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PLT_Playbook_v2

The Nationwide Academy

The Nationwide Academy Playbook July 2 nd Training Tactic 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. Conversion Training (Agents) These sessions will focus on the conversion timeline as policies renew into PolicyCenter, as this timeline varies from state to state. The session will also discuss Agent Policy Transfer Impacts, My Renewals, Customer Communications, and Customer Premium Change Reports. The session will conclude with information on tools and resources available to agents to help them with the change. © 2018 Nationwide Mutual Insurance Company 14 Return to Timeline

The Nationwide Academy Playbook July 9 th Communication communication © 2018 Nationwide Mutual Insurance Company 13 Return to Timeline

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