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PLT_Playbook_v2

The Nationwide Academy

The Nationwide Academy Playbook July 16 th Training Tactic OH/TX/VA Onsite Agent Meeting This is a half-day meeting that will be kicked off by the Sales RVP and AVP. Program Management, Sales Directors and Sales Managers will follow with an overview of One Product. The Nationwide Academy will virtually facilitate a section of the session covering the system changes to PolicyCenter. They will follow with a section on Servicing Trends and Solutions, including Working Activities, Premium Change Reports, Changing the Effective Date of a Policy and Quoting a New Fifth Vehicle Policy. The onsite meeting will be for tier one and tier two agents, as identified by Activation and Sales. Sales Manager Visit Follow-Up – Phone Call (Agents) The Nationwide Academy will make targeted phone calls to tier one and tier two agents or agency advocates, to support the Sales Manager visit and to pulse-check to see if the agent is feeling competent and confident with the changes. The call will only be placed once the Sales Manager documents their agency visit in Salesforce. 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 Business Impacts Of Making Changes on Renewals, 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 23 rd Training Tactic OH/TX/VA Onsite Agent Meeting This is a half-day meeting that will be kicked off by the Sales RVP and AVP. Program Management, Sales Directors and Sales Managers will follow with an overview of One Product. The Nationwide Academy will virtually facilitate a section of the session covering the system changes to PolicyCenter. They will follow with a section on Servicing Trends and Solutions, including Working Activities, Premium Change Reports, Changing the Effective Date of a Policy and Quoting a New Fifth Vehicle Policy. The onsite meeting will be for tier one and tier two agents, as identified by Activation and Sales. Sales Manager Visit Follow-Up – Phone Call (Agents) The Nationwide Academy will make targeted phone calls to tier one and tier two agents or agency advocates, to support the Sales Manager visit and to pulse-check to see if the agent is feeling competent and confident with the changes. The call will only be placed once the Sales Manager documents their agency visit in Salesforce. 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 Business Impacts Of Making Changes on Renewals, 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

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