Agent Center

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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.
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.
Create a Nationwide.com Account in Agent Center
This job aid describes how to make a self-service Nationwide.com account in Agent Center.
Document Vault Guide
This guide will show how to: 1) Search by policy number and name; 2) Upload documents; and 3) View recent activity.
Editing Insured's Personal Information in Agent Center
This job aid describes how to edit an insured's personal information in Agent Center.
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 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.
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.
How to Use ReferenceConnect
This documents walks you through the search capabilities in Reference Connect for Personal Lines Forms/Endorsements and Underwriting Manuals.
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...
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.
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...
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...
Updating Personal Lines Customer Information in Agent Center Workspace
This job aid walks you through updating a Personal Lines insured's information on the Client Summary screen in Agent Center Workspace.