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
Activating direct appointments on the Terminal
Step-by-step guides for activating your current carrier appointments.
How to activate Neptune in the Bold Penguin Terminal
How to activate Pathpoint in the Bold Penguin Terminal
How to activate Propeller in the Bold Penguin Terminal
How to activate Arch in the Bold Penguin Terminal
How to activate AmTrust in the Bold Penguin Terminal
How to activate Berkley Management Protection (Berkley MP) in the Bold Penguin Terminal
How to activate Westfield in the Bold Penguin Terminal
How to activate Utica First in the Bold Penguin Terminal
How to activate Travelers in the Bold Penguin Terminal
How to activate Pie in the Bold Penguin Terminal
How to activate NEXT in the Bold Penguin Terminal
How to activate Nationwide in the Bold Penguin Terminal
How to activate Markel in the Bold Penguin Terminal
How to activate MSA in the Bold Penguin Terminal
How to activate Liberty Mutual in the Bold Penguin Terminal
How to activate Hiscox in the Bold Penguin Terminal
How to activate Cowbell in the Bold Penguin Terminal
How to activate Coterie in the Bold Penguin Terminal
How to activate CNA in the Bold Penguin Terminal
How to activate CHUBB in the Bold Penguin Terminal
How to activate Attune in the Bold Penguin Terminal
How to activate AmTrust in the Bold Penguin Terminal
How to activate Acuity in the Bold Penguin Terminal
Activating direct appointmentsHow to activate your direct appointments in the Bold Penguin Terminal.
Requesting Market Access appointments
An overview on how to request Market Access appointments through your Terminal.
How to request a biBERK sub-appointment in the Bold Penguin Terminal
How to request a THREE sub-appointment in the Bold Penguin Terminal
How to request a Market Access carrier appointmentHow to request sub-Appointments with the carriers in the Bold Penguin Terminal.