Getting Started
Set up your Bold Penguin Terminal
24 articles
- Compliance QuestionnaireThe Compliance Questionnaire must be completed and approved to quote and bind with Market Access or Placement Desk carriers.
- Adding/removing usersHere is a step-by-step guide to adding and removing users in the Terminal.
- 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
- 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
- đ§ Logging Into Your Bold Penguin Terminal: A Quick GuideAccessing the Bold Penguin Terminal
- Storefront
Activating direct appointments on the Terminal
Step-by-step guides for activating your current carrier appointments.
Requesting Market Access appointments
An overview on how to request Market Access appointments through your Terminal.