The Bold Brief – Vol. 2, Issue 1
Bold Penguin presents the first installment of The Bold Brief, Volume 2 – a recap of recent Bold Penguin innovations, carrier updates, and educational tools. We are thrilled to share these resources as a partner in your success.
Bold Brief
Be better.
We are constantly evolving to streamline your workflow. Here’s what’s new.
New carrier quote PDF downloads feature saves time
The carrier quote PDF downloads feature allows agents to download PDFs of returned quotes for select carriers directly in the Bold Penguin Terminal, reducing the time required to provide documentation to customers
Advanced classification feature reduces declinations and saves time
The advanced classification feature empowers agents to manually adjust mapped classifications for each in-appetite carrier before continuing the quoting process in the Bold Penguin Terminal. This functionality ensures each carrier’s appetite is properly reflected, reducing declinations, delivering a smoother quoting process, and saving time for agents.
Be broader.
With new carrier integrations and an ever-growing list of coverage types, the Bold Penguin Terminal has your back, no matter the market conditions. Here are the newest carriers and products in the Bold Penguin Terminal that will increase your market access and fill appetite gaps.
EMPLOYERS workers’ compensation coverage available in the Terminal
EMPLOYERS has been added to the Bold Penguin Terminal, providing directly appointed agents with the ability to quote more workers’ compensation (WC) coverage options. EMPLOYERS is a WC carrier writing in almost every state and Washington D.C. Seventy-five percent of all businesses in the U.S. fall within EMPLOYERS target classes. To view the full appetite and availability guide, click here.
Pie commercial auto now available to view in the Terminal
Directly appointed agents in select states can view appetite for commercial auto insurance in the Terminal before bridging to the Pie portal to quote and bind. As a reminder, Pie’s WC insurance is also available to quote in the Terminal, offering more comprehensive solutions for your business customers. To view the full appetite and availability guide, or to request an appointment, click here.
Be brighter.
Learn from the experts! Here are a few upcoming events we hope you can attend and a few quick reads to keep you updated on insurance news and trends.
Events
Coffee with Carlos: Office Hours with our Small Commercial Specialist
March Coffee Chat with Pie: Friday, March 27th at 2:00 p.m. ET to discuss commercial auto policies.
With years in the insurance industry, Carlos Gonzalez-Avila, our Small Commercial Specialist has held roles in claims, underwriting, and even AI learning. Agents are invited to grab a coffee and join Carlos as he hosts Pie’s Director of Commercial Auto Operations to discuss timely topics, answer questions, and more! Register here.
biBERK webinars
Onboarding webinars – Every third Thursday at 1:00 p.m. ET
This ongoing series is for agents who are appointed but have not attended a biBERK onboarding session, or are in need of a refresher on how to quote policies in the biBERK Service Portal (BSP). New BSP users are required to complete this training within the first 30 days of establishing BSP access to ensure continuous portal accessibility. Register here.
Insurance news and trends
Leveling up a digital marketing plan
If an increased digital presence is part of your 2025 growth plan, check out these tips from Travelers to transform customer engagement.
Executive leadership news
Bold Penguin recently announced Peter Settel as the new President and Chief Executive Officer. Settel brings 25+ years of experience in U.S.-based property and casualty markets, with impact through technology, strategy, and innovation driving market expansion and profitable growth. “There is a tangible excitement within Bold Penguin for our mission to simplify and transform commercial insurance. I am honored to lead this team and excited for the road ahead — to increase shared value for our partners, agents, and customers,” stated Settel.
Bold Penguin conferences in Q2 2025
We’ll be waddling our way to three industry events this Spring. Check us out in Las Vegas at FinTech Meetup on March 10-13, and LeadsCon on April 7-9. We’ll also be in Orlando at the HawkSoft User Group 2025 National Conference on April 13. We can’t wait to connect with old friends and make new connections! See you there!
To see past Bold Brief issues, click here.
Be bold.
INSIGHTS
