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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.
Accidents/Violations Screen in PolicyCenter
This job aid walks you through the Accidents/Violations screen and, the history of a specific driver listed on the policy. You will find the start, expiration, occurrence, and conviction dates of the ...
Add a Recreational Vehicle to an Umbrella Policy
Review of how to add a recreational vehicle to an umbrella policy in Policy Center.
Add a Secondary Residence to an Umbrella Policy
This job aid describes how to add a secondary residence to an Umbrella Policy in PolicyCenter. In most cases, the liability for the secondary residence is being extended from the primary home. A locat...
Add an External Underlier to an Umbrella Policy
This job aid reviews how to add external (not on PolicyCenter) underliers to an Umbrella policy. In this job aid, the process to add an underlier uses the “Create Policy” function.
Add an Underlier to an Umbrella Policy
This job aid reviews how to add a Watercraft policy to an Umbrella policy. The process to add an Underlier to an Umbrella policy is the same for any Personal Lines policy.
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 Earthquake Coverage
Earthquake coverage may be added during a new Property submission, renewal, or rewrite. Adding earthquake coverage is subject to underwriting eligibility and may not be available for all policies.
Add Mortgagee (Third Party) to a Property Policy / Change Third Party Mortgagee to Insured Billing
This job aid reviews two processes: Add a Third-Party Mortgagee to a Property Policy and Change Third-Party Mortgagee to Insured Billing.
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.
Add or Delete a Driver on an Auto Policy
This job aid reviews how to add or delete a driver on a bound Auto or PowerSports policy. The navigation steps are the same for both lines of business.
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 Delete Secondary Named Insured - Auto/Property
This job aid reviews how to add and delete a secondary named insured to an Auto policy. This can be used to add and delete a secondary named insured to a Property policy.
Add or Remove a Lienholder/Leaseholder on an Auto Policy
This job aid reviews how to add or remove a Lienholder or Leaseholder to an existing Auto or PowerSports policy in PolicyCenter.
Add or Remove a Trailer to a PS Boat Policy
This job aid reviews how to add or remove a trailer to an existing PowerSports Pleasure Boatowners policy.
Add or Remove a Trailer to an Auto Policy
The job aid reviews how to add or remove a trailer on an existing Auto policy.
Add or Remove a Trailer to Motorcycle or Off-Road Vehicle Policy
This job aid reviews how to add or remove a trailer to an existing Motorcycle or Off-Road Vehicle policy in PolicyCenter.
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 Scheduled Items To a Property Policy
This job aid describe the step-by-step process of how to add scheduled items (valuables) to a Property 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.
Add, Edit or Change a Garaging Address
This job aid reviews how to add, change, or edit a garaging address on an existing Auto or Powersports Policy.
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...
Add, Replace or Remove a Motorcycle from a Motorcycle/Off-Road Vehicle Policy
This job aid reviews how to add, replace, or remove a motorcycle from a Motorcycle policy
Add, Replace or Remove a Recreational Vehicle on an Existing Powersports Policy
This job aid explains how to add, replace, or remove a vehicle on an RV policy in PolicyCenter.
Add, Replace or Remove a Vehicle on an Auto Policy
This job aid reviews how to add, replace, or remove a vehicle to an existing Auto policy.
Add, Replace or Remove a Vehicle to an Existing Pleasure Boatowners Policy
This job aid reviews how to add, replace, or remove a vehicle on an existing Powersports Pleasure Boatowners policy 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 ...
Apply a Multi-Car Discount - Auto and Powersports
This job aid walks you through the steps to apply the multi-car discount to an Auto and Powersports policy. The steps provided will also assist if there is additional policies in the household with qu...
Cancel a Policy
This job aid will provide step-by-step instructions on the cancellation options: Schedule Cancellation and Cancel Now. The job aid contains parameters for future and backdating a cancellation and offe...
Change a Mailing Address for Military Deployment
This job aid reviews how to change a mailing address for military deployment only.
Change Dwelling Location on a Tenant Policy
This job aid describe how to change the dwelling location on a tenant policy. The dwelling location name is the physical location of the property and typically the same as the policy and mailing addre...
Change Dwelling Protection/Risk Details on a Property Policy
This job aid describes how to change the dwelling protection and risk details on a Property policy.
Change Mailing Address
This job aid reviews how to change the mailing address on a policy. Changes to a mailing address can include corrections to the street/apartment/unit address, entering a new street address, or correct...
