ONESHIELD MARKET SOLUTIONS / REPORTING

Every report in one place

Interactive dashboards, standard and ad hoc reports, and embedded analytics, configured for management, regulatory, financial, and operational needs. Delivered and maintained as part of your managed service.

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Information you need,
when you need it

Customizable reports for greater insight and better decisions. Operational intelligence embedded in every workflow.

Underwriting Reports

Quote-to-Bind Visibility

Track hit ratios, monitor open and bound submissions, and stay ahead of renewals with auto-renew and tail offer reporting. Exposure and diary reports give underwriting managers a clear view of risk accumulation and upcoming actions.

Key features:

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Diaries and Notes

Submissions Hit Ratio Policy Transaction Report

Exposure Report

Open Submissions

Tail Offer Status Report

Bound/Closed/Declined Submission Report

Bound Policy

Auto-Renew Report

Dashboard-style interface with multiple input fields and summary tables showing data entries.

Claims Reports

Claims Performance, Measured

Break down claim costs by component, track settlement timelines, and monitor loss and combined ratios to connect claims activity to financial outcomes. Statutory detail and claim status reports keep compliance and operational oversight in one place.

Key features:

Statutory Claims Detail Report

Average Cost per Claim

Claim Cost by Component Report

Loss Ratio/Combined Ratio

Claim by Status

Average Time to Settle a Claim

Interface showing a filters bar with five options and a data table with three item rows and action buttons.

Financial Reports

Revenue Clarity Across the Book

Reconcile GL transactions, track earned premium, and monitor receivables aging and cash receipts without manual data pulls. Commission due reports, agency statements, and expiring credit card tracking keep producer compensation and payment continuity audit-ready.

Key features:

Payment Received

Commission Due Report

GL Transaction Report

Monthly Cash Receipts Summary

Earned Premium

Agency Statement

Expiring Credit Cards

Balance Due Summary With Aging

Simple spreadsheet interface with rows, columns, and blue-highlighted cells and buttons.

General Reports

Workload, Growth, and Productivity

Balance underwriter workloads, track user activity, and surface growth trends through the Business Growth Dashboard. Batch service and abandoned quote reports highlight process gaps that impact throughput and conversion.

Key features:

Underwriter Workload

User Activity Report

Batch Service Report

Business Growth Dashboard

Abandoned B2C Quote