PEN EDUCATION LIBRARY
Agent
As an Agent / Account Rep, you are the trusted resource for your Dealer. They look to you for all of their issues, questions, and requests. Knowing where to go for what, or who to direct your Dealer to, goes a long way in continued Dealer success.
Recommended Videos
PEN Services has hand-picked the following videos specifically for YOU!
Please take some time to watch these videos in the order prescribed.
After each video, we strongly encourage you to share your feedback
Time Commitment: 30 Mins
Focus on the importance of diagnosis and identifying what type of issue the Dealer is having and the appropriate next step for fastest resolution. Reference a couple of real-life use cases. When the process is followed appropriately, and when it goes off the rails. Stress why following the correct support protocol is so important
Discuss how a Dealer sets up product for Integrated eContracting. Preparation, Registration, Follow-up. What is everyone's role and what materials exist to help support the Provider, Agent, and Dealer through this process.
High-level description of the PEN Services Dealer Onboarding process. What the communications are, whey they are sent, who receives them, and action items. The focus of this video will be on the steps recommended post registration. Usage of the Agent Email field in the form. Why it is important for Dealer Follow-up to discuss their Sales Process. Especially in the case of exceptions.
Build upon the introduction to PEN Services that was originally featured in Intro to PEN. Distinguish the difference between PEN the technology and the Business Services. Why does PEN Services exist? Walk-through of offerings and use cases for them. How are Providers leveraging PEN today?
Identifying different terms. What does price mean. What is a pack (soft/hard), what is a markup. What are other terms people may use to describe the same thing. Discuss where pricing can be set. (Within Portal or Menu) Reiterate that PEN does not dictate/setup pricing, we simply pass data.