Quoting Resources

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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 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.
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...
CA Difference in Conditions (DIC) Training
This 10 minute video will cover the California DIC eligibility guidelines, endorsements, the CA Fair Plan Policy, and a quote walkthrough.
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 Auto Policy - Full Application
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 Full Application Policy
This job aid describes the steps by step process how to create a Boatowners policy.
Create a Property Policy - Full Application
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 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 Full Application Policy
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 Full Application Policy
This job aid describes the step-by-step process how to create an Off-Road Powersports policy.
Create Recreational Vehicle Application Policy
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...
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 Create an Account in PolicyCenter
This job aid provides step-by-step instructions on how to create a PolicyCenter account.
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...
How to use Reference Connect
This 4-min video contains: search for, locate, and view Personal and Commercial Lines forms and manuals in Reference Connect.
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.
Intro to Nationwide Express
This video walks through the quote to bind process in Nationwide Express 2.0.
Launch from Comparative Raters
This job aid describes the process for launching PolicyCenter from a Comparative Rater.
Limited Roof Endorsement
This job aid explains the Limited Roof endorsement available on the Nationwide Property Policy.
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...
Nationwide Express - Comparative Rater Experience
This short video reviews how to bridge from a comparative rater to Nationwide Express.
Nationwide Express - Ease of Doing Business
This short video describes how you can quote, bind, and issue multiple products in Nationwide Express.
Nationwide Express: Establish Billing Plan & Finalize Quote
This job aid will walk you through how to select the appropriate billing plan that works best for your customer and the steps needed to finalize a quote in Nationwide Express.
Nationwide Express: Review Policies, Get Final Rate & Pay and 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 - Search and Retrieve a Quote
This short video reviews how to search and retrieve quotes in Nationwide Express.
Nationwide Express - Quote Summary Page
This short video reviews the quote summary page in Nationwide Express.
New York Auto Inspections
This job aid contains detailed instructions for complying with NY inspection requirements.
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 Deductible and Limited Roof Endorsement Changes FAQ
This job aid provides FAQs regarding the new property deductibles and limited roof endorsement changes.
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...
Powersports Key Features
This job aid reviews the key features of a Powersports Policy.
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.
Process a Policy Transfer on a Property Policy
This job aid reviews how to process a Property policy transfer from one company to another.
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.
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.
Rewrite/Transfer an Auto Policy in PolicyCenter
This job aid outlines the high-level process an Agent would follow to complete a rewrite/transfer of an existing Auto policy in PolicyCenter.
Smart Home Program
Nationwide’s smart home program, which features the Notion® Smart Home Monitoring System helps customers proactively prevent loss from water damage, break-ins, fires and more. Learn how to enroll t...
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...
Umbrella Full Application - Underlying Policies on PolicyCenter
This job aid will assist the user in creating a PolicyCenter Umbrella submission.
What's Changing for February 2024
This job aid provides a high-level overview of what is changing with the February 2024 Personal Lines Solutions releases. We are introducing a redesigned Nationwide Umbrella (PUL) Product for the foll...
What's Changing for March 2024
Updates include the new "View Renewal Quote" in PolicyCenter, a reminder about the Full Pay Discount needing a stand-alone billing account, and North Carolina: required 75% down-payment for single-veh...
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.

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