Send Side Integration

Overview

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.

It is required that you obtain and record customer consent for telephone contact in accordance with the Telephone Consumer Protection Act (TCPA) before sending prospects to the Bold Penguin Exchange.

• https://www.fcc.gov/tags/telephone-consumer-protection-act-tcpa
• https://www.fcc.gov/sites/default/files/tcpa-rules.pdf

API Flow

At Bold Penguin, we've built an HTTP-based REST API that can be used to integrate with us as a Send Side partner. You will authenticate through our API, receive a token, and then be able to proceed with creating an application form.

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 Bold Penguin Exchange.

sequenceDiagram You->>Authentication API: Authenticate Authentication API-->>You: Token You->>Partner API: Create Application Form Partner API-->>You: Application Form Id