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›Exchange

Welcome!

  • Documentation Overview

Exchange

  • Exchange Overview
  • Send Side Integration

    • Send Side Overview
    • Prerequisites
    • Authentication
    • Application Form Creation

    Receive Side Integration

    • Receive Side Overview
    • Prerequisites
    • Authentication
    • Receiving Prospects
    • Dispositioning Prospects

    Embeddable Penguin

    • Embeddable Penguin Overview
    • Prerequisites
    • Questions and Answers
    • Sample Form
    • Customization
    • Custom Responses

Enterprise Terminal

  • Terminal Overview
  • Identity & Access Management

    • SSO and SAML
    • User Role Mapping
    • Azure SAML
    • Okta SAML

    Quote Start

    • Quote Start Overview
    • Application Forms
    • Authentication

Webhooks

  • Webhooks Overview
  • Creating Webhooks
  • Securing Webhooks
  • Event Payloads
  • Attachments
  • Testing Webhooks
  • Best Practices

SDK

  • SDK Overview
  • Customization

Resources

  • IP Ranges

Release History

  • CHANGELOG

Bold Penguin Exchange

You integrate with the Bold Penguin Exchange as a Send Side partner, Receive Side partner, or both. The Exchange is built on top of a REST API you use to integrate with both sides.

Send Side

Send side partners have prospects for whom they are unable to find a carrier partner or feel they do not have the expertise to field underwrite. As a Send Side partner, you send these prospects into the Exchange where Bold Penguin matches them to another partner best suited to the risk represented by that prospect.

Receive Side

You can receive prospect data from the Bold Penguin Exchange directly into your system of record, tailored to your risk appetite. As you engage with these prospects, you programmatically return ongoing and final status of the prospect to Bold Penguin in a process called dispositioning.

Embeddable Penguin

Embeddable Penguin is a self-contained, self-validating contact form that you can easily embed directly into your existing web page. You can use the Embeddable Penguin form as an alternative to a full API integration to send prospects into the Exchange.

← Documentation OverviewSend Side Overview →
  • Send Side
  • Receive Side
  • Embeddable Penguin
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