
OneShield Policy
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Overview
OneShield Policy Management provides support for a rich set of insurance transactions including new business, renewals, rewrites, endorsements, cancellations, reinstatements, non-renewals, broker of record changes, and rollbacks. The solution is capable of doing intra-term and multi-term out of sequence changes, as well as late-term and multi-term out of sequence changes, as well as late-term changes with automated merging of changes. It also allows for automation of every stage of the policy lifecycle across personal, commercial, and specialty products with innate customer-centric handling.
Key Features
Policy Administration Functionality to Enhance and Improve Operational Efficiency
- Customer-centric solution with a complete 360-degree view of the customer.
- Real-time access to multiple submissions and files. ‘Go Paperless’ option available for documenting delivery preference.
- User role security for employees, producers, insureds, and third parties to participate in defined steps of the policy life cycle.
- Customizable rates for your specific rates, rules, and workflows through our rating component that uses shared, common product definition data.
- Straight through processing (STP) via underwriting rules and workflow.
- Configurable task management with notes, journaling & assignment based on expertise and authority levels.
- Pre-built library of insurance-specific content for personal, commercial, and specialty lines.
- Pre-defined and configurable data models, workflows, rules, reports, and dashboards — eliminating the time-consuming and costly “ground-up” requirements gathering process.
- Reinsurance Cession Management via OneShield Reinsurance an available add-on module allowing you to register and manage reinsurers and cede business.
- Advanced moratorium capabilities with policy suspension driven by events and catastrophe.
- User authentication framework.
Key Benefits
Lower your Total Cost of Ownership with OneShield Policy
Automate Processes: Leverage existing workflows for all users to enhance your business processes. Fully automate underwriting whether it is straight-through processing or intelligent referrals with decision support and traceability.
Leverage Extensive Pre-Built Insurance Content: Our pre-built library of insurance-specific content for personal, commercial, and specialty lines eliminate time-consuming and costly “ground up” requirements gather process with our comprehensive pre-defined and configurable data models, workflows, rules, use cases, reports, dashboards, and product definitions.
Realize the Advantages of Self-Sufficiency: Attain self-sufficiency in modifying products and workflows. Improve business agility enabling you to rapidly bring products to market while lowering management and maintenance costs.
Enhance Agent and Customer Service: OneShield’s 360-degree view of the customer allows you to manage individual interactions while providing a complete overview of existing customers across all terms and policies. Also provide realtime access to customers, agents, and partners for purposes of self-service inquiries and service, new business acquisition, commission and sales monitoring, monthly reconciliation, and performance tracking.