Resource Library

Agent Resources

Agents are essential for dealer success, and we make it our mission to be essential for agent success.  Agents shouldn’t have to be IT experts to help their dealers succeed. Let these resources guide you!


Onboarding Best Practices

Getting set up for integration is just one step in the Dealer Onboarding Process.  Read on for tips and guides to make onboarding seamless.


Dealer Setup Notifications

Dealer Setup Notifications (DSNs) are communications sent to a Provider the day after a Dealer registers their product(s) for Integrated eContracting.  We’ve established these automated communications to better assist providers in setting their dealers up for success.


Resources

Videos, downloadables, and more to help guide you through PEN. Still Can’t Find What You’re Looking For?

Quick Response Center

PEN Boot Camp

Video library to help Providers and Agents learn how to make the most of Integrated eContracting through PEN.

VIEW PEN BOOT CAMP »

PEN VIDEO LIBRARY

Help empower your team through supplemental video education on specific functions and processes of Integrated eContracting through PEN

VIEW EDUCATION LIBRARY »

ONBOARDING BEST PRACTICES

A guide to preparing for a new Product Registration/System Setup, the steps needed during implementation, and important Dealer Follow-Up checkpoints.

DOWNLOAD »

AGENT LEADERSHIP GUIDE

Everything your Agents need to know about PEN and Integrated eContracting.

DOWNLOAD »

Dealer onboarding WEBINAR

Watch a 10- minute overview of the Dealer Onboarding Process and the role you play in a successful setup.

 

Watch »

sample dealer setup checklist

Sample Dealer Setup Guide. Make this your own!

 

download»

PEN Provider GUIDE

Essential information that all Provider team members should know about PEN

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utilization vital signs

Questions your Agents can ask Dealers to promote successful Integrated eContracting.

 

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HOW to get help from pen

PEN cannot provide level 1 technical support to dealers.  Getting to the right support team will get results quicker.

 

download»

PEN ShareFile

PEN has implemented a secure method to share Provider sensitive materials.  This will require a free account to access authorized folders for items like reports and other Provider specific materials.

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