OneShield vs Insly

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Our analysts compared OneShield vs Insly based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

OneShield is a comprehensive digital ecosystem for managing the coverage lifecycle. Users and agents can streamline processes, optimize business practices, systemize information and oversee customer activity in one hub.

Give insurers and brokers the flexibility to create workflows and modify specific actions. Users can expedite policy processing, simplify claims management and enhance overall productivity with automation and pre-designed content.
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Insly is a cloud-based service that provides agencies with a comprehensive dashboard to create products and oversee customer activity. It offers digital building tools, sales tracking, engagement reporting and seamless integrations.

Users can simplify solution development with intuitive coding and API-friendly architecture. Optimize business practices and automate management workflows for improved productivity. Expedite policy processing, track asset reports and securely manage documents.
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Product Assistance

Documentation
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Live Online
Videos
Webinars
Documentation
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Enhanced Productivity: Streamline processes and get products to market faster. Save time by automating tasks and promoting efficiency with pre-built workflows.
  • Platform Flexibility: Navigate the system quickly with user-friendly dashboards and create an unlimited number of personalized web portals.
  • Deeper Customer Understanding: Gain access to real-time information and monitor customer activity with comprehendible data.
  • Simplify Managing: Access pre-designed workflows and reports. Create automated processes to fit specific business requirements.
  • Better Client Connection: Strengthen connections with clients and enhance customer engagement by offering more self-service options.
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  • Streamlined Operations: Insly automates routine tasks such as policy renewals and claims processing, reducing administrative workload and allowing staff to focus on higher-value activities.
  • Enhanced Customer Experience: With Insly, clients can access their policy information, submit claims, and receive updates through a user-friendly portal, improving overall satisfaction and engagement.
  • Improved Accuracy: The software minimizes human error by automating data entry and calculations, ensuring that policy details and financial records are consistently accurate.
  • Real-Time Reporting: Insly provides up-to-date analytics and reports, enabling businesses to make informed decisions quickly and respond to market changes effectively.
  • Cost Efficiency: By reducing the need for manual processes and paperwork, Insly helps lower operational costs and increases profitability for insurance companies.
  • Regulatory Compliance: Insly ensures that all processes adhere to industry regulations and standards, reducing the risk of non-compliance and potential fines.
  • Scalability: The platform can easily scale to accommodate growing business needs, whether it’s adding new users, expanding to new markets, or integrating additional functionalities.
  • Data Security: Insly employs robust security measures to protect sensitive client information, ensuring data integrity and confidentiality.
  • Customizable Solutions: The software can be tailored to meet the specific needs of different insurance providers, offering flexibility in terms of features and workflows.
  • Seamless Integration: Insly integrates with various third-party systems such as CRM and accounting software, creating a cohesive ecosystem that enhances overall efficiency.
  • Enhanced Collaboration: The platform facilitates better communication and collaboration among team members, leading to more coordinated and effective operations.
  • Time Savings: By automating repetitive tasks, Insly frees up valuable time for employees, allowing them to focus on strategic initiatives and client relationships.
  • Client Retention: The improved service and efficiency provided by Insly contribute to higher client retention rates, fostering long-term business growth.
  • Business Intelligence: Insly’s advanced analytics tools provide insights into business performance, helping companies identify trends, opportunities, and areas for improvement.
  • Flexibility in Policy Management: The software allows for easy adjustments to policy terms and conditions, making it simpler to meet client needs and market demands.
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  • Reporting: Find important data quickly with user-friendly dashboards. Gain insight into client preferences with real-time information and easy-to-read reports.
  • Policy: Manage the policy lifecycle and find essential data in one location. Organize multiple projects and automate policy tasks with the in-house task manager. Use the policy package designer to provide clients with various coverage options.
  • Billing: Offer flexible billing and payment options to customers and integrate with third-party applications. Track customer transactions and modify systems to meet client needs. Set permissions for personalized customer portals and empower clients with self-service capabilities.
  • Claims: Streamline the claims process by automating workflows and utilizing easily managed forms. Access claim-related data, browse reports and view recent activities from one dashboard. Use rule-based behavioral analytics to receive recommendations and automate future claim actions.
  • Underwriting: Aggregate data and suggest client attributes with the integrated rating system. Automate simple underwriting tasks and refocus underwriter attention where it is needed.
  • Relationship Management: Manage relationships with external contacts by utilizing a custom repository. Store and access third-party data securely.
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  • Product Oversight: Manage product lifecycles and move products through development and testing to market implementation. Aggregate data sources, quotes, reports and transactions in one hub.
  • Underwriting: Access the most important client data. Apply templates for automation of simpler tasks, allowing increased focus on more difficult tasks.
  • Policy Management: Enable mid-term policy changes for brokers and customers. Browse activities from the policy screen and navigate workflows and requirements to complete policy actions.
  • Finance Tracking: Assimilate multiple data sources into a simple summary view. Track reports and invoices and review case synopses.
  • Claims Management: Streamline claims quickly with automated systems and manageable forms. Access dynamic reports, group claims and policies together. Create task reminders for handling claim activity.
  • Integrations: Compile data using third-party integrations and connect with external applications to extend platform abilities. Use CRM integrations to quickly access databases and organize information. Integrate with OneDrive for transparent management of documents.
  • Document Control: Systemize customer information, archive data and find specific files. Group all policy documents into a central repository for each client.
  • Data Management: Enhance visibility of client and company information across numerous channels. Access and edit libraries, forms and workflows.
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Product Ranking

#30

among all
Insurance Software

#51

among all
Insurance Software

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Analyst Rating Summary

77
68
85
72
74
56
71
85
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Dashboards and Reporting
Quote Management
Billing Management
Policy Management
Commissions Tracking

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

OneShield
Insly
+ Add Product + Add Product
Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 85 74 71 100 81 79 97 81 72 56 85 83 82 90 77 84 0 25 50 75 100
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78%
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80%
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100%
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86%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

50%
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75%

User Sentiment Summary

Good User Sentiment 14 reviews
Excellent User Sentiment 35 reviews
77%
of users recommend this product

OneShield has a 'good' User Satisfaction Rating of 77% when considering 14 user reviews from 3 recognized software review sites.

