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OneShield Market Solutions
Carrier-grade policy and billing, managed for you
Adaptable, integrated, and secure, OneShield Market Solutions' Policy Management & Billing modules cut IT costs and pressure, freeing you to focus on customer service, growth, and innovation.
Use our integrated, cloud-hosted, rules-based application to automate and streamline the entire policy lifecycle.
Use our integrated, cloud-hosted, rules-based application to automate and streamline the entire policy lifecycle.
Everything policy and billing touches, on one platform
End-to-End Policy Lifecycle
Real-time quoting, binding, issuing, and servicing, with pre-configured content supporting 60+ lines of business on a single platform.
Customer Center
A transparent, 360-degree view of existing and prospective accounts and partners, with entity and risk management, commission tracking, and license tracking.
Integrated Information
Diary entries with automatic escalation, system and user-created notes, and template-generated correspondence, all from one document repository.
Reporting
Over 30 standard operational and transactional report templates, plus configurable ad hoc reports built with design tools for business users.
Visualization
Track appointments, daily activities, critical alerts, open workflow items, open applications, submissions, policy records, and documents across the platform.
Technology Ecosystem
Integrate with financial and general ledger systems and payment gateways, with room to add other third-party solutions.
Comprehensive Pricing Strategy
No large upfront implementation fees
Annual service hours allotment
Monthly upgrades and enhancements
Core Capabilities Inside Policy & Billing
Policy
Quote to bind, without the manual handoffs
OMS automates the full policy lifecycle end to end, from new business through renewals, so underwriters spend time on judgment calls, not data entry.
Key features:
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Real-time quoting, binding, issuing, and servicing
Spreadsheet rating via microservices
Automated renewals and audits
Fully integrated document management
Underwriting and carrier clearance
All customizable to requirements specific to your company or state
Support for quota-share/subscription policies
Workflows
Workflows built for underwriting, not against it
Pre-configured rules automate straight-through transactions while flagging exceptions for review, with manual overrides available when underwriters need to step in.
Key features:
Pre-configured, industry-standard workflows for MGAs and insurers
Embedded underwriting rules engine
Straight-through processing and exception-focused underwriting
Allow underwriter discretion in rating (overrides, surcharges, manual premium)
Tailorable to meet your unique requirements
Forms
The right form, every time, automatically
Rules-based logic attaches and orders forms by jurisdiction, line of business, and coverage, supporting static, dynamic, and manuscript formats.
Key features:
Rules for automatic form attachment and form order
Support for static or dynamic forms
Support for manuscript or externally sourced forms
Digital
Self-service where your agents and customers expect it
Agent and customer portals, digital payment options, and eSignature integrations reduce phone and email volume for routine transactions.
Key features:
Enhance the user experience with agent and customer portals
Enable digital payments
Streamline processes with eSignatures
Billing
Billing that matches how you actually get paid
Flexible payment plans, automated cash application, and built-in GL integrations handle the billing complexity of agency, broker, and multi-payor accounts.
Key features:
Custom billing plans
Invoicing for agency/broker-billed or multi-payor options and transactions
Built-in integrations to payment gateways and lock boxes
Automated cash application
Automated NOIC and cancellation processing
Fee management (automated and manual)
Combined/Account billing support
Built-in integrations with general ledger systems
Client Spotlight
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