Agent Center

Download Files

Agent Center Billing - Automatic Payments
This job aid reviews how to setup, suspend, or cancel an insured's personal lines, commercial lines or farm billing account recurring EFT payments through Agent Center Billing.
Agent Center to PolicyCenter Cross Reference Guide
The purpose of this job aid is to provide you with an easy to navigate document to help you understand how Agent Center interacts with PolicyCenter. This job aid provides you with scenarios linking yo...
Agent Center Updates 2023
This job aid outlines the latest updates to Agent Center Workspace along with additional details and visuals.
Agent Notifications in Agent Center
This job aid will walk you through the Notification Center section on the Agent Center Workspace home page. The Notification Center provides quick access to any agent updates, billing notices, claims ...
Client Search & View Client Summary in Agent Center
This job aid will walk you through searching for a client on the Agent Center Workspace home page. Included are also steps to view the Client Summary.
Editing Insured's Personal Information in Agent Center
This job aid describes how to edit and insured's personal information in Agent Center Workspace.
How to use Reference Connect
This 4-min video contains: search for, locate, and view Personal and Commercial Lines forms and manuals in Reference Connect.
Introduction to Nationwide's Agent Center
Watch this short introductory video to view the key features of the Nationwide's Agent Center.
Nationwide Insurance Download Registration for Carriers
This job aid will assist agents in configuring the agency's Mailbox account (IVANS/Nationwide) in the Agency Management System (AMS). It also contains instructions on downloading preferences and setti...
Paperless Registration
Registering for a nationwide.com account just got easier! Agents and customers will enjoy the simpler, more secure process to maintain paperless options. This job aid shows you how.
Reconciling Agency Sweep Payments
This job aid shows you how to reconcile agency sweep payments using the following 3 tabs: All transactions, NSF checks and Delete payments. These types of transactions are time sensitive and this job ...
Requesting Personal Lines Processing Changes
This job aid provides instructions on how to complete the Agent Request to Personal Lines Processing Form located on Agent Center. This form is to be used for changes that cannot be performed by the A...
Client Searches in Agent Center Workspace
Video runtime: 5 min 55 sec

This video describes how to search in Agent Center, and how to retrieve quoted and current accounts. This video is intended for personal lines, commercial lines,...
Troubleshooting Agent Center Workspace
This job aid describes how agents can troubleshoot through Agent Center Workspace. Agent Center Workspace allows agents to submit a case to Technology Support and see the real-time status of those tic...
Editing Insured's Personal Information in Agent Center
This job aid describes how to edit an insured's personal information in Agent Center.
Agency Profile in Agent Center
This job aid describes the steps to access the Agency Profile in Agent Center and the basic guidelines for use.