Pick out your prospects, design your own digital buying experience, and track your progress with our digital tools for the enterprise.
With custom workflows, smart agencies can reduce the work needed to process a small business application -- this is bold efficiency.
When a small business contacts you that is outside your wheelhouse, you can easily sell the lead in the Exchange. You get paid; we find the business a forever agent home.
Do you have a small business niche and are ready to turbocharge your agency sales machine? Buy prospects from the Exchange that are automatically transferred to your team for quick quote and bind.
You may have read about embedded insurance; now it’s time to live it. Find a partner and integrate your Bold Penguin Terminal to generate revenue sharing opportunities that will expand your small business universe.
Small business insurance can mean big profits - but only if you measure and optimize your agency practice. The Storefront offers multiple data delivery methods so you can track anything you can imagine (about insurance of course).
Feeding a growing insurance agency with quality small business prospects is hard. Connecting to the Exchange can make it easy.
Nobody knows your agency like you do—with Broker Rules you can customize application workflow to fit your operations.
We get it, you are popular and other companies want to work with your small business insurance division. This is how you do it.
If you have a secret sauce for attracting small businesses that need insurance, you can build a digital storefront that optimizes your results.
After you build a storefront and find new opportunities, what happens next? Bold Penguin Storefront's data analytics will help you find out.
Feeding a growing insurance agency with quality small business prospects is hard. And what do you do with small businesses that don’t fit your appetite? The Exchange is your answer. Buy and sell small business prospects based on your pre-set rules. Move directly to quote and bind in a Bold Penguin Terminal when you get connected. Now go grow!
Nobody knows your agency like you do. With Broker Rules, you can customize your application workflow. Let's say Broker Bob is crushing it selling to floral shops, then route those types of prospects to Broker Bob. Need to know which florists sell man-eating plants? Add a conditional question to cover this risk. Broker rules, um, rule.
We get it, you are popular and other companies want to work with your small business insurance division. With our custom integrations, you can ingest information from these third parties. Or you can work directly with the Bold Penguin data science team to integrate information from other data sources to speed up the application process. Integrations will support you in all of your data partnerships.
Gone are the days of faxing paper applications or logging on to multiple carrier websites to get a quote. With the Terminal, you complete one master set of questions and get back quotes. We have painstakingly combined carrier question sets so you only have to answer once. Yes, it's awesome and you're welcome.
If you do all the work to set up a digital agency, you need to measure it, right? Your Storefront delivers data exactly how you need it, so you can optimize your online systems and offline operations.
Everything you need to quote and bind commercial insurance in minutes through sub or direct appointments with industry-leading carriers.
Get connected with small businesses looking to buy commercial insurance by having prospects who are ready to close fed directly into your terminal.