From client acquisition to policy design to relationship management, OneShield 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.

  • Enhance Agent & Customer Service

    Provide real-time access to customers, agents, and partners for purposes of self-service inquiries and service, new business acquisition, commission and sales monitoring, monthly reconciliation and performance tracking.

  • Realize Advantages of Self-Sufficiency

    Attain 100% self-sufficiency in modifying functions. Improve business agility enabling you to rapidly bring products to marker while lowing management and maintenance costs.

“Adopting Microservices to Enhance the Journey Towards Digitized Insurance”.

Developing a compelling customer experience has become a top priority for insurers who know that insurance has become one product among many from the perspective of the consumer.


Line of Business Content & Use Cases

Line of Business Content & Use Cases

Designed specifically for personal, commercial and specialty lines of business content. OneShield Software can help enhance and improve your operational...



Turn raw data into actionable information with near-time portfolio analysis and detailed standard or customized reports. OneShield provides one of...



Vital reinsurance handling capabilities that streamline the administration and management of reinsurance agreements. With OneShield’s Reinsurance functionality, you will have...

Lower Cost of Ownership

OneShield Policy

Pre-Built Insurance Content

Our pre-built library of insurance-specific content for personal, commercial, and specialty insurance markets offer 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.