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Travelers: Carrier Resource Guide

Updated over 3 weeks ago

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:


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