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.
We’ve compiled a list of frequently asked questions that bubbled up while interacting with our current and future Terminal users. We gleaned that while many of you are familiar with our leading quote and bind insurance agent software solution, you might not have been aware of our dedicated team of Customer Success Managers (CSMs), our integrations with agency management systems, or the carriers available in the Terminal. Below are ten questions we heard in no particular order.
Answer: No, it is much more than a comparative rater. Although it can do everything comparative raters can, the Terminal insurance agent software extends this functionality to provide a complete platform specifically built to help agents succeed.
The Bold Penguin Terminal:
Answer: Yes. The Terminal integrates with several AMS solutions to streamline quote workflow. We support multiple out-of-the-box configurations that utilize one-click, automated customer data transfer from an AMS to the Bold Penguin Terminal insurance agent software. Additional information is available about a few of our most recent AMS integrations with Veruna and HawkSoft.
Answer: No, you can apply for sub-appointments through Bold Penguin as part of your Terminal subscription. There are no additional costs to access the broader market appetite within the Terminal.
Answer: You can activate your direct appointments and start quoting immediately with certain carriers. For sub-appointments, your Compliance Questionnaire must be completed first, and approval times might vary according to the carrier.
Answer: Yes. We are the preferred technology vendor for several insurance agency networks and associations to help member agents streamline workflow and write more business. Check out a full list of partner networks and associations by visiting here.
Answer: Terminal Enterprise has all the features of the Terminal (and more). Terminal Enterprise is for agencies, wholesalers, and brokerages with 10+ commercial producers, and addresses their unique distribution and workflow needs. Terminal Enterprise insurance agency software leverages customizable quote solutions that are scaled easily and deployed nationally.
Answer: Yes. Upon account setup, you will be assigned a dedicated Customer Success Manager to help with onboarding and to ensure you leverage all the Terminal features to achieve the most success. Our streamlined step-by-step process will guide you through filling out a compliance questionnaire, activating direct and sub-appointments, and entering billing information. For registered users of our insurance agent software, there are also weekly Terminal tutorial webinars that serve as an opportunity to ask any questions, discuss Terminal features, and even review components of an application in Terminal.
Answer: Yes. Every single Terminal user has a dedicated Customer Success Manager (CSM), which is a key differentiator compared to other quote-and-bind solutions. Your CSM is your trusted advisor for all things Bold Penguin Terminal. Your CSM is there every step of the way, from account setup to training and weaving the Terminal insurance agent software into an everyday workflow to get the most optimal results.
Answer: Yes. The Terminal carrier panel is composed of national carriers as well as trusted regional and specialty carriers. For a full list of carriers available in the Terminal, request a demo to speak with a member of our team.
Answer: We have several ways for you to keep up to date with new features and enhancements to the Terminal, as well as changes to carrier appetites. Your dedicated CSM is always available to answer any questions, and we will periodically send email and in-app notifications to current users of our insurance agent software. We also publish a quarterly newsletter, The Bold Brief, and you can follow us socially on Facebook, X, and LinkedIn.
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.
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.