This Carrier Resource Guide provides key information about working with Utica First, 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 | Placement Desk |
BOP |
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General liability |
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Umbrella |
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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
Placement Desk - Can be quoted using the Bold Penguin Placement Desk
Appetite resources:
Market access appointment information
Timeline: 3–4 weeks (may vary depending on agent responsiveness).
Processing:
Begins only after Bold Penguin compliance review is approved.
Utica First conducts a vetting call with each agency to review appetite and production requirements.
Appointing states: Agency must be domiciled in CT, FL, MA, MD, NJ, NY, OH, PA, or VA.
Eligibility: Captive agencies are not eligible for market access appointments.
Production expectations:
Minimum $25K in premium annually.
Market Access appointment requirements are determined solely by Utica First and are subject to change without prior notice. Approval is at the carrier’s discretion.
Commission information:
See the Commissions dashboard in the Bold Penguin Terminal.
Market access contact information:
Phone:
Servicing & Underwriting: 1-800-456-4556 ext. 3502 (Liam Dedrick)
Amendments/Changes/LPRs: 1-800-456-4556
Claims: 1-800-456-4456
Customer Care (general questions, billing, payments): 1-800-456-4556
Help Desk (login issues, password resets): 1-800-456-4556 (Option 4)
Email:
Servicing & Underwriting: ldedrick@uticafirst.com
Amendments/Changes/LPRs: CL@uticafirst.com
Claims: claims@uticafirst.com
Customer Care: customercare@uticafirst.com
Help Desk: helpdesk@uticafirst.com
Online:
Hours of Operation:
Monday through Friday, 7:30 a.m. to 5:00 p.m. ET.
Portal access and user setup:
Each user must register individually for portal access.
Agency must add users to the portal.
Each login requires a unique email address and password.
Resources:
How-to Guide: Adding Additional User Logins
Portal Help Guide & Tips: resetting passwords, commission statements, adding insureds/locations/interests
Placement Desk information
Utica First can be accessed through the Bold Penguin Placement Desk by completing an application in the Bold Penguin Terminal and Requesting Placement, or by contacting the Placement Desk directly.
Note: Placement Desk is available exclusively to customers with a full-access (paid) Terminal subscription.
Placement Desk contact information:
Phone: (614) 368-7400
Hours: Monday through Friday, 8 a.m. to 6 p.m. ET.
Commission information:
See the Commissions dashboard in the Bold Penguin Terminal.
Policyholder servicing information:
IMPORTANT: Agents who place policies through the Placement Desk cannot call Utica First directly for policy servicing or underwriting questions.
Policy servicing must be completed by the policyholder.
Any policy changes or policy cancellation requests must be completed through the Bold Penguin Placement Desk team at the contacts referenced above.
The Policy Holder Service Center provides Utica First policyholders with access to information regarding their Utica First Insurance Policy. This information includes, but is not limited to:
Policy documents
Online billing and payment information
Claims information