Wawanesa Insurance Move to Guidewire in Alberta

The Power Broker software update dated May 11th, 2018 will now automatically change the Wawanesa Insurance policy number to the new policy number for that policy as the policy comes to you on download from the new Guidewire System for the first time. Because the Fixed IDs are preserved from the Legacy Wawanesa system to Guidewire, there should be no manual matching necessary as the daily download policies are merged.

You should still leave manual matching turned on though, because if for whatever reason the Fixed IDs do not properly match on any given policy, the manual matching screen will be displayed and you can do the following manual matching to avoid losing any of your policy detail information fields on that policy.




Wawanesa Insurance Move to Guidewire in Alberta:


We have recently learned that Wawanesa Insurance has been rolling out a move to the Guidewire System for Alberta brokerages, which I believe changes the Policy Number when the policy rolls over to Guidewire.  When
merging the daily download, Power Broker recognizes that the Policy Number has been changed and automatically run the “Assign Policy to New Market” option, which clones the existing policy under the new policy number, leaving the original policy number in place in the database. The problem with this though is that the Fixed ID’s are not preserved, so we are unable to match the Vehicles, Drivers, Properties, Scheduled Articles, etc.  Unless you have “Manual Matching” turned on in the Define Your Company Information Screen, so that you can associate the downloading Vehicles, Drivers.., with the matching ones in your database, your Vehicles, Drivers.., will be replaced with only the exact information coming on the daily download from Wawanesa. So you need to go into the EDI page of the Define Your Company Information Screen, and turn Manual Matching on, to prevent this data loss. The reason there is data loss, is that the Insurance Companies keep a lot less information on the Vehicles, Drivers, etc. that brokers normally keep in their systems.

We are trying to get Wawanesa to work on testing the Guidewire daily download with us, the thought here is that we can run “Change Policy Number” automatically when merging the download instead of “Assign Policy to New Market”. I believe this will preserve the Fixed IDs and eliminate the need to do the Manual Matching. We do need to go through the testing process though so that we can guarantee that this will work.

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