Policy Admin Without the Friction

Policy administration for P&C insurers and MGAs, from submission and rating through endorsements, renewals, and cancellations.

Write, Launch, and Service Policies Faster

Built on insurance-specific content and role-based journeys, OneShield Policy is designed to boost productivity, sharpen insights, and improve the experience for everyone who touches a policy.

Key Capabilities:

• Straight-Through Processing: Underwriting rules fire at every step, so clean business flows through without a manual touchpoint.

• Automated task management: notes, journaling, and assignment by expertise and authority level.

• Advanced moratorium handling, with policy suspension driven by events and catastrophes.

• Real-time access to multiple submissions and files.

Pre-Built Content

Start From a Working Product, Not a Blank Page

Key Capabilities:

• Comprehensive data models.
• Workflows, rules, and reports.
• Rates, rules, and forms logic.
• Dashboards supporting 60+ lines of business, and growing.

Self-Sufficiency

Run the Platform on Your Terms

Key Capabilities:

• Business and technical users collaborate to create, modify, and maintain the application in OneShield Designer, our wizard-based design tool.

• Bring products to market faster, for greater business agility.

• CI/CD delivers new functionality through a regular cadence of incremental upgrades. Manage them yourself, with little or no help from OneShield.

• Lower management and maintenance costs.

Digital Experience

Give Every User a Live View

Key Capabilities:

• Unique self-service experiences for customers, agents, and partners.

• Access to inquiries, transaction processing, new business, commissions, monthly reconciliation, and performance tracking.

• User-based visibility into every customer, across all terms and policies.

• Make better decisions with visibility and insight.

Tools to Design Your Vision

Manage the complete policy lifecycle across commercial, personal, and specialty insurance with the industry's most advanced, configurable policy management solution.

OneShield Designer

Give business and technical users control over workflow, product definition, object model, and web services.

Services Designer

Draw on a catalog of coarse- and fine-grained services: SOAP/REST, XML/JSON, native configuration, built-in security and pen testing.

Package Designer

Bundle multiple product coverages, commercial and personal alike, into a single package with ease.

OneShield Portals

Kick-start your digital experience with pre-built portal journeys.

Relationship Management

Manage every aspect of customer and partner information, with controlled access for trusted partners.

OneShield Reporting

Configure reports and views across client information, transactions, financials, operations, statistics, and marketing.

“Before making this decision, we extensively researched the latest technologies available within our industry. It validates that OneShield Policy remains the best platform for our technology transformation and plans for future growth."
Timothy Shine, Erie's SVP of Information Technology

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