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Getting Started

Set up your Bold Penguin Terminal

37 articles
Compliance QuestionnaireThe Compliance Questionnaire needs to be completed for any sub-appointments in the Terminal.
Adding/removing usersHere is a step-by-step guide to adding and removing users in the Terminal.
Billing portal
Wholesale commission payments
Completing your Terminal applications for reporting purposes
Carrier settings & rankingOrganize how carrier quotes appear in your Terminal.
Appetite Search tool
Client-Quote Start
Terminal reporting: Insights
ACORD UploadACORD Upload process