Quoting Videos
On-demand resources

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Searches in Agent Center Workspace
Video runtime: 5 min 55 sec

This video describes how to search in Agent Center, and how to retrieve quoted and current accounts. This video is intended for personal lines, commercial lines,...
ClearQuote Account Set Up, Clearance and Reservation (Agent Center and HV)
Video runtime: 9 min 38 sec

In this video, learn how to set up an account in ClearQuote, plus observe how Account Reservation and Clearance work behind the scenes. 
Review and Quote in ClearQuote
Video runtime: 3 min 20 sec

This video shows the key features on the Review and Quote screen in ClearQuote. This video is intended for both commercial and farm agents.
Underwriting Issue for Agents: Alerts and Underwriting Referrals
Video runtime: 4 min 12 sec.

Discover the benefits of early messaging, and watch how easy it is to request approval in ClearQuote.
Create a GL Quote in ClearQuote
Video runtime: 4 min 19 sec

This video teaches you how to create a General Liability Quote in ClearQuote.
Create a Commercial Umbrella in ClearQuote
Video runtime: 2 min 30 sec

This video explains how to create a Commercial Umbrella quote in ClearQuote.
Create a WC in ClearQuote
Video runtime: 2 min 42 sec

This video describes the process for quoting a Workers Compensation policy in ClearQuote.
Create a BA in ClearQuote
Video runtime: 3 min 37 sec

This video describes the process for creating a Business Auto policy in ClearQuote.
Create a BOP in ClearQuote
Video runtime: 4 min 33 sec

This video explains how to create a Businessowners Policy in ClearQuote.
How to use eSignature in PolicyCenter
Video runtime: 0 min 48 seconds

This video reviews how to send documents via Docusign for eSignature.
Create an Inland Marine Quote in ClearQuote
Video runtime: 3 min 34 sec

This video describes the process for quoting a Commercial Inland Marine policy in ClearQuote.
Create a Commercial Property in ClearQuote
Video runtime 10 min 48 secs

This video will walk you through the steps of creating a Commercial Property quote in ClearQuote. For instructions on setting up an account in ClearQuote, con...
Issuing Policies in PolicyCenter
This 5 min video demonstrates the process of issuing Commercial policies in PolicyCenter.
Edit Quote and Issue Account in ClearQuote
Video runtime: 5:50
This video will review how to make edits to a quote pre-issue and how to issue an account in ClearQuote.