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Commonly Asked Questions
67 articles
User Permissions: Principal vs. Agent
How do I add users to quote in Attune's portal?
How do I add users to quote with Berkley MP?
How do I add users to quote in biBERK's portal (BSP)?
How do I add users to quote in CNA's portal (CNA Central)?
How do I add users to quote in Coterie's portal?
How do I add users to quote with Hiscox?
How do I add users to quote in NEXT Insurance's portal?
How do I add users to quote in Westfield's portal?
How do I add users to quote in THREE's portal (Socotra)?
Bold Penguin's Terms of Use
How do I add users to quote with At-Bay?
How do I add users to quote in Cowbell's portal?
How do I add users to quote with Travelers?
How do I add users to quote in Utica First's portal?
What happens to my commission if a policy is canceled early?
When can I expect payment of my commission?
How do I receive commissions for policies placed through Bold Penguin sub-appointments?
How do I verify my commission payout method?
Can my commissions be paid to me via a check?
Where can I see commission rates?
What happens if I decide not to renew my Bold Penguin Terminal subscription?
Do we have a Bold Penguin agency code?
Can I share a link that allows my customer to start an application?
How do I pull a report of my active policies?
Does an annual subscription follow the calendar year or my sign-up date?
Are Bold Penguin sub-appointments an additional cost above the Terminal subscription?
I am interested in the Exchange and/or Storefront. How do I receive more information on these products?
Can we use a premium finance company for policies bound through Bold Penguin sub-appointments?
Is there a Bold Penguin mobile app?
Am I able to quote personal lines on the Terminal?
How do I add a new user to the Terminal?
How do I update my billing information for my Terminal subscription?
Can I add broker or policy fees to quoted premiums?
Cancelling your Bold Penguin Terminal
Bold Penguin Terminal FAQsAll of your Frequently Asked Questions
HawkSoft + Bold Penguin Integration FAQs
How to set up the
HawkSoft + Bold Penguin integration
Using direct appointments and requesting sub-appointments
Can I download ACORD forms?
If I have specific underwriting questions or questions about why a risk was declined, whom should I contact?
Does receiving a quote option from a carrier on the Terminal block the market?
Are policies written through Bold Penguin sub-appointed carriers Direct Bill or Agency Bill?
I entered a risk into the Terminal and got an "out-of-appetite" message, but was able to quote it on the carrier's portal. Why?
How do I access a carrier I’m sub-appointed with?
When quoting with NEXT, why did I receive the error message: "Agent is not allowed in state"?
What are the E&O insurance requirements for an agent writing business through a Bold Penguin sub-appointment?
If we terminate our Bold Penguin Terminal subscription, what happens to our renewals? Do we continue to receive commissions?
How do I update my appointment status from sub-appointment to direct appointment in the Bold Penguin Terminal?
Are the coverage limits different through sub-appointments as compared to direct
appointments?
Do we have to go through a separate sub-appointment process for each carrier?
If I already have a sub-appointment through another wholesaler, can I use that sub-appointment to quote that carrier on the Terminal?
Who handles policy servicing for sub-appointments?
If we don't have appointments in certain states, can we access other states through Bold Penguin?
Are there any profit-sharing bonuses for hitting annual targets or loss ratio penalties?
Are there any production requirements for sub-appointments?
How can I access carrier policy forms?
What is the process for policy renewals?
How to become appointed and quote with RT Specialty
How do I get a direct appointment with a carrier on the Bold Penguin Terminal?
How do I add additional carrier appointments to my Terminal?
How many admitted carriers are in the Bold Penguin Terminal?
How do I add a new user to quote with my Coterie sub-appointment?
How to create a Hiscox account