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How do I update my appointment status from sub-appointment to direct appointment in the Bold Penguin Terminal?
How do I update my appointment status from sub-appointment to direct appointment in the Bold Penguin Terminal?
Updated over a month ago

All you will need to do is Broker of Record (BOR) your current wholesale book from Bold Penguin to your new direct code!

However, if you are looking to BOR your wholesale book from Bold Penguin to another wholesaler, please review Ownership of Sub-Appointed Expirations (Section 7) within the Producer Agreement.

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