## 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](/content/case-studies/utica-first-selectsoneshield-1/index.html)

PURE  
Client Spotlight – PURE Insurance, 3 Key Enhancements Bring Efficiency and Growth  
[Learn more](/content/case-studies/3-key-enhancements-bring-efficiency-and-growth-1/index.html)

WestCongress  
Client Spotlight – WestCongress, Startup MGA Meets Demands of Rapid Growth with Greater Efficiencies & Reduced Costs  
[Learn more](/content/case-studies/startup-mga-meets-demands-of-rapid-growthwith-greater-efficiencies-reduced-costs-1/index.html)

Erie  
Client Spotlight – Erie Insurance, Enhancing the Agent Experience Brings Dramatic Results  
[Learn more](/content/case-studies/enhancing-the-agent-experience-bringsdramatic-results-1/index.html)

Forrest T Jones  
Modernizing Core Operations with OneShield Market Solutions  
[Learn more](/content/case-studies/core-insurance-platform-case-study-forrest-t-jones-transforms-with-oneshield-1/index.html)

Upland  
Creating a Smarter, More Connected Insurance Ecosystem: How OneShield and Upland Specialty Insurance are Transforming Policy Data Access Through API Integration  
[Learn more](/content/case-studies/upland-capital-group-1/index.html)

MIEC  
AI-Powered Innovation and Streamlined Insurance Excellence with MIEC  
[Learn more](/content/case-studies/ai-insurance-workflows-driving-miec-innovation-1/index.html)