OneShield.com Leadership. Service. Technology. That s our policy.

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1 For all commercial, personal and specialty lines in the P&C Insurance sector, give your business partners agents, brokers, wholesale and program managers, reinsurers, inspection companies and other thirdparties real-time browser-based web access to information they need to support the customer acquisition and servicing lifecycle. Your business partners are an important part of your success. OneShield understands the critical role marketplace partners play and that not all partners are alike. OneShield s Partner Relationship Management (PRM) component gives you the flexibility and robust capability to manage and customize programs and services during the policy lifecycle for relationships ranging from agents to affinity groups to reinsurers to inspection stations to mortgage companies, and others. PRM has been a core element of our flagship OneShield Policy solution since the beginning and our continued investment in its capabilities has ensured it handles the complex hierarchies that many typical policy systems cannot. Understanding how your business works is just one aspect of the OneShield Experience the positive impact of working with our 1 people, our products, and a decade s worth of proven and successful implementations. Clients choose OneShield because we get it. Streamline and automate new business opportunities by eliminating manual tasks that drain productivity with OneShield PRM. This application allows for secure and controlled real-time browserbased access to your policy management, billing and claims systems and business products. With OneShield PRM, third-party partners can manage their own staff members, write new business, process endorsements, track production output and performance, and access billing statements for monthly reconciliations. Simply put automatically manage and track all your third-party relationships with detailed reporting and business intelligence gathering capabilities.

2 Key Partner Relationship Management (PRM) Features Automate infrequent and one-off processes, such as creating bordereau and communications with government motor vehicle departments. Completely define and control a partner or third-party s role and permissions by rules and workflows you create either from your own processes or using our pre-defined rules. From an overall book of business to an individual agent s single policy, you can manage all aspects of a product through its lifecycle. Setup and manage affinity groups, offering competitive pricing and opening up new business opportunities for pooled end-customers. 2

3 Lower Your Total Cost of Ownership with OneShield Partner Relationship Management (PRM) Automate Third-Party Interactions and Reduce Errors Define and Refine Workflows and Processes Uncover New Business Opportunities with Third-Party Performance and Utilization Monitoring Eliminate timely manual processes and reduce errors while gathering information from third-parties with OneShield PRM s automated workflows. With OneShield PRM, you can define workflows and control access to the overall system. Highly configurable, it allows you to offer partners complete or limited access to features. Depending on what you allow, partners can write business, manage their own channels through your system, and determine individual user access all while freeing your people to handle other new opportunities. OneShield PRM allows you to develop repeatable processes for interacting with third-parties. It includes pre-defined rules and workflows that allow management and monitoring of licensing of individuals and entities with effective dates and notifications for reviews. All workflows and rules in OneShield PRM are completely configurable and interact with the full OneShield suite to keep data current. Analyze each partner s overall book of business to uncover potential business opportunities. With OneShield PRM, you can compare performance of previous book roles with performance from a native book, and easily move policies from one agent or agency to another giving you insight into individual producer and agency performance. You can also track how it is utilized using OneShield Reporting, so you can evaluate year-over-year performance against a benchmark and annual growth objectives. OneShield Partner Relationship Management is a valued, mature and proven solution for many of our clients today, enabling them to successfully manage dozens of third-party partners across multiple locations and geographies. 3

4 Proven Technology Architecture Scalable and data-centric, OneShield Insurance Software uses a stateless Java EE enterprise-class architecture for fast and simple changes to product definitions, workflows, rating and the object-model. Built-in tools let you configure, test, version, release, transform data for integration and more without writing code. The system easily exchanges data with dozens of applications via a variety of transport mechanisms and protocols. Our proven implementation model includes full training and support, plus a unique mentoring approach for ongoing assistance. OneShield Insurance Software: Powerful Reporting, Technology Architecture and Tools Solution Add-on OneShield Reporting provides you with near real-time data and reports for informed and timely decisions. This feature-rich reporting module provides dashboards, pre-defined cubes, standardized reports and ad-hoc reporting. Reporting content is based on subject areas, such as quotes, policy transactions, tasks and referrals. Along with standard reports, you have cube and ad-hoc functionality allowing for hundreds of customized reports required for your business. It fully supports the configuration of all management, financial, operational, statistical and marketing reports. It also has the ability to generate regulatory reporting as required by a client or governing body. Powerful Design Tool and Version Management OneShield Designer, a metadata-driven solution powered by tools and a pre-populated insurance-centric data model, configures virtually every aspect of the software application including workflow, productdefinition, object model, as well as interfaces to legacy and third-party systems. It includes: Version Management tracks all design sessions and allows release engineers to identify, track, group, deploy or roll-back changes from development to quality assurance (QA), QA to staging, and staging to production. Version management is a metadata equivalent of a source-code versioning system. Data Transformer facilitates data exchange across environments and seamlessly integrates data exchange within the workflow. 4

5 OneShield, Inc. delivers core business software solutions to the global P&C Insurance industry. Our suite of products includes enterprise-class policy management, billing, claims, rating, product configuration, and business intelligence and analytic solutions that leverage a tool-based open architecture and single data model platform to help you transform your business. OneShield Insurance Software automates and simplifies the complexities of core systems with targeted solutions, collaborative implementations, and rapid upgrades to lower your total cost of ownership. OneShield, Inc. has a combined 44 lines of business in production across commercial, personal and specialty markets. To learn more about how we can help your insurance business succeed, visit OneShield Global Corporate Office 62 Forest Street Marlborough, MA United States info@oneshield.com OneShield, Inc. All rights reserved. Australia Level 26, 44 Market Street Sydney NSW 2000, Australia infoau@oneshield.com OneShield India Pvt Ltd Unit 401, 402, 4th Floor, Tower A Unitech Cyber Park Sector 39 Gurgaon, Haryana Pin infoin@oneshield.com Canada infoca@oneshield.com United Kingdom infouk@oneshield.com