Quoting
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Job Aid: Adding the Crime Endorsement in ClearQuote
This job aid walks agents through the process of adding the Crime endorsement to a Property policy in ClearQuote.
Instructional Guide: Apply Pricing Modifications in ClearQuote
This instructional guide will walk you through the process of applying eligible pricing modifications in ClearQuote (if applicable).
Job Aid: BOP ByPeril Rating Plan
This job aid describes by-peril rating, which gives us the capability to price a policy by cause of loss.
Instructional Guide: Show Me How
This instructional guide is intended to assist with accessing and using the Show Me How tool in ClearQuote and PolicyCenter.
Job Aid: Using CoreLogic to Resolve ITV Issues
This job aid provides the steps to use the CoreLogic tool in ClearQuote to resolve the Insurance to Value (ITV) issue in a first time, final manner.
Job Aid: ClearQuote Messaging and Underwriting Referrals
This job aid will help you understand the messages that you receive in ClearQuote throughout the quoting process, and how to respond to them.
Instructional Guide: eSignature, Contingencies and Trailing Documents
This guide provides information about Contingencies and eSignature, including how to upload documents into Document Vault. (NOTE: Click a Section in the Table of Contents to go directly to that secti...
Video: Introduction to Commercial Lines Transformation
Video runtime: 3 min 18 sec

This video is an introduction to Commercial Lines Transformation that familiarizes you with benefits for customers and for you.
Video: Searches in Agent Center Workspace
Video runtime: 2 min 34 sec

This video describes how the Agent Center workspace links to ClearQuote and PolicyCenter, explains how to search in Agent Center, and how to retrieve quoted and ...
Video: Introduction to ClearQuote - Commercial and Farm
Video runtime: 4 min 07 sec

This video introduces commercial and farm agents to the CLT quoting system, ClearQuote.
Video: 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. 
Video: 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.
Video: 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.
Video: Set up Billing and Issue Policy in PolicyCenter
Video runtime: 3 min 45 sec

This video walks through the process of setting up billing, issuing a quote, and completing the eSignature process in PolicyCenter. This video is intended for b...
Video: 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.
Video: Create a Commercial Umbrella in ClearQuote
Video runtime: 2 min 30 sec

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

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

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

This video explains how to create a Businessowners Policy in ClearQuote.
Video: Introduction to Crime
Video runtime: 3 min 01 sec

In this video learn about the new Crime endorsement and how to add it to a Property policy in ClearQuote.
Video: How to Create a BOP Quote (CA only)
Video runtime: 11 min 38 sec

This video illustrates quote navigation of a Businessowners policy in the legacy quoting system. Applicable for CA and NY only.
Job Aid: How to Access Commercial Center
This job aid reviews how to access the Nationwide Commercial Center website.
Job Aid: How to Access and Navigate in Agent Center
This job aid reviews how to access Agent Center and available features.
Job Aid: Commercial ReferenceConnect
This job aid reviews accessing and navigating in ReferenceConnect.
Job Aid: Access Policy's Document Vault
This job aid reviews how to access Document Vault to review and submit trailing documents.
Instructional Guide: Nationwide 360 Fleet Telematics in ClearQuote and PolicyCenter
This instructional guide provides a step by step process for adding the Telematics option to a quote in ClearQuote and an existing policy in PolicyCenter.
Job Aid: Account and Policy Number Formats Job Aid
This job aid introduces the consistent policy number format for commercial and farm accounts and policies.
Video: Introduction to Commercial Umbrella
Video runtime: 3 min 17 sec

This video provides an overview of the Commercial Umbrella in PolicyCenter.
Instructional Guide: Create a CIM in ClearQuote
This instructional guide walks you through how to create a Commercial Inland Marine policy in ClearQuote. NOTE: Includes how to add some coverages in PolicyCenter.
Video: Commercial Appetite Directory
This on-demand video reviews the Commercial Appetite Directory, including how to access the tool and decide what kind of risks fit into Nationwide's appetite.
Video: Locating declaration pages in PolicyCenter
Video runtime: 0 min 22 sec

This video reviews how to locate declaration pages in PolicyCenter.
Video: How to use eSignature in PolicyCenter
Video runtime: 0 min 48 seconds

This video reviews how to send documents via Docusign for eSignature.
Instruction Guide: Account Set Up in ClearQuote - Commercial, Harleysville, and Farm
This instructional guide provides the step by step process on setting up an account in ClearQuote. This guide includes Commercial/PCIO, Harleysville, and Farm accounts.
Video: 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.
Video: 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...
Video: Comparative Rater - Issuing a ClearQuote Account
Video runtime: 4 min 19 secs

This video will review how to issue a ClearQuote account when coming from a comparative rater.
Video: Comparative Rater - Making Changes
Video runtime: 2 min 53 secs

This video will review how to make edits pre-issue to a quote in ClearQuote.
Instructional Guide: Account Classification in ClearQuote
This instructional guide outlines the three-step process for classifying accounts in ClearQuote.
Job Aid: Searching for CLT Documents in ReferenceConnect
This job aid will help you locate CLT Forms, Manuals, and Supplemental Forms in Reference Connect.
Job Aid: 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...
Job Aid: Self Service Agent Toolkit
This document contains resources available on Self-Service, for both member facing capabilities as well as Agent resources.