Quoting Job Aids & Instructional Guides
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Adding the Crime Endorsement to Property in ClearQuote
This job aid walks agents through the process of adding the Crime endorsement to a Property policy in ClearQuote.
BOP ByPeril Rating Plan
This job aid describes by-peril rating, which gives us the capability to price a policy by cause of loss.
Job Aid: Show Me How
This job aid is intended to assist with accessing and using the Show Me How tool in ClearQuote and PolicyCenter.
Using CoreLogic to Resolve ITV Issues
This job aid provides the steps to use the CoreLogic tool in ClearQuote to resolve the Insurance to Value (ITV) issue in a first time, final manner.
Create a CIM in ClearQuote
This instructional guide walks you through how to create a Commercial Inland Marine policy in ClearQuote. NOTE: Includes how to add some coverages in PolicyCenter.
Quoting Blanket Coverage in ClearQuote
This job aid walks the user through the steps of adding a Blanket to a Property quote in ClearQuote.
Quoting Business Personal Property in ClearQuote
This job aid walks the user through the process of quoting Business Personal Property in ClearQuote.
Commercial Lines Resources Job Aid
This job aid provides steps to access commonly requested Commercial Lines Tools & Resources.
ClearQuote Messaging and Underwriting Referrals
This instructional guide will help you understand the messages that you receive in ClearQuote® throughout the quoting process, and how to respond to them.
Paperless Preference at Point of Sale Job Aid
This job aid describes how policies default to paperless at point of sale, steps to update at point of sale, tips for advocating Paperless policy preferences and setting expectations for customers.
Contingencies and eSignature
This job aid describes what contingencies are and the eSignature process to complete them.
Account Setup in ClearQuote
This job aid details account setup and classification in ClearQuote.
Commercial Appetite Directory Job Aid
This job aid provides step by step instructions for accessing Nationwide's Small Commercial Appetite.