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PLT_Playbook_v2

The Nationwide Academy

The Nationwide Academy Playbook May 7 th Communication PolicyCenter session – Comprehensive PolicyCenter training to help you successfully transition onto the new policy administration platform. a. Please click on one of the following dates to register for a session: i. Wednesday, xxxx at xx p.m. ii. Thursday, xxxx at xx p.m. b. Please complete the following prerequisite e-learning modules that are part of the Quoting Fundamentals bundle in iLearn before attending the live, virtual session (please focus particular attention on the bolded modules): i. PolicyCenter Auto/Property/Umbrella View Policy Information ii. PolicyCenter Auto Full Application iii. PolicyCenter Request Underwriting Approval for Agents iv. PolicyCenter Property Full Application v. PolicyCenter Umbrella Full Application After you register for a session, you’ll get a confirmation, plus reminders the day before your session and then again an hour before the session starts. If you don’t see the reminder in your inbox, please check your spam folder. Key Dates Until PolicyCenter is online June 11, you are temporarily unable to quote a new policy with an effective date of July 1 or later. Please follow current quoting procedures for new business with effective dates prior to July 1. In-force policies will transfer to PolicyCenter Aug. 16. If you have general questions about our transformation, please don’t hesitate to contact me. © 2018 Nationwide Mutual Insurance Company 14 Return to Timeline

The Nationwide Academy Playbook May 7 th Training Tactic Sales Leader Learning Experience – Virtual Session #1 (Auto) These sessions are designed to prepare Sales Leaders to support their agents through the transition to PLT. The Auto session will reinforce the One Product pre-work (state product training and eLearning modules), PolicyCenter navigation, Consultative Selling and Basic Servicing. The Consultative Selling piece is designed to prepare you on how to lead, discuss and guide your agents through this change. We will review member rate increase emails, moving from AOA emails to Activities and timeline impacts – making a change on a policy before renewal versus after renewal (PolicyCenter). The session with also review objections to One Product and PolicyCenter and how to overcome these and keep your agent engaged. Training Experience Scorecard (Sales Managers) This scorecard provides sales leadership and key business stakeholders with a universal view of how the agent is progressing through the learning experience and includes registrations, attendance and completions of e-Learning modules, virtual sessions, and Training Connection/Click to Chat interactions. Use the scorecard to ensure agents are signed up for training. Be sure to review the data to identify where your agents would benefit from an engagement conversation or intervention. Although the scorecard will be emailed weekly April 30-July 2 the scorecard can also be found on One Product SalesNation page on the Measures tab. It can also be found through the Nationwide Academy page on the Business Impact>Reports tab. Invitations to Intro and Overview vILT Sessions – Phone Call (Agents) The Nationwide Academy makes targeted phone calls to tier one and tier two agents or agency advocates to extend an invite to the virtual introduction and overview session. Additionally the Academy will ensure that the agent is familiar with iLearn, is able to sign-in and will trouble-shoot any access issues. © 2018 Nationwide Mutual Insurance Company 15 Return to Timeline

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