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Course Description
The "Guidewire PolicyCenter Fundamentals" course is designed to provide participants with a comprehensive understanding of Guidewire PolicyCenter, a leading policy administration system used by insurance companies. This course covers the essential concepts, features, and functionalities of PolicyCenter, equipping learners with the skills needed to effectively manage policy lifecycle processes, from creation to renewal and beyond.
What you'll learn in this course?
- Guidewire PolicyCenter Overview
- Navigating PolicyCenter
- Policy Lifecycle Management
- Underwriting and Quoting
- Policy Issuance and Endorsement
- PolicyCenter Configuration
- PolicyCenter Administration
- Reporting and Analytics
- Integration and Extensions
Prerequisites
- Basic understanding of insurance concepts and terminology
- Familiarity with claims administration processes is beneficial
- Basic knowledge of IT systems and software configuration
- Enthusiasm for learning and working with insurance technology
Course Curriculum
The outline of the "PolicyCenter Functional Course - Basic to Advanced Curriculum" details the various modules within the course.
The PolicyCenter User Interface
The Policy File
Policy Transaction
Product Model Introduction
Accounts
Submissions 1: Quick Quotes
Submissions 2: Full Application Submissions
Renewals
Policy Changes & Preemption transactions
Reinstatement & Rewrite transactions
Out-of-Sequence Transactions
Merging and Splitting Accounts
Organizations and Producer Codes
Intro to Policy Forms
Introduction to Underwriting Authority
Concepts of Revisioning Contacts and Locations
Introduction to Permission Configuration
Creating Activities
The Job Lifecycle
Introduction to Product Model
Products and Policy Lines
Product Model - Coverages
Product Model -Coverage Terms
Product Model -Modifiers
Product Model -Question Sets
Costs and Financial Transactions
Premium Audits
Documents, Notes and Activities
Roles & Permissions, Validations
Contingencies
Policy Holds & Underwriting Referral Reasons
Users and Groups
Organizations
Permissions
Forms
Validation
Underwriting Authority
