Exchange

Buy and Sell Small Business Prospects that Want Insurance

For partners looking to grow through small business insurance opportunities, this is the place for you.

How it Works

Grow Your Business with the Right Prospects

Sell Leads

You can sell small business leads into the Exchange -- we make sure small business owners find the agent of their dreams.

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Set Up Exchange Filters

Each agency targets different businesses. With Filters, you can identify and bid on small businesses that fit your appetite.

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Buy Prospects

Our Customer Service Advocates can connect you with thousands of quotable prospects that are ready to buy insurance.

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Some of our partners

How It Works

Sell Leads

We connect thousands of small businesses to the right agent every year through our Exchange. If you're regularly in contact with small businesses, you can monetize this traffic through the Bold Penguin Send Side Partner Program and earn revenue by connecting small businesses to the right agent.

How It Works

Set Up Exchange Filters

Every agency is unique and most prefer selling to specific types of small business customers. Exchange Filters let you customize which businesses to target and the bid amounts you prefer. Filters can identify prospects by state, business, and a variety of other identifiers. Just set your Exchange Filters and you are off to the races.

Our product partners have issued more than

3,271,701
Quote Starts To Date
How It Works

Buy Prospects

Our Customer Service Advocates can connect you with hundreds of thousands of quotable prospects. A quotable prospect is a small business owner that has verbally indicated he or she wants to buy insurance, answered general business questions, and agreed to talk to a qualified agent. That’s where you come in -- --our Customer Service Advocates are standing by to seamlessly transfer quotable prospects to you right now!

Keys To Success

Set Up Your Agency to Grow with the Exchange

Set Up Dedicated Reps

For agencies participating in the Exchange, creating dedicated representatives is the key to success. Your dedicated agents will learn the nuances of quickly closing a small business prospect. Asking the right questions is the key to efficiently completing an application and presenting multiple quotes from your Bold Penguin Terminal.

Establish Full Coverage

Purchasing online has changed consumer behavior. People expect multiple options and instant access--and small business insurance customers are no different. When a small business connects to your agency through the Exchange, having your dedicated agent ready to take the call and start completing an application will help to ensure success.

Target One-Call Closing

For the true small business insurance master, one-call closing is the promised land. Dedicated small business insurance agents will learn the art of asking the right questions and presenting real-time quotes from the Bold Penguin Terminal to ensure closing success. Through the power of human relationships augmented by technology, one-call closing can be achieved.

Get Started Today

Contact Sales to Get a Quote Today.
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