Send Side Integration

The Bold Penguin Exchange was built to match business owners who need commercial insurance with agents and carriers that can get them coverage in record time. Prospective partners can integrate with the Bold Penguin Exchange as Send Side partners, Receive Side partners, or both.

As a Send Side partner, you will be sending prospects into the Exchange. By sending prospects to the Bold Penguin Exchange you ensure that each prospect has the best possible chance of getting a timely quote while also getting compensated for the time you've already put in.

At Bold Penguin, we've built an HTTP-based REST API that can be used to integrate with us as a Send Side partner.

After completing the prerequisites, there are two steps to sending a prospect into the Bold Penguin Exchange:

  1. Authenticate using your client credentials to get an API token.
  2. Create a new application form within the Exchange.
You->Authentication API: Authenticate
Authentication API-->You: Token
You->Partner API: Create Application Form
Partner API-->You: Application Form Id

Note: This two-step send side API replaced the legacy three-step API on 11/08/2019. It is still available, but should be considered deprecated.

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