98%
of users recommend this product

Insly has a 'excellent' User Satisfaction Rating of 98% when considering 35 user reviews from 3 recognized software review sites.

2.5 (1)
4.5 (1)
n/a
4.9 (17)
1.0 (1)
4.9 (17)
4.2 (12)
n/a

Awards

SelectHub research analysts have evaluated OneShield and concluded it earns best-in-class honors for Dashboards and Reporting.

Dashboards and Reporting Award

Insly stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Streamlined Policy Administration: OneShield's policy management tools allow users to efficiently handle the entire policy lifecycle, from quoting and issuance to renewals and endorsements, reducing manual tasks and paperwork.
Improved Claims Processing: The platform's claims management features help insurers process claims faster and more accurately, leading to increased customer satisfaction and reduced costs. Automated workflows and integrated communication tools expedite claims resolution.
Enhanced Customer Experience: OneShield offers self-service portals and mobile apps that empower customers to manage their policies, file claims, and access information easily, improving engagement and satisfaction.
Data-Driven Insights: Robust reporting and analytics capabilities provide insurers with valuable insights into their operations, enabling them to identify trends, make informed decisions, and optimize performance.
Scalability and Flexibility: OneShield's cloud-based architecture allows insurers to scale their operations up or down as needed, adapting to changing business requirements and market demands.
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Streamlined Policy Management: Users praise Insly for simplifying policy administration, allowing them to effortlessly create, store, and manage policies in one central location.
Effortless Quote and Proposal Generation: Insly enables users to generate professional quotes and proposals quickly, enhancing efficiency and customer experience.
Intuitive Claims Handling: The platform streamlines claims processing, allowing users to efficiently manage claims from initial report to settlement.
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Complex Configuration: Users frequently mention the steep learning curve associated with OneShield's configuration tools. The interface can be overwhelming for new users due to its intricate options and settings, often requiring extensive training and support.
Customization Challenges: Adapting OneShield to specific business workflows can be cumbersome. Users report difficulties in customizing forms, reports, and processes to align with their unique requirements, sometimes necessitating complex workarounds or compromises.
Performance Issues: Some users experience slowdowns and performance bottlenecks, particularly when handling large volumes of data or complex transactions. This can impact productivity and user satisfaction, especially during peak periods.
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Limited Customization: Some users have expressed frustration with the platform's limited ability to customize workflows and processes to align with their specific business needs.
Reporting Functionality: A few users have mentioned that the reporting features could be more robust and offer greater flexibility in terms of data extraction and analysis.
Learning Curve: While generally considered user-friendly, some users have noted that there's a bit of a learning curve to fully grasp all of Insly's features and functionalities, particularly for those new to insurance software.
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OneShield's user reviews over the past year paint a picture of a robust, yet complex, insurance software solution. Users frequently praise its extensive configurability and flexibility, allowing insurers to tailor the system to their specific workflows and needs. This adaptability is particularly beneficial for larger insurance carriers with intricate processes or unique product offerings. However, this strength can also be a double-edged sword, as the initial setup and configuration process can be time-consuming and require significant technical expertise. Some users have expressed frustration with the steep learning curve and the need for ongoing support to fully leverage the system's capabilities. Compared to competitors like Duck Creek and Majesco, OneShield stands out with its comprehensive feature set, encompassing policy administration, billing, claims management, and analytics. This all-in-one approach streamlines operations and reduces the need for multiple, disparate systems. However, some users find the interface to be less intuitive than some competitors, impacting user adoption and efficiency. Despite these challenges, OneShield is often lauded for its robust reporting and analytics capabilities, providing insurers with valuable insights into their business performance and risk exposure. This data-driven approach empowers insurers to make informed decisions and optimize their operations. In conclusion, OneShield is best suited for larger insurance carriers with complex requirements and a dedicated IT team to manage the implementation and ongoing maintenance. Its extensive configurability, comprehensive feature set, and powerful analytics make it a compelling choice for organizations seeking a robust and scalable solution to manage their insurance operations. However, smaller insurers or those with limited technical resources may find the system's complexity and learning curve to be a significant barrier.

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Is Insly insanely great? Insly users have praised the software for its user-friendly interface, making it a breeze to navigate even for those who aren't tech-savvy. They also appreciate the comprehensive suite of features, covering everything from policy issuance to billing and administration, eliminating the need for multiple software solutions. Affordability is another major plus, making it accessible to businesses of all sizes. However, some users have expressed concerns about the lack of robust customer support, leaving them feeling stranded when issues arise. Occasional bugs have also been reported, which can disrupt workflow and cause frustration. Despite these drawbacks, users generally find Insly to be a solid choice, particularly for smaller businesses that don't require extensive customer support. Its ease of use, comprehensive features, and affordability make it a strong contender in the market, especially when compared to more complex and expensive alternatives like Salesforce. However, businesses that prioritize reliable customer support and a bug-free experience might want to explore other options.

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Top Alternatives in Insurance Software


Applied Epic

BriteCore

DRC RS X

Duck Creek

EIS

FINEOS

Guidewire

Insly

Jenesis

Majesco

Oracle Financial Services For Insurance

Sapiens

Socotra

Wynsure

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