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What happens if we get a direct appointment with a carrier we first had a sub-appointment with through Bold Penguin?
What happens if we get a direct appointment with a carrier we first had a sub-appointment with through Bold Penguin?
Updated over a week ago

All you will need to do is Broker of Record (BOR) your current wholesale book from Bold Penguin to your new direct code!

However, if you are looking to BOR your wholesale book from Bold Penguin to another wholesaler, please review Ownership of Sub-Appointed Expirations (Section 7) within the Producer Agreement.

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