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OneShield Market Solutions
Reporting
Report templates shouldn't live in an IT queue. OMS embeds reporting and analytics directly into operational workflows, with 35+ pre-built reports available from day one and self-service tools that put data in the hands of the people who need it.
With our interactive dashboards, standard reports, ad-hoc reporting, embedded BI, and analytics tools, you’ll achieve greater accuracy and efficiency across the platform.
Configure insights to meet management, regulatory, financial, operational, statistical, and marketing demands easily and accurately.
With our interactive dashboards, standard reports, ad-hoc reporting, embedded BI, and analytics tools, you’ll achieve greater accuracy and efficiency across the platform.
Configure insights to meet management, regulatory, financial, operational, statistical, and marketing demands easily and accurately.
Information you need,
when you need it
Customizable reports for greater insight and better decisions. Operational intelligence embedded in every workflow.
Underwriting Reports
Quote-to-Bind Visibility
Track hit ratios, monitor open and bound submissions, and stay ahead of renewals with auto-renew and tail offer reporting. Exposure and diary reports give underwriting managers a clear view of risk accumulation and upcoming actions.
Key features:
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Diaries and Notes
Submissions HIT Ratio Policy Transaction Report
Exposure Report
Open Submissions
Tail Offer Status Report
Bound/Closed/Declined Submission Report
Bound Policy
Auto-Renew Report
Claims Reports
Claims Performance, Measured
Break down claim costs by component, track settlement timelines, and monitor loss and combined ratios to connect claims activity to financial outcomes. Statutory detail and claim status reports keep compliance and operational oversight in one place.
Key features:
Statutory Claims Detail Report
Average Cost per Claim
Claim Cost by Component Report
Loss Ratio/Combined Ratio
Claim by Status
Average Time to Settle a Claim
Financial Reports
Revenue Clarity Across the Book
Reconcile GL transactions, track earned premium, and monitor receivables aging and cash receipts without manual data pulls. Commission due reports, agency statements, and expiring credit card tracking keep producer compensation and payment continuity audit-ready.
Key features:
Payment Received
Commission Due Report
GL Transaction Report
Monthly Cash Receipts Summary
Earned Premium
Agency Statement
Expiring Credit Cards
Balance Due Summary With Aging
General Reports
Workload, Growth, and Productivity
Balance underwriter workloads, track user activity, and surface growth trends through the Business Growth Dashboard. Batch service and abandoned quote reports highlight process gaps that impact throughput and conversion.
Key features:
Underwriter Workload
User Activity Report
Batch Service Report
Business Growth Dashboard
Abandoned B2C Quote
Client Spotlight
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