---
title: "Guidewire Integration"
slug: "guidewire-integration"
updated: 2024-12-15T13:18:21Z
published: 2024-12-15T13:18:21Z
canonical: "kb.easysend.io/guidewire-integration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.easysend.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Guidewire Integration

## **Article Overview**

The article describes the integration between Guidewire and EasySend. It details the different stages of the accelerator, how to send an EasySend digital process link using Guidewire’s New Claim Wizard, and how and where information from EasySend’s digital processes appears on Guidewire’s ClaimCenter.

## **Introduction - EasySend and Guidewire**

EasySend and Guidewire created a new accelerator for customer service/support representatives of joint Guidewire and EasySend customers that enables them to initiate link sending of EasySend’s digital processes directly from within Guidewire’s ClaimCenter.

The accelerator reduces the manual intake of information between the claimant and the customer service/support representative by enabling the claimant to independently submit claims information through a digital process, which upon completion will be integrated back into ClaimCenter to generate a Claim.

## **The Accelerator** **Overview**

The accelerator includes four stages:

1. Sending an EasySend link to claimants.
2. Prefilling the EasySend digital process with customer-specific information.
3. Claimant interaction with the digital process for inputting additional information.
4. Creating and Updating claim files with information collected during EasySend’s digital process.

NOTEAt any stage, the accelerator reflects the status of EasySend’s digital process via Guidewire’s ClaimCenter. The status is updated in a table according to the claimant’s interaction with the digital process. (For additional information, see the [EasySend Digital Process Status](/v1/docs/guidewire-integration#easysend-digital-process-status) section).

**Figure 1** describes the four stages of the accelerator:

![The image details the four stages of the Accelerator](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-pfesemtx.png)

**Figure 1: Four Stages of the Accelerator**

### 

## **The Accelerator** **Stages**

The following sections detail the stages of the accelerator and display and describe all the EasySend relevant screens in Guidewire's ClaimCenter.

## **Stages 1 + 2: Sending EasySend Link with Pre-filled Information**

(See **Figure 2**)

Guidewire’s ClaimCenter establishes a connection with EasySend through an API and shares the required policy details. EasySend sends the link to the claimant through an Email/SMS, which will open a digital form.

![The image describes Stages 1 +2 of sending EasySend Links with Pre-filled Information](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-8zbh6pdj.png)

**Figure 2: Stages 1 +2 - Sending EasySend Links with Pre-filled Information**

#### 

### **Guidewire ClaimCenter Description**

(See **Figure 3** to **Figure 10**)

To perform the first stage, perform the following steps:

![Step 2, click the Claim dropdown ](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-xtjw3jak.png)

**Figure 3: ClaimCenter**

1. Log into Guidewire’s ClaimCenter.
2. Click the **Claim** dropdown (1).

*Result:*

The dropdown options appear:

![After clicking the Claim dropdown, its options appear](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-r3qtryt0.png)

**Figure 4: New Claim**

1. Click **New Claim** (2).

*Result:*

The **New Claim Wizard** screen appears:

![Search for a policy, enter details first to narrow to search, or click the Search button to display all policies.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-bm6ilgu4.png)

**Figure 5: Search Button**

1. Search for a policy, enter details first to narrow to search, or click the **Search** button (3) to display all policies.

*Result:*

A list of policies appears:

![Locate the desired policy from the list and click the Select button.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-p8jzvg1a.png)

**Figure 6: Select Button**

1. Locate the desired policy from the list and click the **Select** button (4).

*Result:*

Information about the policy appears:

![On the New Claim section (5), fill in the required information (marked by an asterisk ) and click the Send EasySend Link button.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-3d6izidq.png)

**Figure 7: New Claim Information and Send EasySend Link Button**

1. On the **New Claim** section (5), fill in the required information (marked by ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-43vaj0dx.png) ) and click the **Send EasySend Link** button (6).

*Result:*

The **New Claim Wizard** screen displays basic information about the policy, including the **Prefilled Fields** (7) that will appear on EasySend’s digital process:

![Sending an EasySend link](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-6rra2m2q.png)

**Figure 8: Sending an EasySend Link**

1. Fill in **Send Email/Phone** information (8) as required.
2. Click the **Send** button (9).

*Result:*

- A message indicating that the link was sent appears (10).
- An email/SMS was sent to the email address/phone number (see **Figure 10** for an example).
- The **EasySend** **Cobrowsing** (11) button appears.

![A message indicating that the link was sent appears. An email/SMS was sent to the email address/phone number. The EasySend Cobrowsing button appears.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-skk3joej.png)

**Figure 9: After sending an EasySend Link**

**![An Email with EasySend Digital Process Link.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-u1tvqg9m.png)**

**Figure 10: An Email with EasySend Digital Process Link**

NOTE

- If an error message is displayed after sending the link, please contact Guidewire’s support.
- The EasySend Cobrowsing button enables the customer rep to interact with EasySend’s digital process alongside the claimant.

