Guidewire ClaimCenter Business Analyst Training

• Overview of InsuranceSuite and ClaimCenter’s role.
• The Claims Lifecycle at a high level.
• User Interface (UI) Walkthrough: The Tab Bar, Sidebar, and Info Bar.
• The "Desktop": Activities, Claims, and Matters queues.

Lab: Logging in, navigating the workspace, and setting user preferences.

• Creating a new claim.
• Search and Retrieve: Finding the Policy (Verified vs. Unverified Policies).
• entering Loss Details (What, Where, When).
• Identifying Involved Parties (Insured, Claimant, Witnesses).
• Selecting Services (Towing, Auto Repair, Medical).

Lab: Creating a verified Auto claim and an unverified Property claim.

• Claim vs. Exposure: Understanding the hierarchy.
• Segmentation: How ClaimCenter categorizes complexity (Low/Mid/High).
• Assignment: Automated logic for assigning claims to groups/users.
• Workplans: System-generated activities and tasks.

Lab: Triggering segmentation rules and manually re-assigning a claim.

• Managing the Claim "File": Notes, Documents, and History.
• Service Requests: Vendors and Vendor Management.
• Evaluation: Liability determination and Negotiation details.
• Contact Management (Address Book).

Lab: Uploading documents, adding confidential notes, and assessing liability percentages.

• Creating Exposures (Vehicle, Bodily Injury, Property Damage, PIP).
• Coverage verification and Limits.
• Handling Deductibles.
• Reopening and Closing Exposures.

Lab: Adding a Bodily Injury exposure to an existing claim.

• Reserves: Setting, adjusting, and rationalizing reserves.
• Checks: Manual checks, System checks, and EFT.
• Payments: Partial, Final, and Supplemental payments.
• Authority Limits: Approval workflows for exceeding limits.
• Introduction to Bulk Invoices.

Lab: setting a reserve, issuing a payment, and triggering an authority limit warning.

• Recovery Logic: Getting money back.
• Salvage: Managing damaged property sales.
• Subrogation: Pursuing at-fault third parties.
• Deductible recovery.

Lab: Setting up a Subrogation scenario and recording a recovery payment.

• Creating a "Matter" (Lawsuit) within a claim.
• Managing Attorneys and Law Firms.
• Litigation Calendar and Budgeting.
• Settlements vs. Judgments.

• Introduction to Validation Rules (Preventing errors).
• Pre-update vs. Post-update rules.
• Activity Patterns: Configuring when tasks are generated.
• Field Level Security and Visibility.
• Fit-Gap Analysis: How to document requirements for ClaimCenter.

• User & Group Management: Roles and Permissions.
• Catastrophe (CAT) Management setup.
• Integration Overview: How ClaimCenter talks to PolicyCenter, BillingCenter, and ISO.
• Batch Processes in ClaimCenter.

Lab: defining a new Catastrophe zone.