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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.
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.

How to Make Changes in PolicyCenter
This video demonstrates how to complete a few examples of both Account and Policy Level changes in PolicyCenter.
Member Initiated Cancellation
This instructional guide provides direction around how to complete a member initiated cancellation.
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.
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.)
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.
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 (CL)
This instructional guide walks through the steps for adding a line of business to an existing Commercial Lines 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 (CL)
This job aid walks agents through the process for making a Renewal Change in PolicyCenter.
Renewal Status (CL)
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 (CL)
This job aid walks agents through the process of Stopping a Renewal for a PolicyCenter policy if the customer no longer wants or needs the policy.
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: 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,...
Search Agent Center Workspace (CL)
This instructional guide helps you navigate the Agent Center workspace (CL), including CLT accounts.
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.
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.
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.
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.
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.
PolicyCenter Navigation Instructional Guide
This instructional guide details how to complete common PolicyCenter Commercial Lines Servicing transactions.
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.
Contingencies
Video runtime: 0 min 23 sec

This video reviews where you can locate contingencies 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.
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.
Monitoring Renewals
Video runtime: 0 min 22 sec

This videos show where to monitor renewal activity.
Rewrite an Account
Video runtime: 3 min 39 sec

In this video you will learn the steps of how to rewrite an account.
Searching for Commercial Documents in ReferenceConnect
This job aid will help you locate Commercial 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...
Self Service Agent Toolkit
This document contains resources available on Self-Service, for both member facing capabilities as well as Agent resources.
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.
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.
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.
Commercial Lines Resources Job Aid
This job aid provides steps to access commonly requested Commercial Lines Tools & Resources.
Issuing Policies in PolicyCenter
This 5 min video demonstrates the process of issuing Commercial policies in PolicyCenter.