Modern insurers face growing pressure to move faster, reduce friction, and stay nimble in an increasingly digital market. At OneShield, we are committed to helping carriers and MGAs achieve those goals by designing systems that work in harmony across every function. That vision is being realized through our work with Upland Specialty Insurance, where we are building a robust, integrated data ecosystem powered by APIs.
Over the past six months, our teams have partnered closely to integrate with Upland’s tools using OneShield Market Solutions’ (OMS) API integration suite that makes OMS the single source of truth for all policy-level information. These APIs enable real-time synchronization between OMS and Upland’s internal tools, streamlining the flow of data across their entire organization.
To ensure we tackled the most critical areas first, we focused our integration efforts on five key categories. Each one supports a specific use case that is helping Upland improve speed, visibility, and efficiency.
Business Objective: Enable accurate, centralized management of contact information for broker contacts, broker locations, insureds, underwriters, underwriting assistants, and more.
Outcome: API-driven logic ensures consistency in contact information, such as broker details, across Upland’s technology ecosystem. When contact records are updated in one system, those changes are reflected in OMS. This eliminates duplication and helps maintain accuracy when assigning brokers to policies or generating reports.
Business Objective: Streamline the intake and tracking of submissions to improve operational, including underwriting, efficiency.
Outcome: As new business flows in through Upland’s intake tools, this API delivers the submission data directly into OMS. The result is a seamless, structured handoff to underwriters without the need for manual re-entry. It also ensures that submissions are immediately available for downstream processes like rating or document generation.
Business Objective: Deliver accurate, real-time premium calculations to support sales effectiveness and pricing consistency.
Outcome: This capability allows Upland to send rating requests from external tools to OMS and receive calculated premiums in return. For example, if a user updates risk factors in Upland’s quoting interface, OMS instantly applies the rating logic and sends back the results. This setup gives Upland the flexibility to maintain a tailored front-end experience while centralizing their rating intelligence within OMS.
Business Objective: Provide quick, reliable access to comprehensive policy information to support clearance determination (clear vs blocked), endorsements, renewals, claims processing, and other services.
Outcome: With this API, other internal systems at Upland can request and retrieve the most current policy data directly from OMS. Whether a team needs to verify coverage terms, check policy status, or generate a report, they can do so with confidence that they are working with accurate and complete information.
Business Objective: Facilitate a secure, organized storage and exchange of submission and policy-related documents and emails to support compliance and operational transparency.
Outcome: This integration automates how policy documents and email communications move between systems. When a file is uploaded or an underwriter sends an email, the content is captured and stored within OMS in near-real time. That way, key stakeholders involved in the policy lifecycle have the same access to the latest documentation, without relying on inbox searches or shared drives.
This joint API approach is characterized by its “zero-awareness” design. In other words, consuming or producing systems don’t require direct knowledge of each other’s existence. For example, with the Party API operational between OMS and Upland, the multiple systems/services that need to manage party data into OMS would only need to interact with a single resource, complete with a consistent authentication process and request/response pattern.
Together, these integrations are reducing manual handoffs, improving data accuracy, and allowing Upland to make decisions more quickly and with greater confidence.
“Creating a network of integrations between OMS and Upland establishes a more interoperable ecosystem, enabling specialized tooling to work with OMS as the core system. This is intended to enhance the capabilities of our internal solutions but also allows for more efficient methods of exchanging data between processes. The result is a more ‘connected’ environment that will reduce manual effort and support future innovation and partnership.”— Andrew Stewardson, Assistant Vice President of Enterprise Architecture for Underwriting Operations, Upland
“Creating a network of integrations between OMS and Upland establishes a more interoperable ecosystem, enabling specialized tooling to work with OMS as the core system. This is intended to enhance the capabilities of our internal solutions but also allows for more efficient methods of exchanging data between processes. The result is a more ‘connected’ environment that will reduce manual effort and support future innovation and partnership.”
— Andrew Stewardson, Assistant Vice President of Enterprise Architecture for Underwriting Operations, Upland
Beyond the core API integration work, we have partnered with Upland on targeted initiatives aimed at strengthening data interoperability, improving system visibility, and accelerating decision-making across teams – laying the groundwork for scalable growth and operational agility.
The progress achieved to date has established a robust foundation; however, it represents just the initial phase of our long-term growth strategies. As Upland continues to evolve, we are focused on expanding this integration framework to support new tools, workflows, and use cases. Our shared goal is to create a future-ready insurance environment that supports innovation without compromise.
Upland Capital Group, Inc. is an AM Best rated “A-” VIII specialty property/casualty insurer headquartered in Dallas, Texas. Through its wholly-owned insurance carrier, Upland Specialty Insurance Company, the company markets, underwrites and services wholesale specialty insurance products in select markets to include excess transportation, construction casualty, excess casualty, primary general liability, excess public entity, professional liability, excess cyber liability, and product recall.
OneShield provides business solutions for P&C insurers and MGAs of all sizes. OneShield's SaaS platforms include enterprise-level policy management, billing, claims, rating, relationship management, product configuration, business intelligence, and smart analytics.
OneShield Market Solutions (OMS) is a fully managed SaaS policy administration and feature-rich claims solution pre-loaded with insurance content, workflows, and rules, all customizable for your unique and evolving needs.