Master Policy Management with Guidewire Policy Center Online Course

Module 1: Introduction to Guidewire Policy Center

• Overview of Guidewire Policy Center and its Features
• Understanding the Role of Policy Center in Insurance Operations
• Key Components and Modules of Policy Center
• Setting Up Development Environment for Policy Center

Module 2: Policy Lifecycle Management

• Understanding Policy Lifecycle Stages: Quote, Bind, Issue, Endorse, Renew, Cancel, etc.
• Configuring Policy Transactions and Workflows
• Managing Policy Coverages, Endorsements, and Renewals
• Implementing Underwriting Rules and Guidelines

Module 3: Product Configuration

• Introduction to Product Configuration in Policy Center
• Defining Insurance Products and Product Lines
• Configuring Policy Templates and Rating Algorithms
• Implementing Product Rules and Validation Checks

Module 4: Policy Administration

• Policy Data Entry and Maintenance in Policy Center
• Managing Policy Transactions: Quotes, Endorsements, Renewals, etc.
• Handling Policy Changes and Updates
• Generating Policy Documents and Correspondences

Module 5: Billing and Payment Processing

• Overview of Billing and Payment Processing in Policy Center
• Configuring Billing Plans and Payment Schedules
• Handling Billing Transactions: Invoicing, Payments, Refunds, etc.
• Managing Billing Accounts and Payment Methods

Module 6: Integration and Data Exchange

• Integrating Policy Center with External Systems: CRM, Billing Systems, etc.
• Implementing Data Exchange using Guidewire DataHub
• Handling Data Imports and Exports
• Configuring Data Mapping and Transformation Rules

Module 7: Reporting and Analytics

• Introduction to Reporting and Analytics in Policy Center
• Configuring Standard Reports and Dashboards
• Implementing Custom Reports and Analytics
• Utilizing Data Insights for Decision Making

Module 8: User Management and Security

• Managing Users and Roles in Policy Center
• Implementing Access Control Policies
• Configuring User Permissions and Privileges
• Auditing User Activities and Security Logs

Module 9: Customization and Extension

• Overview of Policy Center Customization Options
• Implementing Custom Fields, Screens, and Workflows
• Extending Policy Center Functionality with Custom Plugins
• Best Practices for Policy Center Customization

Module 10: Deployment and Maintenance

• Deploying Policy Center Changes and Updates
• Performing System Maintenance and Upgrades
• Monitoring System Performance and Health
• Implementing Disaster Recovery and Backup Strategies

Each module will include hands-on exercises, case studies, and assessments to reinforce learning and practical application of Guidewire Policy Center concepts.