ClearQuote and PolicyCenter Training
Instructional Guides & Videos

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Search Agent Center Workspace (CL)
This instructional guide helps you navigate the Agent Center workspace (CL), including CLT accounts.
ClearQuote Messaging and Underwriting Referrals Farm
Consult this guide for details on Automated Decisionmaking, including on-screen messaging, alerts, and underwriting referrals.
Create a Quote in ClearQuote: Farm
Consult this guide for quoting a Farmowners policy in ClearQuote. NOTE: This begins after Account Setup; view "Account Setup in ClearQuote" for Account Setup instructions.
Video: Create a Farm Quote in ClearQuote
Run time 8:16. This video walks you through the quoting process for a Farm quote. NOTE: For details on how to set up a Farm account, consult the ClearQuote Account Setup from Agent Center video.
Introduction to Farm Umbrella
Video runtime: 2:43.

This video provides an initial introduction to the Farm Umbrella. NOTE: For quoting a Farm Umbrella, consult the Create a Farm Umbrella in ClearQuote video.
Video: Introduction to CLT - Farm
Run time: 3:01. This video provides an introduction to Commercial Lines Transformation for farm agents, including highlights of quoting a farm in ClearQuote. NOTE: For details on quoting a farm in Cl...
Video: Underwriting Issues for Agents - Farm
Video runtime: 3 min 17 sec

This video describes the Automated Decision Making process in ClearQuote, includes on-screen messaging, alerts, and underwriting referrals.
Create a Farm Umbrella in ClearQuote
Run time: 3:17. This video provides the steps for quoting a Farm Umbrella in ClearQuote.
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,...
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.
Coverage Highlights: Farm Business Auto
This document describes coverage highlights for the Farm Business Auto product in PolicyCenter.
Coverage Highlights: Farm Work Comp
This document describes coverage highlights for the Farm Workers Compensation product in PolicyCenter.
Coverage Highlights: Farm Property
This document describes coverage highlights for the Farm Property product in PolicyCenter.
Coverage Highlights: Farmowners
This document describes coverage highlights for the Farmowners product in PolicyCenter.
Coverage Highlights: Farm GL
This document describes coverage highlights for the Farm General Liability product in PolicyCenter.
Coverage Highlights: Farm Umbrella
This document describes coverage highlights for the Farm Umbrella product in PolicyCenter.
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.)
Overview of Migration (Farm)
Video run time 3:26. This video introduces agents to the Policy Migration process and timeline.
Billing Overview for Policy Migration (Farm)
This document provides a quick overview of the billing process during Policy Migration.
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.
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.
Video: Renewal Not Taken for Farm
Renewal Not Taken for Farm video.
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.
ClearQuote Account Set Up from Agent Center: Farm
Video runtime: 5 min 42 sec

This video walks through the Account Setup process for Farm accounts 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.
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.
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...
Coverage Highlights: Inland Marine Builders Risk Rehabilitation and Renovation
This guide provides an overview of the CIM Builders Risk: Rehabilitation and Renovation product coverage highlights, including the impact in comparison to the Legacy products.
Coverage Highlights: Inland Marine Builders Risk - Scheduled Job Site
This guide provides an overview of the Commercial Inland Marine Builders' Risk - Scheduled Job Site coverage, including the impact in comparison to the Legacy products.
Coverage Highlights: Commercial Inland Marine Contractors Equipment
This guide provides an overview of the Commercial Inland Marine - Contractors Equipment product/coverage highlights, including the impact in comparison to the Legacy products.
Coverage Highlights: Commercial Inland Marine Scheduled Property Floater
This guide provides an overview of the Commercial Inland Marine - Scheduled Property Floater product/coverage highlights, including the impact in comparison to the Legacy products.
Coverage Highlights: Commercial Inland Marine Transportation and Motor Truck Cargo Legal Liability
This guide provides an overview of the Commercial Inland Marine - Transportation and Motor Truck Cargo Legal Liability product/coverage highlights, including the impact in comparison to the Legacy pro...
Coverage Highlights: Commercial Inland Marine Installation Floater
This guide provides an overview of the Commercial Inland Marine - Installation Floater product/coverage highlights, including the impact in comparison to the Legacy products.
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. 
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...
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.
Instructional Guide: Account Set Up in ClearQuote - Farm
This instructional guide walks farm agents through the steps of setting up a new Farm account in ClearQuote, including Account Classification.
Job Aid: Farm Account Classification and Farm Operations in ClearQuote
This 3-step job aid describes the Account Classification process for Farm accounts in ClearQuote. The job aid also provides a 3-step process on classifying a Farm Operation in ClearQuote.