To ensure you can quote, bridge, and bind policies without interruption, all agencies must complete their required Account Setup Tasks in the Bold Penguin Terminal.
If any required tasks are incomplete, you may see an attention message when attempting to bridge to a carrier or bind a quote. This message simply means there’s one (or more) setup steps still needing your attention.
Once all required tasks are complete, the Tasks box will automatically disappear from your Terminal homepage.
Where to find your Tasks
You can always find your required tasks on your Terminal Homepage → Tasks Box
This box will remain visible until all required tasks are fully completed.
Required Account Setup Tasks
Task Name: “Add Carriers”
This is your first required task and MUST be completed to move forward and prompt your remaining tasks.
What’s Required to Remove This Task: You must add at least one carrier to your Terminal.
Why This Matters: You can’t quote or bind until at least one carrier is connected to your account.
How to Complete It:
Go to your Terminal
Select Add Carriers
Choose at least one available carrier
Save your selection
✅ Once one carrier is added, this task will automatically clear.
Task Name: “Compliance Questions”
What’s Required to Remove This Task: You must submit the compliance form in full.
Why This Matters: This questionnaire collects the necessary information to process and approve market access appointments. Since market access-appointed agencies will be binding business under Bold Penguin's master code with the Carrier, we require agents and their agencies to be in good standing.
How to Complete It:
Click the Compliance Questions task
Complete all required fields
Submit the form
✅ Once submitted, this task will clear automatically. However, please be aware that the Compliance approval process can take up to 48 hours to complete after task submission/completion.
Task Name: “Agency Documents”
What’s Required to Remove This Task: All required documents must be uploaded and complete, including:
W-9
E&O Insurance Verification (Policy Dec page or COI)
EIN confirmation
Any additional required business documentation
Why This Matters: Incomplete or incorrect documents will:
Delay compliance approval
Block market access appointment processing
Prevent binding
If your documents are incorrect, a Bold Penguin Support team member will reach out for updated information. To expedite processing, please provide the needed information promptly.
How to Complete It:
Click the Agency Documents task
Upload each required document
Ensure documents are:
Not expired
Correspond to the licensed entity (agency or individual principal)
✅ The task is removed only when all required documents are successfully uploaded.
Task Name: “Commission Payouts”
What’s Required to Remove This Task: You must add a valid bank account to be paid commission.
Why This Matters: This ensures you can be paid commissions earned on policies placed through a market access appointment and the Placement Desk. We only pay commissions via direct deposit.
How to Complete It:
Click the Commission Payouts task
Enter your bank account information securely via Plaid OR request an ACH DocuSign form from finance (ach@boldpenguin.com)
✅ Once your bank account is added, this task will automatically clear.
🔒 Security Note: Your bank information is used only for commission payouts.
What Happens If Tasks Aren’t Completed?
If one or more required tasks are still incomplete, you may see an attention message when trying to:
Bridge to a carrier
Bind a policy
This message simply means that you have an outstanding task(s) that must be completed before continuing.
This is not an error — it’s a safeguard to ensure:
Your account is compliant
Your carriers are properly activated
Your commissions can be paid without delay
What Happens When All Tasks Are Complete?
Once all required tasks are finished:
The Tasks box disappears from your Terminal homepage
Your account is officially considered onboarding-ready
You can quote with any activated carriers and the Placement Desk.
Market-access appointments are being processed with the carrier(s).
Optional Tasks
Once your required tasks are complete, take some time to complete your Optional Tasks:
Invite New Users
Configure Carrier Settings
Need Help Completing a Task?
If you’re unsure what’s missing or need help completing any step:
📧 Email: support@boldpenguin.com
💬 Live Chat: Available directly in the Terminal
👤 Your Customer Success Manager can also guide you through any step.