OneShield Enterprise

Policy Administration

OneShield Policy is the policy administration module of OneShield Enterprise, built for P&C carriers and MGAs writing personal, commercial, and specialty lines. It automates the full lifecycle, from submission, rating, and quoting through issuance, endorsements, renewals, cancellations, reinstatements, non-renewals, and premium audits, with detailed reporting at every step.

From submission, qualification, rating, and quoting through issuance, endorsement, renewal, cancellation, new product launches, and premium audit, every step comes with detailed reporting and statistical analysis.

Write, Launch, and Service Policies Faster

Built on insurance-specific content and role-based journeys, OneShield Policy is designed to boost productivity, sharpen insights, and improve the experience for everyone who touches a policy.

Underwriting

Straight-Through Processing

Underwriting rules fire at every step, so clean business flows through without a manual touchpoint.

Key Capabilities:

Straight-through processing (STP) via underwriting rules and workflow

Automated task management: notes, journaling, and assignment by expertise and authority level

Advanced moratorium handling, with policy suspension driven by events and catastrophes

Real-time access to multiple submissions and files

Pre-Built Content

Start From a Working Product, Not a Blank Page

Pre-configured content for most lines gives your team a working starting point, not a requirements document.

Key Capabilities:

Comprehensive data models

Workflows, rules, and reports

Rates, rules, and forms logic

Dashboards supporting 60+ lines of business, and growing

Self-Sufficiency

Run the Platform on Your Terms

With white-glove training, your business users maintain products, rates, rules, and forms without IT involvement.

Key Capabilities:

Business and technical users collaborate to create, modify, and maintain the application in OneShield Designer, our wizard-based design tool

Bring products to market faster, for greater business agility

CI/CD delivers new functionality through a regular cadence of incremental upgrades. Manage them yourself, with little or no help from OneShield

Lower management and maintenance costs

Digital Experience

Give Every User a Live View

Customers, agents, and partners see accurate, current information in self-service portals built on the platform.

Key Capabilities:

Unique self-service experiences for customers, agents, and partners

Access to inquiries, transaction processing, new business, commissions, monthly reconciliation, and performance tracking

User-based visibility into every customer, across all terms and policies

Make better decisions with visibility and insight

Tools to Design Your Vision

Manage the complete policy lifecycle across commercial, personal, and specialty insurance with the industry's most advanced, configurable policy management solution.

OneShield Designer

Give business and technical users control over workflow, product definition, object model, and web services.

Services Designer

Draw on a catalog of coarse- and fine-grained services: SOAP/REST, XML/JSON, native configuration, built-in security and pen testing.

Package Designer

Bundle multiple product coverages, commercial and personal alike, into a single package with ease.

OneShield Portals

Kick-start your digital experience with pre-built portal journeys.

Relationship Management

Manage every aspect of customer and partner information, with controlled access for trusted partners.

OneShield Reporting

Configure reports and views across client information, transactions, financials, operations, statistics, and marketing.

“Before making this decision, we extensively researched the latest technologies available within our industry. It validates that OneShield Policy remains the best platform for our technology transformation and plans for future growth."