Client Data Management

Client Data Management, available as an optional add-on module for Guidewire core applications, integrates and synchronizes client-related information across InsuranceSuite. Client Data Management supports a comprehensive view of the customer across core insurance processes by unifying the customer record. Some Client Data Management capabilities are supported by ContactManager.

In conjunction with Guidewire InsuranceSuite core systems, Client Data Management enables you to manage customer contact data across underwriting, policy administration, billing, and claims processes. If you license the Client Data Management add-on module, you can install ContactManager and integrate it with PolicyCenter and with other InsuranceSuite core applications. With the applications integrated, Client Data Management supports your customer and agent interactions and can enable you to maintain data integrity across different systems.

ContactManager is designed to be your system of record, the central repository for your customer data. This centralized repository stores a unique customer record and synchronizes updates across your policy, billing, and claims systems.

Various types of users, such as billing specialists, underwriters, and agents, can edit customer information in their respective applications without having to navigate to another system. You can add new clients through PolicyCenter, see current client information for policies in ClaimCenter, make updates directly in ClaimCenter, and obtain the latest client data in BillingCenter. To aid data cleanup, duplicate contact detection identifies potential duplicate contacts resulting from creating new contacts and from changing existing contacts, and enables you to merge or override these contacts.

ContactManager’s comprehensive customer view, available in PolicyCenter, enables service representatives to personalize interactions to match customers' needs. The search and auto-fill features support updating of contact records, and contact history tracks which updates have been made and provides visibility into previous customer interactions. Additionally, the PolicyCenter comprehensive view enables underwriters to find a customer’s policy, billing, and claim information in a single place. Underwriters no longer have to search for this information in multiple systems. And, to ensure that the proper controls are in place, user permissions dictate who can update contact information at various points in the lifecycle.