Software · head to head
Bold Penguin vs Policyholders
P
Policyholders
Software
Insurance platform for brokers and agents
- From
- $99/month
- Rated
- -
The short version
- Only Bold Penguin has a free tier, so it costs nothing to try first.
- They diverge on capability: Bold Penguin covers Multi-carrier quoting, Policyholders covers Policy management.
Where they differ
Only the attributes on which Bold Penguin and Policyholders actually diverge.
| Attribute | Bold Penguin | Policyholders |
|---|---|---|
| Starting price | Free | $99/month |
| Pricing model | transaction | subscription |
| Free tier | Yes | No |
| Founded | 2019 | 2010 |
Identical on both: platforms (Web, Ios, Android), user rating (Not yet rated), category (Unknown).
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
- API access
- Reporting
- Multiple carriers
- Agency management systems
Only in Policyholders
- Policy management
- Client management
- Document storage
- Task management
- Calendar integration
- Reporting and analytics
- IVANS
- Carrier APIs
Both cover
- Commission tracking
- Mobile app
- Cloud deployment
- Web support
- Ios support
What people use each for
The jobs each tool is most often brought in to do.
Bold Penguin
- Routing and triaging commercial insurance submissionsnot Policyholders
- Automating submission to bind through the Terminal platformnot Policyholders
- Handling complex middle market submissions with SubmissionLinknot Policyholders
- Policy checking with ClauseLinknot Policyholders
Policyholders
- Policy administrationnot Bold Penguin
- Client managementnot Bold Penguin
- Commission trackingnot Bold Penguin
- Agency operationsnot Bold Penguin
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Bold Penguin
- Sold to brokers, carriers and MGAs rather than to the businesses buying insurance
- Pricing is not published
Policyholders
Nothing recorded yet. See the Policyholders review.
Pricing, plan by plan
Bold Penguin
Free- Broker AccessFree
- Multi-carrier quotes
- Instant quoting
- Commission tracking
Policyholders
$99/month- Starter$99/month
- Policy management
- Client tracking
- Basic reporting
- Professional$299/month
- All Starter features
- Commission tracking
- Advanced analytics
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 Policyholders if
- You need policy management.
- You work on Web, Ios, Android.
- You also want client management.
Questions people ask
- Is Bold Penguin or Policyholders better?
- Neither clearly leads. Bold Penguin starts at Free and Policyholders at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Bold Penguin or Policyholders?
- Bold Penguin has a free tier; the other does not. Paid plans start at Free for Bold Penguin and $99/month for Policyholders.
- Does Bold Penguin or Policyholders run on more platforms?
- Both run on Web, Ios, Android, so platform support will not decide this one for you.
- Can I use Bold Penguin for free?
- Yes. Bold Penguin has a free tier, so you can try it without paying. Policyholders starts at $99/month.
- 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 Policyholders is typically brought in for.
- What can Bold Penguin do that Policyholders cannot?
- Bold Penguin covers Multi-carrier quoting, Instant quotes, Online binding, Customer portal. Policyholders covers Policy management, Client management, Document storage, Task management. Both handle Commission tracking, Mobile app, Cloud deployment, Web support.
Related pages
More on Bold Penguin
More on Policyholders
Keep looking
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- Policyholders vs Applied Epic
- Policyholders vs Majesco Policy for L&A
- Policyholders vs AgencyBloc
- Policyholders vs AgencyZoom
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- Policyholders vs Bolt Solutions
- Policyholders vs ClaimVantage
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