The Bold Brief – Vol. 2, Issue 3

Be better.

We are constantly evolving to streamline your workflow. Here’s what’s new.

New Placement Desk service gives agents expanded market access

The Bold Penguin Placement Desk is a new service that allows Terminal users to place business faster, with more carriers, and without needing direct or market access appointments. The Placement Desk gives agents the tools they need to move faster and expand their offerings when looking to solve for hard-to-place risks or to grow their book. For more information on how to leverage the Placement Desk’s growing list of A-rated carriers and products, click here. 

ACORD upload feature enhances overall quoting experience

The new ACORD upload feature allows Terminal users to save time and reduce errors by quoting faster and more efficiently. This product enhancement takes data that already exists in another format and prefills new applications, reducing the time spent manually rekeying information during the application process. 

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.

biBerk commercial auto now available in the Terminal

biBerk commercial auto (CA) is now available in the Terminal, delivering more complete protection for your clients. Agents with an active biBerk Market Access appointment have the ability to view biBerk CA appetite in the Terminal & complete the process by calling or emailing the Placement Desk. Commercial auto coverage must be bundled with one of the following biBerk policies: business owner’s policy (BOP), general liability (GL), workers’ compensation (WC), or professional liability (PL) policy. To view the full appetite and availability guide, click here.

THREE now available in Ohio

THREE has officially launched in Ohio with their streamlined, comprehensive insurance solutions built specifically for small business owners. THREE’s all-in-one policy includes business liability, business property, and commercial auto, with a broad appetite for a wide range of business classes. Users can view appetite in the Terminal before bridging to the carrier portal to quote and bind.

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.

Bold Penguin webinars

Bi-weekly Terminal tutorial webinars – Every other Thursday at 12:00 p.m. ET

All current Bold Penguin users are invited to join our Customer Success team and walk through the Terminal features, review the components of an application in the Terminal, and seek answers to questions in order to get the most out of your subscription. Pre-registration is required and open only to current Bold Penguin customers. Register here.

Coffee with Carlos: Office Hours with Bold Penguin’s Small Commercial Specialist

Get to know the Bold Penguin Placement Desk carrier partners

Did you know that Bold Penguin has its very own Small Commercial Specialist, Carlos Gonzalez-Avila? With years in the insurance industry, Carlos has held roles in claims, underwriting, and even AI learning. Current Bold Penguin users are invited to grab a coffee and join Carlos as he hosts Placement Desk Partners to answer questions, cover industry trends, and more! The following carriers may now be available to you through our new Placement Desk service. Mark your calendars to learn more about:

• Chubb – Friday, September 19th at 1 p.m. ET; Register here.
• AmTrust – Friday, September 26th at 1 p.m. ET; Register here. 
• biBerk – Friday, October 10th at 1 p.m. ET; Register here. 
• Travelers – Friday, October 24th at 1 p.m. ET; Register here. 
• Pie Insurance – Friday, November 7th at 1 p.m. ET; Register here. 

Monthly biBerk webinars

Onboarding webinars – 3rd Thursday every month 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.

Industry Insights

Insurance news and trends

Now available: Comprehensive report on Unique Risks For Evolving Industries 

The Unique Risks For Evolving Industries 2025 Report spotlights six industries that were significantly impacted by the socio-economic shifts of COVID-19 and their associated unique risks. Dive into this complimentary, downloadable 2025 Report by Bold Penguin, with invaluable subject matter expertise from national and specialty carrier partners who contributed information on how to navigate these new markets. 

Bold Penguin conferences in fall 2025

We’ll be waddling our way to several industry events this fall to give us the chance to connect in person, listen to real challenges, and collaborate on better outcomes. Listed below are a few conferences we will be attending through October: 

• WSIA Annual Marketplace; September 14-17; San Diego, CA 
• 2025 United Farmers Agent Association National Convention; September 22-24; Las Vegas, NV
• IACON25 (OIA); October 7-8; Westerville, OH
• ITC Vegas; October 14-16; Las Vegas, NV
• Dreamforce; October 14-16; San Francisco, CA
• Money 20/20; October 26-29; Las Vegas, NV

Be Bold.