Step 1. Login to your Bold Penguin Terminal account.
Step 2. In the top-left corner, click on the dropdown menu and select Appointments:
Step 3. On the NEXT carrier card, click on the toggle to activate the carrier.
Step 4a. If you currently have an appointment with NEXT, select Direct appointment as the Appointment type, and then select CONFIRM.
The email used for 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 NEXT portal, please contact the NEXT AST by phone (855-222-5919 press 5 when prompted) or email (agents@nextinsurance.com).
Step 4b. If you are requesting a sub-appointment with Attune through Bold Penguin, select Request through Bold Penguin as the Appointment type, and then select REQUEST.
NEXT is an expedited sub-appointment. To quote with NEXT, the Bold Penguin Compliance Questionnaire must be completed and approved. Therefore, once compliance is approved, please allow up to 48 hours for activation.
You're all done!
You will be notified once your appointment is ready to use on the Terminal. Once the appointment is active, the carrier card will also be toggled purple.
Example of activated carriers shown on the Appointments page:
