Automate Guidewire with Caddi
Built for finance teams.
Guidewire is the core policy, claims, and billing platform for P&C insurers, spanning InsuranceSuite and InsuranceNow with public API docs. Caddi automates claims intake, form OCR, and reporting around it so work moves without manual entry.
Automating Guidewire takes one screenshare.
Show Caddi the Guidewire workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the Guidewire task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Guidewire
Why teams automate Guidewire
Claims and policy work stall on reading forms and keying data into the core. Caddi runs the intake, OCR, and reporting so adjusters and staff review outcomes instead of transcribing documents.
Loops Caddi runs against Guidewire
Claims intake
Recommended pattern- Guidewire
Microsoft Outlook- DocuSign
Caddi captures new claim submissions, OCRs the supporting forms, and creates the claim in Guidewire with the extracted data.
Policy form OCR
Recommended pattern- Guidewire
Microsoft Excel
SharePoint
Caddi reads incoming policy documents, extracts the fields, and writes them into the relevant Guidewire records for review.
Reporting automation
Recommended pattern- Guidewire
Salesforce- Microsoft Excel
Caddi pulls policy and claims data from Guidewire, builds the recurring reports, and distributes them to the owning team.
Where finance teams use it
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Guidewire with no rekeying.
Meeting prep & follow-up
Pull the right Guidewire data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.
Reporting & archiving
Generate household, performance, or compliance PDFs, file them with the right Guidewire metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Guidewire, and write the audit-ready record back to the right account.
Questions about automating Guidewire
Does Caddi have a real Guidewire integration?
Yes. Caddi runs verified code against Guidewire's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Guidewire is reviewed before it runs in production.
Do I need engineering help to automate Guidewire with Caddi?
No. You demonstrate the workflow once — clicking through Guidewire the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Guidewire data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Guidewire with no model in the loop.
Can Caddi connect Guidewire to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Guidewire, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Guidewire?
Drop your work email and we'll show you Caddi running end-to-end against Guidewire and the rest of your stack.