An integrated and cloud-hosted component allowing your business and accounting teams to customize, automate and streamline all aspects of billing and financial management, including unlimited numbers of billing and invoicing plans, activity time tracking, insurance-specific chart of accounts, detailed expense tracking, separate banks accounts for lines of business and clients, and more — all with detailed Reporting and Statistical Analysis.
Integrated with our policy solution, this complete billing component uses automated workflows with client-defined rules to control results for each financial transaction entered into the system — effectively reducing leakage and potential human errors in manual record keeping.
When we ask our clients why they continue to choose OneShield, they say it is the “OneShield Experience” — the positive impact of working with our people, our products, and a decade’s worth of proven and successful implementations. They choose OneShield because… we get it.
– 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 allows defining invoicing for direct- or broker-billed options and transactions such as dues, fees and miscellaneous items.
– Full accounting support is provided, allowing the system to create billing and invoice transactions that can be interfaced to any third-party accounting system.