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
Practice setting up an account in ClearQuote (VTO)
Create a Quote in ClearQuote - BOP
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
Practice creating a quote in ClearQuote that refers to Underwriting.
Add a Loss Payee - BA
Practice adding a Loss Payee in PolicyCenter (VTO)
Add a Mortgagee in PolicyCenter - BOP
Practice adding a Mortgagee in PolicyCenter (VTO)
Customer Initiated Cancellation in PolicyCenter
Practice cancelling a policy (Customer-Initiated) in PolicyCenter (VTO)
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)
Add and Remove a Building in PolicyCenter (Property)
Practice adding and/or removing a building from a Commercial Property policy in PolicyCenter.
Amendment: Add Vehicle BA
Practice adding a vehicle to a business auto policy in PolicyCenter.
Create a Quote in ClearQuote - CU
Practice creating a Commercial Umbrella quote in ClearQuote.
Change Building Limit - Property
Practice changing the building limit on a Property policy.
Amendment: Add a Loss Payee - BA
Practice adding a Loss Payee to a Business Auto policy.
Change Building Limit BOP
Practice changing the building limit on a Businessowners policy in PolicyCenter (VTO).
Cancel a Line of Business - Customer Initiated
Practice cancelling a line of business on an account (customer-initiated).