External Teams
This Teams Calendar option is used first to start an external meeting and generate a shareable link.
What is Meet Now?
Nationwide uses this tool so most documents can be signed electronically.
What is DocuSign?
This system is used to track daily calls, wrap calls, house producer information, and track data for improvement.
What is Salesforce?
This system is used to check agent licensing status and registered firms.
What is Avatar?
This function can be used when an agent has maxed login attempts or forgotten their password.
What is Password Reset?
After selecting Meet Now, this option creates a meeting link you send to the participant.
What is Get a Link to Share?
Two reasons Nationwide uses DocuSign are convenience and this process improvement.
What is streamlining the underwriting and issuing process?
In Genesys, this is where you view the days activity.
What is Home?
Avatar can show producer information, firm affiliations, product information, and this status category related to annuities.
What is NAIC?
The password reset function can only be used for this person, not an assistant, upline, or split producer.
What is the agent?
Once the participant enters their name, this button activates so they can enter the meeting.
What is Join Now?
Tell me the 1035 form that cannot be sent through DocuSign.
What is the VLO Wholesale Exchange form.
In Genesys, this toggle is used to activate queue(s) and log off for your workdays.
What is the Off Queue/On Queue toggle?
In Avatar, green licensing status means this.
What is active or IGO in that state?
This hub is used to create work orders for system errors for both internal and external users.
What is NF Support Hub?
When the participant is waiting to enter, you must choose this option to let them into the meeting.
What is Admit?
One phone team responsibility is confirming this contact detail before DocuSign is sent.
What is the best email for the agent(s) and their client(s)?
What is the Schedule tab?
In Avatar, yellow means this licensing status.
What is WOB?
If a BGA case contact asks for Part B, Exam and Labs, or APS by email, the answer is.
What is no?
One thing you may need to tell the participant to do after joining so the meeting runs smoothly.
What is mute their microphone?
In DocuSign, when practicing a Policy Delivery Receipt, this Start dropdown option is selected first.
What is Use a Template?
In Genesys, this is where you can access recordings.
What is the Interactions tab?
In Avatar, red means this status.
What is NIGO or terminated?
If a form cannot be found in iPipeline forms, this portal is another place to search by form number or name.
What is the Nationwide Literature Portal/Merrill?