Enhance operational and process efficiencies, strengthen service levels, and rapidly support initiatives — all while giving you the power to design workflows and automate billing tasks.

Core Features

No matter how complex your accounting needs are, this complete billing and receivables management system for P&C insurers generates invoices, enables self-serve Web portals, tracks payables and receivables, offers rich analytics, and helps resolve customer and partner inquiries quickly. From billing and reconciliations to reporting, streamline all aspects of your billing cycle across every personal, commercial, specialty lines and variable and annuity product.

Both agent and customer service levels are significantly enhanced with built-in commission management, flexible equity-based billing, payment and delinquency plans, and easy integration with third-party document and payment systems.

  • Automate Accounting Processes

    Automatically generate tasks for Billing/PAS users, including invoices, reminders, notices, cash application, write-offs, disbursements and suspend billing functions. Minimize billing leakage with automation, including mid-term rescheduling of payment plans or bill-type changes that maintain control over all payment term changes.

  • Enable Self-Serve Options

    Enhance customer service levels with self-serve options such as payment, including online payments that fully integrate with OneShield Billing and other external systems. For example, offer multiple payment methods, including real-time online and credit/debit/EFT payments.

  • Customize Almost Anything

    Enjoy end-to-end configuration options. For example, add flexible rules-based billing and payment plan options matching individual insureds or risk or, configure cash application rules to determine the order of cash application to fees, premiums, etc.

  • Complete Security Management

    From in-house access to web portals, OneShield’s “actor role” security features determine who sees and does what within the system — ensuring users can only perform discrete functions within the system. For example, single payments, batch payments, or applications cash, but not write-offs or suspension activities.

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.

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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

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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.

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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.

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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.