Change Policyholder Location Exposure Address on an Umbrella Policy
This job aid reviews how to change the policyholder's location exposure address on an Umbrella policy in PolicyCenter.
Changing an Auto Policy to a Named Nonowner in PolicyCenter
This job aid describes how to change a Non-owner Policy to a Private Passenger Auto Policy and vice Versa without the need to rewrite the policy. Topics discussed in this job aid are changing an Auto ...
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.
Combining Split Vehicle and Original Auto Policies
This job aid provides the steps to combine a split vehicle policy with a primary/original auto policy. A customer may have two auto policies: one parent or original auto policy and one split vehicle p...
Copy Data
This step-by-step job aid describes how to save time by utilizing the copy data function in PolicyCenter. The Copy Data option is available during the quoting and policy change process for Personal Li...
Copy Vehicle Level Coverages - Auto/PowerSports Policy
This job aid reviews how to copy vehicle coverages on a policy, from one vehicle to another on an Auto or PowerSports policy.
Create and View Notes in PolicyCenter
This job aid reviews how to create and view a policy's notes in PolicyCenter. The two procedures have been broken up to include step-by-step instructions.
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 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.
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.
Exclude a Driver on an Umbrella Policy
This job aid reviews how to exclude a driver on an Umbrella policy. For various reasons, policyholders occasionally request a driver covered in an underlying policy be excluded from the Umbrella polic...
Future and Backdating a Policy Effective Date
This job aid review the rules and permissions around the policy effective date in PolicyCenter.
How to Apply Excluded or Non-Driver Status to an Auto Policy
This job aid reviews how to apply excluded and non-driver status to listed drivers on an Auto policy and starts at the Drivers screen during the submission or policy change.
How to Enter a Prior-Term Change
The job aid reviews how to complete a prior term change to a policy. Documentation and underwriting approval may be required.
How to Search in PolicyCenter
This job aid describes how to search in PolicyCenter. This document discusses searching by account number, policy submission number, primary or secondary named insured information, and locating bound ...
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.
How to Use ReferenceConnect
This documents walks you through the search capabilities in Reference Connect for Personal Lines Forms/Endorsements and Underwriting Manuals.
Life Events
This job aid will explain life events that result in changes to all Personal Lines products and can impact the privacy and security of our customer's information. This document will take you through t...
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...
Manage an eSignature Envelope
This job aid reviews how to manage, void, and resend an eSignature envelope. The eSignature envelope can be managed from the individual policy or from the Team tab.
Manually Remove an Underlier From an Umbrella Policy
This job aid reviews how to manually remove an underlying policy from an Umbrella policy. The process is the same regardless of which underlier is to be removed.
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...
Nationwide Identity Theft Protection Resolutions Services
This is an information sheet highlighting our resolution services, including the new Personal Cyber Resolution Services.
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...
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...
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.
Processing Preemptions and Out-of-Sequence Transactions
This job aid describes preemptions and out-of-sequence transactions (OOS), and provides instructions for completing these transactions in PolicyCenter.
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...
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...
Requesting Personal Lines Processing Changes
This job aid provides instructions on how to complete the Agent Request to Personal Lines Processing Form located on Agent Center. This form is to be used for changes that cannot be performed by the A...
Review and Compare Policy Transactions
This job aid describes how to view policy transaction history on a policy, and review specific changes made within each transaction. It also includes steps for comparing two policy transactions.
Self Service Agent Toolkit
This Toolkit includes a list of self-service capabilities and links to help you troubleshoot questions and improve your skills.
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.
Suspension and Reinstatement of Coverage Due to Held Military Vehicle (VA Only)
This job aid outlines the steps an agent needs to take when a suspension and reinstatement of Auto coverage is required, as soon as a policyholder deploys over 30-days and leaves their vehicle on the ...
Third Party Inquiry Website
This job aid provides you with handy information and tips you can share with customers about the Nationwide Third Party Inquiry Website.
Update Deductibles and Coverages - Auto and Powersports
This job aid describes the process to update the deductibles and coverages on an Auto and Powersports Policy.
Update Limits of an Underlier
This job aid reviews how to manually update the limits of an underlier on an Umbrella policy.
Update Umbrella Coverages
This job aid reviews how to update the coverages on an existing Umbrella policy. The example used demonstrates how to update the liability limit from 1ML to 2ML.
Updating Refund Preferences in PolicyCenter and Agent Center
This job aid describes the process for updating a customer’s refund method during a transaction or while servicing the account for future refunds. This job aid includes steps to update refund prefe...
