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Self Service Agent Toolkit
This document contains resources available on Self-Service, for both member facing capabilities as well as Agent resources.
PolicyCenter Navigation
This instructional guide is intended To help agents navigate common PolicyCenter transactions. Also in this instructional guide is a quick reference for common transactions NOT conducted in PolicyCent...
How to Make a Change in PolicyCenter
Video runtime: 4 min 59 sec

In this video learn how to make a change to an account and a policy in PolicyCenter. This video is intended for both commercial and farm agents.
Member Initiated Cancellation
This instructional guide provides direction around how to complete a member initiated cancellation.
Reinstatements for Agents
This instructional guide provides step by step instructions for reinstating an eligible PolicyCenter policy.
NOTE: Reinstatement process is done in Agent Center, even if the policy is accessed ...
Apply Pricing Modifications
This instructional guide provides a step by step process for applying pricing modifications for Commercial and Farm policies that have migrated to PolicyCenter.
Auto ID Cards
This job aid provides the basic steps for accessing Auto ID cards from 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.
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...
Show Me How
This instructional guide is intended to assist with accessing and using the Show Me How tool in ClearQuote and PolicyCenter.
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...
Add a Line of Business in Agent Center Workspace
This instructional guide walks through the steps for adding a line of business to an existing 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.
Renewal Changes
This job aid walks agents through the process for making a Renewal Change in PolicyCenter.
Agent Notifications
This job aid provides a quick description of how agents receive notifications on their desktop portals.
Renewal Status
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
This job aid walks agents through the process of Stopping a Renewal if the customer no longer wants or needs the policy.
Migration Premium Capping (Commercial Lines)
This FAQ document provides answers to the most frequently-asked questions regarding premium capping during the policy migration process. (Commercial Lines policies only)
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.
Overview of Migration
Video runtime: 3 min 26 sec

This video introduces agents to the policy migration process and timeline.
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 ...
Service Accounts in accessHarleysville
Video runtime: 7 min 11 sec

In this video learn how accessHarleysville links to the ClearQuote and Guidewire's PolicyCenter system, plus watch how to service CLT accounts.
Rewrite an Account
Video runtime: 3 min 39 sec

In this video you will learn the steps of how to rewrite an account.
Insured Request Cancellations
Video runtime: 2 min 51 sec

In this video you will get a high level overview of how cancellations will be impacted with the implementation of CLT and PolicyCenter.
Agent Notifications
Video runtime: 3 min 56 sec

This video provides an introduction to the Agent Notification process for PolicyCenter accounts, including: How agents are notified, Accessing Agent Notification...
Reinstatements
Video runtime: 3 min 23 sec

This video shows a reinstatements overview and walks agents through the process of reinstating eligible accounts that have cancelled for non-pay.
Renewal Process
Video runtime: 5 min 05 sec

This video describes the CLT renewal process.
Renewal Not Taken
Video runtime: 2 min 20 sec

This video shows how to indicate in PolicyCenter that a renewal is not accepted or no longer needed for a policy.
How to Access Commercial Center
This job aid reviews how to access the Nationwide Commercial Center website.
How to Access and Navigate in Agent Center
This job aid reviews how to access Agent Center and available features.
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.
Access Policy's Document Vault
This job aid reviews how to access Document Vault to review and submit trailing documents.
Renewals in PolicyCenter
Video runtime: 11 min 22 sec

This video introduces renewal policies in PolicyCenter, including a demonstration of making a change to a policy in PolicyCenter.
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.
Account and Policy Number Formats
This job aid introduces the consistent policy number format for commercial and farm accounts and policies.
Adding a Line of Business in Agent Center
Video runtime: 0 min 50 sec

This video shows how to add a line of business to an existing account.
PolicyCenter Account Level Cancellation
Video runtime: 0 min 24 seconds

This video review how to complete an account level cancellation in PolicyCenter.
Adding an Additional Insured in PoilcyCenter
Video runtime: 0 min 55 sec

This video review how to add an additional insured in PolicyCenter for a Businessowners policy.
Adding an Endorsement in PolicyCenter
Video runtime: 0 min 43 sec

This video reviews how to complete adding an endorsement to a Businessowners policy in PolicyCenter.
Billing Info in PolicyCenter
Video runtime: 0 min 31 sec

This video reviews the high level billing information available in PolicyCenter.
Contingencies
Video runtime: 0 min 23 sec

This video reviews where you can locate contingencies in PolicyCenter.
Locating declaration pages in PolicyCenter
Video runtime: 0 min 22 sec

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

This video reviews how to send documents via Docusign for eSignature.
Navigating Policycenter
Video runtime: 1 min 26 sec

This video reviews how to navigate in PolicyCenter and what self-service options are available in PolicyCenter.
Policy Level Cancellation in PolicyCenter
Video runtime: 0 min 30 sec

This video reviews how to complete a policy level cancellation in PolicyCenter.
Quoting Changes in PolicyCenter
Video runtime: 0 min 58 sec

This video reviews quoting a change PolicyCenter and providing premium and coverage change information to the customer.
Underwriting Referrals in PolicyCenter
Video runtime: 0 min 54 sec

This video reviews how to locate underwriting issues in PolicyCenter.
Monitoring Renewals
Video runtime: 0 min 22 sec

This videos show where to monitor renewal activity.
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...
Searching for CLT Documents in ReferenceConnect
This job aid will help you locate CLT 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...
Certificates of Insurance
This presentation provides a general overview of the importance of Certificates of Insurance and the process of issuing those certificated on the Nationwide Agent Center platform.
Commercial Change Request Form (CCRF) Guide - LEGACY
How to use the Commercial Change Request Form (CCRF) to submit amendments for LEGACY Agent Center Business
Create Temporary POI
Steps to create a temporary POI for newly purchased/acquired vehicle
Certificates of Insurance - Job Aid
Create new and access existing Certificates of Insurance
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.
Introduction, Navigate, and Search in PolicyCenter
Video runtime: 7 min 11 secs

This video shows how Guidewire's PolicyCenter streamlines the policy change process. This video is designed for both commercial and farm agents.
Job Aid: Policy Migration Time Line
This one-page job aid outlines the of a migrating policy, from 120 Days Prior to Effective Date up to Effective Date.