The Bold Brief

Bold Penguin presents 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.

Bold Penguin Insurance News, Volume 1 March 2024
The Bold Brief

New Endorsements feature increases efficiency and accuracy

The Endorsements feature enables agents to add, and compare, available coverages and endorsements for applicable products with select carriers, enabling you to present tailored quotes to your customers quickly and accurately. Bringing the Endorsement functionality into the Bold Penguin Terminal allows agents to dynamically adjust quoted policies to meet the coverage needs of customers who have more complex risks, delivering faster time to value for your customers.

Billing portal enhancements provide premium user experience

Bold Penguin’s billing portal is now a centralized hub that allows principal agents to access billing information, subscription status, and invoice history, and accepts a wider range of payment options. In addition, a new view has been added to the Bold Penguin Terminal for accessing and consolidating commissions information, viewing and updating payout information, and linking to your commissions reporting page.

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At-Bay increases access to market-leading admitted cyber coverage

Adding At-Bay to the Bold Penguin Terminal panel provides you with access to market-leading admitted cyber coverage and proactive cybersecurity technology protection, all supported by At-Bay’s expert in-house claims team. No business is immune to being targeted by cyber criminals, which means every business needs protection from cyber events and the high cost to recover if an attack does occur.

Management Liability protection now available for first time in the Terminal

For the 1st time, Management Liability, through Berkley Management Protection, is available in the Terminal, joining 10 other coverage lines available + E&S. Berkley Management Protection’s suite of products is available for directly appointed and Bold Penguin sub-appointed agents. Lean on our Appetite Search Tool to identify if a specific risk is within appetite, further streamlining the quote & bind process.

Updates to Chubb appetite

Chubb's appetite in the Terminal has been updated to now include over 100 classes, including contractors, restaurants, retail, personal services and many more, helping you find the right Chubb coverage for your customers’ unique needs.  

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Bold Penguin webinars

Weekly Terminal tutorial webinars – Thursdays at 12:00 p.m. EST

  • All current Bold Penguin users are invited to join our Customer Success team and walk through the Terminal features, review the components of an application, and seek answers to questions in order to get the most out of your subscription. Pre-registration is required and open only to current Bold Penguin customers. Register here.

Partner webinars

biBERK onboarding webinars - Tuesdays at 3:00 p.m. EST

  • This ongoing series is for agents who are appointed with biBERK, 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). Register here.

biBERK question & answer webinars - Wednesdays at 11:00 a.m. EST

  • This ongoing series is for agents looking to ask an expert on how to log into the portal, quote, refer, or have any other questions.  Register here.

At-Bay Foundations of Cyber Insurance CE course - Thursday, March 28 at 2:00 p.m. EST

  • Unlock 1 CE credit to stay up-to-date on common cyber threats and strategies to help your clients minimize their exposure. CE credit available in AL, CA, FL, GA, IL, MD, MA, MI, MN, NJ, NY, NC, PA, TN, TX, and WA. Register here.

Insurance news and trends

5 Ways To Level Up Your Insurance Agency in 2024

  • This high-level overview concentrates on areas of focus in order to level up your insurance agency based on insights gathered across a large agency base. Read more.

Long Live The Insurance Agency

  • A leading consulting firm offers this strategic guide for today’s insurance agency by guiding a path forward that embraces both the old and new, the physical and digital. Read more.

Recent Articles

Bold Penguin is a great place to work and is now certified as a Most Loved Workplace® backed by the research and analysis of the Best Practice Institute (BPI)

The fourth installment in the Bold Penguin series on The Evolving Risks Of Small Businesses addresses the changing landscape and need for surety bonds.

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