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A fully-functioning MGA rating, quoting, binding, business development, accounting, and policy administration system.

Core Features

OneShield’s MGA solution offers an end-to-end automated policy management solution offered in a secure, cloud-hosted environment. Reduce your overhead expenses and improves operational efficiencies and service quality while enhancing your business acquisition capabilities and product speed-to-market.

Designed to work the way you do, our pre-configured workflows and rules are tailored based on your line of business. A user dashboard provides a complete snapshot of appointments, daily activities, critical alerts, open workflow steps, and recently reported claims.

Integrated journal management features allow your team members to easily add single and recurring diary entries with automated escalation, system and user-created notes, correspondence generation from templates, and email integration.

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  • Automate Workflows & Processes

    Our pre-built Policy Submission workflow guides users through a process that records the data needed for rating and flexible quoting based on the best carrier for a policy. Underwriting and carrier clearance information collected is then automatically evaluated by the rules engine to define underwriting processing or transmission to the carrier for review and acceptance.

  • Detailed Reporting & Analytics

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

  • Full Billing & General Ledger

    The integrated Billing module uses a configuration process to create and maintain billing plans that match the components of your policy premium. Depending on your arrangement, the system provides full accounting support and allows defining invoicing for direct- or broker-billed options and transactions, such as dues, fees, taxes, and miscellaneous items.

  • Intelligent Remote Policy Submission

    A secure web portal allows your agents to enter prospective accounts, 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.

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Lower Cost of Ownership

MGAs

Speed To Market

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.

MGAs

Data Flexibility & Visibility

Data transparency through feature-rich reporting, robust dashboards and a wide variety of standardized reports provide users the ability to make informed and timely decisions. With the interoperability of technology, leverage third-party data, and solutions to enhance your customer experience.

MGAs

All-In One Pricing

Reduce overhead expenses and achieve lower total cost of ownership with a cloud-hosted platform. All-in-One license pricing comprises our SaaS Hub of Services encompassing implementation, training/support, multi-tenant licensing, managed services, and updates.

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