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Getting Started
Set up your Bold Penguin Terminal
36 articles
Compliance QuestionnaireThe Compliance Questionnaire needs to be completed for any sub-appointments in the Terminal.
Adding/Removing UsersStep-by-step guide to add and remove users on the Agent Terminal. Differentiate between a Principal and Agent user type.
How to Request a Carrier Sub-AppointmentHow to request Sub-Appointments with the carriers on the Bold Penguin Terminal.
Activating Direct AppointmentsHow to activate your Direct Appointments on the Bold Penguin Agent Terminal.
Billing PortalHow to update your credit card and/or commission payout information
Wholesale Commission Payments
Dispositioning your Terminal ApplicationsHow to mark your bound policies as complete to take full advantage of reporting capabilities.
Carrier SettingsSet your default policy limits and organize how carrier quotes will appear in your Terminal.
Appetite Search Tool
Client-Quote Start
Terminal Reporting: Insights
How to activate Acuity in the Bold Penguin Terminal
How to activate AmTrust in the Bold Penguin Terminal
How to activate Attune in the Bold Penguin Terminal
How to request a biBERK Sub-appointment in the Bold Penguin Terminal
How to activate CHUBB in the Bold Penguin Terminal
How to activate CNA in the Bold Penguin Terminal
How to activate Coterie in the Bold Penguin Terminal
How to activate Cowbell in the Bold Penguin Terminal
How to activate Hiscox in the Bold Penguin Terminal
How to activate Liberty Mutual in the Bold Penguin Terminal
How to activate MSA in the Bold Penguin Terminal
How to activate Markel in the Bold Penguin Terminal
How to activate Nationwide in the Bold Penguin Terminal
How to activate NEXT in the Bold Penguin Terminal
How to activate PIE in the Bold Penguin Terminal
How to activate Travelers in the Bold Penguin Terminal
How to activate Utica First in the Bold Penguin Terminal
How to activate Westfield in the Bold Penguin Terminal
How to activate Berkley MP in the Bold Penguin Terminal
How to activate AmTrust in the Bold Penguin Terminal
How to activate Arch in the Bold Penguin Terminal
How to activate Propeller in the Bold Penguin Terminal
How to request a THREE Sub-appointment in the Bold Penguin Terminal
How to activate Pathpoint in the Bold Penguin Terminal
How to activate Neptune in the Bold Penguin Terminal