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 - 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 - 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...
Billing - Create a Billing Account for a New Submission
Billing - Multi-Source Down Payments
Billing Calculator
AccessHarleysville Billing Functions Tutorial
AccessHarleysville Automated Payments
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 ...
Nationwide Bill Pay Options
State-Specific Billing Payment Options
Agency Admin - Managing Billing Notices
Reduce non-pay cancellations by following the steps in this document.
JP Morgan-Chase Refund Process
This training introduces you to the new procedure for sending refunds electronically through the JPMorgan Chase online portal.
Billing - Add Recurring Bankcard
This job aid provides instructions for adding Recurring Bankcard to an existing Agent Center Billing Account.
Billing - Saved Payment Preferences
This job aid provides instructions for adding and changing customer payment preferences like credit cards and bank accounts on existing Agent Center Billing accounts to create a better customer experi...

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