home > Insurance Solutions > OneShield P&C Solutions > OneShield Relationship Management (ORM)

Manage all third party relationships such as reinsurance companies, inspection companies, third party administrators, process-outsourcing partners such as collections agencies, claims adjusters and repair shops. Maintain 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 Relationship Management 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.

“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 Relationship Management (ORM)

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 Relationship Management (ORM)


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 (ORM)


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.