Operational Execution Call

1 MBR Initiatives · 9 workstreams · Kicked off 8/24/26 · Open Sprintkeep → MBR P1 items — Guidewire Top Enhancements →

MBR Project — Ranked Backlog · source: Sprintkeep · rank from mbr_rank, status live from Jira · loading… KICKED OFF 8/24

42 ranked · 0 finished · 6 initiatives · 2 not in the Jira mirror

2 not started 13 in requirements 16 in dev 5 in QA 1 PO review 3 awaiting release 0 done

Priority 1 — targeted releases up to 10/29/26 · 45

Epic #

Title

Priority

Jira status · BA

Release

Lead

Hrs

1P1

GWMAIN-18111MBR-04-P1PolicyCenter

MBR-04 - HH1 - PC/DIG: Default Billing Contact to PNI Mailing Address

CRITICAL

PO REVIEWAshley RinneBADONESathya Ramamoorthy

9/21/26R4.9.1GWMAIN 2026-11

Ashley Rinne

124.9

2P1

GWMAIN-19706MBR-04-P1PolicyCenter

MBR-04 PC: Pass Policy Address to Billing Center

CRITICAL

READY FOR DEVJessica UnikBADONESathya Ramamoorthy

10/15/26R4.10.1GWMAIN 2026-11

Ashley Rinne

15

3P1

GWMAIN-14036defectMBR-03-P1BillingCenter

MBR-03 ESD - BillingSystem queue - class com.guidewire.pl.web.controller.UserDisplayableException: Invoice Items total ($X); but Charge amount is ($Y)

CRITICAL

NEEDS FEEDBACK

Data FixProd Defects 2026 - 11

Jessica Unik

—

4P1

GWMAIN-10090MBR-03-P1PolicyCenter

MBR-03 Feature Request -Make Billing Contact required on the PC Payment screen to stop the 'empty Billing Contacts / Payer Type' policy-change errors that back up the BC message queue

CRITICAL

DEVLigiBADONEupendran chandrababu

10/15/26R4.10.1GWMAIN 2026-11

Jessica Unik

23

5P1

GWMAIN-19035defectMBR-03-P1PolicyCenter

MBR-03 ESD Escalation - BillingSystem message queue issue #7 - The operation cannot be performed on a closed PolicyPeriod. The PolicyPeriod that is the target of the operation is closed.

HIGH

QA

10/1/26R4.10Prod Defects 2026 - 11

Jessica Unik

—

6P1

GWINIT-6012MBR-04-P1Digital

MBR-04-P1 - HH5 - Address Duplicate and Address Label change - PC

HIGH

DEVAshley RinneBADONESathya Ramamoorthy

10/15/26R4.10.1GWINIT 2026-11

Ashley Rinne

4.9

Ranked list loads from mbr_rank on sync.

2 Operations Issues — Triage Portal · rolling 7 days · Open triage portal →

This Week at a Glance · loading… WoW —

— Week totals not loaded Volume, spike counts and the unfiled share come from the live pull — hit Sync now.

Top clusters · triage portal totals

400 error 131 Render Exception 71 Changed by another user 56 Password reset emails 32

Tracked Issues · weekly report counts, 7 days ending today · as of build until sync 4 TRACKED

1

Customer portal shows 400 error after successful e-delivery signup or password reset GWMAIN-15424 GWMAIN-18148TRACKED

Login issues9 agents · 27 last wk · 218 total since 8/4

Last report9/21/26 · none since

The policy E-Delivery portal opt-in succeeds, then the insured gets a “400 Login failed” error when trying to log in online.

PMO updateHot fix was deployed for GWMAIN-15424 on 8/20, but the issue was still being reported 8/21–8/28 after the fix. GWMAIN-18148 is the follow-up epic to remove duplicate Customer Portal emails. Once that is resolved the 400 error will stop occurring.cshu · 9/6

10this week▼ 63% vs last wk

2

Billing Center not found or shows Render Exception for policy GWMAIN-14038 GWMAIN-16675TRACKED

Billing issues5 agents · 4 last wk · 93 total since 8/4

Last report9/24/26 · 4 days ago

Insured cannot pay online. Clicking the billing button returns “Render Exception” with a second error at the top of the PolicyCenter page; payment is due.

PMO updateData fix deployed 8/13 evening — policy-not-found in BillingCenter should be resolved. Two further tickets still open: GWMAIN-14038 and GWMAIN-16675.cshu · 8/31

5this week▲ 25% vs last wk

3

Customers receive unsolicited password reset emails repeatedly GWMAIN-16055 GWMAIN-18460TRACKED

Login issues5 agents · 6 last wk · 65 total since 8/4

Last report9/24/26 · 4 days ago

Customer signed up for e-delivery 7/31 and has received a password reset email every day since, without ever initiating a request. Screenshot attached.

