A customer-centric solution, OneShield Policy provides a rich set of insurance transactions, including new business, renewals, rewrites, endorsements, cancellations, reinstatements, non-renewals, broker of record changes, and rollbacks automating every stage of the policy lifecycle across personal, commercial, and specialty products.
Our policy management solution automates every stage of the policy lifecycle, from submission, qualification, rating, and quote processing to issuance, endorsement, renewals and cancellations, new product launches, and premium audits – all with detailed reporting and statistical analysis capabilities.
Offered with a rich set of insurance-specific content and role-based journeys designed to maximize efficiencies, OneShield Policy provides opportunities for increasing productivity, insights, and experiences.
Fully automate every phase of your underwriting workflow with straight-through processing and intelligent referrals with decision support and traceability. And leverage existing rules, workflows, and content to quickly automate business processes.
Eliminate time-consuming and costly “ground up” requirements by leveraging pre-built, fully documented use cases with pre-defined insurance content and configurable data models, workflows, rules, use cases, reports, dashboards, and product definitions, as well as automated processing, using intelligent referrals with decision support and traceability.
We are often cited as offering our clients one of the lowest costs of ownership, which goes beyond initial implementation costs. With OneShield, you can create your path for the future. Throughout the initial implementation, we will work with you to define your long-term goals for the level of support and maintenance that works for your organization.
Creating a winning digital strategy goes beyond omnichannel enablement with one that ensures the information provided is comprehensive and accurate. Providing real-time insights to customers, agents, and partners offers the opportunity to provide the ultimate self-service experience.
Client-centric, OneShield’s 360-degree view of “all things customer” offers your team a superior digital experience with enhanced visibility.
Manage the complete policy lifecycle for every line of commercial, personal and specialty insurance with the industry’s most advanced and configurable end-to-end policy management solution.
Empower your business and technical users to configure virtually every aspect of the system, including workflow, product definition, object model, and web services.
Leverage our extensive catalog of coarse- and fine-grained services, supporting SOAP/REST, XML/JSON natively via configuration, with built-in security and pen testing.
Customize and package multiple product coverages, including those traditionally defined as commercial and personal lines, together into a single bundle with ease and simplicity.
We offer a wide range of pre-built portal journeys to kick-start the digitalization of your user experiences.
Allows management of all aspects of customer and partner information and offers the opportunity to provide trusted partners access to information.
Easily configure reports and views of client information, system transactions, financial, operational, statistical, and marketing.
"We needed a system that would allow us to rapidly bring enhancements and new products to market. And now, several years later we still feel that OneShield gives us the ability to respond to changes in the business.”
Enhancing the agent experience brings dramatic results.
3 key enhancements bring efficiency and growth.
Strategic investment with agents top of mind.