Course Description

What Is Guidewire?

Guidewire is a suite of software targeting the property and casualty insurance markets. It has full support for insurance operation, policy administration, billing, claims management and underwriting. Guidewire is far more sophisticated, feature-rich and modern in comparison to legacy systems used in-house by insurance companies. Guidewire suite of applications helps insurers achieve growth and change according to market situations. Guidewire products can be deployed in the cloud or in premises. The Guidewire insurance platform comprises core operations, data and analytics and digital engagement. Guidewire insurance suite handles transactional systems of records. Guidewire data and analytics products help insurers make efficient use of data to gain insights into trends. Guidewire digital portals comprise of digital sales, service and claims management. Its InsuranceNow is a complete cloud-based solution.

ExcelR conducts training only by professionals thoroughly experienced in Guidewire products. They have the expertise and industry experience as well as the teaching ability to transfer knowledge to participants of Guidewire corporate training programs. We are fully committed to ensuring that each participant receives thorough training and becomes fully proficient in the use of Guidewire in real life situations. Our rates are affordable and quality is the highest. We offer training with full support.

Course Curriculum

Guidewire Policy Center
Module 1 - Introduction to PolicyCenter
  • Introduction to PolicyCenter
  • PolicyCenter Overview
  • Policy File, Account
  • Policy Transactions
  • Submissions 1: Quick Quotes
  • Submissions 1: Full Application Quotes
  • Renewalss
  • Policy Changes
  • The Cancellation Transaction Set
  • Out-of-Sequence Transactions
  • Merging and Splitting Accounts
  • Documents, Notes, Forms
  • Introduction to Product Model
  • Products and Policy Lines
  • Availability, Coverage
  • Coverage Term, Modifier
  • Question Sets
  • Introduction to PC Config
  • Policy Center Data Model
  • Location Group and Pages
  • Job Wizard, Job Lifecycle
  • Activities, Creating and Assigning Activities
  • Concepts of Revisioning
  • Contacs and Location
  • Introduction to Underwriting Authority
  • Config of Underwriting Authority
  • Costs and Financial Transactions
  • Rate Table, Rate Books
  • Rate Routines and Parameters Set
  • REAL TIME SCENARIOS AND 6 Month Post Training Support
Guidewire ClaimCenter
  • The ClaimCenter data model
  • The claim file
  • Claims processing – Business perspective
  • Claims processing – Functional perspective
  • The claim intake process
  • Automated claim setup
  • New claim validation
  • Demonstration of ClaimCenter functionality
  • ClaimCenter data model
  • ClaimCenter user interface
  • ClaimCenter rules
  • Importing data into ClaimCenter
  • Location group basics
  • Location group configuration
  • Page configuration
  • Wizard basics
  • Wizard configuration
  • Wizard step configuration
  • Claim setup basics
  • Pre-setup rules
  • Segmentation rules
  • Workplan rules
  • Exposure and activity setup
  • Line of business model
  • The LOB type lists
  • The LOB editor
  • LOB model and the user interface
  • Configuring exposure types
  • Configuring new exposure menu behavior
  • Types of validation
  • Validation rule basics
  • Validation rules in the user interface
  • Warnings and errors
  • Identifying invalid fields
  • ClaimCenter security functionality
  • Checking system permissions in Gosu
  • Creating system permissions
  • Application permission keys
  • Contact roles
  • Categorizing contact
  • Contact role configuration
  • Contact role type constraints
  • Entity role constraints
  • ClaimContact widget basics
  • Configuring ClaimContact widgets
  • Transaction basics
  • Transaction data model
  • Transactions and Gosu
  • The Financial Calculations Library
  • Transaction and check life cycles
  • Transaction validation basics
  • Transaction validation rules
  • Transaction approval basics
  • Authority limits
  • Transaction approval rules
  • Approval routing rules
  • Introduction to BillingCenter
  • The BillingCenter User Interface
  • The Billing Process
  • User Interaction with BillingCenter
  • Accounts
  • Billing Instructions, Policies, Invoice Streams
  • How Charges Are Invoiced
  • Invoicing Life Cycle
  • Payments
  • Payment Corrections and Credit Distributions
  • Walkthrough with OOTB Billing Center
  • Walkthrough of Direct, Agency Bill
  • Overview of Billing flows
  • Producers
  • Commissions and Producer Maintenance
  • Disbursements
  • Delinquency
  • Trouble Tickets and Activities
  • Walkthrough of creating Producers
  • Walkthrough of Disbursement, Delinquency
  • Security
  • Configuring BillingCenter
  • Permissions
  • Introduction to Agency Bill
  • Agency Bill Cycles and Statement Bill
  • Statement Bill Payments
  • Agency Bill Cycles and Account Current
  • Account Current Promises and Payments
  • Introduction to Guidewire Configuration
  • Extending Base Entities
  • Creating New Entities
  • Subtypes
  • Typelists
  • Creating Custom Entites
  • Extending OOTB Entities
  • The User Interface Architecture
  • Atomic Widgets
  • Detail Views
  • Editable Detail Views
  • Input Sets
  • List Views
  • Editable List Views
  • Modes
  • Introduction to Locations
  • Popups 1: View and Edit Popups
  • Creating Custom UI with all Widgets
  • Introduction to Gosu
  • Business Rules
  • Gosu Queries
  • Popups 2: Create New Pop ups
  • Dynamic Dropdowns
  • Field Level Validation
  • Enhancements
  • Creating Custom Popup
  • Creating Custom Enhancements
  • Entity Names
  • Dependent Dropdowns
  • Partial Page Update
  • Introduction To Guidewire Integration
  • Gosu For Integration
  • Gosu Bundles
  • Plugins Predefined
  • Gosu Queries
  • Writing Custom Bundles
  • Running with new bundle
  • Working with existing bundle
  • Web Service Consuming External
  • Web Service Publishing
  • Messaging Introduction
  • Messaging Trigerring
  • Messagin Payloads
  • Writing Custom WebService Collections
  • Producing our Custom Web Service
  • Consuming some external Web Service
  • Messaging Sending
  • Messaging Acknowledging
  • Batch Process
  • Integration Point Authentication
  • Integration Point Policy Retrieval
  • Claim Process + Intake
  • Claim Center Data Model
  • Claim File