PMO updateGWMAIN-18460 added under this issue — portal email cleanup effort.cshu · 9/8

8this week▲ 33% vs last wk

4

Declaration page shows wrong agency name after BOR change GWMAIN-7184TRACKED

Document / forms issues2 agents · 3 last wk · 25 total since 8/4

Last report9/21/26 · none since

Dec page displays old or incorrect agency name even though system shows correct agency and contact information.

2this week▼ 33% vs last wk

Counts are the rolling 7 days ending today (9/21–9/28), as of this build — live sync refreshes them.

3 New Programs

CA Accredited Wildfire Program

IN PROGRESS

NEW

Deployment: TBD

Launch: December 1, 2026 (target)

Technology / Status

Initial discovery meeting held 9/11/26. Requirements gathering began 9/21/26 and is underway.

Roadblocks / Concerns

No update provided.

Agent Training

No update provided.

Communications

No update provided.

CA Wildfire Program (True)

IN PROGRESS

NEW

Deployment: TBD

Launch: January 1, 2027 (target)

Technology / Status

Requirements gathering began 9/23/26 and is underway.

Roadblocks / Concerns

No update provided.

Agent Training

No update provided.

Communications

No update provided.

Countrywide

TBD

Deployment: TBD

Launch: TBD (APD)

Technology / Status

Final changes being made to APD. APD is starting development. Kickoff meeting held for both Countrywide and Colorado on 6/1. Product model requirements delivered on 7/2.

Roadblocks / Concerns

No update provided.

Agent Training

No update provided.

Communications

No update provided.

Colorado

PLANNED

Deployment: TBD

Launch: February 1, 2027 (target)

(was January 5, 2027)

Coverage: HO3 & DP3

Technology / Status

Requirements gathering began 6/4/26. Product model requirements delivered on 7/8/26. Standard boilerplate countrywide model will be developed in tandem.

Product model — handed off (dev started)
Validation rule — handed off
ACV rule — handed off (dev started)
UW rule — handed off
Rating — working on review comments
Forms — sent for sign-off

Roadblocks / Concerns

No update provided.

Agent Training

No update provided.

Communications

No update provided.

Tennessee

PLANNED

NEW

Deployment: TBD

Launch: April 1, 2027 (target)

Technology / Status

Requirements gathering begins 11/15/26.

Roadblocks / Concerns

No update provided.

Agent Training

No update provided.

Communications

No update provided.

Oregon

PLANNED

NEW

Deployment: TBD

Launch: TBD

Technology / Status

No dates set. Requirements gathering not yet scheduled.

Roadblocks / Concerns

No update provided.

Agent Training

No update provided.

Communications

No update provided.

TX HO-2

DEPLOYED

Admitted Incline

Deployment: September 4, 2026

(was September 3, 2026)

Launch: September 4, 2026

Technology / Status

Deployed to production and live 9/4
Comp Rater dev and testing 100% complete
UAT 100% complete
Regression 100% complete
17 open defects, 9 back for retest
Environment issues being mitigated
DOI rating approval received
Two-week warranty period only covers production defects
Day 2 enhancements to be prioritized with the Maintenance track

Agent Training

No update provided.

Communications

No update provided.

CA HO-2

DEPLOYED

Deployment: June 30, 2026

(was June 11, 2026)

Launch: July 6, 2026

Launch Events: July 7 & July 9, 2026

Technology / Status

CA HO-2 deployed to production successfully.

GWMAIN-14754 — Defect to address incorrect carriers returning for CA HO-2. Deployed in 4.5.1.1.

Agent Training

Completed

Communications

Completed

Transverse

DEPLOYED

1st Deployment: April 30, 2026 (in system)

2nd Deployment: July 16, 2026

Launch: July 17, 2026

Technology / Status

Launched first deployment 4/30.

CDI approval received 7/1.

Second deployment: coverage change and addition of 2 new forms.

Requirements for coverage and forms changes approved, tracked under GWPRO-6442.

Forms delivered to GhostDraft on 6/23.

Forms delivered from GhostDraft on 7/9.

Roadblocks / Concerns

None.

Agent Training

Completed

Communications

Completed

4 D2C

Phase 2 Flagged Defects · Fixed in the R4.7.0.1 hotfix · Deployed 8/5/26 RESOLVED

1

Coverage resetting to zero when adding additional coverages / missing additional coverage single limit for water for Signature products GWMAIN-16318

D2C · Caelin Sheahan · Production Defect — Critical. Shipped in R4.7.0.1 on 8/5/26 (was targeted at R4.7.1 / 8/13).

CRITICALDONE 4.7.0.1

2

California condo D2C not defaulting to “Less than $1,000,000” — APD update needed GWMAIN-16422

D2C · Caelin Sheahan · Production Defect — Critical. Quotes were routing to the declination screen. Shipped in R4.7.0.1 on 8/5/26.

