*The agency admin/principal must add additional users within the NEXT Insurance portal.
*The agent who originally signed up for the Bold Penguin Terminal and requested a sub-appointment with NEXT through Bold Penguin is automatically set up as the agency's admin user, meaning they are granted access to add more users in the portal.
Adding additional users to the NEXT Insurance portal:
The agent should log into their NEXT portal to ensure all of their Terminal users are set up as a NEXT user. This can easily be done by selecting βAdd and manage usersβ from their account dropdown in the top right corner of the NEXT portal.
Make sure your emails match:
The email used for NEXT portal access registration must match what you use to log into the Bold Penguin Terminal. If you would like to update the email address used on the NEXT portal, please contact the NEXT AST by phone: (855)-222-5919 (press 5 when prompted) or email: agents@nextinsurance.com.