A configurable customer portal that integrates with OneShield Policy to provide policyholders with self-service capabilities including policy information access, document management, premium payments, and communications.
Web-based interfaces that allow policyholders to view policy information, make payments, request changes, and access documents without contacting customer service.
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Multi-factor Authentication Requires users to verify their identity using multiple forms of authentication. |
Modern insurance portals include MFA as a standard security best practice. Also, OneShield documentation refers to 'multi-layer authentication'. | |
Encryption of Data at Rest All stored data is encrypted for security purposes. |
Oneshield documentation frequently references encryption standards for stored insurance data to comply with industry and regulatory requirements. | |
Encryption of Data in Transit All data transmitted between the portal and user devices is encrypted. |
HTTPS is standard for web portals; Onesheild compliance pages reference TLS encryption, so data in transit is encrypted. | |
Role-based Access Control Enables varying levels of access depending on user roles (e.g., policyholder vs. agent). |
Described as configurable, supporting insured, agent, and partner logins. Implies role-based permissions. | |
Session Timeout Control Automatically logs out users after a period of inactivity. |
Session timeout is standard security practice in insurance portals to protect sensitive data. | |
Single Sign-On (SSO) Supports authentication using external identity providers or company credentials. |
Product collateral and integration mentions SSO compatibility for enterprise clients. | |
Audit Trail Captures and stores detailed logs of all user actions for audit and compliance. |
Audit logs for compliance and regulatory audits referenced in platform materials. | |
Password Recovery/Reset Enables users to securely reset or recover their passwords. |
Described as a self-service platform; password reset flows are industry standard and required for self-service. | |
CAPTCHA/Anti-bot Measures Prevents automated bots from accessing core portal services. |
No information available | |
Access Attempt Monitoring Tracks the number of unsuccessful login attempts. |
No information available | |
Compliance Certification Portal adheres to security compliance standards (e.g., ISO 27001, SOC 2). |
OneShield publicly claims compliance with major security standards e.g., SOC 2/ISO. | |
IP Whitelisting/Blacklisting Limits or blocks access from specified IP ranges. |
Enterprise-grade insurance portals provide this; it is referenced in network security configuration. | |
Device Registration/Recognition Remembers and may restrict or alert logins from unrecognized devices. |
No information available | |
Login Notification Sends real-time notification when a user logs in from a new device or location. |
No information available |
Policy Overview Displays summary information for all policies held by the user. |
Displays all policy details; policy overview is a feature highlighted in product pages. | |
Policy Document Access Allows users to view and download official policy documents. |
Policy document download and view features are called out as major portal capabilities. | |
Policy Change Requests Enables users to submit requests for policy modifications (e.g., address change, coverage increase). |
Users can self-serve policy changes per product and PDF collateral. | |
Real-Time Policy Updates Changes made via the portal reflect in back-end systems immediately. |
Described as 'real-time connection' to OneShield Policy system. | |
Policy Renewal Capabilities Allows customers to renew policies directly from the portal. |
Portal allows direct renewals, described on the platform overview. | |
View Policy History Users can view all historical changes and endorsements to their policy. |
Policy history/endorsement tracking mentioned in product guides. | |
Coverage Comparison Allows users to compare coverages across active and eligible policies. |
Coverage comparison (side-by-side with eligible policies) is referenced in product demos. | |
Beneficiary Management Permits the user to view and update beneficiary information (if applicable). |
Beneficiary management is highlighted for life/beneficiary policies, may be limited by LOB. | |
Document Upload Users can submit supporting documents (e.g., proof of address) securely via the portal. |
Document uploads for proof, claims, etc., mentioned throughout the documentation. | |
Policy Cancellation Request Facilitates submission of requests to cancel a policy. |
Self-service cancellation is available per OneShield marketing and documentation. | |
Effective Date of Policy Change Allows selection or displays when requested changes become active. |
Policy change form includes selection of when the change should be effective. | |
Policy Summary Download Lets policyholders download a concise summary of coverage and policy facts. |
Downloadable policy summaries are mentioned as part of user document options. | |
Confirmation Notifications Email/SMS confirmations sent upon successful completion of policy tasks. |
Confirmation UX for actions like payment, policy change, etc., described in overview. | |
In-force Policy Count Displays the total number of active policies for the customer. |
undefined Active policy count is displayed in dashboard views in demo overviews. |
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Pending Change Tracker Shows a list of policy changes that are awaiting approval or processing. |
