Client Journey

A trusted advisor at every stage, not just a vendor

From first conversation through go-live and every release after, we lead the work directly. No subcontractors between you and the team building your platform, and what launches on day one is ready to run your business.

What Partnership Looks Like in Practice

A focus on your Day 1 needs keeps your project protected from scope creep and delivers a lower total cost of ownership. You stay in the loop at every step, with the same team leading delivery from Blueprinting through go-live.

Consultation

Choose the Platform That Matches Your Model

A short engagement with our team before any commitment, focused on how your business runs.

What to expect:

• Expert guidance to match the right platform to your insurance products, operational model, and growth plans
• Executive engagement for strategic decision support
• A clear recommendation, not a sales pitch

Implementation Plan

Shape the System Around Your Business

You get what you need running on day one, with clear accountability throughout the build.

What to expect:

• Single point of contact for project management from start to launch
• Pre-built insurance content configured for your specific needs
• Transparent milestones with no surprise fees
• Direct access to OneShield’s core product team when configuration alone isn’t enough

Continuous Support

Grow Without Starting Over

Go-live is a milestone, not the end. Enhancements and upgrades continue on a set cadence.

What to expect:

• Reserved monthly capacity for enhancements and new features
• Automatic upgrades to keep your platform current and secure
• A growing menu of optional AI-powered features to adopt at your pace

Schedule Demo

“In OneShield Software, PURE has found a partner with a similar view of the purpose of technology: to enhance efficiencies and provide exceptional service.”

- Jason Lichtenthal, Senior Vice President and Chief Information Officer

Client Spotlight

Utica First
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PURE
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WestCongress
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Erie
Client Spotlight – Erie Insurance, Enhancing the Agent Experience Brings Dramatic Results
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Forrest T Jones
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Upland
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MIEC
AI-Powered Innovation and Streamlined Insurance Excellence with MIEC
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