Guidewire Digital

g u i d e w i r e d i g i ta l fa m i ly

Engage. Innovate. Grow.

Deliver digital products for compelling user journeys across

marketing, sales, service, and claims. Deploy Guidewire
Digital™ applications with other Guidewire InsurancePlatform™
applications to drive customer centricity, business agility,
and profitability.

ProducerEngage
CustomerEngage ProducerEngage for Salesforce Financial ServiceRepEngage
Services Cloud

ServiceRepEngage
for Salesforce Financial VendorEngage EnterpriseEngage
Services Cloud
 g u i d e w i r e d i g i ta l fa m i ly

Guidewire Digital applications provide real-time, transactional insurance experiences

for the people you serve—from your customers, agents, and brokers to your business
partners, customer service representatives (CSRs), and repair vendors. Each application
is designed with its end user in mind to streamline workflows, maximize productivity, and
improve user satisfaction. With omnichannel delivery, your insurance stakeholders can
access their policy, billing, and claims information from anywhere on their smartphones,
tablets, or desktop computers.

Guidewire Digital applications also integrate seamlessly with Guidewire InsuranceSuite™

and re-use integrations with third-party systems so that your IT teams benefit from
shorter implementation times and easy maintenance. Business teams benefit, too: from
user interfaces that can be tailored to reflect insurer branding, from flexible applications
that enable them to bring new products to market quickly, and from straight-through
processing that helps lower operations costs.

3
 g u i d e w i r e d i g i ta l fa m i ly

Guidewire CustomerEngage
Guidewire CustomerEngage™ for mobile and web takes the stress and mystery out of
buying and managing insurance policies. Your prospects and policyholders can access
the eye-pleasing, easy-to-use applications from anywhere, on any device, to compare and
purchase policies, manage their billing, file claims, and communicate in real time with your
customer service representatives, agents and brokers, and claims service vendors.
 g u i d e w i r e d i g i ta l fa m i ly

Guidewire CustomerEngage™ Quote and Buy* helps you grow your

business by enabling individuals and business owners to research and
buy insurance from their smartphones, tablets, or desktops. Policyholders
and prospective new customers can use the application to:
• Obtain quotes quickly, compare offerings side by • Save applications on one device and continue
side, get product guidance, and buy policies online later on another
• Snap a photo of their driver’s licenses to pre-fill • Get answers to common questions from a helpful
data, and scan their VIN numbers electronically, FAQ page
to speed up the automobile insurance quote process

Guidewire CustomerEngage™ Account Management† increases policyholder

satisfaction and reduces service costs by enabling customers to:
• See a timeline of complete account activity, make • Get personalized offers for personal lines policies
common account changes, and print documents and use policy coverage guidance to understand and
and ID cards decide which coverages are best for them
• View billing details, make payments, set up auto-pay, • Upload spreadsheets for commercial property
and get answers to billing questions policies, and drag-and-drop documents to speed up
• File and track claims, upload photos and documents, renewal, policy change, and claims processes
select preferred repair vendors based on their current
locations, and communicate with claims handlers

*Formerly “Quote and Buy Portal” 5

†
Formerly “Account Management Portal”
 g u i d e w i r e d i g i ta l fa m i ly

Guidewire ProducerEngage
Guidewire ProducerEngage™ for mobile and web makes it easy for agents,
brokers, and business partners to exceed customer expectations and expand their
businesses—and insurers’ business—by delivering exceptional sales and service.
 g u i d e w i r e d i g i ta l fa m i ly

Agents and brokers can use ProducerEngage* to:

• Sell and service personal and commercial lines insurance, including Commercial Auto, Commercial
Property, Business Owners, and Workers’ Compensation insurance
• Generate quotes quickly with “Two-Phase” quoting that lets insurers prioritize critical quote questions
ahead of binding questions to eliminate time wasted on quotes that cannot be bound
• Access up-to-date account activity on quotes, policies, related accounts, billing, and claims information
• Identify and address errors and underwriting issues as they arise in the quote process with helpful error
messages, warnings, refer-to-underwriter workflows, and “Knock-Out” alerts if a submission cannot be bound
• Consult a timeline viewer of all policyholder account activity—using the same timeline viewer that
policyholders and CSRs use so that everyone is in sync
• Submit new claims, specify repair vendors using maps that pinpoint policyholders’ current locations,
and track claims progress
• Consult commissions reports at both Account and Policy levels with integration with Guidewire
BillingCenter™, and track business performance with custom analytics reports when ProducerEngage
is deployed with Guidewire InfoCenter™ 9.2

