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Bold Penguin Terminal and SubmissionLink

Bold Penguin simplifies commercial insurance

Overview

Seamlessly enables bidirectional data flow between FSC and the Bold Penguin Terminal to activate commercial insurance quoting/binding and improve underwriting efficiency through automatic submission ingestion.

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  • Commercial Insurance Quoting Platform • One universal, streamlined application • Carrier access • Real-time eligibility • Appetite search tool • State-of-the-art reporting tools

  • Automate Submission Intake • Clear, quote, underwrite from an email & attachments • Quote with as little as a company name and address • Quote directly from prior policies

  • Compliance Tools • Check that policy forms comply with specific rules • Compare coverages across multiple policy forms

The Bold Penguin Terminal allows agents to simultaneously quote multiple products with multiple carriers using one universal application to find the best coverage in minutes. Bold Penguin partners with leading national, regional, and specialty carriers, supporting both admitted and non-admitted markets, allowing agents to quote the right coverage for the right customer at the right time. SubmissionLink leverages proprietary, in-house artificial intelligence to automatically extract and enrich data from submission documents and coverage forms, reducing ingestion time from weeks to minutes while improving accuracy. Through the SubmissionLink integration, carriers can ingest unstructured emails and other documents to automatically create Cases, Accounts, and Contacts in Financial Services Cloud and generate rates in real time with over 97% accuracy.

Categories

Business Needs
Lead & Opportunity Management
Sales Productivity
Document Generation
Industries
Financial Services
Personas
Architect
Business User
Developer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package