Insurance · head to head
Bold Penguin vs InsuredMine

InsuredMine
Insurance
Sales pipeline and client engagement layer that sits on top of an agency management system
- From
- On request
- Rated
- -
The short version
- Only Bold Penguin has a free tier, so it costs nothing to try first.
- Each has a real cost: Bold Penguin no public pricing available; entirely quote-based sales model; InsuredMine integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
- They diverge on capability: Bold Penguin covers Multi-carrier quoting, InsuredMine covers Agency management system sync.
- Prices and features above were last checked on 31 August 2026.
Where they differ
Only the attributes on which Bold Penguin and InsuredMine actually diverge.
| Attribute | Bold Penguin | InsuredMine |
|---|---|---|
| Starting price | Free | On request |
| Pricing model | transaction | quote |
| Free tier | Yes | No |
| Founded | 2019 | Unknown |
Identical on both: platforms (Web, Ios, Android), user rating (Not yet rated), category (Insurance).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in Bold Penguin
- Multi-carrier quoting
- Instant quotes
- Online binding
- Customer portal
- Commission tracking
- Mobile app
- API access
- Reporting
Only in InsuredMine
- Agency management system sync
- Sales pipelines
- Automated campaigns
- Client portal and mobile app
- Renewal and X-date tracking
- Producer analytics
What people use each for
The jobs each tool is most often brought in to do.
Bold Penguin
- Routing and triaging commercial insurance submissionsnot InsuredMine
- Automating submission to bind through the Terminal platformnot InsuredMine
- Handling complex middle market submissions with SubmissionLinknot InsuredMine
- Policy checking with ClauseLinknot InsuredMine
InsuredMine
- An agency tracking new business pipeline and cross-sell that the agency management system does not report onnot Bold Penguin
- A commercial agency managing prospect expiry dates alongside the in-force booknot Bold Penguin
- An agency running renewal and birthday campaigns without exporting lists to a separate email toolnot Bold Penguin
- A principal who wants producer activity reporting the agency management system cannot producenot Bold Penguin
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Bold Penguin
- No public pricing available; entirely quote-based sales model
- B2B enterprise solution with custom pricing based on organizational needs
- No published tiers or plan features; feature set and cost determined during sales consultation
InsuredMine
- Integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
- It adds a second place where client data lives, and when the sync disagrees with the agency management system staff have to know which one to trust.
- It cannot repair poor data hygiene in the underlying system; duplicate clients and missing expiry dates simply propagate into the pipeline.
- Pricing is per user, so agencies with many part-time or service-only staff pay for seats that generate no pipeline activity.
- It depends on continued integration access to systems built by Applied and Vertafore, both of whom sell competing sales and marketing modules, which is a strategic dependency outside the vendor control.
Pricing, plan by plan
Bold Penguin
Free- Broker AccessFree
- Multi-carrier quotes
- Instant quoting
- Commission tracking
InsuredMine
On request- InsuredMine$undefined/year
- Pipeline and CRM
- Agency management system integration
- Campaign automation
Which should you pick?
Choose Bold Penguin if
- You need multi-carrier quoting.
- You want to start without paying.
- You work on Web, Ios, Android.
- You also want instant quotes.
Choose InsuredMine if
- You need agency management system sync.
- You work on Web, iOS, Android.
- You also want sales pipelines.
Questions people ask
- Is Bold Penguin or InsuredMine better?
- Neither clearly leads. Bold Penguin starts at Free and InsuredMine at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Bold Penguin or InsuredMine?
- Bold Penguin has a free tier; the other does not. Paid plans start at Free for Bold Penguin and On request for InsuredMine.
- Does Bold Penguin or InsuredMine run on more platforms?
- Bold Penguin runs on Web, Ios, Android. InsuredMine runs on Web, iOS, Android.
- Can I use Bold Penguin for free?
- Yes. Bold Penguin has a free tier, so you can try it without paying. InsuredMine starts at On request.
- What is Bold Penguin best used for?
- Bold Penguin is most often used for routing and triaging commercial insurance submissions, automating submission to bind through the terminal platform, handling complex middle market submissions with submissionlink, policy checking with clauselink. Of those, routing and triaging commercial insurance submissions and automating submission to bind through the terminal platform are not what InsuredMine is typically brought in for.
- What can Bold Penguin do that InsuredMine cannot?
- Bold Penguin covers Multi-carrier quoting, Instant quotes, Online binding, Customer portal. InsuredMine covers Agency management system sync, Sales pipelines, Automated campaigns, Client portal and mobile app.
Answered from the vendors’ own pages
Bold Penguin: What is Bold Penguin's pricing model?
Bold Penguin uses a custom, quote-based pricing model. Specific costs and billing periods are not published publicly; pricing is determined through consultation with the sales team based on organizational needs.
SourceInsuredMine: Does it replace our agency management system?
No, and it does not try to. Policy history and carrier download stay in the agency management system; InsuredMine adds the sales and engagement layer on top.
Bold Penguin: Does Bold Penguin offer standard subscription plans?
Bold Penguin does not publish standard pricing tiers or subscription plans. The company directs interested parties to book a demo or contact sales through 'Let's Talk' forms to discuss custom solutions and pricing.
SourceInsuredMine: Which agency management systems does it work with best?
It connects to Applied Epic, AMS360, EZLynx and HawkSoft, but the depth of each connection differs. Insist on a trial against your own system before committing.
Bold Penguin: How can I get a Bold Penguin price quote?
To obtain pricing information, visit the Bold Penguin website and submit a demo request or contact form. A sales representative will assess your needs and provide a customized pricing proposal.
SourceInsuredMine: Is it worth it for a small agency?
If pipeline and renewal follow-up currently live in spreadsheets, usually yes. If your agency management system already reports adequately on those, the overlap is larger than the gain.
Related pages
More on Bold Penguin
More on InsuredMine
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