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6 days ago

PLT_Playbook_v2

The Nationwide Academy

The Nationwide Academy Playbook May 14 th Communication Training key to success with PolicyCenter One Product and PolicyCenter have officially arrived for new business in our state with effective dates of July 1 or beyond. If you quote a policy with a July 1 date or later, you will automatically launch into PolicyCenter (there won’t be any change in how you quote policies with effective dates before July 1). Important training If you haven’t already registered for a virtual session, please click on one of the links below. There are also links to register for the face-to-face sessions where you can get hands-on practice with PolicyCenter in a demo environment. One Product, Affinity session – Learn more about solutions like Mechanical Breakdown and the other products in our new portfolio that help you build relationships and compete in a complex market: Wednesday, xxx at xx p.m.xx Thursday, xxx at xx p.m. xx PolicyCenter session – Please click on one of the following dates to register (you must complete the Quoting Fundamentals bundle in iLearn before this session): Wednesday, xxx at xx p.m. Thursday, xx at xx p.m. Face-to-face session registration – This session is intended for you to demonstrate what you have learned in the virtual sessions. Click here for locations and agenda . Please make sure you bring a laptop with you to your face-to-face experience. Registration link Registration link Registration links Support channels If you have questions when you do begin using PolicyCenter, you can contact support channels listed in this document (underwriting teams are available for risk eligibility questions). And as always you can reach out to me with questions about the new products and policy system. © 2018 Nationwide Mutual Insurance Company 16 Return to Timeline

The Nationwide Academy Playbook May 14 th Training Tactic Sales Leader Learning Experience – Virtual Session #2 (Property) These sessions are designed to prepare Sales Leaders to support their agents through the transition to PLT. The Property 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. (Continued on page 18) © 2018 Nationwide Mutual Insurance Company 17

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