Module 1: Introduction to Insurance CRM and Policy Management

• Overview of CRM concepts in insurance
• Guidewire's approach to customer and policy management
• Key stakeholders: policyholders, agents, and underwriters
• CRM and policy management system architecture

Module 2: Customer Data Management

• Creating and managing customer profiles
• Managing customer relationships and hierarchies
• Configuring customer segmentation and classification
• Data quality and deduplication strategies

Module 3: Lead and Opportunity Management

• Configuring lead capture and qualification workflows
• Managing opportunity pipelines and stages
• Setting up follow-up tasks and activities
• Reporting on lead conversion and sales performance

Module 4: Policy Lifecycle Management

• Policy quoting, binding, and issuance workflows
• Managing policy endorsements and changes
• Policy renewal management and automation
• Policy cancellation and reinstatement processes

Module 5: Underwriting Management

• Configuring underwriting rules and guidelines
• Managing risk assessment and scoring
• Setting up underwriting approval workflows
• Handling exceptions and referrals

Module 6: Producer and Agency Relationship Management

• Managing producer profiles and appointments
• Configuring producer performance tracking
• Setting up agency hierarchy and territory management
• Producer communication and engagement tools

Module 7: Customer Communication and Engagement

• Configuring automated customer notifications
• Managing correspondence templates and channels
• Setting up customer service workflows and queues
• Customer satisfaction tracking and feedback management

Module 8: CRM Configuration and Customization

• Configuring CRM workflows and business rules
• Customizing customer and policy views
• Managing integration with external CRM platforms
• Role-based access configuration for CRM users

Module 9: Reporting and Analytics

• Standard CRM and policy management reports
• Configuring custom dashboards for sales and service teams
• Monitoring policy KPIs and customer engagement metrics
• Data export for advanced analytics

Module 10: Integration and Deployment

• Integration with BillingCenter and ClaimCenter
• CRM integration with marketing automation platforms
• Testing and validation of CRM configurations
• Deployment best practices and go-live support

Experience in the Industry Learn from certified Guidewire – Insurance CRM & Policy Management professionals with hands-on industry experience.

Backgrounds at the Top Our trainers hold relevant certifications and have worked on real-world implementations.

Clear & Effective Teaching All core concepts of Guidewire – Insurance CRM & Policy Management are explained with practical examples.

Hands-On Learning Focus Students gain practical experience through structured labs and projects.

Up-to-Date Knowledge Trainers keep content current with the latest platform releases and best practices.