Overview
This integration connects Guidewire’s insurance operating platform with Outdoo (formerly MeetRecord) to close the loop between enablement, compliance, and real-world customer execution. Insurance organizations can reinforce structured onboarding and role development with AI Roleplays and live interaction analytics, ensuring agents, adjusters, and service teams stay sharp, compliant, and ready to perform in a regulated environment.
Instead of tracking learning activity alone, teams get a system that ties training and policy knowledge to measurable behavior in real customer conversations.
Strategic Context
Guidewire is a comprehensive insurance platform that supports core operations across policy, billing, and claims, along with the workflows that power frontline teams. Many insurance organizations rely on Guidewire as the operational backbone for customer servicing and case outcomes, while enablement and compliance teams run structured onboarding, certifications, and ongoing updates to keep teams aligned with changing products and regulations.
What is often missing is a clear view of whether this knowledge is applied correctly in real customer interactions:
- Are teams communicating coverage and requirements accurately?
- Are they handling claims and documentation conversations with confidence and compliance?
- Are critical behaviors showing up consistently across customer touchpoints?
The Outdoo integration adds that missing execution layer by connecting Guidewire context and workflows to AI Roleplay and real conversation behavior data. This turns Guidewire-supported operations into a readiness engine where enablement, coaching, and compliance can be validated with evidence.
Where the Integration Fits
This integration supports the customer-facing talent lifecycle across insurance workflows, not just training delivery:
1. Onboarding and Role Readiness
Use Guidewire role context and frontline workflows to define what “ready” looks like for agents, adjusters, and support teams. Outdoo assigns AI Roleplays that simulate real insurance conversations (coverage, claims intake, renewals, documentation, escalations) to validate readiness before teams go fully live.
2. Practice and Certification
Roleplays are auto-scored against role-specific behaviors and compliance requirements. Results can support certification and signoff processes, providing proof that individuals can apply knowledge, not just complete modules.
3. Live Execution and Quality Monitoring
Outdoo analyzes real customer calls and interactions to detect whether key behaviors are present (accuracy, compliance language, empathy, next steps, documentation clarity). When gaps appear, coaching actions can be triggered for managers or enablement teams.
4. Continuous Reinforcement
If performance signals indicate recurring issues (for example, miscommunication of coverage terms or missed compliance steps), Outdoo can route individuals to the right reinforcement path: targeted practice scenarios, curated real-call examples, or formal learning content where applicable.
This creates a closed-loop enablement system that improves real performance, not just content consumption.
Using Outdoo Data in Guidewire
Outdoo extends Guidewire-driven workflows by adding readiness evidence and coaching insights:
- AI Roleplay and Readiness Scoring
Outdoo delivers and scores AI Roleplays, producing objective readiness signals that can be used to support frontline quality and performance processes.
- Real Conversation Insights
Live customer interactions are analyzed to highlight behavior patterns, coaching moments, and compliance risks, helping leaders understand what is happening in the field.
- High-Context Learning Assets
Curated playlists from real customer conversations can be packaged into best-practice examples that support ongoing enablement and quality improvement.
- Performance-Driven Development
Outdoo insights help teams move from generic coaching to targeted development tied to role expectations and real customer outcomes.
Using Guidewire Data in Outdoo
Guidewire context helps Outdoo personalize practice and coaching for insurance-specific roles:
- Role and Workflow-Based Targeting
When a module is completed, a relevant simulation is automatically assigned to reinforce or assess learning.
- Trigger Practice from Operational Milestones
Key milestones (onboarding stages, readiness checkpoints, role transitions) can automatically trigger relevant AI Roleplays to validate applied understanding.
- Close Gaps Between Knowledge and Execution
If someone performs well in structured learning but struggles in live customer situations, Outdoo can assign targeted simulations and coaching tasks to close the gap quickly.
- Unified Reporting
Combine Guidewire context with Outdoo roleplay and live interaction signals to create a holistic readiness dashboard for frontline performance and compliance.
Governance and Compliance
This integration supports the strict compliance needs of the insurance industry:
- Standards Compatibility
Outdoo content, including AI roleplays and curated call assets, supports SCORM, xAPI, and AICC.
- Certification Trail and Audit Readiness
Every activity is timestamped, version-controlled, and linked to behavioral data for a robust training compliance record.
- Enterprise-Grade Security
All data exchanges between Outdoo and Guidewire follow regional compliance protocols and enterprise security standards.
Integration Workflow
To enable the integration:
- Go to the Integrations page in Outdoo.
- Select Guidewire and authenticate using an admin account.
- Choose the workflows you want to activate:
- Export AI Sales Roleplay content to Guidewire as SCORM
- Assign roleplays based on Guidewire module completion
- Sync performance data for centralized reporting
- Export AI Sales Roleplay content to Guidewire as SCORM
Once connected, data sync happens automatically in the background.
Need Help?
For any questions or further assistance, feel free to contact our support team at support@outdoo.ai.
