Bold Penguin Exchange Documentation

Prospective partners can integrate with the Bold Penguin Exchange as Send Side partners, Receive Side partners, or both.

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. Send Side partners send these prospects into the Exchange. Within the Exchange, Bold Penguin's Agent Match Algorithm finds the partner best suited to the risk represented by each prospect.

Receive Side partners receive prospect data from the Bold Penguin Exchange. As they engage with the prospect, Receive Side partners are responsible for returning the ongoing and final status of the prospect to Bold Penguin in a process called dispositioning.

At Bold Penguin, we've built an HTTP-based REST API that can be used to integrate with with both sides of the Exchange.

Summary

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