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Download Name
Description
Accident Violation Override
This job aid reviews how to override an accident or violation in PolicyCenter. This functionality is available during an Auto submission or policy change to add a driver to a policy.
Add Customer Prefill - Auto
This job aid explains how to pull in the populated information on the Customer Prefill Information screen for auto policies.
Add Driver Assignment
This job aid details the steps necessary to add Driver Assignment to vehicles, as well as how to determine a driver rating if a customer has more than one policy in PolicyCenter. Driver assignment is ...
Add or Delete Additional Named Insured (Trusts) - Property/Umbrella
This job aid reviews how to add and delete an additional named insured for a property or umbrella policy. Additional Named Insureds most commonly include Trusts.
Add or Remove a Trust to an Auto or Powersports Policy
This job aid explains how to add or remove a trust to an Auto or Powersports policy in PolicyCenter. A living Trust in the name of the Named Insured(s) is acceptable for a Personal Lines Policy.
Add Third Party Designee to a Policy (CA, CT, NJ, NY)
This job aid details the steps to add a Third-Party Designee (Caretaker) to a policy in PolicyCenter. Add a Third-Party Designee is only available in CA, CT, NJ, and NY.
Auto Report Ordering
PolicyCenter auto reports are automatically ordered. This job aid reviews each of the reports and/or tabs under the Underwriting screen.
Enterprise Validation Technology Alerts (EVT), Prior Pol...
Enterprise Validation Technology Alerts (EVT), Prior Pol...
Clear Underwriting Pre-Quote Issues
This job aid describes how to review an Underwriting Warning Message on a submission or policy change and make updates to the policy, when applicable, before an Underwriting rule is triggered.
Create an Auto Policy Submission
This job aid describes the step-by-step process how to create an Auto policy in PolicyCenter.
Create Auto Quote Defaults
This job aid provides the steps to set Auto Coverage defaults in PolicyCenter. Currently, setting coverage defaults is only available for Auto Policies. Keep in mind if you write in multiple states, y...
Create a Billing Account for a New Submission
This job aid reviews how to create a billing account for a new submission. Included in this job aid, you will find information on creating a new billing account, adding to an existing billing account,...
Create a Condominium Policy - Full Application
This job aid describes the step-by-step process how to create a condo policy in PolicyCenter.
Create a Pleasure Boatowners Policy Submission
This job aid describes the steps by step process how to create a Boatowners policy.
Create a Property Policy Submission
This job aid describe the step-by-step process how to create a Property Policy - starting from an existing Policyholder Account in PolicyCenter.
Create a Tenant Policy - Full Application
This job aid outlines the differences between a tenant & homeowner policy, as well as explain how to complete a tenant policy submission in PolicyCenter.
Create an Account in PolicyCenter
This job aid provides step-by-step instructions on how to create a PolicyCenter account.
Create an Auto Policy for a Pre-1981 Vehicle
This job aid details how to create an Auto policy for a pre-1981 vehicle in PolicyCenter.
Vehicles manufactured before 1981 may utilize VINs not conforming to the current 17-character (letter/n...
Vehicles manufactured before 1981 may utilize VINs not conforming to the current 17-character (letter/n...
Create eSignature Envelope (DocuSign)
This job aid reviews how to create an envelope through DocuSign, and then email or text the envelope to all required signers to collect electronic signatures.
Create Motorcycle Policy Submission
This job aid describes the steps to create a motorcycle full application policy.
Create Named Non-Owner Auto Policy
This job aid takes you through the steps of creating a Named Non-Owner Auto policy.
Create Off-Road Policy Submission
This job aid describes the step-by-step process how to create an Off-Road Powersports policy.
Create Recreational Vehicle Policy Submission
This job aid describes the steps to create a RV full application.
Create Spin Off Auto or PowerSports Policy
This job aid will walk you through the steps to create a spin-off Auto or PowerSports policy when creating a new policy for a household member or vehicle. Examples would include divorce or a child mov...
Deductibles and Limited Roof Endorsement Changes FAQ
This document addresses common questions about Limited Roof Endorsement and the deductible changes that are being introduced throughout 2024 and 2025. Included are the state roll-out schedule and stat...
Document Vault Guide
This guide will show how to: 1) Search by policy number and name; 2) Upload documents; and 3) View recent activity.