CRITICALDONE 4.7.0.1

5 Special Projects

Sircon License Check DEPLOYED → 8/28/26 PHASE 2 → TBD

Phase 1 — Deployed 8/28/2026

Includes the full core license check integration:

POWS Integration (new agency and agent license checks at onboarding)
PAWS Integration (verify the agent and agency are authorized to sell — valid state license and appointment)
OBDF Integration (outbound data feed with recent changes to producer records)
Production Data Load to Sircon

Phase 2 — Target Go-Live: TBD

Failure Notification Workflow for POWS (automated alerts when license checks fail)
Retry Mechanism for POWS (automated retry logic across all packet types; manual handling will be used in Phase 1)
Agency/Agent Deactivation via POWS (bulk deactivation processing deferred until Phase 1 workflows are stabilized)
PolicyCenter OBDF Enhancements (misc updates)

HubSpot Agent Onboarding Portal PHASE 1 → 10/29/26 PHASE 2 → TBD

Phase 1 — Target Go-Live: 10/29/2026

(was 9/24/2026)

Includes the full end-to-end onboarding experience:

Agency Onboarding Portal (guided workflows, document upload, e-signature via DocuSign)
Onboarding Portal APIs (agent/agency create, update, deactivation, and commission plan integration)
PolicyCenter integration (data sync, state/product permissions, agent wallet via One Inc)
SSO Integration (Auth0 for external agents, Entra for internal agents)
Data Migration (organization, agency, and agent data load to UAT and PROD)
Welcome Email Flows (PolicyCenter, Digital, and HubSpot changes)

Phase 2 — Target Go-Live: TBD

Bulk API Operations (bulk agency/agent creation, update, and deactivation APIs; individual record operations are supported in Phase 1)
Agency Book Roll (deactivating agencies with active book of business; bulk producer code change)

6 Renewal Retention

Retention Metrics · Weekly cohort retention · cohorts through 9/21 · data as of 9/27

CA Data Migration

87.9% complete as of 9/28

Migration Retention

87.83% as of 9/27

Recent update

Courtesy Renewal Notices began mailing the week of 8/7.
Insureds receive the notice around the −10 to −15 day mark ahead of the renewal effective date.

cshu · 9/8

	Mo1				Mo2				Mo3				Mo4				Mo5				Mo6				Mo7
Cohort	Wk1	Wk2	Wk3	Wk4	Wk5	Wk6	Wk7	Wk8	Wk9	Wk10	Wk11	Wk12	Wk13	Wk14	Wk15	Wk16	Wk17	Wk18	Wk19	Wk20	Wk21	Wk22	Wk23	Wk24	Wk25	Wk26	Wk27	Wk28
3/16	76.8	79.0	81.6	83.0	84.1	84.6	85.5	86.5	86.8	86.9	87.0	87.0	87.0	87.0	87.1	87.1	87.1	87.0	87.1	86.8	86.8	87.0	87.1	87.1	87.1	87.1	87.1	87.1
3/23	77.5	79.2	81.7	82.9	83.9	84.3	85.9	86.4	86.6	86.8	86.9	86.9	87.0	87.1	87.1	87.1	87.1	87.1	86.7	86.7	87.0	87.0	87.0	87.0	87.0	87.0	87.0
3/30	78.7	80.8	83.1	84.5	85.6	86.9	87.8	88.1	88.3	88.3	88.3	88.3	88.3	88.4	88.4	88.4	88.4	87.9	87.9	88.3	88.3	88.3	88.3	88.3	88.3	88.3
4/6	78.0	80.7	83.4	84.5	86.0	87.0	87.6	87.6	87.8	87.8	87.8	87.9	87.9	87.9	87.9	87.9	87.8	87.8	87.9	87.9	87.9	87.9	87.8	87.8	87.8
4/13	77.8	81.4	83.7	85.1	86.5	87.1	87.4	87.5	87.5	87.6	87.6	87.6	87.6	87.7	87.7	87.5	87.4	87.5	87.5	87.5	87.5	87.5	87.5	87.5
4/20	77.4	81.3	84.0	86.0	87.3	87.8	88.2	88.4	88.4	88.4	88.4	88.4	88.4	88.5	88.3	88.3	88.3	88.4	88.4	88.3	88.3	88.3	88.3
4/27	78.2	82.3	85.1	87.2	87.9	88.4	88.8	88.9	88.9	88.9	88.9	88.9	88.9	88.7	88.7	88.8	88.8	88.8	88.8	88.8	88.8	88.8
5/4	75.6	79.6	83.0	84.9	86.4	86.8	87.1	87.2	87.2	87.3	87.3	87.3	87.2	87.2	87.2	87.2	87.2	87.2	87.2	87.2	87.2
5/11	78.2	81.8	84.5	86.2	87.2	87.7	88.1	88.1	88.2	88.2	88.2	88.2	88.2	88.2	88.2	88.1	88.1	88.1	88.1	88.1
5/18	76.4	81.2	84.6	85.9	86.7	87.3	87.7	87.8	87.9	88.0	88.0	88.0	88.0	88.0	88.0	88.0	88.0	88.0	87.9
5/25	77.6	82.1	85.6	87.1	88.0	88.5	88.6	88.7	88.7	88.7	88.8	88.8	88.8	88.7	88.7	88.7	88.7	88.7
6/1	78.3	82.4	84.4	86.4	87.5	87.9	88.2	88.3	88.3	88.3	88.3	88.3	88.3	88.3	88.3	88.3	88.3
6/8	74.8	78.4	81.8	83.9	85.4	86.0	86.6	86.8	86.8	86.8	86.8	86.9	86.8	86.8	86.8	86.8
6/15	75.4	80.0	83.2	84.8	85.9	86.5	86.9	87.1	87.1	87.1	87.1	87.1	87.1	87.1	87.1
6/22	76.6	80.7	83.0	84.6	85.7	86.4	86.9	87.1	87.1	87.1	87.1	87.1	87.1	87.1
6/29	78.0	81.6	84.0	85.9	87.3	87.8	88.1	88.2	88.2	88.2	88.2	88.1	88.1
7/6	75.0	78.6	82.2	84.4	85.8	86.5	86.8	87.0	87.1	87.1	87.1	87.1
7/13	75.2	79.8	83.4	85.5	86.9	87.4	87.8	87.9	88.0	88.0	88.0
7/20	75.1	79.2	82.5	84.2	85.5	86.3	86.8	86.9	87.0	87.0
7/27	77.5	81.5	83.9	85.5	86.4	87.1	87.5	87.5	87.5
8/3	77.6	81.6	84.6	85.6	86.7	87.2	87.5	87.6
8/10	77.5	82.0	84.8	86.0	86.8	87.8	88.2
8/17	77.3	82.4	85.0	85.9	86.7	87.4
8/24	77.2	82.0	84.0	85.2	86.1
8/31	79.7	82.7	84.7	85.7
9/7	78.1	82.1	85.1
9/14	78.7	82.7
9/21	80.0

