ONESHIELD MARKET SOLUTIONS / POLICY & BILLING

Policy and billing, managed for you

Policy & Billing in a single module, full policy life cycle with robust billing functionality and subledger capabilities. Expand into new lines through configuration, not custom development.

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Everything policy and billing touches, on one platform

Real-time quoting, binding, issuing, and servicing, with pre-configured content supporting 60+ lines of business on a single platform.

A transparent, 360-degree view of existing and prospective accounts and partners, with entity and risk management, commission tracking, and license tracking.

Diary entries with automatic escalation, system and user-created notes, and template-generated correspondence, all from one document repository.

Over 30 standard operational and transactional report templates, plus configurable ad hoc reports built with design tools for business users.

Track appointments, daily activities, critical alerts, open workflow items, open applications, submissions, policy records, and documents across the platform.

Integrate with financial and general ledger systems and payment gateways, with room to add other third-party solutions.

Comprehensive Pricing Strategy

Our annual fee includes the software license, maintenance, hosting, support, implementation, and a defined number of annual managed service hours. Upgrades ship monthly, so you're always on the latest version of OneShield Market Solutions, with known costs upfront and none of the sticker shock of typical time-and-materials implementation and support models.

• No large upfront implementation fees
• Annual service hours allotment
• Monthly upgrades and enhancements

Core Capabilities Inside Policy & Billing

Policy

Quote to bind, without the manual handoffs

OMS automates the full policy lifecycle end to end, from new business through renewals, so underwriters spend time on judgment calls, not data entry.

Key features:

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• Real-time quoting, binding, issuing, and servicing
• Spreadsheet rating via microservices
• Automated renewals and audits
• Fully integrated document management
• Underwriting and carrier clearance
• All customizable to requirements specific to your company or state
• Support for quota-share/subscription policies

Workflows

Workflows built for underwriting, not against it

Pre-configured rules automate straight-through transactions while flagging exceptions for review, with manual overrides available when underwriters need to step in.

Key features:

• Pre-configured, industry-standard workflows for MGAs and insurers
• Embedded underwriting rules engine
• Straight-through processing and exception-focused underwriting
• Allow underwriter discretion in rating (overrides, surcharges, manual premium)
• Tailorable to meet your unique requirements

Forms

The right form, every time, automatically

Rules-based logic attaches and orders forms by jurisdiction, line of business, and coverage, supporting static, dynamic, and manuscript formats.

Key features:

• Rules for automatic form attachment and form order
• Support for static or dynamic forms
• Support for manuscript or externally sourced forms

Digital

Self-service where your agents and customers expect it

Agent and customer portals, digital payment options, and eSignature integrations reduce phone and email volume for routine transactions.

Key features:

• Enhance the user experience with agent and customer portals
• Enable digital payments
• Streamline processes with eSignatures

Billing

Billing that matches how you actually get paid

Flexible payment plans, automated cash application, and built-in GL integrations handle the billing complexity of agency, broker, and multi-payor accounts.

Key features:

• Custom billing plans
• Invoicing for agency/broker-billed or multi-payor options and transactions
• Built-in integrations to payment gateways and lock boxes
• Automated cash application
• Automated NOIC and cancellation processing
• Fee management (automated and manual)
• Combined/Account billing support
• Built-in integrations with general ledger systems

Client Spotlight

Utica First
Client Spotlight – Utica First Insurance Company, Strategic Investment with Agents Top of Mind
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PURE
Client Spotlight – PURE Insurance, 3 Key Enhancements Bring Efficiency and Growth
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WestCongress
Client Spotlight – WestCongress, Startup MGA Meets Demands of Rapid Growth with Greater Efficiencies & Reduced Costs
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Erie
Client Spotlight – Erie Insurance, Enhancing the Agent Experience Brings Dramatic Results
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Forrest T Jones
Modernizing Core Operations with OneShield Market Solutions
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Upland
Creating a Smarter, More Connected Insurance Ecosystem: How OneShield and Upland Specialty Insurance are Transforming Policy Data Access Through API Integration
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MIEC
AI-Powered Innovation and Streamlined Insurance Excellence with MIEC
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