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THREE: Carrier Resource Guide

Updated yesterday

This Carrier Resource Guide provides key information about working with Attune, including policy servicing details and other important resources. When contacting the carrier, always include your policy number.

Access availability

Direct appointment

Market access appointment

Placement Desk


Appetite

Coverages available to quote with Bold Penguin:

In Terminal

Off Platform

BOP

Commercial auto

General liability

Professional liability

Property

Workers' compensation

  • In Terminal - Can be quoted in the Bold Penguin Terminal

  • Off Platform - Can be quoted on the carrier's portal with a direct appointment or Bold Penguin market access appointment

THREE is considered an offline carrier available through the Bold Penguin Terminal. Therefore, while Market Access to THREE is available through your partnership with Bold Penguin, quoting must be completed within Attune’s Portal.

Appetite resources:

Target industries: food & beverage, auto services, retail, contractors, retail, hospitality, and others.

You can also access appetite information and more by navigating to the industries tab on https://threeinsurance.com/.


Market access appointment information

  • Timeline: 1-3 business days

  • Processing: Begins only after Bold Penguin compliance review is approved.

  • Appointing States: AZ, CA, CO, CT, GA, IL, IN, IA, KS, LA, MD, MO, NE, NJ, NC, OH, OK, OR, PA, SC, TN, TX, UT, and WI

Please be advised that requirements are determined solely by the carrier and are subject to change without prior notice. Additionally, approval for market access appointments is entirely at the discretion of the carrier.

Commission information:

Portal access and user setup:

  • If additional Terminal users need access to THREE's quoting platform, Socotra, please reach out to partners@threeinsurance.com with the following information:

    Wholesaler Name: Bold Penguin

    Agency Information:

    • Agency:

    • Address:

    • Phone Number:

    • Primary Contact Email:

    • Agency/Brokerage NPN:

    Producer Information:

    • Name:

    • NPN:

    • Email:

    • Phone:


Contact information

Phone:

  • Claims: 855-430-7224 option #2

  • Servicing, Underwriting, General questions, Agent training requests, BORs*

    • *BOR requests must be submitted to the THREE team at least 30 days prior to the renewal date.

Online:


Socotra access:

You will receive an email from the THREE Insurance team within 1-3 business days of submitting your Market Access appointment request. This email will include your credentials to access the Socotra quoting platform. If you need to reset your password, simply select "forgot password" and follow the prompts.

For further assistance with Socotra access, please contact partners@threeinsurance.com or 1-855-430-7224.


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