Guidewire Policy Center

Guidewire policy center is underwriting and policy management system helping the underwriters who serves insurance agents and policy holders

Guidewire PolicyCenter help insurance companies to adopt and adapt  to the changes in the insurance industry with complete agility.It helps Insurance company’s employees, customers and agents to streamline and optimize various operational process, create and make amends to the new policies, products. Guidewire policy center also help the companies to enter and operate new markets easily and with complete agility. Guidewire policy center module helps in defining the products, underwriting, quoting , renewals etc.

Guidewire policy center can be tailored to the specific needs of the organization which includes work distribution and management and underwriting decision making. Various business rules, workflows, models etc can be configured using various graphical tools according the the business needs. Policycenter also helps you to respond to future evolving business processes and regulatory changes as well. Policycenter will also help in automating low-level tasks and to reduce underwriting costs adhering to underwriting guidelines., consistently convey appetite, and provide better service.

Guidewire ClaimCenter

ExcelR offers high quality Guidewire ClaimCenter training and considered to be the best in the industry. ExcelR offers Guidewire ClaimCenter online and corporate trainings. Our Guidewire ClaimCenter trainers are working Guidewire ClaimCenter professionals and have extensive experience in Guidewire ClaimCenter. All our trainers are certified, qualified and has passion for training.

Guidewire ClaimCenter Training Course

Guidewire ClaimCenter is an end to end claims life cycle management system in the space of compensation insurance . Claimcenter enables the insurance companies to assign claims

Guidewire Claimcenter is a comprehensive claims life cycle management system used by insurance companies to assign and settle claims and helps in swift service for the policy holders Guidewire ClaimCenter is an integrated operational reporting tool with advanced adjudication processes . Guidewire ClaimCenter helps the organisation’s personnel and management team to improve their productivity and has excellent integration capabilities with third party applications and various legacy platforms. Guidewire ClaimCenter helps in reducing the indemnity costs, increasing the business agility.


ExcelR provides full support to all participants of Guidewire training programs. This support is available prior to commencement, during the program and after the training. When trainees use Guidewire on the job and come across issues we are always available by email, phone or chat to help them resolve their problems. Our experts offer useful tips and guidance to help them do their job effectively and efficiently and leverage the full power of Guidewire to the best advantage of their employers.

Guidewire training from ExcelR is available globally through its online programs and also through centers across India in Hyderabad, Pune, Chennai, Mumbai, Bangalore and Delhi.

As can be seen, Guidewire offers various products for the insurance sector and not all of them are necessary. As such ExcelR offers custom Guidewire training with emphasis only on modules that are often in use. Subsequently, participants can choose Guidewire training, later on, to further enhance their knowledge. It is common that insurance companies usually outsource their claims handling to various agencies and for personnel of such agencies we recommend custom Guidewire claim center training that focuses on the claims management part of this vast software solution for insurance companies.

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Global Presence

ExcelR is a training and consulting firm with its global headquarters in Houston, Texas, USA. Alongside to catering to the tailored needs of students, professionals, corporates and educational institutions across multiple locations, ExcelR opened its offices in multiple strategic locations such as Australia, Malaysia for the ASEAN market, Canada, UK, Romania taking into account the Eastern Europe and South Africa. In addition to these offices, ExcelR believes in building and nurturing future entrepreneurs through its Franchise verticals and hence has awarded in excess of 30 franchises across the globe. This ensures that our quality education and related services reach out to all corners of the world. Furthermore, this resonates with our global strategy of catering to the needs of bridging the gap between the industry and academia globally.

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