Sub-appointment information:
Sub-appointment timeline: 4-6 weeks
*Sub-appointment processing does not begin until your Bold Penguin compliance review has been approved.
Please review the following information prior to submitting your sub-appointment request to ensure you are a good fit.
Learn about the carrier’s appetite: Travelers Pre-appointment information
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 landing pages: