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.
FIRST: Watch PEN BOOT CAMP Videos
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
When a Dealer needs support, their first call is usually to their Agent. This video discusses the important role an Agent plays in helping their Dealer. The Agent puts their Dealer on the best and fastest path to resolution when they have the ability to determine the type of issue, and when they know what the appropriate next step is. We will reference some examples and give best practices for Agents to succeed.
High-level description of the PEN Services Dealer Onboarding process. What the communications are, why they are sent, who receives them, and any action items that should occur. We discuss the importance of preparation and the best practices and recommended steps to take after registration. We also shine some light on some of the efforts PEN has taken to assist Providers and Agents in their process. Finally, we discuss why it is important for Dealer Follow-up, from a sales process perspective.
There are more than 60 different systems integrated with PEN. The majority, and most commonly known, are Traditional F&I Menus. There are other Platforms connected to the network as well including Dealer Specialty, Direct Marketing, and Digital Retailing. These systems can vary from product setup process to how Dealers get support. This video helps to provide some education around each type of system, and directs you on other resources and reference information.
In the Boot Camp Videos, we introduced PEN and briefly touched what the PEN Services team's focus is on. In this video, we are going to take a deeper dive into PEN and distinguish the difference between PEN the technology and the Business Services (PEN Services) We walk-through the offerings and use cases for why PEN exists, and discuss how are Providers leveraging PEN today.