Administration

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Access Personal Lines Billing Account Information
This job aid provides the steps to view and access Personal Lines billing account information.
Add a New Producer - Agent and Producer Actions (Agent Center)
This job aid will walk you through adding a new licensed producer to Agent Center Workspace.
Add or Edit Users in Agent Center
This job aid reviews how Multi-Administrators can add or edit users to codes in Agent Center. Administrators have several options when adding or editing users to agency codes: Add a New User to the Ma...
Adding a Non-Resident Producer in Agent Center
This job aid guides an Agency Admin on how to submit a non-resident appointment request to the Nationwide Licensing Department.
Agent Center Administration
This document contains instructions for managing licensed staff using Agent Center.
Agent of Record (AOR) via Agent Center
This job aid will walk you through the steps to request an Agent of Record (AOR) change directly in Agent Center Workspace rather than emailing the PL Processing Center.
Grant Producer Access Using Agent Center
This job aid will walk Agent Center Admins through the steps to grant a producer access within your agency.
How Agency Sweep Works in Agent Center
This job aid will walk you through using Agency Sweep and updating an agency's bank account information.
How to Add Users in Agent Center
This job aid guides you through adding users in Agent Center.
How to Make Changes to an Agency Sweep Account
This job aid walks through the process of updating agency bank information in Agent Center Workspace.
How to Remove a Producer & Transfer Renewals in Agent Center
This job aid describes how an agency admin can remove a producer and transfer renewal policies to another producer within Agent Center Workspace.
Personal Lines Paperless Registration
This job aid walks you through the steps on how to set-up a Personal Lines customer on paperless registration; whether adding new or updating existing.
PL Service Metric Report
This document details where to find data regarding your agency’s usage of PL servicing.
Profit Share Lock-In Agreement Demonstration
This video will demonstrate how to complete the Profit Share Lock-In Agreement through DocuSign and SAP Sales Cloud. This includes Commercial and Farm Lines.
Reconciling Personal Lines Agency Sweep Payments
This job aid shows you how to reconcile Personal Lines agency sweep payments using the following 3 tabs: All transactions, NSF checks and Delete payments. These types of transactions are time sensitiv...
Reporting Producer-Level Commissions Statements through your Agency Management System
This job aid provides instructions on the resources available to agencies for reporting producer-level commission statements.
SAP Sales Cloud - Access, Navigate and Banking for Agents
This job aid will teach you how to access, navigate, and view your Compensation Statements from SAP Sales Cloud. NOTE: SAP should be accessed using Google Chrome web browser.
SAP Sales Cloud - Agent Tips, Reminders and FAQs
This job aid provides some tips and reminders when using SAP Sales Cloud. A list of frequently asked questions (FAQ) is also provided.
SAP Sales Cloud - Completing the Optional Profit Share Lock-In Agreement
This job aid will demonstrate how you can access your Profit Share Lock-In offer and make your selection within SAP Sales Cloud.
SAP Sales Cloud - Export Statement to PDF or Excel
This job aid will walk you through how to export statements in SAP Sales Cloud to a PDF or Excel spreadsheet.
SAP Sales Cloud - Navigate to Compensation Statements
This job aid walks you through navigating compensation statements via the Landing Pad.
SAP Sales Cloud - Proxy into Agency
This job aid describes how to proxy into an agency in SAP Sales Cloud, which will allow you to access compensation statements from the Home Screen.
SAP Sales Cloud - Retrieving Base Commission Schedule
This job aid covers how to retrieve the base commission schedule in SAP Sales Cloud.
SAP Sales Cloud - Retrieving Profit Share Agreement
This job aid covers the process of retrieving the profit sharing agreement in SAP Sales Cloud.
SAP Sales Cloud - Review Monthly Commission Statements
This job aid reviews what you will see on the Monthly Commission Statements that are now accessible via the SAP Sales Cloud Landing Pad.
SAP Sales Cloud - Tax Reporting 1099 Reconciliation
This job aid will walk users through requesting 1099 information; including P&C Commissions, Bonuses, Rewards Points/Awards/Trips values - Imputed Earnings, NW Life & Annuity written before July 2020....
SAP Sales Cloud - Updating Agency Bank Account Details
This job aid will walk you through the steps to update bank account information in SAP Sales Cloud.
SAP Sales Cloud: Accessing MER Agreements and Statements
This document will walk the user through the process of responding to MER Requests, including accessing SAP Sales Cloud and navigating to the MER Agreement.
What's Changing for April 2024
This job aid provides information on the following: South Dakota Precision Plus Property Rating Plan; Introducing a Redesigned Nationwide Umbrella (PUL) Product for UT, AR, and SD; Minimum Deductible ...
What's Changing for August 2024
Updates include: Property Precision Plus Rating Plan Enhancement for Ohio and Virginia, Property Precision Plus - Home Characteristics, Property Precision Plus - Roof Condition, Property Precision Pl...
What's Changing for July 2024
Updates include Property Precision Plus Rating Plan Enhancement for Illinois, Property Precision Plus - Home Characteristics, Property Precision Plus - Roof Condition, and Property Precision Plus - Bi...
What's Changing for June 2024
Updates include Proactive Refund Preference, minimum deductible and required Limited Roof changes (Alabama, South Dakota, and North Carolina), and Property Precision Plus updates.
What's Changing for May 2024
This job aid will provide an overview of Paperless - Online Account Messaging for all states; Precision Plus Property Rating Plan for AR and ID; Limited Roof and Deductible Changes for MN, IN, NE, VA,...
What's Changing for October 2024
Updates include: PolicyCenter Upgrade Screen Changes, ITV Changes, CLUE Mapping Update, Redesigned Nationwide Umbrella Product, Property Precision Plus Rating Plan Enhancement, Property Precision Plu...
What's Changing for September 2024
Updates include: Dwelling Fire Update, Introducing a Redesigned Nationwide Umbrella Product for NV, Property Precision Plus Rating Plan Enhancement for CO, Property Precision Plus - Home Characterist...