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ONESHIELD ENTERPRISE / RELATIONSHIP MANAGEMENT
Partner & Vendor Relationship Management
Control and simplify interactions with reinsurers, inspection companies, TPAs, and outsourcing partners on one configurable platform. Manage every third-party relationship from a single, governed system of record.
Enhance the customer servicing lifecycle with your trusted partners
Maintain and customize programs and services for your external market-partner relationships.
Partner Enablement
Keep Workflows Moving
Give partners the access and structure they need, so your team spends less time on manual follow-up.
Key capabilities:
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Give partners web access via self-service external portals to automate manual tasks
Assign roles and permissions by partner user, so duties stay segregated and each person has easy access to the right information
Customize existing tasks and workflows to streamline communication
Visibility
Track Every Partner Record
See every partner relationship in one place, with hierarchy, history, and activity tracked together for faster answers.
Key capabilities:
Customer-centric view across the application
Maintain history and version control for any third-party entity
View and manage complex hierarchies
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