PEN EDUCATION LIBRARY
OPERATIONS
Your role in Operations likely requires you to wear many hats and deal with a number of issues. You may get questions or requests around Integrated eContracting from Agents, Reps, as well as Dealers. Having a good foundation of knowledge is key, and so is knowing where to go or who to contact for help.
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 take a short survey to provide your feedback
Recommended Videos
Time Commitment: 50 Mins
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.
Traditional F&I Menus, Dealer Specialty, Direct Marketing, Digital Retailing
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.
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.