recoverables, recoveries, and total incurred amounts for each loss and expense category. You also have full support for accounting, including manual and computerized issuing of payments, reserve history adjustments, and scheduling of repetitive payments, to name just a few features.

  • Detailed Reporting & Analytics

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

Knowledge Hub

OneShield Market Solutions – Regional Carriers Solution

OneShield Market Solutions – Regional Carriers Solution

Regional Carriers A secure, cloud-hosted and configurable end-to-end policy, claims and billing administration solution supporting carriers, agents, customers and lines of business with automated workflows and rules — designed specifically to meet the unique needs of Regional Carriers. Benefit from...

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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.

Regional Carriers
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

Regional Carriers

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.

Regional Carriers


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.

Regional Carriers


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.