5 months ago


The Nationwide Academy

The Nationwide Academy Playbook May 21 st Communication More on One Product One Product offers a simpler way to build relationships with everything Nationwide has to offer and helps you compete in an increasingly complex market. Solutions such as Protection Boost and All Risk help you tailor policies to customer needs and make a difference for them. You can check out this list so you have an idea of what some of the key differences are for our state . Dates to remember 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. © 2018 Nationwide Mutual Insurance Company 19 Return to Timeline

The Nationwide Academy Playbook May 21 st Training Tactic Sales Leader Learning Experience – Virtual Session #3 (Umbrella) These sessions are designed to prepare Sales Leaders to support their agents through the transition to PLT. The Umbrella 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 21) © 2018 Nationwide Mutual Insurance Company 20

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