ClearQuote and PolicyCenter Training
Instructional Guides & Videos

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Job Aid: CLT Account and Policy Number Formats Job Aid
This job aid introduces the CLT 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.
Instructional Guide: Create a Quote in ClearQuote_Farm
Consult this guide for a step by step, screen by screen process for quoting a Farmowners policy.
Job Aid: PolicyCenter Navigation
This job aid introduces you to some of the most commonly-used screens in PolicyCenter, and guides you in navigating to them.
Video: ClearQuote Account Setup from Agent Center: Farm
Run time: 4:23. This video will instruct you on the initial account setup process for a Farm policy, starting in Agent Center up to the Account Questions screen in Fugent.
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
Run time: 3:17. 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
Run time: 3:38. This video introduces commercial and farm agents to the CLT quoting system, ClearQuote.
Video: Introduction, Navigate and Search in PolicyCenter
Video runtime: 7 min

Learn 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

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

Learn 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

Walk through the process of setting up billing, issuing a quote, and completing the eSignature process in PolicyCenter. This video is intended for both commerci...
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.
Job Aid: eSignature and DocuSign
This job aid provides information about the eSignature process and the documents available for DocuSign.