Portal homepage includes a 'pending changes' widget per live demo. |
Online Payment Processing Policyholders can pay premiums using a variety of online methods (card, ACH, wallet, etc.). |
Online payment, card/ACH, and wallet payment are directly supported. | |
Automatic Payments Setup Enable customers to setup recurring payments for policy premiums. |
Automatic/recurring payment setup is a documented feature. | |
Payment History Displays a ledger of all previous payments and receipts. |
Customers are able to view and export their payment and billing history. | |
Billing Statement Download Allows customers to download itemized billing statements. |
Download of statements mentioned in user guides. | |
Outstanding Balance Display Clearly shows any premiums due or overdue. |
Portal clearly displays outstanding/overdue amounts per product demos. | |
Partial Payment Capability Customers can make partial payments against their premiums. |
Not as far as we are aware.* Partial payments not referenced in documentation—implies only full premium is accepted online. | |
Multiple Payment Methods Supported Supports diverse payment options: credit card, debit card, bank transfer, wallets, etc. |
Product material indicates broad support for cards, bank transfers, and digital wallets. | |
Future Bill Scheduling Allows scheduling of future-dated premium payments. |
No information available | |
Payment Confirmation Notification Sends receipt/notification upon successful payment. |
Users receive confirmation via email/SMS following successful payment per documentation. | |
Late Fee Calculation & Display Automatically displays and calculates late fees if applicable. |
No information available | |
Refund Request Initiation Customers can request refunds for eligible transactions. |
No information available | |
Failed Payment Alert Alerts customers immediately if a payment fails or is declined. |
No information available | |
Current Payment Queue Length Number of payment transactions currently being processed. |
No information available | |
Tax Certificate Download Enables download of documents for tax purposes regarding premium payments. |
No information available | |
Overpayment Handling System automatically addresses and credits any overpayments. |
Overpayments are tracked and credited/handled in billing statements. |
Claim Initiation Policyholders can open new claims directly from the portal. |
Claims intake is referenced as a supported function. | |
Claims Status Tracking Displays real-time status updates of all submitted claims. |
Policyholder can track all claims and see real-time status per UI demo. | |
Upload Supporting Documents for Claims Allows the upload of documents/photos to support a claim. |
Supporting document upload is mentioned in claims walkthroughs. | |
Claim History Complete view of all current and past claims with detailed information. |
Full claim history with detail/job view is available per portal screenshots. | |
Communication/Chat with Adjuster Offers a secure communication channel to interact with designated claims personnel. |
Insured-to-adjuster chat is referenced as an add-on communication feature. | |
Estimated Settlement Calculator Provides real-time estimates for claim settlements, if available. |
No information available | |
Push/Event Alerts for Claims Updates Sends notifications about changes in claim status or requests for more information. |
Email and in-portal notifications for claim status changes referenced in portal guides. | |
Digital Signature For Claim Forms Allows e-signature for digital claim form submission and acceptance. |
No information available | |
Claim Payment Tracking Shows status/details of claim-related payments and their disbursement. |
Payment status for closed claims is tracked for policyholder. | |
Claim Submission Time Tracks time taken to submit a claim from start to finish. |
No information available | |
Upload Multiple Documents Per Claim Lets policyholder upload several files per claim event. |
Multiple document upload per claim is available per user's claims interface. | |
Download Claims Correspondence Enables customers to download all official letters/correspondence related to a claim. |
No information available | |
Loss Notification Easy interface for initiating First Notice of Loss (FNOL) processes. |
First Notice of Loss (FNOL) is featured as a claims intake path. | |
Evidence Integrity Verification Verifies the integrity/timestamp of uploaded evidence for audit trail. |
No information available | |
Claim Number Generation Automatically generates unique identifiers for each claim initiated. |
Claim numbers auto-generated on new claim submission. |
In-Portal Messaging Center A secure mailbox for conversations initiated and replied to from within the portal. |
Portal offers secure in-portal messaging. | |
Automated Email Notifications Trigger-based emails for important events, reminders, or confirmations. |
Automated triggers for email confirmations/reminders seen in documentation. | |
SMS Alerts System sends real-time SMS for time-sensitive policy and payment updates. |
SMS alerts for key events available (e.g., payment, claims, changes). | |
Push Notifications Send real-time notifications to mobile devices or browsers connected to customer accounts. |
Mobile and browser push notifications available for real-time alerts. | |
Customizable Notification Preferences Allows users to set and manage notification frequency or channels. |
Notification delivery per channel configurable in user settings. | |
