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PLT_Playbook_v2

The Nationwide Academy

The Nationwide Academy Playbook August 13 th Training Tactic 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 August 20 th Training Tactic 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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