Step 1. Log into your Bold Penguin Terminal account.
Step 2. In the top left corner, click on the drop-down menu and select Appointments:
Step 3a. If you are requesting a market access appointment, navigate to the ERGO NEXT carrier card in the Available sub-appointments section and select REQUEST.
To quote with an ERGO NEXT market access appointment, the Bold Penguin Compliance Questionnaire must be completed and approved. Therefore, please allow up to 2 business days for compliance review once the Questionnaire has been submitted.
You will be notified once your appointment is ready to use in the Terminal.
Step 3b. If you currently have an appointment with ERGO NEXT, navigate to the ERGO NEXT carrier card in the Available direct appointment section and select CONNECT.
The email used for ERGO NEXT portal access registration must match what you use to log into the Bold Penguin Terminal. If you would like to update the email address used on the ERGO NEXT portal, please contact the ERGO NEXT AST by phone (855-222-5919 press 5 when prompted) or email (agents@nextinsurance.com).
You're all done!