OneShield vs Agentero

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Our analysts compared OneShield vs Agentero 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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Agentero combines an intuitive agency management system with purpose-built client interaction inclusions to help insurers reach their full potential. Agents can create an innovative digital ecosystem by automating client maintenance, renewals, referrals and bookkeeping. Its extensive library of industry-specific raters delivers timely quotes to agents. Predictive models monitor enterprise data in real time.

Its user-friendly command center aims to ease the integration of third-party extensions. Policyholders get continuous access to all their policy information, documentation, claims support and more through its multi-device user interface. Its dashboard visualizes growth-oriented statistics.
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Product Assistance

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Knowledge Base
24/7 Live Support
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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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  • Improve Cash Flow: Get actionable insights into leads and referrals with a data-fuelled pipeline that identifies cross-selling and upselling opportunities. 
  • Faster Quotations: Significantly cut down wait times for clients by providing agents with direct access to the latest carrier information. 
  • Optimize Business Operations: Save time and resources using automated tools to streamline communication and perform daily repetitive tasks. 
  • Increase Client Satisfaction: Improve engagement levels by providing clients with a direct line of communication. 
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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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  • Sales and Pipeline: Track potential leads and sales opportunities in real time. Provide agents and underwriters with the right information at the right time necessary to maximize return on investment. 
  • Predictive Algorithms: Process anonymized data from agency and third-party sources to optimize the renewal and application process. Work out tailored policy recommendations for individual clients and identify coverage gaps. 
  • Carriers: Tap into a vast network of digital carriers to access the latest insurance products and quotes. Featured carriers include Hippo, Branch, Clearcover, Openly and more. 
  • Mobile App: Provide clients with a self-service option accessible through the mobile application. Insureds get 24/7 access to policy documentation, insurance and claims support. 
  • Workflow Automation: Create automated workflows for repetitive client maintenance tasks, such as emails, referrals and schedules. 
  • Dashboard: Leverage a customizable dashboard to gain complete visibility into client metrics, agent performance, analytics, reports and pipeline performance. 
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Product Ranking

#30

among all
Insurance Software

#36

among all
Insurance Software

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Analyst Rating Summary

77
we're gathering data
85
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74
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71
we're gathering data
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

OneShield
Agentero
+ 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 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 14 reviews
Excellent User Sentiment 16 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

Agentero has a 'excellent' User Satisfaction Rating of 98% when considering 16 user reviews from 2 recognized software review sites.

2.5 (1)
n/a
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4.88 (8)
1.0 (1)
4.9 (8)
4.2 (12)
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Awards

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

Dashboards and Reporting Award

Agentero 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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Easy-to-Use Interface: Users appreciate the straightforward and intuitive design of the Agentero platform, making it simple to navigate and find the information they need.
Comprehensive Coverage Options: Agentero offers a wide range of insurance products, catering to diverse needs, such as health, life, and auto insurance.
Competitive Pricing: Users have reported finding competitive rates on Agentero, often saving money compared to other insurance providers.
Excellent Customer Support: Agentero's customer service team is known for its responsiveness and helpfulness, providing timely assistance when needed.
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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 Coverage Options: Some users have reported that Agentero's plans don't offer enough coverage for their needs, particularly for things like liability or medical expenses. For example, a user might find that their plan doesn't cover certain types of accidents or injuries, leaving them with a significant out-of-pocket expense.
High Deductibles: Many users have complained about the high deductibles associated with Agentero's plans. This means that policyholders have to pay a substantial amount out of pocket before their insurance kicks in, making it difficult to afford necessary medical care or repairs.
Confusing Policies: Some users have found Agentero's policies to be difficult to understand, making it challenging to know what they're covered for and what their responsibilities are. This can lead to confusion and frustration when filing a claim.
Poor Customer Service: Several users have reported negative experiences with Agentero's customer service. They've described long wait times, unhelpful representatives, and difficulty getting their questions answered. This can be particularly frustrating when dealing with a complex issue like insurance.
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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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User reviews from the past year suggest that Agentero might just be the golden ticket for independent insurance agents seeking a platform that simplifies their workflow and boosts their bottom line. Users rave about Agentero's intuitive interface, highlighting its ease of use compared to more cumbersome alternatives. One user, a former captive agent, praised Agentero for offering the "choice and simplicity" they had been searching for, effectively merging the best of both worlds. Another user emphasized the platform's efficiency, stating that Agentero "has taken the insurance industry by storm" with its streamlined approach to carrier access and business operations.However, it's not all sunshine and rainbows. Some users expressed a desire for expanded instant quoting capabilities, specifically for auto, renters, and supplemental insurance lines. This suggests that while Agentero excels in certain areas, there's room for improvement in terms of comprehensive coverage across all insurance products. Agentero seems to be a perfect fit for independent insurance agents who are looking to ditch the clunky systems of the past and embrace a more modern, efficient way of managing their business. Its user-friendly design, coupled with its focus on simplifying complex tasks, makes it a valuable tool for agents who want to streamline their workflow and dedicate more time to what truly matters: their clients.

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