Billing Help
Explore Billing Job Aids and Short Video Tutorials

Billing Help

Agent Center Billing - Key Features
Agent Center Billing Inquiry - Automatic Payment Job Aid
PL Billing Learning Path
This job aid is your first stop for Billing System Microlearning topics. The job aid details the five topics available in the training series, and the order in which the training content files are bes...
PL Billing - EZSweep
This 3 minute video introduces EZSweep, a functionality that allows Nationwide to withdraw or “sweep”, member cash, check, and money order payments that have been deposited to the Agency bank acco...
PL Billing - EZSweep Job Aid
This job aid introduces EZSweep, a functionality that allows Nationwide to withdraw or “sweep”, member cash, check, and money order payments that have been deposited to the Agency bank account.
PL Billing - Attaching Multiple Policies
This video talks about attaching multiple policies to the same billing account and shows two examples. Example one: Multiple policies one billing account. Example two: Multiple policies two billing a...
PL Billing - Attaching Policies Job Aid
This Job Aid explains how agents create a billing account for new or existing members to process a new policy and apply payments. There are three separate scenarios single policy attaching to billing ...
PL Billing - OTEFT
This 2 minute video explains OTEFT payments - one-time electronic funds transfer. Often, you’ll process an OTEFT payment when a member pays by bank routing and account number as a one-time down paym...
PL Billing - OTEFT Job Aid
This Job Aid explains OTEFT payments - one-time electronic funds transfer. Often, you’ll process an OTEFT payment when a member pays by bank routing and account number as a one-time down payment but...
PL Billing - Communications & notices
This 5 minute video talks about how important it is for agents to keep up with member billing communications and notices in order to ensure that payments have been properly submitted and that premiums...
PL Billing - Communications & Notices Job Aid
This Job Aid explains about how important it is for agents to keep up with member billing communications and notices in order to ensure that payments have been properly submitted and that premiums hav...
PL Billing - Reconciling accounts & sensitive timelines
This 7 minute video presents how accessing reconciliation reports allow agents to answer questions such as: Did a member payment go through? Are there issues with billing? Are there other issues with ...
PL Billing - Reconciling accounts & sensitive timelines Job Aid
This Job Aid explains how accessing reconciliation reports allow agents to answer questions such as: Did a member payment go through? Are there issues with billing? Are there other issues with member ...
PL Billing - Job Aid Glossary
Pay in Full
This on-demand learning snack demonstrates how to take payment in full on a newly issued policy in PolicyCenter. It walks through removing the EZ Pay Discount and editing the down payment amount to th...
PolicyCenter Auto/Property/Umbrella Billing for Agents
The PolicyCenter Billing for Agents course provides an overview of
how to set up a billing account in PolicyCenter. The course also
reviews how to collect payment for multiple sources during...
PL Billing - Attach Policy
This 3 minute video explains how agents create a billing account for new or existing members to process a new policy and apply payments. Part one looks at setting up billing for new members with a sin...
Billing - Create a Billing Account for a New Submission
Billing - Multi-Source Down Payments
Billing Calculator
AccessHarleysville Billing Functions Tutorial
AccessHarleysville Automated Payments
Change - Pro-Rated Premium for a Policy Change
Premium Costs for a Policy Change
PolicyCenter Common Billing for Agents
The PolicyCenter Billing for Agents course provides an overview of how to set up a billing account in PolicyCenter. The course also reviews how to collect payment for multiple sources during the down ...

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