The Bold Brief - Vol. 1, Issue 4

Bold Penguin presents the latest issue of The Bold Brief, a recap of recent Bold Penguin innovations, carrier updates, and educational resources. We are thrilled to share this tool with our agents and partners to support your continued growth and success.

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New HawkSoft AMS integration improves workflow for mutual agency partners

Bold Penguin introduced a new AMS integration with HawkSoft via their HawkLink Chrome extension, allowing agents to seamlessly transfer data from HawkSoft into the Bold Penguin Terminal to create pre-filled applications. This integration supports a one-way data transfer and can map up to 22 fields based on available information and policy type.

Pie Insurance added to the workers’ compensation (WC) multi-class feature to streamline quoting

Pie Insurance joins the list of select carriers in the Terminal that are eligible to quote multiple job classes for WC coverage.

Quote Travelers WC with increased confidence

The Terminal now includes all underwriting questions for Travelers’ new WC product, enabling bindable rates to be returned and reducing the likelihood of additional questions on the Travelers portal. Agents can leverage the Advanced WC quoting feature to specify job classification codes on a per-location basis for WC quotes and assign owners/officers.

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Rainbow now available in the Terminal, helping fully protect restaurants

Business owner’s policy (BOP) coverage with Rainbow, a leading insurance carrier that is 100% dedicated to restaurants, is now available in the Terminal. Rainbow has a broad appetite within the food service class, has no restrictions on where you are domiciled, and is available to direct and sub-appointed agents. To view the full appetite and availability guide, click here

Travelers sub-appointments available 

All agents domiciled in all 50 states can now request* a Travelers sub-appointment through the Terminal. Agents can receive quotes back for BOP, GL, and WC coverages in the Terminal. Top classes include service businesses, technology services, retail, and professional services.  
*Subject to an agency review and production requirements to obtain an appointment approval. To view                                       Travelers sub-appointment considerations, click here

Travelers general liability (GL) coverage available to quote in the Terminal

Travelers GL is available to quote in the Terminal. Top classes for this product include, but are not limited to, professional services, home-based businesses, co-working spaces, retailers, and specialty trade contractors.

Hiscox professional liability for contractors now available

Hiscox's professional liability for contractors is now available for all agents to quote in the Terminal.

Updates to Utica First coverage

Utica First is now offering sub-appointed agents an umbrella policy add-on, available in their carrier portal, with limits up to $5M. To view the full appetite and state availability guide, click here.

Update to Berkley Management Protection‘s New York offerings

Berkley Management Protection’s coverage offerings are now available in NY and available to quote in the Terminal.

Updates to CHUBB 

CHUBB is now offering umbrella coverage in the Terminal when quoting BOP or GL policies.

Updates to biBERK workers’ compensation appetite
biBERK’s WC product now has the following limitations: all construction is ineligible in NY; carpentry and concrete/masonry construction sub-industries are ineligible in FL or WI for new business (NJ and MA continue to be ineligible); for all other states, concrete, cement, and masonry types of business now require at least two years in business.

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Bold Penguin webinars

Terminal tutorial webinars – Thursdays at 12:00 p.m. EST

  • 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.

CNA webinars

CNA Small Business Live Courses – rotating days and times according to course

  • CNA hosts ongoing live training sessions available to agents, covering various topics such as a CNA Central overview, quoting and issuing, and product-specific training. Agents will need their CNA ID# or unique login ID/ username (ex: ddamp1) in order to register. Register here

Bi-weekly biBERK webinars

Onboarding webinars Fridays (bi-weekly) at 1:00 p.m. EST

  • 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

2025 global insurance outlook

Deloitte shares their insights on how insurers will adapt to the rapid pace of change by focusing on agility, innovation, and customers. Read more

Preparing for a workers’ compensation audit

Workers’ compensation audits are an important part of the renewal process. We’ve compiled a list of tips to help you prepare your customers for this mandatory audit. We also recently hosted a “Coffee with Carlos” webinar with a member of the biBERK auditing team to discuss a few ways agents can help customers prepare. Missed the “Coffee with Carlos: Worker’s Compensation?” Reach out to your dedicated CSM for a link to watch on-demand. 

Bold Penguin conferences in Q1 2025

We’re hitting the road on January 27-29 for the 8th annual INA Meeting in Phoenix, AZ. We’ll be meeting carriers and senior management of professionally managed networks in order to strengthen our current relationships and form new partnerships that capitalize on the ways our product suite increases efficiency and profitability. See you there!

Bold Penguin ranked #153 among Newsweek’s list of the top 200 American companies

Earlier in 2024, Bold Penguin was certified as a Most Loved Workplace based on results from the Love of Workplace Index™ survey. That certification made us eligible for consideration in the Newsweek list of top 200 companies. In October, the final list was released, and we are honored to announce that we were ranked #153 nationally. The list recognizes companies that put respect, caring, and appreciation for their employees at the center of their business model and, in doing so, have earned the loyalty and respect of the people who work for them. For the full list of the 2024 America’s Top 200 Most Loved Workplaces®, please visit here.  

To download the Evolving Risks of Small Businesses 2024 report, click here.

To see past Bold Brief  issues, click here.

Recent Articles

Ryan Schaffner, Bold Penguin’s Senior Product Manager, answers questions about our HawkSoft Agency Management System (AMS) integration.

We recently hosted a Bold Penguin "Coffee with Carlos" webinar and sat down with a member of biBERK’s auditing team to discuss a few ways agents can prepare customers for audit season. We’ve included some of their tips and videos below.

We’ve compiled a list of frequently asked questions that have bubbled up while interacting with our current and future Terminal users. Below are just a few of the questions we’ve answered, in no particular order.

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