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URL:  https://boards.fool.com/hi-bob-and-matt-databasebob-said-i-got-the-34115113.aspx

Subject:  Re: Guidewire: Deep Dive Date:  1/21/2019  1:38 PM
Author:  CMFSwift Number:  50718 of 57856

Hi Bob and Matt:

DatabaseBob said: I got the impression at the time that they weren't head-to-head competitors, although both are players in insurance industry automation. My impression is that Ebix' software was designed at smoothing the flow of data between insurers and their agents across a wide swath of insurance categories, while Guidewire was purely working on P&C insurance and seeking to replace systems that are internal to the insurer.

This is how I would characterized each companies' position in the market, as well (although DBBob said it better than I would have, as I have never looked into Ebix in a serious way).

As I mentioned in deep dive, Duck Creek is GWRE most direct competitor. It's worth noting that while some former Duck Creek customers have moved to Guidewire software, no customers have ever gone the other way. In fact, no customer of Guidewire has ever transitioned to a competitor's software in the history of the company. Here is a video of Ryu where he says just that and he also provides good background on the company, it's focus on the customer, its products and competitive advantage in a rapidly changing industry landscape.

https://www.youtube.com/watch?v=-RUfurdZW7A

Best, Swift...
Long GWRE
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