Servicing
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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.

Agency Notifications - Commercial Lines Policy Activities Job Aid
This job aid will detail the setup and management of PolicyCenter Commercial Policy Activity notifications within Agent Center.
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...
How to Make Changes in PolicyCenter
Video runtime: 8 mins 30 sec
This video demonstrates how to complete a few examples of both Account and Policy Level changes in PolicyCenter.
PolicyCenter Common Transactions
This job aid will provide you with the steps to complete common servicing transactions.
Issuing Policies in PolicyCenter
Video runtime: 5 min
This video demonstrates the process of issuing Commercial policies in PolicyCenter, including the eSignature.
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.
PolicyCenter Underwriting Referrals
This instructional guide will help you address the referral messages when quoting policy changes in PolicyCenter®
Changing or Stopping a Renewal
This job aid will provide you with the information and steps to change or stop a commercial lines policy renewal.
Account & Policy Level Cancellations
This job aid will provide you the steps to complete a policy level and account level member-initiated cancellation.
Commercial Lines Resources Job Aid
This job aid provides steps to access commonly requested Commercial Lines Tools & Resources.
Add a Line of Business in PolicyCenter
This job aid details how to add a line of business to an existing Commercial Account.
Paperless Preference at Point of Sale Job Aid
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.
Auto ID Cards in PolicyCenter
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.
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.
Search Agent Center Workspace (CL)
This instructional guide helps you navigate the Agent Center workspace (CL), including CLT accounts.
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.
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.
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.
Contingencies
Video runtime: 0 min 23 sec

This video reviews where you can locate contingencies in PolicyCenter.
Underwriting Referrals in PolicyCenter
Video runtime: 0 min 54 sec

This video reviews how to locate underwriting issues 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.
Rewrite an Account
Video runtime: 3 min 39 sec

In this video you will learn the steps of how to rewrite an account.
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.
FAQ Agency Driver & Vehicle Change Self Service
This FAQ addresses additional ways to self-serve and complete simple business auto vehicle and driver transactions. This is an exciting step in optimizing our agent-facing technology that makes doing ...
Searching Commercial Documents in ReferenceConnect
This job aid will help you locate Commercial Forms, Manuals, and Supplemental Forms in ReferenceConnect.
Locating Policy Documents Job Aid
This job aid will walk you through the process of locating existing customer documents.
Client Searches in Agent Center Workspace
Video runtime: 5 min 38 sec
This video describes how to search in Agent Center, and how to retrieve quoted and current accounts.