Driving Assistance Discount - Rivian Only
This job aid reviews how to add and remove the driving assistance discount with Rivian.
Dwelling Fire Submission
This job aid outlines the differences between Dwelling Fire and Homeowner submissions and explains how to complete a Property Dwelling Fire full application in PolicyCenter.
Edit a Submission or Policy Change Transaction
This job aid walks you through how to edit or update a policy submission or policy change transaction before it is bound.
Enter Usage-Based Insurance Info on an Auto Policy
This job aid will help you understand and use the Nationwide Telematics Auto program. You will learn how to add SmartRide or SmartMiles to an Auto Policy using a Comparative Rater. You will also see h...
eSignature Process for Signers (DocuSign)
This job aid reviews the email process to collect electronic signatures (DocuSign). All required signers will receive documents in their email account.
Event Based Underwriting: Post-Bind Property
This job aid will assist you in determining if a policy requires an interior inspection. The document covers: Event and Non-Weather Losses, Post-Bind Hazard Inspections, and examples of alert message...
How to Launch to California Earthquake Authority (CEA)
This job aid reviews the steps to access CEA on the same day from Policy Center. If you need to access CEA the next day, you will launch from Agent Center.
How to Review and Print Documents in PolicyCenter
This job aid describes how to review and print policy documents in PolicyCenter. There are 4 print options to choose from: Online Documents, Policy Documents (Date Range), Policy Documents (As of Date...
Interior Inspection Process for a Property Policy
This job aid explains the process and options for interior inspections for property policies.
Issue a Remarketing Submission
This job aid describes the step-by-step process on how to issue a remarketing submission. Nationwide creates a remarketing submission and sends it to the Agent for review.
Launch from Comparative Raters
This job aid describes the process for launching PolicyCenter from a Comparative Rater.
Limited Roof Endorsement
This endorsement revises the homeowner policy settlement provisions for roof losses, resulting from windstorm or hail to a pre-determined schedule of replacement cost based on roof age and roof type a...
MSB / Reconstruction Cost Estimator
This job aid describes how to use the MSB tool launched from PolicyCenter to create a reconstruction cost estimate for new business, how to edit or modify the estimate, how to view and print an estima...
Multi-Source Down Payments
This job aid describes the steps to add multiple source payments for a policy's down payment. The initial down payment is the amount which must be submitted to bind a policy. You may have up to four s...
Quoting in Nationwide Express - Review Policy, Get Final Rate, Pay & Bind
This job aid will walk you through the steps to review coverages and how to make changes or see additional details on products you are quoting. It will also walk you through the steps to obtain the fi...
Nationwide Express: Establish Billing Plan and Finalize Quote
This job aid will walk you through how to set-up a billing plan that works best for your customer. The job aid will not walk you through collecting a payment. It is simply acknowledging the customer's...
New York Auto Inspections
This job aid contains detailed instructions for complying with NY inspection requirements.
North Carolina Ceded Policies
This job aid provides step-by-step guidance on identifying ceded policies in PolicyCenter. Learn how coverages and discounts are affected when a policy is ceded, and discover best practices for rewrit...
PA Customer Acknowledgement
This job aid discusses the Pennsylvania Customer Acknowledgement screen in PolicyCenter. The notices and documents on this screen are viewed, and shared with the customer.
Personal Lines Paperless Registration
This job aid walks you through the steps on how to set-up a Personal Lines customer on paperless registration; whether adding new or updating existing.
PL Property Precision Plus Home Characteristics FAQ
This job aid reviews commonly asked questions regarding Precision Plus Home Characteristics. Precision Plus Property, also called Multi-Variate Rating Plan (MVP), is a rating model designed to align t...
Policy Statuses and Glossary
This job aid includes a summary of policy statuses and a glossary of common PolicyCenter terminology.
PolicyCenter Quick Start Guide for Agents
This job aid provides high-level information about the Personal Lines PolicyCenter system, including how to bridge to PolicyCenter from Agent Center Workspace and Comparative Raters, as well as FAQs a...
Pre-Bind Document Printing (POI) for Property
This step-by-step job aid demonstrates how to print an application and declaration for policies, including the policy number, before the policy is issued and in force.
Premium Costs for a Policy Change
This job aid describes how to determine the impact of a change(s) to a policy on the customer’s policy premium.
