Commercial Lines Transformation

Practice Resources

Practice Resources

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VTO User Guide for Harleysville Agents
Consult this guide to access the CLT systems (the VTO); this will allow Harleysville appointed agents to work through the Scenarios in Session 3. Also use this guide to access the training systems for...
VTO User Guide for PCIO Agents
Consult this guide to access the training CLT systems (the VTO): this will allow Nationwide (non-Harleysville) agents to work through the Scenarios in Session 3. Also use this guide to access the tra...
Set Up an Account in accessHarleysville
CLT setting up an account in accessHarleysville Scenario Card.
Set Up an Account in ClearQuote Agent
Practice setting up an account in PolicyCenter (VTO)
Create a Quote in ClearQuote - BOP Bakery
This scenario was designed to be used for the Scenario Workshop for CLT training, but it can also be used for VTO practice at any time.
Create a Quote in ClearQuote - BOP Florist
Practice creating a BOP quote in ClearQuote (VTO)
Create a Quote in ClearQuote - BA
Practice creating a BA quote in ClearQuote (VTO)
Create a Quote in ClearQuote - WC
This is a scenario that allows you to practice quoting a Workers Compensation policy.
Create a Quote in ClearQuote - GL
This VTO scenario will walk you through the steps for creating a General Liability quote in ClearQuote.
Create a Quote and Refer to UW
CLT Create a Quote and refer to Underwriting.
Add a Loss Payee in PolicyCenter - BA
Practice adding a Loss Payee in PolicyCenter (VTO)
Add a Mortgagee in PolicyCenter
Practice adding a Mortgagee in PolicyCenter (VTO)
Changing a Building Limit in PolicyCenter
Practice changing the building limit in PolicyCenter (VTO)
Customer Initiated Cancellation in PolicyCenter
Practice cancelling a policy (Customer-Initiated) in PolicyCenter (VTO)
Cancel a LOB - Customer Initiated
Customers may request a line of business on their account to be cancelled. This scenario card will help you complete a customer-initiated policy cancellation in PolicyCenter®.
Search and Display Account Information
Practice searching and displaying account information in PolicyCenter (VTO)
Search and Display Policy Info in PolicyCenter
Practice searching and displaying policy information in PolicyCenter (VTO)