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Thoughts and ObservationsMay 17, 2018
Richard Hart, Chief Strategy Officer
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission. Page 1
We specialize in serving P&C carriers, an industry vital for commerce and for the protection of people and businesses
When You’re Down and Troubled and Need a Helping Hand
32Countries
350Customers
$423BPremiums
275Live Customers
2,156Employees
Guidewire at-a-glance
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
Three, It’s the Magic Number, Yes It Is. . .
Page 2
Customers
Employees Investors
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
Without My 1 and 2 Where Would There be My 3
Page 3
Promises Kept(Delivering Roadmap)
Promises Made(Support)
Future Promises(New Initiatives)
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
Without My 1 and 2 Where Would There be My 3
Page 4
Urgent Today
Revered Yesterday
BrightTomorrow
Confidential
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Customer Engagement Technology Infrastructure Market/Competition
I Got Chills, They’re Multiplyin’
Confidential
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The Cloud Hits The Mainstream
The World GoesDigital
Data Comes of Age
Page 6
The Times They Are A Changin’
Confidential
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But I Know a Change is Gonna Come, Oh Yes It Will
Changing
Business InterruptionInternet of Things Cyber Reputational Small Business
Growing Declining
Personal AutoRis
ksC
on
sum
ers
Eco
syst
em
Dis
trib
uti
on
Sources: McKinsey & Company, Pew Research Center Confidential
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Come On, Come On, Listen To the Moneytalk
Page 8
2014 2017
$691M
$2,285M
By Amount
Disrupt Enable
Disintermediate
61%30%
9%
By Type
258 Companies $5.9 Billion Invested +36% in 2017 83% by (Re)insurers
Sources: Willis Towers Watson, CB Insights
By Function
Claims
DistributionProcessEnhancement
Data & Analytics
6%
57%
22%
15%
Confidential
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Nobody Knows the Troubles I’ve Seen
Page 9
Confidential
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Unify Core, Data,
and Digital
Lower TCO
Deliver in the cloud
Build openmarketplace
Deploy as modular services
Page 10
Taking Care of Business, Every Day. . .
Confidential
Optimizing product architecture for cloud
Cloud Operations Risk, value share agreements
Transfer of upgrade responsibility
Strategic development partnership
100% Cloud Deployable
100+ Cloud Deployments
All New Products Cloud Native
The Future’s So Bright, I Gotta Wear Shades
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
Out Here On the Edge of Evolution
DSB
Cyence
Page 12
2012 2018
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
Machine Learning
Smart Core™
Operational Sources
Underwriting Policy Admin Service Claims
Machine Learning
Data Store
Two Heads Are Better Than One, Double the Pleasure, Triple the Fun
Confidential
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With A Little Help From My Friends
Confidential
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With A Little Help From My Friends
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
Build an open marketplace
Page 16
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
Everybody Join Together, Won’t You Join Together
Easy Solution Composition
Plug-and-Play Integration
Guidewire APIs, tooling
PartnerDiscovery
Guidewire Marketplace
Page 17
Confidential
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You Make It Easy With Every Little Thing You Do
Page 18
Illustrative. Development in progress.
• Plug and play integration for Carriers
o Treat Add-on as a blackbox
o No upgrade restrictions
o Operational Analytics
• Easy Add-on Composition for Vendors
o Dedicated workspace for their UI
o Tech stack of their choice
o Well-defined touchpoints via Integration APIs and SDK
Confidential
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Improved User Experience Faster Discovery
I’ve Been Searching So Long To Find An Answer
Illustrative. Development in progress.
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
Private Eyes They’re Watching You, They See Your Every Move
Page 20
Carrier Dashboard Vendor Dashboard
CUSTOMERS
47
ADD-ONs
3
LICENSES
89Add-ons Providers Uptime
79 56 98%
Add-Ons Providers Uptime
Add-on Statistics
Add-on Vendor Used Since Uptime
Enterprise Car Rental Enterprise May, 2017 99.2%
Claims FNOL Mitchell May, 2017 99.6%
On-Demand Claims Appraisal WeGoLook June, 2017 98.6%
Drone Property Appraisal Airware July, 2017 95.3%
On-Demand Repair Honk Jan, 2018 97.9%
Telematics Claims FNOL Octo Jan, 2018 94.9%
Claims Fraud Detection FraudScope Feb, 2018 98.1%
Illustrative. Development in progress.
Confidential
© Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
The Tide is High But We’re Holding On
Page 21
There is a tide in the affairs of men, which taken at the flood, leads on to fortune. Omitted, all the voyage of their life is bound in shallows and in miseries. On such a full sea are we now afloat. - WS
Confidential
© Guidewire Software, Inc. All rights reserved. Do not
distribute without permission.
Set List
Confidential