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...
Auto ID Cards
This job aid provides the basic steps for accessing Auto ID cards from PolicyCenter.
Renewal Changes (CL)
This job aid walks agents through the process for making a Renewal Change in PolicyCenter.
Renewal Status (CL)
This job aid explains the importance of knowing a PolicyCenter policy's renewal status (Commercial and Farm), and where to find the status in Agent Center, accessHarleysville, and PolicyCenter.
Renewal Change Window
This job aid explains the window of time you have to make a change to a Commercial or Farm renewal before it is issued.
Stopping a Renewal (CL)
This job aid walks agents through the process of Stopping a Renewal for a PolicyCenter policy if the customer no longer wants or needs the policy.
Commercial ReferenceConnect
This job aid reviews accessing and navigating in ReferenceConnect.
Access Policy Viewer
This job aid reviews how to access Policy Viewer for policy transaction information for policies not 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.
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.
Member Initiated Cancellation
This instructional guide provides direction around how to complete a member initiated cancellation.
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.)
Searching for Commercial Documents in ReferenceConnect
This job aid will help you locate Commercial Forms, Manuals, and Supplemental Forms in Reference Connect.
Paperless Selection at Point of Sale/Service
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, an...
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.
Self Service Agent Toolkit
This document contains resources available on Self-Service, for both member facing capabilities as well as Agent resources.
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.
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 instructional guide helps you navigate the Agent Center workspace (CL), including CLT accounts.
PolicyCenter Navigation Instructional Guide
This instructional guide details how to complete common PolicyCenter Commercial Lines Servicing transactions.
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.

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.