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PLT_Playbook_v2

The Nationwide Academy

The Nationwide Academy Playbook May 28 th Communication • Face-to-face session registration – Practice on PolicyCenter in a virtual environment! 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 link One Product Relationships are a big part of our success, and we want to reward customers who also value relationships. That’s we offer Loyalty Rewards to customers who stay with us. They’re one more way we demonstrate our commitment to them and to helping you compete in a complex market. Support As you’re using the new system, check out this document for links to iLearn and Oregon and Washington support numbers and email addresses if you have questions. © 2018 Nationwide Mutual Insurance Company 22 Return to Timeline

The Nationwide Academy Playbook May 28 th 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 Conversion 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. Agent Center Training for Harleysville Agents (Agents) This course introduces Harleysville Agents to Agent Center. The session will cover basic navigation, customer inquiry, billing, self-servicing and resources. © 2018 Nationwide Mutual Insurance Company 23 Return to Timeline

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