Transfers

Job Aides & Videos

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Agent Self-Key Job Aid
This job aid guides agency staff on the Agent Self-Key process for Agent Center and PolicyCenter. This is intended for agencies with a pre-approved Transfer agreement with Nationwide.
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...
How to Use ReferenceConnect
This documents walks you through the search capabilities in Reference Connect for Personal Lines Forms/Endorsements and Underwriting Manuals.
Book Transfer Sales Guide
This guide will walk you through the steps transferring your book of business. We have simplified the process through technology with a focus on the customer experience.
Book Transfer One-Pager (Appointed Agents)
This job aid lays out the book transfer process in a single page for appointed agents.
Book Transfer One-Pager (Unappointed Agents)
This job aid lays out the steps for transferring your book of business for unappointed agents.

Additional Resources