Property Report Ordering
This job aid reviews each of the reports and tabs which display on the Underwriting screen in PolicyCenter. This also includes steps on re-ordering reports when applicable. The three reports covered a...
PUL New Product - What's Changing in 11 States
Available in: CO, MI, IN, WI, WV, WA, SD, AR, RI, NV, and UT. This job aid describes the changes impacting the Personal Umbrella Liability (PUL) Policy. The changes apply to new business, changes, mid...
Quote Products in Nationwide Express
This job aid will walk a user through how to quote any of the Personal Lines products in Nationwide Express - Auto, Motorcycle, Boat, Recreational Vehicle, Homeowner, and Umbrella.
Request Underwriting Approval
This job aid details how to request underwriting approval and is the same for policy submissions and policy changes. When underwriting issues (rules) directly related to the change or submission (quot...
Rewrite a Personal Lines Policy
This step-by-step job aid will describe how to rewrite a policy for a new term and reinstate a policy within PolicyCenter.
Rewrite an Existing Policy in PolicyCenter
This job aid outlines the high-level process an Agent would follow to complete a rewrite of an existing policy in PolicyCenter.
Smart Home Program
Nationwide’s smart home program, helps customers proactively prevent loss from water damage, break-ins, fires and more. Learn how to enroll through the quoting system.
Start and/or Retrieve a Quote Using Nationwide Express
This job aid will walk you through the steps to start and/or retrieve a quote using Nationwide Express. There is also information on bridging from a comparative rater and starting from Agent Center Wo...
Create an Umbrella Policy Submission - Underlying Policies on PolicyCenter
This job aid will assist the user in creating a PolicyCenter Umbrella submission.
Withdraw a Submission (Quote)
This job aid explains how to withdraw a new submission or a policy change. You can withdraw a submission (quote) if a customer is no longer interested or if the submission (quote) is not eligible.
CA DIC Job Aid
This job aid covers the CA Difference in Conditions (DIC) Policy, including what it is, the eligibility criteria, features, and writing it in PolicyCenter
Add, Replace, or Remove a Motor to an Existing Boatowners Policy
This job aid reviews how to add, replace, or remove an outboard motor to an existing Powersports Pleasure Boatowners policy.
Note: There are different procedures for replacing the original ...
Note: There are different procedures for replacing the original ...
What's Changing for September 2024
Updates include: Dwelling Fire Update, Introducing a Redesigned Nationwide Umbrella Product for NV, Property Precision Plus Rating Plan Enhancement for CO, Property Precision Plus - Home Characterist...
What's Changing for October 2024
Updates include: PolicyCenter Upgrade Screen Changes, ITV Changes, CLUE Mapping Update, Redesigned Nationwide Umbrella Product, Property Precision Plus Rating Plan Enhancement, Property Precision Plu...
Redesigned Umbrella Frequently Asked Questions
This document provides an overview of the redesigned Umbrella product, as well as some frequently asked questions.
Introduction to Resizing Empty Nester
This course will discuss the Resizing Empty Nesters persona as part of the Protectors Program.
Introduction to The Protectors
This course will provide an overview on The Protectors Program by discussing who The Protectors are, the different personas, insurance behaviors, and how they shop for insurance.
What's Changing for November 2024
Updates include: Paperless Validation, Property Precision Plus Rating Plan Enhancement, Property Precision Plus Home Characteristics, Property Precision Plus - Roof Condition, and Property Precision ...
Add Motorcycle with Agreed Value to Powersports Policy
This job aid reviews how to add a motorcycle with an agreed value to a Powersports Motorcycle/Off-Road Vehicle policy. This can be added during a new submission or a policy change.
What's Changing for December 2024
Updates include: Precision Plus Auto Rating Variable Enhancements, Precision Plus Property Rating Plan Enhancement, Precision Plus Property – Home Characteristics, Precision Plus Property – Roof ...
Add, Remove, or Replace a Trailer to an Auto or Powersports Policy
This job aid reviews how to add, remove or replace a trailer on an existing Auto or Powersports policy. A utility trailer is designed for use with a private passenger automobile other than a trailer t...
Update Limits of an Underlier
This job aid reviews how to manually update the limits of an underlier on an Umbrella policy.
Additional Resources
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