Sub-appointment information:
Sub-appointment timeline: 5 business days
*Sub-appointment processing does not begin until your Bold Penguin compliance review has been approved.
Appointing states: Available to agencies domiciled in all 50 U.S. states.
*Agencies domiciled in Alaska or Louisiana must have at least $100,000 of Management Liability opportunity in other states to be considered for a sub-appointment.
Additional considerations:
Agencies classified as “Sole Proprietors” are not eligible for a Berkley Management Protection (Berkley MP) sub-appointment at this time.
Please be advised that sub-appointment requirements are determined solely by the carrier and are subject to change without prior notice. Exceptions to these requirements will not be considered unless explicitly stated. Additionally, approval for sub-appointments is entirely at the discretion of the carrier.
Berkley MP contacts:
Servicing & underwriting | Curtis Becker- cbecker@berkleymp.com or 920-931-3966 |
Claims |
Appetite and carrier resources:
Coverages:
D&O, EPL, Fiduciary, Crime, Management Liability, and Cyber (available in the carrier’s portal for specific states).
Currently, no admitted products in AK and LA.
Applying for D&O Insurance with Berkley MP
Follow these steps to initiate and process a Directors & Officers (D&O) insurance application through Berkley Management Protection on the Agent Terminal:
Initiate the Application
Log in to the Agent Terminal platform.
Click on the "Create New Application" button in the upper right-hand corner of the Terminal dashboard.
Complete Client Details
Fill out the required information about your client and their insurance needs.
If Berkley fits the client’s risk appetite, the system will generate a quote for their D&O insurance product.
Finalize Quote and Bind Coverage
If Berkley provides a suitable quote, you will be redirected to the Berkley portal to finalize paperwork and bind coverage.
Berkley requires a separate password for entering their portal using your Bold Penguin-associated email. If the password is unknown, use the "forgot password" option to reset it.