ONESHIELD MARKET SOLUTIONS / REPORTING

Every report in one place

Interactive dashboards, standard and ad hoc reports, and embedded analytics, configured for management, regulatory, financial, and operational needs. Delivered and maintained as part of your managed service.

Schedule a demo

Information you need, when you need it

Customizable reports for greater insight and better decisions. Operational intelligence embedded in every workflow.

Underwriting Reports

Quote-to-Bind Visibility

Track hit ratios, monitor open and bound submissions, and stay ahead of renewals with auto-renew and tail offer reporting. Exposure and diary reports give underwriting managers a clear view of risk accumulation and upcoming actions.

Key features:

• Diaries and Notes
• Submissions Hit Ratio Policy Transaction Report
• Exposure Report
• Open Submissions
• Tail Offer Status Report
• Bound/Closed/Declined Submission Report
• Bound Policy
• Auto-Renew Report

Claims Reports

Claims Performance, Measured

Break down claim costs by component, track settlement timelines, and monitor loss and combined ratios to connect claims activity to financial outcomes. Statutory detail and claim status reports keep compliance and operational oversight in one place.

Key features:

• Statutory Claims Detail Report
• Average Cost per Claim
• Claim Cost by Component Report
• Loss Ratio/Combined Ratio
• Claim by Status
• Average Time to Settle a Claim

Financial Reports

Revenue Clarity Across the Book

Reconcile GL transactions, track earned premium, and monitor receivables aging and cash receipts without manual data pulls. Commission due reports, agency statements, and expiring credit card tracking keep producer compensation and payment continuity audit-ready.

Key features:

• Payment Received
• Commission Due Report
• GL Transaction Report
• Monthly Cash Receipts Summary
• Earned Premium
• Agency Statement
• Expiring Credit Cards
• Balance Due Summary With Aging

General Reports

Workload, Growth, and Productivity

Balance underwriter workloads, track user activity, and surface growth trends through the Business Growth Dashboard. Batch service and abandoned quote reports highlight process gaps that impact throughput and conversion.

Key features:

• Underwriter Workload
• User Activity Report
• Batch Service Report
• Business Growth Dashboard
• Abandoned B2C Quote

Client Spotlight

Utica First
Client Spotlight – Utica First Insurance Company, Strategic Investment with Agents Top of Mind
Learn more

PURE
Client Spotlight – PURE Insurance, 3 Key Enhancements Bring Efficiency and Growth
Learn more

WestCongress
Client Spotlight – WestCongress, Startup MGA Meets Demands of Rapid Growth with Greater Efficiencies & Reduced Costs
Learn more

Erie
Client Spotlight – Erie Insurance, Enhancing the Agent Experience Brings Dramatic Results
Learn more

Forrest T Jones
Modernizing Core Operations with OneShield Market Solutions
Learn more

Upland
Creating a Smarter, More Connected Insurance Ecosystem: How OneShield and Upland Specialty Insurance are Transforming Policy Data Access Through API Integration
Learn more

MIEC
AI-Powered Innovation and Streamlined Insurance Excellence with MIEC
Learn more