Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Bold Penguin Terminal and SubmissionLink
Bold Penguin simplifies commercial insurance
- Industries
- Financial Services
- Business Need
- Lead & Opportunity ManagementSales ProductivityDocument Generation
- Requires
- Financial Services Cloud
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Financial Services Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Version
- BoldPenguin/ver 1.0 1.0.0
- Listed On
- 04/23/2024
- Latest Release
- 04/23/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 13Custom Tabs: 5Custom Apps: 2
- Lightning Components
- Global: 3App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
Bold Penguin, Inc.
Columbus, Ohio, United States