*Formerly “Gateway Portal for Agents” 7

 g u i d e w i r e d i g i ta l fa m i ly

g u i d e w i r e™ f o r s a l e s f o r c e

Guidewire ProducerEngage for

Salesforce Financial Services Cloud
Guidewire ProducerEngage™ for Salesforce Financial Services Cloud enables
insurers to make it easy for producers and business partners to do business with
them—by providing full lifecycle digital capabilities to manage sales, service and
claims—and to collaborate with insurers’ underwriting and customer service staffs.
 g u i d e w i r e d i g i ta l fa m i ly

Producers can use ProducerEngage for Salesforce Financial

Services Cloud to:
• Obtain 360° views of policyholder information, including customer contact, policy, billing,
and claims summaries
• Get expanded views of policy, billing, and claims data
• Quote and bind Personal Auto, Homeowners, Commercial Property, Business Owners’
policies, and Workers’ Compensation, directly from Salesforce Financial Services Cloud
• Create opportunities and submissions in Salesforce Financial Services Cloud that are
updated automatically to PolicyCenter
• Use a Smart Link to jump from Salesforce Financial Services Cloud to the relevant record
in PolicyCenter
• Pause quotes in progress, then continue later where they left off

9
 g u i d e w i r e d i g i ta l fa m i ly

Guidewire ServiceRepEngage
Guidewire ServiceRepEngage™ for mobile and web enables customer service
representatives to deliver the fast, personalized, and empathetic assistance that today’s
policyholders expect, with an intuitive, easy-to-use application that supports policy,
billing, and claims.
 g u i d e w i r e d i g i ta l fa m i ly

With a desktop tailored to their needs, CSRs can use

ServiceRepEngage* to:
• Deliver workers’ compensation policies out of the box from quote through binding; CSRs can now provide
immediate, responsive service to workers’ compensation prospects and customers with the ability to drag-
and-drop spreadsheets to prefill data for complex quotes
• Identify and address errors and underwriting issues as they arise in the quote process with helpful error
messages, warnings, refer-to-underwriter workflows, and “Knock-Out” alerts if a submission cannot be bound
• Explain product offerings and coverages, and sell and cross-sell products
• Use a powerful search tool to quickly find and view policyholder and account information, including
quotes and coverage details, billing information, and claims status
• Service accounts with real-time transactional capabilities across policy, billing, and claims
• Consult a timeline viewer of all policyholder account activity—using the same timeline viewer that
policyholders and agents/brokers use so that everyone is in sync
• Access and complete in-progress policyholder or agent transactions
• File first notice of loss (FNOL) on behalf of policyholders and provide updates on claims status, services,
and payments during the adjudication process

*Formerly “Gateway Portal for CSRs” 11

 g u i d e w i r e d i g i ta l fa m i ly

g u i d e w i r e™ f o r s a l e s f o r c e

Guidewire ServiceRepEngage for

Salesforce Financial Services Cloud
Guidewire ServiceRepEngage™ for Salesforce Financial Services Cloud helps insurers
enable their service representatives to offer informed and empathetic service to all
policyholders through 360° views of customer accounts, full lifecycle sales and service
capabilities, and data-driven, actionable insights — all in near-real time.
 g u i d e w i r e d i g i ta l fa m i ly

Service Representatives can use ServiceRepEngage for

Salesforce Financial Services Cloud to:
• Obtain 360° views of policyholder information, including customer contact, policy, billing,
and claims summaries
• Get expanded views of policy, billing, and claims data
• Quote and bind Personal Auto, Homeowners, Commercial Property, Business Owners’
policies, and Workers’ Compensation directly from Salesforce Financial Services Cloud
• Create opportunities and submissions in Salesforce Financial Services Cloud that are
updated automatically to PolicyCenter
• Use a Smart Link to jump from Salesforce Financial Services Cloud to the relevant record
in PolicyCenter
• Pause quotes in progress, and then continue later where they left off

13
 g u i d e w i r e d i g i ta l fa m i ly

Guidewire VendorEngage
Guidewire VendorEngage™ streamlines the claims process by equipping repair shops
and building contractors with real-time, omnichannel access to the claims information
they need to communicate effectively with adjusters, manage service requests, update
quotes, and respond quickly to policyholders’ needs.
 g u i d e w i r e d i g i ta l fa m i ly

With VendorEngage*, claims service providers can:

