mightyguardiansllc.com

BASIC AGENT TRAINING
About Lesson

4.1: Providing a Simplified Experience

  • Focuses on streamlining the customer experience.
  • Emphasizes reducing complexity in transactions and interactions.
  • Techniques for enhancing customer satisfaction through simplicity.
  • Examples and case studies illustrating successful simplified experiences.

4.2: Nationwide Life Pending Tracker Enhancements

  • Discusses enhancements made to the Life Pending Tracker tool.
  • How these enhancements improve efficiency and transparency.
  • Benefits for agents and clients in tracking application statuses.
  • Training on using the Life Pending Tracker effectively.

4.3: Intelligent Underwriting Online Interview

  • Introduction to Nationwide’s Intelligent Underwriting Online Interview process.
  • Benefits of using intelligent underwriting in the insurance application process.
  • How it improves accuracy and speeds up underwriting decisions.
  • Training agents on guiding clients through the online interview.

4.4: Top 10 Plays – Submitting New Business

  • Highlights the best practices for submitting new business applications.
  • Covers essential steps and documentation required.
  • Tips for maximizing efficiency in application submission.
  • Case studies or examples of successful application submissions.