Benefit from a full-featured, enterprise-class core software system while reducing overhead expenses, improving efficiencies and service quality, and enhancing business acquisition capabilities.

Core Features

A secure and configurable end-to-end policy, billing and claims solution for supporting Risk Pools with multiple insurers, vendors, insureds, captives and other stakeholders. From a user dashboard that provides a complete overview of appointments, activities and critical alerts, your team members have access to a 360-degree view of customers, prospects, vendors, brokers and other stakeholders.
Policy submission is as simple as following a scripted interview that records the data needed. With flexible quoting features, your business users can create multiple quotes with varying components, while managing policies with adjustable re-rating and billing plan changes, endorsement handling and renewals management.

  • Advanced Claims Management

    The claim lifecycle for any given customer is displayed on a single screen, including FROI, customer information, reserving, third-party provider management, Return-to-Work (RTW) tracking, payment/recovery processing, and automated user authority limit validation.

  • Detailed Reporting

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

  • Intelligent Remote Policy Submissions

    A secure web portal allows your agents to enter prospective account, exposures, coverages and limit information for an immediate quote. Underwriting information collected is systematically evaluated by the rules engine to define underwriting processing for review and acceptance. Once bound, the system performs re-rating, changes in exposures and resulting billing plans, financial transaction management, and renewals and cancellation management.

  • Comprehensive Financial Process Features

    Automated workflows with client-defined rules control results for each financial transaction entered into the system, including dynamic drill-down capability, automated policy limit checking, bulk payments and receipts, and automated fraud scores and identification.

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.

Risk Pools
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

Risk Pools

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.

Risk Pools


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.

Risk Pools


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.