ONESHIELD ENTERPRISE / BILLING

Billing, simplified

Simplify every step from invoicing to payments and reconciliation, with flexible bill types and configurable payment plans. Automated collections and real-time visibility cut manual work for carriers and agencies alike.

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Billing Without the Complexity

Simplify the billing process to meet the changing needs and expectations of your market.

Flexible Billing

Match payment schedules to how customers pay

Payment terms follow the account rather than a fixed template, so billing matches each arrangement.

Key capabilities:

• Flexible equity-based billing, payment, and delinquency plans
• Comprehensive delinquency management from late notice to notice of cancellation (NOC)
• Configurable cash application rules and billing adjustments, including write-offs and disbursements
• Full control over payment term changes, including mid-term rescheduling or bill-type changes, to minimize billing leakage
• Multiple payment and bill types, including agency and direct, at both policy and account levels

Billing Leakage

Let the system handle routine collection work

Invoices, notices, and cash application run on rules, so your team reviews exceptions instead of transactions.

Key capabilities:

• Automatically generate tasks for Billing/PAS users
• Automated invoicing, reminders, notices, cash applications, write-offs, disbursements, and billing suspension
• Automatic moratorium and suspension processing
• Automatic detection of payment discrepancies
• Agent reconciliation templates and predefined workflows

Real-Time Visibility

See every account, policy, and transaction in one place

Billing staff can answer a customer question without opening a second system or a spreadsheet.

Key capabilities:

• Real-time view of customers across all accounts and policies
• Administrative views and tools to track, assign, and balance workloads
• Built-in commission management
• Full access to customer transactions for handling billing inquiries

Self-Service

Take routine payment questions off your team

Policyholders and agents can view balances and pay online however they prefer, without calling your team.

Key capabilities:

• Customer self-service options and payment methods, via web portal
• Multiple payment methods, including real-time online and credit/debit/EFT payments
• Role-based access ensures users only perform the functions they're authorized for

Complete Solution

The most comprehensive payment and receivables system for growth-oriented insurers and MGAs, across commercial, personal, and specialty insurance.

Accept payments the way your customers want to pay

Integrate easily with third-party document and payment systems

Give your team the visibility and tools to work efficiently

“OneShield Billing provides PMA the ability to adapt the premium billing system to accommodate changing business models and reduce current manual process with features available from both processing and workflow perspectives.”
Susan Hendricks, VP of IT

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