Guidewire PolicyCenter Business Analyst Training

• Overview of Guidewire InsuranceSuite.
• PolicyCenter Architecture and Key Features.
• The role of the BA in PolicyCenter implementations.
• Navigation: The Tab Bar, Sidebar, and Info Bar.

Lab: Logging in, searching for accounts, and exploring the user workspace.

• The concept of an "Account" vs. a "Policy".
• Creating and Managing Accounts (Person vs. Company).
• Account Hierarchy and Relationships.
• Moving Policies between Accounts.

Lab: Creating a new account, adding contacts, and linking locations.

• Introduction to the Product Model structure.
• Product Architecture: Product -> Policy Line -> Coverage Categories.
• Configuring Coverages, Exclusions, and Conditions.
• Defining Limits and Deductibles.
• Availability Logic (State-specific or Tier-specific rules).

Lab: Reviewing the Product Model in the "Product Designer" visual tool.

• Understanding the Submission Wizard workflow.
• Qualification Questions and Pre-qualification.
• Data Entry: Drivers, Vehicles, Buildings, and Locations.
• Offering: Multi-version quoting.
• Quoting and Binding processes.

Lab: Completing a full submission for a Personal Auto and Commercial Property policy.

• Policy Change: Endorsements, Mid-term adjustments.
• Renewal: Automated vs. Manual renewal workflows.
• Pre-renewal direction: Capping limits or non-renewing specific risks.
• Handling Out-of-Sequence (OOS) transactions and conflict resolution.

Lab: Executing a mid-term policy change and manually processing a renewal.

• Cancellation: Carrier-initiated vs. Insured-initiated.
• Calculating Refunds (Pro-rata vs. Short-rate).
• Reinstatement: Reviving a cancelled policy without a gap in coverage.
• Rewrite: Rewrite New Term vs. Rewrite Remainder of Term.

Lab: Cancelling a policy for non-payment and subsequently reinstating it.

• Underwriting Issues: Blocking (Hard stops) vs. Informational alerts.
• Authority Profiles: Granting approval limits to users.
• Referring issues to supervisors.
• Risk Analysis screens (MVRs, Claims History, Credit Reports).

Lab: Triggering an underwriting issue and logging in as a Supervisor to approve it.

• Overview of Reinsurance Management in PolicyCenter (Facultative & Treaty).
• Premium Audits: Final audit and physical audit workflows.
• Reporting and interfaces with BillingCenter.

• Forms Inference: Logic for attaching forms to a policy.
• Document Management System integration.
• Validation Rules: Ensuring data integrity before quoting.

Lab: Verifying which forms are generated based on specific coverages.

• Organization Model: Producer Codes, Agencies, and internal Group structures.
• User Attributes and Permissions.
• Integration: How PC talks to BC (Billing) and CC (Claims).
• Product Designer (APD): A deep dive into the tool used by BAs to define requirements.

Lab: Setting up a new Producer Code and Agency.