OneShield Relationship Management
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 Relationship Management
The relationship with your customer often includes a variety of external market connections. Understanding these touchpoints is critical to cultivating a positive customer experience. OneShield Relationship Management (ORM) allows insurers to enable and manage expanding ecosystems of all corporate entities, customers, and other 3rd party organization relationships by providing tools to automate and influence interactions. Now you can empower third parties to manage assignments, complete transactions, and access timely reporting.
ORM will give your business partners – agents, brokers, wholesale and program managers, reinsurers, inspection companies, repair shops, towing service, medical service providers, and legal services – real-time web access to information they need to support the customer acquisition and servicing lifecycle. Personalized documentation for all stakeholders, such as contact details and authority levels, allows you to maintain a profile of the relationship for any third-party entity. Varying roles and permissions can be assigned to individuals within an entity to segregate duties and ensure each user has access to the right information.
Deployed through our full-service SaaS delivery model, ORM can help you simplify your interactions with third parties, and rapidly support new initiatives. Its relationship management made easy, with a solution that’s market-tested and a seamlessly integrated add on to OneShield Enterprise.
At OneShield Software, our strengths lie in our people, deep-rooted insurance knowledge, and our thoughtful technical architecture. OneShield Relationship Management provides everything you need for fast, efficient relationship management with your partners. It streamlines even the most complex systems and frees up time for the things that are really important – like growing your business.
Key Features
Maintain and customize programs and services for all your external partner relationships.
Key ORM Features:
- Automate time-consuming manual tasks by providing web access via self-service external portals.
- Handle the complex hierarchies of third party entities.
- Leverage existing tasks and workflows to streamline communication.
- Assign varying roles and permissions to individual partner users to segregate duties and ensure each user has access to the right information.
- Integrate with a wide variety of industry-standard applications to allow your team to upload and store attachments, as well as render essential communications such as letters and emails.
- Enhanced repository containing individualized documentation for all stakeholders, such as contact profiles, formalized contracts, compensation details.
- Maintain history and version control for any third-party entity.
- Central repository of all external relationship data.
- Customer-centric view across the application.
Key Benefits
Lower your Total Cost of Ownership with OneShield Relationship Management
Automate Processes: Automate billing process by providing customer and agent self-service options, supporting rule-based commission management, and digital bill presentment and payment all while reducing your operational costs.
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: Maintain and customize programs and services during the customer lifecycle for all your external market partner relationships. Give your business partners – agents, brokers, wholesale and program managers, reinsurers, inspection companies, repair shops, towing service, medical service providers, and legal services – real-time web access to information they need to support the customer acquisition and servicing lifecycle.
