Personal Lines Learning Paths for Agency Staff
Transcript of Personal Lines Learning Paths for Agency Staff
Home Producer Customer Service Administrative/Agency Owner Product By StateHome
Personal Lines Learning Paths for Agency Staff
These Learning Paths provides on-demand and virtual solutions to help your agency win with Nationwide.
These courses will prepare you to:• View your customers’ information in Agent Center and
PolicyCenter• Quote and bind Auto and Property policies• Collect and store trailing documents• Problem-solve administrative tasks
Click on the tabs above to select your role and get started!
Open and Save the Agency Checklist to track your progress.
Home Producer Customer Service Administrative/Agency Owner Product By State
Personal Lines Learning Path for Sales Producers
Producer
This Learning Path provides on-demand and virtual solutions to help you successfully sell Nationwide.
Click on the links below to get started!
PolicyCenter Fast TrackStart quoting in PolicyCenter
Nationwide Express DemoGet started with Nationwide Express
Live Training CalendarAttend a live training to build confidence
Home Producer Customer Service Administrative/Agency Owner Product By StateCustomer Service
Personal Lines Learning Path for Customer Service Associates
This Learning Path provides on-demand and virtual solutions to help you successfully service Nationwide policies.
Click on the links below to get started!
PolicyCenter ServicingGet started with PolicyCenter (15 min. video walkthrough)
Billing ResourcesBuild your knowledge of common billing tasks
Activities and Desktop InformationComplete policy management activities with confidence
Live Training CalendarAttend a live training to enhance your skills
Home Producer Customer Service Administrative/Agency Owner Product By StateAdministrative/Agency Owner
Personal Lines Learning Path for Administrative/Agency Owner
This Learning Path provides on-demand and virtual solutions to help you successfully navigate Nationwide system administration and compensation.
Click on the links below to get started!
Navigating NationwideFind Nationwide system administration resources
SAP SalesCloud CommissionAccess commission and compensation resources
Live Training CalendarAttend a live training to connect with Nationwide
Home Producer Customer Service Administrative/Agency Owner Product By StateProduct By State
Personal Lines Learning PathProduct by State
This Learning Path provides on-demand and virtual solutions to help you successfully navigate your Nationwide compensation.
Click on the links below to get started!
State-Specific SolutionsView state-specific job aids and tutorials
Features and Discounts Highlight SheetsHighlights of features and discounts for Auto and Property products listed by state
Live Training CalendarAttend a live training to connect with Nationwide
Agency Learning Checklist
Systems
Introduction to Nationwide PL Quoting
PL PolicyCenter Servicing
Telematics
Smart Suite Training
Instructions: The following modules are designed to build your knowledge of Nationwide’s systems and products. Click the module title to launch the course. Use the checkmark to identify the courses you’ve completed.
If you prefer to see the process in action, or if you have questions for a trainer, use the links below to register for a live virtual session.
Product
Learn about Nationwide policy contracts
One Product Modules (State Specifics)
Agent Center
Available Feature by State (Download List)
Features and Discounts Highlight Sheets
Telematics
SmartRide
SmartRide (Device and Mobile)
Systems
Agent Center
Basic Navigation Demo
PolicyCenter
Auto Submission
Property Submission
Umbrella Submission
PolicyCenter Servicing
Billing
Agent Center Billing Key Features
Self-Guided Onboarding Live Virtual Onboarding
Building Effective Sales Techniques (BEST)
Click to access the BEST Sales Skills training schedule and on-demand videos
Build Rapport
Identify and Assess Needs to Sell the Solution
Address Apathy and Resolve Concerns
Make the Sale and Own the Next Steps
Selling With Confidence
Videos, Job Aids, and Sessions Registrations can be accessed from the Fugent website: https://nationwidepl.fugent.com