Weekly cohort retention by reporting week (Wk1–Wk28).

Color scale (per week column): LowerHigher No data yet Relative ranking vs. other cohorts at the same week-age — not absolute retention.

MBR-02 Priority 1 · source: Guidewire Project Plan · loading… 11 ITEMS

Ticket

Item

Priority

Status

BA

Lead

Rel

Hrs

1

GWMAIN-17814BCGWMAIN-17834PCMBR-02-P1Jira #24-25

BC: Establish a Grace Period for Renewals

CRITICAL

DONEShweta Shar…

READY FOR DEV

David Poplaski

—

1.0

2

GWMAIN-18471PCGWMAIN-18480BCMBR-02-P1Jira #26-30

PC: Create new event for +45 day expiration document to be sent

CRITICAL

DONEShweta Shar…

READY FOR DEV

David Poplaski

—

3

GWMAIN-12676MBR-02-P1Jira #27

DIG: Pending Cancellations Tile (Part 2) - Grace Period

CRITICAL

DONEShweta Shar…

NEEDS FEEDBACK

David Poplaski

R4.10

23.3

4

GWMAIN-18488MBR-02-P1Jira #28

GD: Dynamic Form - New Template - Second reminder notice at +18-days

HIGH

DONEShweta Shar…

READY FOR DEV

David Poplaski

—

5

GWMAIN-16952MBR-02-P1Jira #29

Feature Request - Add New Renewal Reminder Form

CRITICAL

IN PROGRESSShweta Shar…

REQUIREMENTS

David Poplaski

—

3.0

Showing 5 of 11 — scroll for the rest.

7 Release 4.10 · Deploys 10/1/26 · planned

Release 4.10 Scope · source: Sprintkeep · loading… —

Scope loads from epics_jira and jira_defects on sync.

8 Release 4.10.1 · Deploys 10/15/26 · planned

Release 4.10.1 Scope · source: Sprintkeep · loading… —

Scope loads from epics_jira and jira_defects on sync.

9 Release 4.9.1 · Deployed 9/21/26

Release 4.9.1 Scope · source: Sprintkeep · loading… —

Scope loads from epics_jira and jira_defects on sync.

Deployed — GWMAIN-9858 — CSL logic for the $50K water limit is conditional. The $50K limit is only available where Coverage A + C + D ≥ $50K; below that, only the $25K limit applies. Built into APD and BA work closed; shipped in R4.9.1 on 9/21.

Operational Execution Call — Agenda

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