Sub-appointment information:
Sub-appointment timeline: 6+ weeks (Contingent upon agent responsiveness and completion of mandatory carrier training).
*Sub-appointment processing does not begin until your Bold Penguin compliance review has been approved.
Learn about the carrier’s appetite: Travelers pre-appointment information
Please review the following information prior to submitting your sub-appointment request to ensure you are a good fit.
Appointment considerations:
Captive agencies will NOT be considered (ex. Farmers agents).
During the vetting stage, Travelers will hold a call with each agency to discuss appetite, agency book, and their ability to meet production requirements before deciding to move forward with an agency.
Ideal candidate:
Must be located within the 50 states.
No captive agencies.
Must be actively in the commercial lines business for a minimum of 3 years.
Must complete Travelers training prior to activation (held once per month).
Quote flow expectations: 5 submissions per month.
Production requirements: $125,000 new business within the first 3 years of appointment activation, with a minimum of $50,000 new business within year 1.
Appetite and Carrier Resources:
Coverages: BOP, WC (offline- CA, GL, Umbrella)
Dedicated Bold Penguin/ Travelers pages: