Quoting Job Aids & Instructional Guides
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Ask Kodiak Job Aid & Nationwide's Commercial Appetite
This job aid will walk you through how to access Ask Kodiak to determine if a business aligns with Nationwide’s Commercial appetite.

Adding the Crime Endorsement 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.
ClearQuote and PolicyCenter Messaging and Underwriting Referrals
This job aid will help you understand the messages that you receive in ClearQuote throughout the quoting process, and how to respond to them. You will also learn about the referral process for Policy...
Contingencies and eSignature
This guide provides information about Contingencies and eSignature. (NOTE: Click a Section in the Table of Contents to go directly to that section.)
Commercial ReferenceConnect
This job aid reviews accessing and navigating in ReferenceConnect.
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.
Account Classification in ClearQuote
This instructional guide outlines the three-step process for classifying accounts in ClearQuote.
Searching for Commercial Documents in ReferenceConnect
This job aid will help you locate Commercial Forms, Manuals, and Supplemental Forms in Reference Connect.
Instructional Guide: @ccessHarleysville Portal Changes
This instructional guide will walk Harleysville agents through the portal changes for @ccessHarleysville as part of the Commercial Lines Transformation. NOTE: Does not include Account Setup.
ClearQuote and PolicyCenter Messaging and Underwriting Referrals
This job aid describes how system messaging works in ClearQuote. It also provides instruction on referring a new business quote in ClearQuote and an amendment in PolicyCenter.
Add a Line of Business in Agent Center Workspace (CL)
This instructional guide walks through the steps for adding a line of business to an existing Commercial Lines PolicyCenter account.
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.
Account Setup in ClearQuote (Commercial Lines)
This job aid will provide you with the steps to create a new Commercial Lines account in ClearQuote.
Commercial Lines Resources Job Aid
This job aid provides steps to access commonly requested Commercial Lines Tools & Resources.