Market Access appointment information:
Timeline: 6+ weeks (Contingent upon agent responsiveness and completion of mandatory carrier training).
*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 Market Access appointment request to ensure you are a good fit.
Market Access 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 resources:
Coverages: BOP, WC (offline- CA, GL, Umbrella)
Dedicated Bold Penguin/ Travelers pages:
Training resources:
Request Live Quote Training (1:1 Quote Help on Your Account)
Self-paced eLearning (videos)
Adding additional users to quote in Travelers' portal:
The Agency User Administrator (typically the agency Principal unless someone else within the agency is designated) can add users by going to Travelers' portal and navigating to:
Agency Tools > User Administration > Add User