Validation and Error Messages in PolicyCenter
This job aid provides examples of how to address the different types of system validation messages and errors in PolicyCenter.
View Auto Policy Information
This job aid describes how to view the information on an auto policy.
View Boatowners Policy in PolicyCenter
This job aid describes how to view a Boatowner Policy in PolicyCenter.
View Dwelling Fire Policy Information
This job aid describes how to view information on a Dwelling Fire policy.
View Motorcycle/Off-Road Vehicle Policy
This job aid walks you through how to view a Motorcycle Policy in PolicyCenter.
View Prior Term Transactions
This job aid reviews how to review transactions effective on a prior term.
View Property Policy Information
This job aid describes how to view information on a Property policy.
View Recent Policy Transactions and Submissions in PolicyCenter
This job aid describes how to quickly navigate to a recent Policy Transaction or Policy Submission.
View Recreational Vehicle Policy in PolicyCenter
This job aid describes how to view a Recreational Vehicle Policy in PolicyCenter.
View Umbrella Policy Information
This job aid describes how to view information on an Umbrella policy.
What's Changing for August 2024
Updates include: Property Precision Plus Rating Plan Enhancement for Ohio and Virginia, Property Precision Plus - Home Characteristics, Property Precision Plus - Roof Condition, Property Precision Pl...
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 ...
What's Changing for July 2024
Updates include Property Precision Plus Rating Plan Enhancement for Illinois, Property Precision Plus - Home Characteristics, Property Precision Plus - Roof Condition, and Property Precision Plus - Bi...
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 ...
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...
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...
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.
Additional Resources
This Terms of Use Agreement ("Terms of Use") contains the terms and conditions applicable to participation in the Nationwide Mutual Insurance Company, Allied Insurance Company, Harleysville Insurance Group, their affiliates, subsidiaries, successors and assigns ("Nationwide") training classes and training materials ("Materials"). Please read it carefully. BY ACCESSING THIS TRAINING PROGRAM YOU ARE AGREEING TO BE BOUND BY THE TERMS OF USE AGREEMENT. You agree that you are either: (a) an employee of Nationwide Mutual Insurance Company, Allied Insurance Company, Harleysville Insurance Group, or an affiliate or subsidiary of one or more of these companies; or (b) an Independent Contractor who has a contract and/or valid appointment with Nationwide Mutual Insurance Company, Allied Insurance Company, Harleysville Insurance Group, or an affiliate or subsidiary of one or more of these companies (hereafter, "Independent Contractor Agent"); or (c) an employee of or an independent contractor retained by an Independent Contractor Agent. Independent contractors are responsible for managing their own agencies. There are certain Nationwide procedures that must be followed in order to do business with Nationwide (e.g. use of a Nationwide approved system to transmit business). The information in these training programs may contain some of these required procedures and will be designated as such here or in other materials from Nationwide. All other documentation and information provided herein is for your consideration only, and it is not required that you use it. Nationwide cannot and does not guarantee that using any of the information contained herein will result in achieving your desired objectives, or that it is current or in compliance with your specific state laws. Nationwide continues to recommend that you consult with your personal attorney and business advisors regarding the specific operations of your agency. In consideration for attending and receiving Materials, you agree as follows: You will not discuss, notify, divulge, or relay any information, verbal or written, that is not known by, or generally available to the public at large and that concerns the business and affairs of Nationwide whether transmitted prior to or after the effective date of this Terms of Use and that such information shall be held in confidence, used solely for the purposes for which the information was provided and for no other purpose, and will not be disclosed except to those individuals with a need-to-know. You agree that participation in this training and access to the Materials shall not be construed as permission to perform any functions that require a license as defined by the applicable laws and regulations. Additionally, you are responsible for determining activities that require a license and which materials are necessary to perform your daily responsibilities. You agree and acknowledge that any breach of this Terms of Use may cause irreparable harm for which monetary damages would be inadequate. Accordingly, a breach of the confidentiality provisions of this Terms of Use shall be actionable and, upon proof of same in a court of competent jurisdiction. This Terms of Use shall be governed by the applicable laws of the State of Ohio regardless of any conflicts of law provision requiring reference to the rules of, decision in, and/or laws of another state or sovereign nation. As noted above, BY ACCESSING THIS TRAINING PROGRAM YOU ARE AGREEING TO BE BOUND BY THE TERMS OF USE AGREEMENT.