• View, accept, and reject service requests
• Add and revise quotes for upcoming work
• Provide expected completion dates and progress updates
• Attach documents such as repair orders, invoices, revisions, and estimates
• View active invoice status and history
• Communicate more effectively with claims handlers and adjusters
• Expedite the service request process

*Formerly “Claim Portal for Vendors”

15
 g u i d e w i r e d i g i ta l fa m i ly

Guidewire EnterpriseEngage
Guidewire EnterpriseEngage™ comprises the Guidewire Digital family of applications*
for mobile and web: CustomerEngage, ProducerEngage, ServiceRepEngage, and
VendorEngage. It enables insurers to deliver digital service across their organizations
as well as externally to policyholders and prospects. The offering includes all Guidewire
Digital Services, as well as reference designs, applications, tests, and Guidewire Digital
platform integrations.
*EnterpriseEngage is for the mobile/web applications only and excludes the Engage for Salesforce applications.
 g u i d e w i r e d i g i ta l fa m i ly

Use EnterpriseEngage to:

• Support omnichannel digital strategies by giving your stakeholders anytime /anywhere
access to their policy, billing, and claims information
• Extend Guidewire core system capabilities rather than duplicating code
• Tailor user interfaces to reflect insurer branding, and use marketing logic or
predictive analytics to deliver personalized offers to policyholders
• Leverage future Guidewire releases, third-party partnerships, and ongoing innovations

17
 g u i d e w i r e d i g i ta l fa m i ly

Digital

Core

Data

Guidewire Digital and

Guidewire InsurancePlatform
It’s a win in all directions. Guidewire Digital applications let you expose Guidewire
core and data functionality to the people you serve. You can extend the value of your
InsurancePlatform investments to drive new business, increase operational efficiency,
and improve customer service through digital channels.

Leverage Guidewire Digital applications and InsurancePlatform to:

• Speed up implementation time, and reduce dual maintenance, by extending Guidewire core
systems capabilities rather than duplicating code
• Tailor user interfaces to reflect insurer branding, and use marketing logic or predictive analytics
to deliver personalized offers to policyholders
• Respond quickly to market changes by bringing new products and product updates to market faster
• Achieve consistency across all communication channels
• Configure and customize when needed
• Leverage future Guidewire releases, third-party partnerships, and ongoing innovations
 g u i d e w i r e d i g i ta l fa m i ly

Implementing Guidewire Digital

Applications
Get up and running swiftly with help from a team of experts who have your best interests in
mind. Our Guidewire Services teams collaborate with you, our partner systems integrators,
and your in-house IT department to maximize our software’s potential in the context of your
unique business. Our goal is to equip you with the knowledge you need to be self-sufficient
and successful over the long term.

• Accurate timelines: We have honed our ability to estimate project requirements and can offer an
accurate deployment schedule with step-by-step explanations of the work, from start to finish.
• Business value: Our intention is to help you realize business results from your Guidewire deployment and
to better equip you to succeed in the digital age going forward. We use tested methodologies and tools
throughout each project implementation to understand your business goals, your ways of working, and
your stakeholders’ needs to ensure maximum return on your Guidewire investment.
• 24/7 support: Our customer support staff has the expertise to help troubleshoot and resolve issues
quickly—even if it means working around the clock.
• Partner expertise: Our ecosystem of consulting partners provides services such as business strategy,
implementation, and related delivery services on regional and global scales.

19
Promoting Digital Engagement with
Guidewire Digital Applications
Guidewire Digital applications provide real-time, self-service transactional insurance
experiences for policyholders, agents and brokers, customer service representatives,
and repair vendors—from anywhere and on any device. The applications integrate
seamlessly with Guidewire InsuranceSuite and are tailored to the needs of each end user
to facilitate navigation, streamline business processes, and promote customer satisfaction.
Insurers around the globe use Guidewire Digital applications to manage their insurance
lifecycles, lower operating costs, and meet and exceed the digital expectations of today’s
consumers. To learn more about Guidewire and to discover how all of our products
work together to help you adapt and succeed, please contact your Guidewire sales
representative or visit our website, www.guidewire.com.

About Guidewire Software

Guidewire delivers the industry platform that Property and Casualty (P&C) insurers rely upon to adapt and
succeed in a time of accelerating change. We provide the software, services, and partner ecosystem to
enable our customers to run, differentiate, and grow their business. We are privileged to serve more than
380 companies in 34 countries. For more information, please visit www.guidewire.com and follow us on
twitter: @Guidewire_PandC.

© 2019 Guidewire Software, Inc. For more information about Guidewire’s trademarks, visit https://guidewire.com/legal-notices. Document Published: 2019-10-16