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Bold Penguin Teams Up With Salesforce Financial Services Cloud To Automate Commercial Insurance Lifecycle

Bold Penguin recently announced a collaboration with Salesforce, launching Bold Penguin Terminal and SubmissionLink™ on Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts. This collaboration allows users to more seamlessly move account data from Financial Services Cloud (FSC) into the Bold Penguin Terminal and activate commercial insurance quoting while data syncs back into FSC in real time.

The Bold Penguin Terminal allows agents to simultaneously quote multiple products with leading national, regional, and specialty carriers using one universal application to find the best coverage in minutes. 

SubmissionLink leverages proprietary, in-house artificial intelligence to automatically extract and enrich data from submission documents and coverage forms, reducing ingestion time from weeks to minutes while improving accuracy. Through the SubmissionLink integration, carriers can ingest unstructured emails and other documents to automatically create Cases, Accounts, and Contacts in Salesforce FSC and generate rates in real time with over 97% accuracy.

This end-to-end flow of information will help eliminate the need to re-enter data, saving time, reducing errors, and streamlining customer servicing capabilities.

Bold Penguin is currently available here on AppExchange. For the full press release announcing the collaboration, click here



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