PEN EDUCATION LIBRARY

Key Contact

As a Key Contact in your organization, many people come to you for answers. We like to think most of those problems could be solved by those individuals, if we just gave them a path to empowerment.

 

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: 50 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.
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.
Discuss the dealer onboarding communications known as DSN. What are they, why are they sent, what action is expected, what are best practices, resources and things to consider. Discuss the importance and role for both operations and the field
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.
Traditional F&I Menus, Dealer Specialty, Direct Marketing, Digital Retailing
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?
Utilization Detail and Snapshot, Registration Report. This is available to you, are you receiving it, are you using it, how top providers are using it. Highlight content and actions, not format
What do Dealer Systems know about you the Provider, how do DSPs see you. Some menus have direct, some work with agents but connect through PEN. They might work with your agent, with you, they use a provider profile. How are products saved.
What do Dealer Systems know about you the Provider, how do DSPs see you. Some menus have direct, some work with agents but connect through PEN. They might work with your agent, with you, they use a provider profile. How are products saved.