ONESHIELD MARKET SOLUTIONS / RELATIONSHIP MANAGEMENT

Every agent, vendor, and partner in one record

OneShield Market Solutions (OMS) keeps agents, agencies, vendors, and third parties in Customer Center, a single source of truth shared by policy, billing, claims, and reporting. Update a record once and every related policy, claim, and transaction works from the change.

Back to Market Solutions

When Party Data Lives Everywhere

MGAs, program administrators, and carriers work with a long list of outside parties: agents and agencies, repair shops, medical providers, defense counsel, independent adjusters, and TPAs. When those details sit in spreadsheets, inboxes, and separate systems, a payment goes to an old address, a file waits on the wrong person, and nobody is sure which record is current. OMS gives every team the same record to work from.

One record per party, reused across policies, claims, and transactions

A changelog on every record showing who changed what, and when

Role-based security that controls who can see and edit party data

Party details carried into billing, claim payments, and 1099 processing

Every Party, One Customer Center

Customer Center holds a 360-degree view of each entity, with parent-child relationships, multiple addresses and contacts, and unlimited levels of hierarchy.

Agents and Agencies

Track licensing, appointments, commissions, and credentials for every producer. Agency hierarchies and eligibility rules sit with the record.

Vendors and Service Providers

Keep payment and 1099 details for the repair shops, medical providers, and firms you pay. The same vendor record is reused on every claim.

Claims and Legal Parties

Claimants, defense counsel, independent adjusters, and TPAs are linked to the claims they touch. Outside parties can be given configured portal access.

Carriers and Reinsurers

Writing companies and reinsurers are set up once for system-wide use. Each writing company keeps its own form packages and rating.

Core Capabilities Inside OMS Relationship Management

Party Data Management

One record for every party, used across the system

Customer Center stores party and contact information in one place and makes it available to every module. Your team records a vendor or agency once, then reuses it on submissions, policies, claims, and payments.

Key features:

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

One party record reused across submissions, policies, claims, and payments

Parent-child relationships, multiple addresses, and multiple contacts per entity

Unlimited levels of hierarchy for complex organizations

1099 details stored with each vendor for claim payments

One party record for a vendor, agency, or contact in OMS Customer Center, reused across submissions, policies, claims, and payments

Agent and Producer Management

Distribution management for agents and agencies

Customer Center tracks the details that decide who can sell your programs and how they are paid. Agency eligibility can be checked with rules or third-party integrations, and standard commissions are set by line of business or program.

Key features:

Agent licensing, appointments, and credentials tracked per producer

Agency eligibility checks, from simple rules to third-party integrations

Standard commissions by line of business or program, with manual overrides

Single and batch commission payments

OMS producer record showing state licenses, appointments, status, and credentials such as E&O on file

Assignment and Routing

Send each file to the right adjuster or underwriter

OMS assigns new claims automatically using rules you define, such as workload, line of business, jurisdiction, coverage type, and authority level. Submissions outside underwriting guidelines are flagged for review, with approval layers based on transaction type and amount.

Key features:

Rules-based, skill-based, and round-robin claim assignment

Load balancing based on each adjuster's current workload

Bulk reassignment and out-of-office diary rerouting

Managers can view and work a team member's inbox

Multi-layer underwriting approvals by transaction type, amount, and user

OMS team view of an adjuster's inbox and workload, with two items selected for reassignment

Communication and Collaboration

Every conversation kept with the record

The journal on each account, policy, and claim holds notes, diaries, documents, and emails together. Documents go out through each recipient's preferred channel, and Collaborative Remarks keep the back-and-forth with MGAs and partners on the submission itself.

Key features:

Delivery preferences by recipient: email, text, fax, PDF, portal, or print

Notes, diaries, documents, and emails stored in each record's journal

Emails sent and received through Microsoft 365, with copies stored automatically

Collaborative Remarks for timestamped comments between carriers, MGAs, and partners

Private notes and role-based visibility for sensitive information

OMS claim journal listing a Microsoft 365 email, a note, a follow-up diary, and a document on one record

Administration and Portal Access

Routine changes your administrators make themselves

Authorized administrators maintain parties, roles, security profiles, workgroups, and users without a change request. Agents and outside parties get role-based portal access to the policies, claims, and tasks that belong to them.

Key features:

User setup, role changes, and task assignments handled by your administrators

Security by line of business, program, jurisdiction, transaction type, and payment threshold

Role-based agent portal for submissions, quotes, and policy, billing, and claims data

Configurable portal access for defense counsel, independent adjusters, TPAs, and auditors

SSO with your identity provider, including Okta, Active Directory, and Azure ADFS

OMS administration screen with users, roles, security profiles, and workgroups, changing an underwriter's role without a change request

Transparent, Predictable Pricing

Relationship management comes with every OMS subscription. Our annual fee includes the software license, maintenance, hosting, support, implementation, and a defined number of annual managed service hours. There are no large upfront implementation fees, so you know your subscription cost before the project starts.

No large upfront implementation fees

Annual service hours for configuration, enhancements, and support

Monthly upgrades and enhancements included

Cloud hosting infrastructure and security included