PLT_Playbook_v2
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The Nationwide Academy <strong>Playbook</strong><br />
July 30 th Training Tactic<br />
Sales Manager Visit Follow-Up – Phone Call (Agents)<br />
The Nationwide Academy will make targeted phone calls to tier one and tier two agents or agency<br />
advocates, to support the Sales Manager visit and to pulse-check to see if the agent is feeling<br />
competent and confident with the changes. The call will only be placed once the Sales Manager<br />
documents their agency visit in Salesforce.<br />
Conversion Training (Agents)<br />
These sessions will focus on the conversion timeline as policies renew into PolicyCenter, as this<br />
timeline varies from state to state. The session will also Discuss Business Impacts Of Making Changes<br />
on Renewals, My Renewals, Customer Communications, and Customer Premium Change Reports. The<br />
session will conclude with information on tools and resources available to agents to help them with<br />
the change.<br />
© 2018 Nationwide Mutual Insurance Company<br />
14<br />
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