Guidewire Software Analyst Day Thursday, September 18th © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 1 Safe Harbor This presentation is for informational purposes only and is not an offer to sell securities or a solicitation of an offer to buy any securities, and may not be relied upon in connection with the purchase or sale of any security. This presentation is proprietary and is intended solely for the information of the persons to whom it is presented. It may not be retained, reproduced or distributed, in whole or in part, by any means (including electronic) without the prior written consent of Guidewire Software. This presentation contains forward-looking statements. All statements other than statements of historical fact contained in this presentation are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “believes,” “estimates,” “predicts,” “potential” or “continue” or the negative of these terms or other comparable terminology. These statements are only current predictions and are subject to known and unknown risks, uncertainties and other factors that may cause our or our industry’s actual results, levels of activity, performance or achievements to be materially different from those anticipated by the forward-looking statements. These forward-looking statements are subject to a number of risks, including those described under the heading “Risk Factors” in our periodic reports we have filed with the Securities and Exchange Commission (the “SEC”). Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements. Except as required by law, we are under no duty to update or revise any of the forward-looking statements, whether as a result of new information, future events or otherwise, after the date of this presentation. In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures. These non-GAAP financial measures are in addition to, and not a substitute for or superior to, measures of financial performance prepared in accordance with U.S. GAAP. This presentation contains statistical data that we obtained from industry publications and reports generated by third parties. Although we believe that the publications and reports are reliable, we have not independently verified this statistical data. © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 2 Agenda Time Topic Speaker 1:00 − 1:45pm Company Update Marcus Ryu, CEO, Guidewire 1:45 − 2:15pm Sales & Organization Scott Roza, SVP, Worldwide Sales Update 2:15 − 2:30pm Break 2:30 − 3:15pm Case Study 1: CAA Matthew Turack, VP, CAA Insurance Company Insurance 3:15 − 4:00pm Case Study 2: ADAC AG Günter Weinrauch, CIO, ADAC AG 4:00− 4:45pm Partner Perspective Rajcan Surface, Director, Insurance Core System Transformation, PwC 4:45 − 5:00pm Financial Update Karen Blasing, CFO, Guidewire 5:00 − 6:00pm Cocktail reception © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. Company Update Marcus Ryu, CEO • 4 Mission and Value Proposition s © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 5 Our Mission To build software products that transform the global P/C insurance industry… …and to ensure that every customer succeeds in the journey © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 6 P&C Insurance: Large and Pervasive Global P&C Premiums Diverse Lines of Business 100% = ~$2 trillion APAC 20% Americas 44% EMEA 36% Source: Swiss Re, AM Best, NAIC (2013) © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 7 What Insurers Do: The P&C Lifecycle Serving and Selling policies billing customers Defining and Managing claims pricing risks Policyholder © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 8 Legacy Core System Environments Hard-coded, unstructured Extremely complex © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 9 Guidewire InsuranceSuite • Full legacy replacement PolicyCenter • Pre-integrated but can be implemented individually • Flexible and upgradeable BillingCenter ClaimCenter © Guidewire Software, Inc. All rights reserved. Do not distribute without permission.