ClearQuote and PolicyCenter Training
Instructional Guides & Videos

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Account and Policy Number Formats
This job aid introduces the consistent policy number format for commercial and farm accounts and policies.
Instructional Guide: Search Agent Center Workspace
This instructional guide helps you navigate the Agent Center workspace, 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.
Introduction to ClearQuote - Commercial and Farm
Video runtime: 4 min 07 sec

This video introduces commercial and farm agents to the CLT quoting system, ClearQuote.
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 ...
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.
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.
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...
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.
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...
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...
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.
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
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.
Show Me How
This instructional guide is intended to assist with accessing and using the Show Me How tool in ClearQuote and PolicyCenter.
Farm Product Overview Training
Video runtime: 9 min 54 sec

This video describes the coverage highlights for the Farmowner's policy in 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.
Account Set Up in ClearQuote - Commercial, Harleysville, and Farm
This instructional guide provides the step by step process on setting up an account in ClearQuote. This guide includes Commercial/PCIO, Harleysville, and Farm accounts.
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.
Comparative Rater - Making Changes
Video runtime: 2 min 53 secs

This video will review how to make edits pre-issue to a quote in ClearQuote.
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.
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.
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 in ClearQuote
This 3-step job aid describes the Account Classification process for Farm accounts in ClearQuote.
Scenario Card: Add and Remove Affinity Group - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing an Affinity Group on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Contractors Equipment in PolicyCenter - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing Contractors Equipment on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Farm Machinery - Blanket - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing Blanket Farm Machinery on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Farm Machinery - Scheduled - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing Scheduled Farm Machinery on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Livestock - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing Livestock on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Peak Season - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing Peak Season on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Recreational Vehicle - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing a Recreational Vehicle on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Scheduled Farm Property - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing Scheduled Farm Property on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Structure - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing a Structure on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove Unscheduled Farm Property - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing Unscheduled Farm Property on a Farm policy in PolicyCenter.
Scenario Card: Cancel a Line Of Business - Customer Initiated - Farm
Use this Scenario Card along with the VTO User Guide to practice cancelling a Line of Business (Customer Initiated) on a Farm policy in PolicyCenter.
Scenario Card: Add and Delete a Residence with Household Personal Property - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing a Residence with Household Personal Property on a Farm policy in PolicyCenter.
Scenario Card: Add and Remove WC Classifications - Farm
Use this Scenario Card along with the VTO User Guide to practice adding and/or removing WC Classifications on a Farm policy in PolicyCenter.
Scenario Card: Create a Quote in ClearQuote - Farm
Use this Scenario Card along with the VTO User Guide to practice quoting a Farm account in the VTO (Virtual Training Office).