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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. 

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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. 

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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.

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‍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.

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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.

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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.