PolicyCenter Training
Instructional Guides & Videos

Download Files

Search Agent Center Workspace (CL)
This instructional guide helps you navigate the Agent Center workspace (CL), including CLT accounts.
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.
Renewal Not Taken for Farm
This video guides agents through the process of cancelling a Farm renewal within PolicyCenter.
Job Aid: New Business Account Setup in PolicyCenter
This job aid is intended to assist with the account setup process in PolicyCenter.