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Berkley: Carrier Resource Guide

Updated this week
First-class insurance products to fit your business's needs.

This Carrier Resource Guide provides key information about working with Berkley, 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

Cyber liability

Professional liability

Berkley Management Protection: MPL, Crime, Fiduciary, and D&O

  • 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.


Market access appointment information

  • Timeline: 3- 5 business days

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

  • Appointing States: Available to agencies domiciled in all *50 U.S. states.

  • Eligibility: Sole Proprietors are not eligible for market access appointments.

Production expectations:

  • *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.

Commission information:

Portal access and user setup:

  • Individuals must each have their own login to Berkley's portal.

  • To request additional Berkley MP portal logins for your Berkley market access appointment, please contact support@boldpenguin.com.

    • Bold Penguin will request the additional logins on your behalf and coordinate with Berkley MP. Once complete, the new user(s) will receive an email invitation directly from Berkley to activate their account.


Contact information

Phone:

  • Servicing & underwriting: 920-931-3966

Email:

Online:

Hours of Operation:

  • Standard business hours


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 Bold Penguin Terminal:

  1. 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.

  2. 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.

  3. 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.

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