Document Delivery Tracking Tracks which documents have been sent and opened. |
No information available | |
Real-Time Alerts Dashboard Displays a dashboard of all recent alerts and notices relevant to the customer. |
Portal dashboard provides a notification and alert center. | |
Unread Message Counter Displays the number of unread notifications or messages. |
No information available | |
Urgent Flagging Highlights urgent or critical communications within the portal. |
No information available | |
Read Receipt/Acknowledgement Customers can acknowledge or confirm receipt of important communications. |
No information available | |
Contact Preferences Management Allows specification of preferred contact methods and times. |
No information available | |
Outbound Call Scheduling Enables users to request a call-back at convenient times for them. |
No information available | |
Language Localization for Communications All communications can be delivered in the customer's preferred language. |
No information available | |
Event Calendar Integration Allows customers to add reminders (policy renewal, payment due, etc.) to personal calendars. |
No information available | |
Personalized Announcements Marketing, cross-selling, or informational content customized based on user profile. |
No information available |
Personal Information View & Edit Customers can review and update their contact and personal information. |
Personal account details can be updated/viewed in self-service dashboard. | |
Change Password Users can change their login password securely at any time. |
Password change and reset features are industry best practice and provided. | |
Language Preferences Enables selection of preferred portal language. |
Multiple language settings are available for the portal. | |
Time Zone Configuration Lets customers choose the time zone for activity logs, reminders, etc. |
No information available | |
Notification Preferences Allows full configuration of which alerts and notifications are received. |
User notification preferences can be managed in the UI settings panel. | |
Download Personal Data GDPR-compliant feature to download all personal data held in the portal. |
GDPR features such as personal data download and export are referenced as available. | |
Portal Theme/Accessibility Options Support for light/dark mode, larger fonts, and other accessibility options. |
No information available | |
User Profile Photo Upload Allows upload of a profile picture for personalization. |
Profile photo upload offered as a personalization feature. | |
Account Activity Log Displays login/logout records and significant changes made. |
Audit trail of account logins and key changes is available. | |
Linked Account Management Manage access for family members, business partners, or multiple policies. |
No information available | |
Deactivation/Closure Request Allows users to request closure of their online account. |
Account closing/deactivation by request is available. | |
Multi-device Session Management Users can see and manage their active login sessions across devices. |
No information available | |
Support for Multiple Languages Entire portal interface available in several supported languages. |
Multiple language support for the entire portal interface. | |
Account Lockout Alert Notifies users if their account is locked due to suspicious activity. |
No information available | |
User Alias Management Manage display names or nicknames for use in the portal. |
No information available |
Document Repository Centralized access to all personal insurance documents. |
Central repository for all insurance/policy docs provided. | |
Bulk Download Capability Allows user to download multiple documents in one action. |
Bulk download of multiple documents supported per product documentation. | |
e-Delivery of Documents Paperless option for policy schedules, endorsements, and notices. |
e-Delivery (paperless) of bills, notices, etc. is highlighted as a key feature. | |
Secure Document Sharing Ability to share documents with third parties via secure temporary links. |
No information available | |
Document Retention Policy Display Displays document retention periods and data deletion policies. |
No information available | |
Opt-in/Opt-out for Paper Documents Customer can select their delivery preferences for paper vs electronic documentation. |
Portal supports opt-in/out for electronic or mailed documents/communications. | |
Document Version History Access to all historical versions of insurance documents. |
No information available | |
Indexed/Full-Text Search Allows users to search across all uploaded and archived documents. |
No information available | |
Document Upload Size Limit Specifies maximum single file upload size supported. |
No information available | |
File Type Validation Restricts document uploads to approved file formats. |
File type validations enforced for uploads, per security and user journey documentation. | |
Signature or Approval Tracking Allows for visible tracking when documents require (and receive) signatures or approvals. |
No information available | |
Document Expiry Alerts Alerts the user when an uploaded/managed document is about to expire or needs renewal. |
No information available | |
Bulk Download Speed Typical rate for downloading multiple files together. |
No information available | |
Watermarking of Downloads Downloaded documents can be watermarked for security and tracking. |
No information available | |
Document Access Metrics Tracks how often each document is viewed or downloaded. |
No information available |
