1. You joined Bold Penguin in 2024. What about Bold Penguin drew you to the position? 

I was drawn to Bold Penguin as a company due to our market position and the opportunity for growth as we move into new offerings. This was a great fit because I was looking to join a company where I could make a difference while leveraging my experience.

2. What is one thing about the Exchange that insurance agents oftentimes don’t know but you wish they did? 

The Bold Penguin Exchange can help agents, brokers, and carriers find the right coverage for every customer seeking commercial insurance. They can also monetize any out-of-appetite risk that they are unable to serve. So, if an agent has a prospect that is seeking insurance that is outside of their appetite, Bold Penguin can assist them in matching that prospect with another agent. And the referring agent gains revenue from that placement.  The Exchange helps target classifications of business by NAICS code, coverage, and state to appropriately match risk appetite. This, in turn, helps agents grow their commercial book of business.

3. In your opinion, what’s the biggest challenge that insurance agents face when trying to grow their business? How does the Exchange help solve that pain point? 

The biggest challenge in growing an insurance agency is often considered to be lead generation and attracting new clients, which involves identifying the right prospects, building relationships, and effectively marketing to them in a competitive market.  This is exactly what the Bold Penguin Exchange can do, i.e., assist agents, brokers, and carriers by providing prospects who have a confirmed intent to buy and match them to their risk appetite. 

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