OneShield Market Solutions - Policy & Billing
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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
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close
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
Embrace innovation, lower costs and reduce IT complexity through process automation
Today's insurers must not only master traditional challenges but also compete in a real-time marketplace. OneShield Market Solutions' Policy & Billing module allows you to leverage an integrated cloud-hosted and rules-based application to automate and streamline every stage of the policy lifecycle.
Designed to work the way you do, our pre-configured workflows and rules are tailored based on your business requirements. Most importantly, our tools are compatible with existing legacy systems and interact with your ecosystem of third-party partners to meet the specific needs of insurers.
Key Features
Policy Management Features:
- Real-time quoting, binding, issuing, and servicing;
- Spreadsheet rating utility paired with rules engine for specific rates, rules, and workflows across shared product definitions;
- Access to default rates and tables based on specific states or NCCI;
- Tailored underwriting rules;
- Custom billing plans;
- Financial transactions reporting or integration to General Ledger systems;
- Automated renewals and audits;
- Fully-integrated document management;
- Policy submission management;
- Web portal;
- Underwriting and carrier clearance;
- Reporting and analytics
Billing & Accounting Features:
- Integrated Billing;
- Invoicing for broker-billed options and transactions;
- Full accounting support;
- Lockbox;
- Automated cash application;
- Automated NOC and cancellation processing.
Key Benefits
Functionality at your fingertips
Adaptable, integrated and secure, OneShield Market Solutions' Policy Management & Billing module reduces rising IT costs and pressures leaving you with more time to focus on business priorities like customer service, growth, and innovation.
Iformation when and where they need it:
- Customer Center provides a 360-degree view of existing and prospective accounts, brokers, vendors, insurers, carriers, and representatives.
- Integrated Journal and Task Management, including one-time and recurring diary entries with automated escalation, system and user-created notes, correspondence generation from templates, and embedded email integration.
- User Administration and Configuration Control Panel with standard integration to third-party applications, including financial and general ledger systems.
- User Dashboard provides a complete snapshot of appointments, daily activities, critical alerts, and open workflow steps. Users have quick access to all open applications, submissions, and policy records and direct access to action items, contacts, reports, financials, search and administration.