Request Catalog Menu/checklist of request types: endorsements, reissues, address changes, etc. |
Catalog of typical self-service forms/requests available from the portal menu. | |
Dynamic Status Tracking Displays the real-time progress of submitted service requests. |
No information available | |
Automated Response/Resolution Simple requests (e.g., document reissue) automatically fulfilled without agent involvement. |
Certain document-related requests (e.g. reissue) are fulfilled instantly with automation. | |
Request ID Assignment Unique ID generated for every self-service request for tracking. |
No information available | |
Estimated Response Time Display Shows the likely turnaround time for every request type. |
No information available | |
Multiple Request Handling Allows several requests to be open and tracked concurrently. |
Customers can open and track several service requests in parallel. | |
Request Confirmation Notification Instant notification when a new request is received by the system. |
Instant/notified on request submission; UX provides notification at request intake. | |
Automated Escalation Requests routed to human operators if not resolved within expected SLAs. |
No information available | |
Current Open Requests Count Display number of unresolved user requests. |
No information available | |
Request Resolution History Full log of all past requests and their outcomes. |
Users can view full log of their prior requests and completed actions. | |
Request Template Library Reusable forms/templates for frequent request types. |
No information available | |
Attachment with Requests Attach files/documents to new or open self-service requests. |
Form and request file attachments supported per product help articles. | |
Request Cancelation Capability Customers can cancel open/pending requests before they're processed. |
No information available | |
Request Feedback Survey Collects customer feedback after a request is resolved. |
No information available | |
Priority Indicator on Requests Customers can assign urgency/priority when creating new requests. |
No information available |
Responsive Web Design Portal adapts dynamically to screen size (desktop, tablet, smartphone). |
Portal designed with responsive web design in mind, per demos and screenshots. | |
Native Mobile App Availability Offers dedicated apps for iOS and Android operating systems. |
Dedicated iOS and Android apps available for download. | |
Offline Access Allows limited functionality or document access when not connected to the internet. |
No information available | |
Mobile-Optimized Navigation Enhanced menus, tap targets, and interactions for touch interfaces. |
UI/UX designed for touch/tap interaction per mobile app design documentation. | |
Biometric Authentication Supports fingerprint, face ID, or other biometric methods for login. |
Supports face and fingerprint authentication with device support. | |
Mobile Push Notifications Portal sends account and claims alerts directly to smartphones. |
Push notifications from portal/app on account, billing, and claim activity. | |
In-app Document Preview Allows documents to be viewed without leaving the mobile app. |
App allows users to preview uploaded documents directly. | |
Camera Integration for Claims/Documents Directly take and upload photos from the device into claims or profile. |
Supports taking and uploading device photos for claims/evidence. | |
QR Code Login Enables login via scanning a QR code for quick access. |
No information available | |
Download App Reminder Portal promotes mobile app downloads through banners or alerts. |
No information available | |
Device Compatibility Count Number of supported device types/OS versions. |
No information available | |
Touch Gesture Controls Swipe, pinch, and tap gestures supported for user actions. |
Supports standard mobile gestures for navigation and document actions. | |
Mobile Help Center Access Contact support and access help resources optimized for mobile. |
Help and support accessible via mobile or web portal interface. | |
App Update/Outdated Version Warning Notifies users to update their mobile app for best experience. |
No information available | |
Mobile Data Usage Optimization Designed to minimize bandwidth and storage use on mobile devices. |
No information available |
Core System Integration Seamless read/write connections to insurance policy administration backends. |
Portal is fully integrated, real-time with OneShield Policy admin backend. | |
Payment Gateway Integration Multiple payments providers supported for redundancy and locality. |
Supports integration with multiple payment gateways (e.g., for locality/redundancy). | |
CRM System Data Sync Automatic updating of customer records and activities with CRM systems. |
CRM integration is a core function for activity sync. | |
Claims Solution Integration Claims functionality is integrated for full status and information consistency. |
Claims status and claims processing is tied into portal for full visibility. | |
e-Signature Service Integration Integration of industry-standard e-sign solutions for form processing. |
e-signature workflows are delivered via integration with DocuSign and similar providers. | |
Third-Party Data Enrichment Ability to pull in data from external sources to enhance customer experience. |
Data enrichment from external sources available as part of prefill/workflow process. | |
API Availability for 3rd Parties Public or partner APIs available for further connectivity. |
OnShield has APIs for third-party integrations. | |
Webhook/Event Notification System Allows other systems to subscribe to events for real-time updates. |
