➢ Introduction to Policy Center
➢ Policy Center Overview
➢ Policy File, Account
➢ Policy Transactions
➢ Submissions 1: Quick Quotes
➢ Submissions 1: Full Application Quotes
➢ Renewals
➢ Policy Changes
➢ The cancellation transaction set
➢ Out-of-Sequence Transactions
➢ Merging and Splitting Accounts
➢ Documents, Notes, Forms
➢ Introduction to Product Model
➢ Products and Policy Lines
➢ Availability, Coverage
➢ Coverage Term, Modifier
➢ Question Sets
➢ Introduction to Policy Centre Config
➢ Policy Center Data Model
➢ Location Group and Pages
➢ Job Wizard, Job Lifecycle
➢ Activities, Creating and Assigning Activities
➢ Concepts of Revisioning
➢ Contacts and Location
➢ Introduction to Underwriting Authority
➢ Config of Underwriting Authority
➢ The ClaimCenter Data model
➢ The Claim file
➢ Claims processing - Business perspective
➢ Claims processing – Functional perspective
➢ The Claim intake process
➢ Automated claim setup
➢ New claim validation
➢ Claim Center data model
➢ Claim Center user interface
➢ Claim Center rules
➢ Importing data into Claim Center
➢ Location group basics
➢ Location group configuration
➢ Page configuration
➢ Claim setup basics
➢ Pre-setup rules
➢ Segmentation rules
➢ Workplan rules
➢ Exposure and activity setup
➢ LOB model and the User Interface
➢ Configuring exposure types
➢ Configuring new exposure menu behavior
➢ Types of validation
➢ Validation rule basics
➢ Validation rules in the user interface
➢ Warnings and errors
➢ Identifying invalid fields
➢ ClaimCenter security functionality
➢ Checking system permissions in Gosu
➢ Creating system permissions
➢ Application permission keys
➢ Transaction basics
➢ Transaction data model
➢ Transaction and Gosu
➢ The Financial Calculations Library
➢ Introduction to BillingCenter
➢ The BillingCenter User Interface
➢ The Billing Process
➢ User Interface with BillingCenter
➢ Accounts
➢ Billing Instructions, Policies, Invoice Streams
➢ How Charges are Invoiced
➢ Invoicing Life Cycle
➢ Payments
➢ Payment Corrections and Credit Distributions
➢ Walkthrough with OOTB Billing Center
➢ Walkthrough of Direct, Agency Bill
➢ Overview of Billing flows
➢ Introduction to Guidewire Configuration
➢ Extending Base Entities
➢ Creating New Entities
➢ Subtypes, Typelists
➢ Creating Custom Entities
➢ Extending OOTB Entities