Agent Terminal

The Compliance Questionnaire must be completed and approved to quote and bind with Market Access or Placement Desk carriers.

Compliance Questionnaire

Here is a step-by-step guide to adding and removing users in the Terminal.

Adding/removing users

Billing portal

Wholesale commission payments

Completing your Terminal applications for reporting purposes

Organize how carrier quotes appear in your Terminal.

Carrier settings & ranking

Appetite Search tool

Client-Quote Start

Terminal reporting: Insights

ACORD Upload

Complete Your Account Setup Tasks in the Terminal

Account setup task: Compliance Questions

Account setup task: Agency Documents

Account setup task: Commission Payout Setup

Optional task: Invite new users

Contact Us

🐧 Logging Into Your Bold Penguin Terminal: A Quick Guide

Getting Started

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 ERGO 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 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 Acuity in the Bold Penguin Terminal

How to activate your direct appointments in the Bold Penguin Terminal.

Activating direct appointments

Step-by-step guides for activating your current carrier appointments.

Activating direct appointments on the Terminal

How to request a biBerk market access appointment in the Bold Penguin Terminal

How to request a THREE sub-appointment in the Bold Penguin Terminal

How to request sub-Appointments with the carriers in the Bold Penguin Terminal.

How to request a Market Access carrier appointment

An overview on how to request Market Access appointments through your Terminal.

Requesting Market Access appointments

Find answers and get help from Intercom Support and Community Experts

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