PEN EDUCATION LIBRARY
IT
As a member of IT, it’s a safe assumption you do a fair amount of troubleshooting. In addition to all the questions about your own system, you may even get inquiries about Dealer Systems. We know it can be confusing, and PEN Services is here to help.
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: 40 Mins
Discuss how Provider’s can best support their Dealers. Identify the types of requests/issues a Provider may face and how to best handle those situations. What types of support that a Provider may need. Call out certain examples and what teams/collateral exists to help with those questions or requests.
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.
Discuss what Dealer Onboarding means and the best practices from the perspective of a Product Provider. Reiterate Planning and Follow-up and the important role that a Provider plays. Provide statics and suggestions of things to consider.
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?
Discuss how Provider’s can best support their Dealers. Identify the types of requests/issues a Provider may face and how to best handle those situations. What types of support that a Provider may need. Call out certain examples and what teams/collateral exists to help with those questions or requests.
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.
Help prepare a Provider that is just joining the PEN. Setting expectations, a high-level walk-through of the process. Work with PEN Integrations, work with PEN Services (Ron), First Dealer Registered/Using, Intro to PEN, etc. This is something a Provider should watch when they first start the process of joining the PEN. Content depends on when in the process Provider is instructed to watch this.