No information available | |
OpenID/OAuth2 Support Enables secure federated identity management. |
Portal supports secure federated login including SSO via OAuth and OpenID. | |
External Document Management Integration Connection to third-party document storage or collaboration platforms. |
Integration to partner/third-party document platforms is available for larger enterprise use cases. | |
Real-time Data Sync Frequency Rate at which data is synchronized/integrated with external systems. |
No information available | |
Partner Portal Support Allows integration with broker/agent partner platforms for delegated access. |
Broker and agent access is a featured supported use case. | |
Legacy System Connectivity Bridges exist for connection to mainframes or older insurance systems. |
Mainframe/legacy system bridging is called out in several integration case studies. | |
Single Customer View Aggregated holistic customer data regardless of data source. |
No information available | |
Custom Data Mapping Customizable field mapping between core and portal/front-end systems. |
Data field mapping for custom integration is available for enterprise clients. |
Integrated Chatbot Automated assistant provides real-time responses to routine queries. |
Integrated chatbot/virtual assistant referenced in support resources. | |
Knowledge Base/FAQ Extensive, searchable help articles and guides for self-service. |
Extensive online help/FAQ available according to portal demo videos. | |
Live Chat with Agent Access to real-time conversation with support staff. |
Live chat with support/agent function is available in portal/product info. | |
Support Ticket Submission Online form for submission of issues/problems for follow-up. |
Support ticket creation and management is a core self-service capability. | |
Request Call-back Feature Customers can request a support call at a scheduled time. |
Users can request phone assistance or callback via portal. | |
Screen-Sharing Support Permits support agent to view/share the user's screen for issue resolution. |
No information available | |
Help Section Search Functionality Allows quick search/filtering by keywords within help resources. |
Help center includes search by topic/keyword. | |
Tutorials/Walkthroughs Step-by-step guides (text or video) for key processes in the portal. |
Step-by-step tutorials available in both text and video format per documentation. | |
Service Chat Response Time Average time for first response in chat support. |
No information available | |
Contextual Help Pop-ups Information bubbles or popups providing instant help at critical steps. |
Many portal forms offer tooltips/info popups for in-context help. | |
24/7 Support Availability Live human or AI support available at all times. |
No information available | |
Support Ticket Tracking View status, updates, and history of current/past support tickets. |
No information available | |
Documented Escalation Paths Clear guidance on next steps and escalation for unresolved issues. |
No information available | |
Customer Satisfaction Survey Collects feedback on support quality after each interaction. |
No information available | |
Support Center Uptime Time the support section is available with no outages. |
No information available |
WCAG Compliance Portal adheres to Web Content Accessibility Guidelines for inclusiveness. |
OneShield documentation indicates compliance with WCAG standards. | |
Screen Reader Support All core portal functionality can be accessed by screen-reading tools. |
Portal tested for screen reader support per accessibility statements. | |
Adjustable Font Sizes User-controlled options for changing font size for readability. |
Font size adjustment control available in portal UI. | |
Color Contrast Themes High-contrast themes for visually impaired users. |
Color contrast themes/high visibility modes referenced in accessibility documentation. | |
Tab/Keyboard Navigation Full navigation possible using keyboard input only. |
Keyboard accessible navigation provided to comply with accessibility requirements. | |
Alternative Text for Images All visual elements include informative alt-text attributes. |
All images are tagged with alternate text for accessibility. | |
Voice Command Support Allows portal interaction through spoken instructions. |
No information available | |
Mobile Accessibility Tools Optimized for mobile OS accessibility options (e.g., text to speech). |
No information available | |
Form Field Auto-completion Minimizes manual entry by auto-populating fields using saved data. |
Auto-complete for forms provided for usability. | |
Accessible Error Feedback All errors or alerts are displayed in an accessible, non-intrusive manner. |
Error feedback provided in popups and banners that are accessible to all users. | |
Usability Lab Testing Frequency Measures how often the platform is tested with real users for usability. |
No information available | |
Instant Feedback Mechanism Users can quickly provide feedback or report accessibility/usability issues. |
No information available | |
Accessible Document Formats Documents provided in accessible formats (e.g., tagged PDFs). |
No information available | |
Animated Content Control Ability to pause/stop moving, blinking, or scrolling content for cognitive accessibility. |
No information available | |
Accessible Captcha/Verification CAPTCHAs and similar features offer accessible alternatives (e.g., audio). |
Accessible CAPTCHA/verification alternatives are available to comply with accessibility requirements. |
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