From client acquisition to policy design to relationship management, OneShield’s platform
allows you to focus on the mission-critical elements of running your business.

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.

  • Automate Workflows & Processes

    Leverage pre-built processes and workflows or configure your own processes framework to execute discrete insurance actions specific to your business requirements. Fully automate processes, using both straight-through-processing (STP) and intelligent referrals with decision support and traceability.

  • Multi-Task & Streamline Task Management

    Work multiple submissions and active files in real-time with producers, employees, insureds, and third-parties for quoting, binding, issuing, and servicing all transactions within the policy lifecycle. Using the task management tool, empower business and technical users to work collaboratively.

  • Customize Rates

    Use synchronized deployments for ISO, NCCI or your own specific rates, rules and workflows through a fully-integrated or stand-alone component that uses shared, common product definition data.

  • Integrate with Document Management

    Integrate OneShield Policy with a wide variety of industry-standard applications to allow your team to upload and store attachments, as well as render essential client and internal statements.

Knowledge Hub

Entering the Age of Insurance Policy Administration As-A-Service

Entering the Age of Insurance Policy Administration As-A-Service

HfS recently undertook a research study to shed light on the industry shift towards As-A-Service, surveying 50 P&C insurance executives across North America. They share their thoughts on As-A-Service solutions, along with their strategies for navigating change within the insurance...

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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.

OneShield Policy
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

OneShield Policy

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.

OneShield Policy


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.

OneShield Policy


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.