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Manage and customize programs and services during the customer lifecycle for all your external market partner relationships.

Core Features

Deliver secure and automated access to your core system applications from the Web for any third-party market partner. This robust, flexible and easily configurable relationship management tool allows you to control and simplify how you interact with third-parties, enabling them to manage staff, write new business, process address and contact change information, access billing statements, and process monthly reconciliations.   ORM will give your business partners – agents, brokers, wholesale and program managers, reinsurers, inspection companies, repair shops, towing service, medical service providers and legal services – real-time web access to information they need to support the customer acquisition and servicing lifecycle.

OneShield ORM provides everything you need for fast, efficient relationship management with your partners. It streamlines even the most complex systems and frees up time for the things that are really important – like growing your business.

  • Completely Configurable

    Design your own workflows, automate time-consuming manual tasks, and handle the complex hierarchies other systems cannot. Whether deployed on-premises or via the cloud “As-A-Service,” ORM helps eliminate manual tasks that drain productivity.

  • Roles and Permissions

    Assign varying roles and permissions to individual third-party market partner users to segregate duties and ensure each user has access to the right information.

  • Document Management Capabilities

    Integrates with a wide variety of industry-standard applications to allow your team to upload and store attachments, as well as render essential communications such as letters and emails.

  • Custom Information Repository

    This module is also an enhanced repository containing individualized documentation for all stakeholders, such as formalized contracts, allowing you to maintain a history and version control for any third-party entity.

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 Relationship Management
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 Relationship Management

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 Relationship Management


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 Relationship Management


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.