Quoting
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Account Classification in ClearQuote
This instructional guide outlines the three-step process for classifying accounts in ClearQuote.
Create a BOP in ClearQuote
Video runtime: 4 min 33 sec

This video explains how to create a Businessowners Policy in ClearQuote.
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.

Account Setup in ClearQuote (Commercial Lines)
This job aid will provide you with the steps to create a new Commercial Lines account in ClearQuote.
ClearQuote and PolicyCenter 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. You will also learn about the referral process for Policy...
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.
Edit Quote and Issue Account in ClearQuote
Video runtime: 5:50
This video will review how to make edits to a quote pre-issue and how to issue an account in ClearQuote.
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.)
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.
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...
Quoting Business Personal Property in ClearQuote
This job aid walks the user through the process of quoting Business Personal Property in ClearQuote.
Quoting Blanket Coverage in ClearQuote
This job aid walks the user through the steps of adding a Blanket to a Property quote in ClearQuote.
Create a WC in ClearQuote
Video runtime: 2 min 42 sec

This video describes the process for quoting a Workers Compensation policy in ClearQuote.
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.
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.
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.
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.
Commercial Lines Resources Job Aid
This job aid provides steps to access commonly requested Commercial Lines Tools & Resources.
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.
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. 
Create a Commercial Umbrella in ClearQuote
Video runtime: 2 min 30 sec

This video explains how to create a Commercial Umbrella quote in ClearQuote.
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.
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.
Searches in Agent Center Workspace
Video runtime: 5 min 55 sec

This video describes how to search in Agent Center, and how to retrieve quoted and current accounts. This video is intended for personal lines, commercial lines,...
Create a BA in ClearQuote
Video runtime: 3 min 37 sec

This video describes the process for creating a Business Auto policy in ClearQuote.
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.
BOP ByPeril Rating Plan
This job aid describes by-peril rating, which gives us the capability to price a policy by cause of loss.
Commercial ReferenceConnect
This job aid reviews accessing and navigating in ReferenceConnect.
How to use eSignature in PolicyCenter
Video runtime: 0 min 48 seconds

This video reviews how to send documents via Docusign for eSignature.
Searching for Commercial Documents in ReferenceConnect
This job aid will help you locate Commercial Forms, Manuals, and Supplemental Forms in Reference Connect.
Issuing Policies in PolicyCenter
This 5 min video demonstrates the process of issuing Commercial policies in PolicyCenter.