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In-ProgressFinance

Automate Guidewire with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Guidewire. It runs the Guidewire steps your team does by hand today, and connects it to Salesforce, Docusign, and Microsoft Outlook. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Guidewire integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Guidewire and every tool it touches, including the screens with no API.

Visit guidewire.com

How to automate Guidewire

  1. Connect Guidewire to Caddi

    Allow

    1Sign in to Guidewire

    One click with your own Guidewire login. No API keys.

  2. Automate claims intake in Guidewire.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Guidewire integrations

Connect Guidewire with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Guidewire

Why teams automate Guidewire

Guidewire is the core policy, claims, and billing platform for P&C insurers, spanning InsuranceSuite and InsuranceNow with public API docs. Caddi AI Agents automate claims intake, form OCR, and reporting around it so work moves without manual entry.

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
    1. Guidewire
    2. Microsoft Outlook
    3. 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
    1. Guidewire
    2. Microsoft Excel
    3. SharePoint

    Caddi reads incoming policy documents, extracts the fields, and writes them into the relevant Guidewire records for review.

  • Reporting automation

    Recommended pattern
    1. Guidewire
    2. Salesforce
    3. 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, 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; once generated, it executes as deterministic code against Guidewire, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Guidewire?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Guidewire

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See it on your stack

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.