Self-Service Portals | OneShield Enterprise

Self-service for every channel

Give agents, brokers, and policyholders role-based portals to quote, bind, endorse, and file claims. Each user gets self-service access to the tasks and information they need, without opening a ticket.

Put Self-Service in Every Hand

Agent, broker, and policyholder portals run on the same platform as Policy, Billing, and Claims, sharing one set of product metadata. Configure what each audience can do, then let them do it themselves.

Agent & Broker Portal

Move Transactions off Your Desk

Agents and brokers quote, bind, endorse, and file claims directly, without waiting on your service team.

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Policyholder Self-Service

Answer Policyholders Before They Call

Policyholders report claims, check status, and upload documents themselves, from any device, without a phone call.

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Connected Distribution

Extend Your Reach Without Duplicating Work

Shared product metadata and full headless APIs let your channels run independently, without duplicating configuration work.

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Client Spotlight

Tim Shine, SVP, Information Technology: "We saw double digit growth for the next two years for each of our products, which is substantial, because in all cases, we didn’t change the insurance product. We just simply changed the way in which we engaged with our independent agents."