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.
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.
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.
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.
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.
If an increased digital presence is part of your 2025 growth plan, check out these tips from Travelers to transform customer engagement.
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.
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!
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Leading insurtech recognized for creating a respectful and supportive environment where employees feel empowered to execute
This month, we feature Dallas Ramey, Bold Penguin’s Director of Customer Success. Dallas offers insights into her team, their dedicated account support to improve the customer experience for the insurance agents who use the Terminal.
The third installment in the Bold Penguin series addresses the risks of entrepreneurs in supplemental home services, how that industry has changed since COVID-19, and what that means for self-employed insurance for service providers.