Servicing Job Aids & Instructional Guides
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Agent Notification - Notification Types
This job aid describes the different types of notifications that agents will receive on their desktop portals and via email - Actionable, Informational, and Important. It also indicates each notifica...
Add a Line of Business to the Umbrella Policy
This instructional guide walks agents through the process of adding a line of business to an existing Commercial Umbrella policy in PolicyCenter.
Add an Out of State Location GL
This instructional guide takes agents through the steps for adding an out of state location in General Liability.
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.
Search Agent Center Workspace (CL)
This job aid outlines the steps to search for a client on the Agent Center Workspace home page and view the Client Summary.
Agency Notifications - Commercial Lines Policy Activities Job Aid
This job aid will detail the setup and management of PolicyCenter Commercial Policy Activity notifications within Agent Center.
Commercial Lines Resources Job Aid
This job aid provides steps to access commonly requested Commercial Lines Tools & Resources.
Changing or Stopping a Renewal
This job aid will provide you with the information and steps to change or stop a commercial lines policy renewal.
Account & Policy Level Cancellations
This job aid will provide you the steps to complete a policy level and account level member-initiated cancellation.
PolicyCenter Common Transactions
This job aid will provide you with the steps to complete common servicing transactions.
Auto ID Cards in PolicyCenter
This job aid provides the basic steps for accessing Auto ID cards from PolicyCenter.
PolicyCenter Underwriting Referrals
This instructional guide will help you address the referral messages when quoting policy changes in PolicyCenter®
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.
Add a Line of Business in PolicyCenter
This job aid details how to add a line of business to an existing Commercial Account.
Locating Policy Documents Job Aid
This job aid will walk you through the process of locating existing customer documents.
Commercial Appetite Directory Job Aid
This job aid provides step by step instructions for accessing Nationwide's Small Commercial Appetite.