Case Study: Advantage Insurance Inc. achieves digital, scalable and compliant policy administration with OneShield Enterprise

Advantage Insurance Inc. - Customer Case Study

Advantage Insurance Inc., a Cayman Islands–based provider of bespoke life and business insurance for high-net-worth individuals and owners, faced a rapidly growing but largely paper-based, spreadsheet-driven operation that relied on manual policy updates and a few key managers. Concerned these processes would limit scalability, product innovation and regulatory compliance, Advantage engaged OneShield to modernize its core policy and administration systems using OneShield’s enterprise-class OneShield Life Solution (OneShield Enterprise).

OneShield implemented a phased, cloud-hosted OneShield Enterprise solution—leveraging OneShield Designer 6, its BI tools and AWS delivery—to automate onboarding, KYC, billing, document rendering, reporting and pipeline controls with role-based access and third-party integrations. The OneShield deployment delivered measurable gains: a 150% increase in operational efficiency, near-complete elimination of paper processes, 100% automated/customized reporting, a 70–80% improvement in pipeline and auditing efficiencies, and materially reduced overhead while enabling future product and geographic growth.

Advantage Insurance Inc.