Scenario
Professionals tell us that with all of the compounding changes seen over the past three years, most are finding the daily routine of running an agency more challenging than ever.

It’s difficult to find and retain experienced employees. And clients are often more demanding – they call more often asking for assistance with routine tasks. 

We have an opportunity to ease their workloads by streamlining our insurance professional portals. This could also make it easier for recent hires to learn their way around the Nationwide system. 

“I am training a team. I’ve got some advisors under me that I’m coaching and teaching. Provider professionals can help me create systems that, if and when I’m out, the business can continue to move forward.”

Takeaways
1
Improving the experience can strengthen our relationship with professionals
2
Making navigation clear and intuitive will have the biggest impact on portal satisfaction
3
Professionals are now looking to carriers for help with training and upskilling
Customer
Professionals
Organization
Enterprise, Nationwide Financial, Property & Casualty
Core 4 Experience
Manage
Principles
Effortless, Personal, Reassuring
Goal
Supporting client needs