ClearQuote and PolicyCenter Training
Instructional Guides & Videos

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Job Aid: Account and Policy Number Formats Job Aid
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.
Instructional Guide: 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.
Video: Introduction to Farm Umbrella
Run time: 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.
Video: Create a Farm Umbrella in ClearQuote
Run time: 3:17. This video provides the steps for quoting a Farm Umbrella in ClearQuote.
Video: 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.
Video: Introduction, Navigate and Search in PolicyCenter
Video runtime: 7 min 17 secs

This video shows how Guidewire's PolicyCenter streamlines the policy change process. This video is designed for both commercial and farm agents.
Video: 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 ...
Video: 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.
Video: 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.
Video: 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.
Instructional Guide: 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...
Instructional Guide: 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...
Instructional Guide: 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.
Video: Overview of Migration (Farm)
Video run time 3:26. This video introduces agents to the Policy Migration process and timeline.
Job Aid: Billing Overview for Policy Migration (Farm)
This document provides a quick overview of the billing process during Policy Migration.
Job Aid: 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.
Job Aid: 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.
Instructional Guide: Show Me How
This instructional guide is intended to assist with accessing and using the Show Me How tool in ClearQuote and PolicyCenter.
Video: 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.
Instruction Guide: 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.
Instructional Guide: 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.
Video: 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.
Video: 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.
Video: 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.
Video: 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. 
Instructional Guide: Account Classification in ClearQuote
This instructional guide outlines the three-step process for classifying accounts in ClearQuote.
Job Aid: 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...