Administration

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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.
Adding a Non-Resident Producer in Agent Center - PL Only
This job aid guides an Agency Admin on how to submit a Personal Lines non-resident appointment request to the Nationwide Licensing Department.
Agent Center Administration Tips
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 This job aid will walk you through using Agency Sweep and updating an agency's bank account information.
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 - PL Only
This job aid describes how an agency admin can remove a Personal Lines producer and transfer renewal policies to another producer within Agent Center Workspace.
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.
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: 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.
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 - 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 - 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.
What's Changing for Nov 2023
This job aid provides a high-level overview of what is changing with the November 2023 Personal Lines Solutions releases for Independent Agents.
What's Changing for DEC 2023
This job aid provides a high-level overview of what is changing with the December 2023 Personal Lines Solutions releases for Independent Agents.
What's Changing for February 2024
This job aid provides a high-level overview of what is changing with the February 2024 Personal Lines Solutions releases. We are introducing a redesigned Nationwide Umbrella (PUL) Product for the foll...
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...
How to Add Users in Agent Center
This job aid guides you through adding users in Agent Center.
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 ...