## **Stages 3 + 4: Claimant interacts and submits EasySend digital process**

(See **Figure 11**)

The Claimant interacts with EasySend’s digital process, fills in additional information, and submits it independently. Once the digital form is submitted, EasySend sends that information to Guidewire’s ClaimCenter to complete the process and generate the claim in ClaimCenter.

![ Stages 3 + 4 - Claimant Interacts and Submits EasySend Digital Process](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-usp71uy8.png)

**Figure 11: Stages 3 + 4 - Claimant Interacts and Submits EasySend Digital Process**

#### 

### **EasySend Digital Process Description**

The claimant receives the digital process with pre-filled information (see **Figure 12**), navigates through the digital process, inputs additional information (see **Figure 13**), and submits the digital form (see **Figure 14**).

![Pre-filled information.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-rda5rh2s.png)

**Figure 12: Pre-filled Information**

**![Additional information.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-m0ldq9iu.png)**

**Figure 13: Additional Information**

**![Submitted process.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-8jrp6vvs.png)**

**Figure 14: Submitted**

NOTEAt any stage during the interaction of the claimant with the digital process, the customer rep can click the Cobrowsing button and assist the claimant online.

#### 

### **Guidewire ClaimCenter Description**

(See **Figure 15** to **Figure 17**)

In the fourth stage, claim files are created and updated with information collected from EasySend’s digital process after the claimant submitted it. EasySend information can be found on the following screens:

- New Claim Wizard screen - Claims History section (1).

![New Claim Wizard Screen - Claims History Section.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-senvsic2.png)

**Figure 15: New Claim Wizard Screen - Claims History Section**

- Claim screen - Summary section (1), under the Overview option (2).

![Claim Screen - Summary Section.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-y5ra26o7.png)

**Figure 16: Claim Screen - Summary Section**

- Claim screen - Loss Details section (1), under the General option (2).

**![Claim Screen - Loss Details Section.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-y8co8n64.png)**

**Figure 17: Claim Screen - Loss Details Section**

## **EasySend Digital Process Status**

(See **Figure 18**)

At any stage, the accelerator reflects the status of EasySend’s digital process via Guidewire’s ClaimCenter. The status is updated in a table according to the claimant’s interaction with the digital process.

![EasySend Links Status Updates.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-hfex07a3.png)

**Figure 18: EasySend Links Status Updates**

The updates are reflected on a table (1) located on the Desktop screen (2) under the Claims option (3).

![Claims Table.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/gg1.PNG)

**Figure 19: Claims Table**

### **Claims Table Description**

**Figure 20** and **Table 1** describe the structure of the claims table.

![Claims Table Description.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-mi0c2t43.png)

**Figure 20: Claims Table Description**

**Table 1: Claims Table Description**

| **Number** | **Name** | **Description** |
| --- | --- | --- |
| ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-bkx68pbr.png) | Claim Status Filter | Enables to filter the claims displayed on the table according to their status: - All open owned - New owned (this week) - Flagged - Closed in last 90 days - All open related - New related (this week) - Draft |
| ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-9u2epe8e.png) | Navigation | Enables to navigate within the claims table |
| ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-g0ue9fjr.png) | Assign | Enables to assign a claim NOTE - The Assign button will only be enabled when at least one claim from the table is selected using a checkbox - Clicking the Assign button opens the Assign screen |
| ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-1jl5weei.png) | Print/Export | Enables to print or export the claims table: - Print (as PDF) - Export/Custom Export (as CSV) |
| ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-jv6daa5q.png) | Columns Filter | Enables to add/remove columns from the claims table |
| ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-bs0u0voy.png) | List of Claims | Displays a list of claims with the following information: - Flagged - Claim number - Policy number - Insured - Claimant - Loss Date - Status - EasySend Link Status - EasySend Request Identifier (RID) - Net Total Incurred - LOB - State |

#### 

### **Link Status and RID Information**

(See **Figure 21**)

- EasySend Link Status - this field reflects the sub-status of the EasySend’s digital process. Upon the occurrence of one of the following events EasySend will call Guidewire’s ClaimCenter via API and update the EasySend Link Status field of the claim affiliated with the digital process:
  - Link Sent - appears once an EasySend link is generated successfully and displayed on Guidewire’s ClaimCenter screen.
  - Link Opened - appears once the link is opened by the claimant from an email or SMS.
  - Completed - appears once a claim gets generated with the information passed from EasySend’s digital process.
- EasySend RID - The RID is a unique identifier of an EasySend digital process. A new RID is generated every time a digital process is previewed, and it is a part of its URL.

![EasySend Link Status and RID.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/guidewire-integration-image-prvbz90w.png)

**Figure 21: EasySend Link Status and RID**