ONESHIELD MARKET SOLUTIONS / REPORTING

Reporting and analytics, built into the workflow

Most carriers and MGAs on legacy or first-generation core platforms treat reporting as an afterthought: a separate module, a manual export, or a request that sits in an IT queue. OneShield Market Solutions (OMS) takes a different approach, with insurance reporting software built directly into operational workflows, 35+ pre-built reports available from day one of production, and self-service tools that put data in the hands of the people who need it most.

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Everything Reporting Touches, on One Platform

Day-One Analytics

Before go-live, clients review the base report library, choose what to activate, and get recommendations based on what other clients use most. Every selected report is live on day one of production.

Workflow-Embedded Analytics

Reports launch from policy, claims, billing, and submission pages, keeping users in context without workflow interruptions. Analysis is available at multiple points throughout the workflow, informing the next step.

Self-Service Reporting

Star Schemas let clients build custom reports in real time, and report cloning turns any existing report into a starting point. Clients can also connect their own BI tools to the OMS mirror database.

AI-Powered Development

The OneShield team uses AI Hub to generate visual report mockups in real time during client calls, so feedback and iteration happen in a single session. The approved mockup goes straight into development, so the finished report matches the request.

Comprehensive Pricing Strategy

Our annual fee includes the software license, maintenance, hosting, support, implementation, and a defined number of annual managed service hours. Reporting runs on that same fee: report ideation and requirements come at no additional cost, and building new reports draws on the service hours you already have. Report selection and activation happen during implementation, so analytics are live at go-live.

No separate reporting module fees

Report ideation and requirements at no additional charge

New base reports every quarter, included for all clients

Core Capabilities Inside OMS Reporting

Base Reports

Production-ready reports the day you go live

Every base report is co-developed with a client, validated for immediate business value, then released to the full client base, with the library expanding every quarter. Reports cover claims transactions, accounts receivable aging, loss runs, cancelled policies, and agency and underwriter scorecards.

Key features:

White check mark inside a blue circle indicating confirmation or approval.

35+ pre-built base reports active at go-live

2 to 3 new base reports added per quarter, each co-developed with a client

Report library review and activation included in implementation

Team recommends commonly enabled reports based on OMS client base usage

OMS Claims Movement Report showing delta reserves, paid, and recoveries by examiner and policy year

Embedded Reporting

Analysis at every step, not in a separate tab

Reports launch directly from policy, claims, billing, and submission pages, keeping users in the context where decisions happen. Bidirectional navigation lets users click a policy or claim number inside any report and jump straight to the corresponding record. Reports open in a new tab so users never lose the view they were working from.

Key features:

Reports launch in context from policy, claims, billing, and submission pages

Bidirectional navigation between reports and system records

Launch a formal report directly from a customer's financials page without leaving the workflow

Go from aggregate data to policy-level detail in one click

OMS Accounts Receivable Aging report with past due balances by aging bucket and policy-level detail

Self-Service

Your data, your tools, your terms

Star Schemas give clients direct access to build custom reports in real time. Report cloning lets users duplicate and modify existing reports without starting from scratch, reducing time from question to answer. Clients also have access to the mirror database, which allows them to connect their own BI tools and build reporting on top of OMS data.

Key features:

Star Schemas for real-time custom report building

Report cloning to duplicate and modify existing reports

Mirror database access for external BI tool connectivity

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

AI Ideation

From idea to visual mockup in a single call

The OneShield team meets with clients, outlines the data requirements, and uses AI Hub to generate a visual report mockup in real time on the call. Clients see the visualization immediately and provide feedback. If changes are needed, the prompt is updated and a new mockup is generated live. AI-generated visualizations go directly into the Jira requirements, increasing confidence that what gets built matches what the client asked for.

Key features:

Real-time visual mockups generated via OneShield AI Hub during live calls

Iterative design in a single session, replacing hand-drawn wireframes

AI-generated visualizations flow directly into development tickets

Cuts the back-and-forth that usually follows report delivery

AI Hub prompt and generated Loss Run Analysis mockup next to the finished OMS loss run report

Collaboration

A report library shaped by real client operations

Quarterly reviews surface new ideas as clients see reports built for other clients and request similar capabilities. Two to three new base reports are added per quarter, each originating from a real client need and available to all clients.

Key features:

Quarterly reporting reviews with every client

Clients discover new possibilities by seeing reports built for other organizations

Every new base report validated for immediate business value before release

All additions available to the full client base at no additional cost

OMS Cancelled Policy Report with cancellation and reinstatement trends and maps by state

Analytics From Day One

See the base reports you would activate at go-live, how they launch from policy, claims, and billing pages, and how the OneShield team scopes new reports with you.