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Policy Management

Dragon was designed from the ground up using modern technology. Powered by sophisticated tools and a pre-configured insurance-centric data model, more than 80% of the data attributes and required actions are established and ready for implementation, regardless of the line of business.

Dragon allows carriers to automate and continuously enhance their processes to work together in real time with their producers, employees, insureds, and other third party participants for quoting, binding, issuing, and servicing insurance products. Carriers can count on a host of functions:

  • Submission, quote, and proposal management
  • Role-based access with unique workflows and rules for agents, underwriters, and other users in the system
  • Dynamic intelligent interviews for all transaction processing
  • True account centric data model combining both personal and commercial lines into a complete account picture
  • Aggregation of all account data, such as policy, billing, claims, and reinsurance information
  • Issue policies real-time, assign policy numbers, print policy forms, invoices, and other required documentation and execute billing hand-offs
  • Manage existing policies for endorsement, renewal, cancellation, and reinstatement transactions
  • Endorsement processing--true out-of-sequence processing including offset/onset transactions for the billing system

Case Study

Increasing operational efficiency:
Learn how OneShield helped Hanover Insurance Group increase operational efficiency by reducing process touch time and streamlining workflows. Read Case Study (.pdf/157kb)