The Bold Brief – Vol. 3, Issue 3
Bold Penguin presents the third installment of The Bold Brief, volume 3 – 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.
Introducing DeX ai
Meet the intelligence layer inside the Digital Exchange. DeX.ai exposes Bold Penguin’s digital infrastructure and solutions for partners to deploy turnkey or build on as callable, programmable agents and services within their own architecture. It is a faster path to market-leading capabilities. Learn more.
Thimble goes live as the first agent-to-agent quote on platform
Bold Penguin’s AI agent (DeX ai) now negotiates quotes directly with Thimble’s agent, turning what used to be a custom carrier integration into a conversation between two systems. Agents provide a business name and address, and the agent handles the exchange end to end, returning a priced, bindable quote. Coverage selections are reviewed and approved by the agent before any quote is requested, keeping a human in control of decisions made in their name.
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.
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.
Coffee with Carlos: Office Hours with Bold Penguin’s Small Commercial Specialist
Bold Penguin’s very own Small Commercial Specialist, Carlos Gonzalez-Avila, shares his deep industry expertise as he hosts carrier partners to cover industry trends and answer questions. Current Bold Penguin users are invited to grab a coffee and join Carlos to learn more about:
- Travelers – Friday October 9th, at 1:00 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 have been appointed but have not attended a biBerk onboarding session, or who need a refresher on quoting 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.
2026 registration: Click here.
Insurance news and trends
Bold Penguin conferences in Fall 2026
Bold Penguin will be waddling to these industry events to connect with old friends and make new connections!
- InsureTech Connect; September 29-October 1; Las Vegas, NV
- CIAB Insurance Leadership Forum; October 2-6; Colorado Springs, CO
- WSIA 2026 Annual Markeplace; October 11-14; San Diego, CA
- CIAB Operations Leadership Forum; November 2-4; San Diego, CA
Bind Season is underway for Terminal customers
Bind Season runs through November 30, 2026 giving participating independent agencies the opportunity to earn cash rewards for qualifying new business placed through North Peak Access. Your goals and rewards are specific to your agency, so check your Bind Season kickoff email for your game plan, including your targets and how to earn. Not sure which Bind Season lane you’re in or what you’re playing for? Reach out to your Customer Success Manager for more details.
Earn additional rewards for binding Hiscox
Hiscox’s Tip of the Glacier incentive runs through November 30, 2026. Five qualifying new Hiscox binds through Bold Penguin earn a $100 Tango gift card, and 15 total binds earn an additional $250, for up to $350 per agent. Nothing to sign up for, qualifying policies count automatically. See full terms here.
Be bold.
INSIGHTS
