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Broker

Deploy agentic quoting across your direct channels. Configure your carrier panel, leverage market intelligence to place Admitted and E&S business, and process single submissions or entire book rolls.

Single Submission Flow​

Input: Name + Address or Document

The single submission flow operates across three phases: Generate Demand → Triage & Enrich → Quote & Bind.

  1. Conversational Intake or Document Upload — broker provides business info or uploads submission documents
  2. Enrich Business — 50+ enrichment sources build the business profile
  3. Market Intelligence — carrier appetite scored against enriched data
  4. Your Panel (decision point) — orchestrator matches to broker's configured carrier panel
  5. Build & Validate Application — auto-fill and validate against carrier requirements
  6. Multi-Carrier Quote — parallel submission to matched carriers
  7. Compare & Bind — side-by-side comparison and bind
Integration

Fully integrated to Bold Penguin's SDK, APIs, Customer & Broker Portals.

Bulk / Book Roll Flow​

Input: CSV, Document Batch, or API Feed

The book roll pipeline operates across three phases: Ingest & Score → Auto-Process → Results.

  1. Upload Book Data — CSV, document batch, or API feed
  2. Batch Enrich — enrich all records in parallel
  3. Score & Match to Carriers — market intelligence scores each record
  4. Auto-Build Applications — applications built for each submission
  5. Parallel Quoting — multi-carrier quoting across the book
  6. Comparison Report — aggregated results and quote comparison

Admitted & E&S Placement​

The orchestrator automatically routes submissions to admitted carriers or E&S markets based on carrier appetite scoring. No manual triage required.

flowchart TB A["Submission"] --> B["Enrich Business Data"] B --> C["Market Intelligence"] C --> D{"Carrier Appetite?"} D -->|"Admitted"| E["Admitted Carriers"] D -->|"E and S"| F["E and S Markets"] D -->|"No Match"| G["Broker Review"] E --> H["Auto-Fill and Submit"] F --> H H --> I["Multi-Carrier Quotes"] I --> J["Side-by-Side Compare"] J --> K["Bind"] style A fill:#f0fdfa,stroke:#99f6e4,color:#0d9488 style B fill:#eff6ff,stroke:#bfdbfe,color:#2563eb style C fill:#f5f3ff,stroke:#ddd6fe,color:#7c3aed style D fill:#fffbeb,stroke:#fde68a,color:#92400e style E fill:#ecfdf5,stroke:#a7f3d0,color:#065f46 style F fill:#fff7ed,stroke:#fed7aa,color:#ea580c style G fill:#f3f4f6,stroke:#d1d5db,color:#374151 style H fill:#eff6ff,stroke:#bfdbfe,color:#2563eb style I fill:#ecfdf5,stroke:#a7f3d0,color:#059669 style J fill:#ecfdf5,stroke:#a7f3d0,color:#059669 style K fill:#f97316,stroke:#ea580c,color:#fff

Legend: 🟢 Admitted Path · 🟠 E&S Path · ⚪ Broker Review

Value Propositions​

1. Deploy Conversational Storefronts​

Reach users researching commercial insurance on your direct channels. The agent shapes demand and converts research into submissions.

2. Your Carrier Panel, Intelligently Routed​

Configure your preferred carriers. The orchestrator uses market intelligence to match each submission to the best carrier fit.

3. Admitted & E&S in One Flow​

Market intelligence scores carrier appetite and automatically routes to admitted carriers or E&S markets — no manual triage.

4. Single or Book Roll​

Process one submission from a name and address, or an entire book of business from a CSV or document batch.

5. Integrated to Your Existing BP Setup​

For existing customers — same SDK, same APIs, same broker portal. Agentic workflows plug into what you already have.