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Bold Penguin Developer Documentation

website·Indexed 34 days ago

https://developers.boldpenguin.com/

Developer guides and API references for Bold Penguin, featuring a StencilJS-based SDK with custom elements (bp-sdk components), webhook management, and agent integration guides.

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What's inside Bold Penguin

  1. Overview of Bold Penguin Integration Options

    Bold Penguin provides several ways to integrate their services into your workflow:

    • Terminal: Used for quoting and binding insurance in minutes.
    • Exchange: Used to find small business prospects.
    • Storefront: Allows developers to build a custom shopping experience using the Bold Penguin SDK.
    • One-Click Integration: A tool to quickly add a button to a website, CRM, or AMS tool to start or view quotes.

  2. Overview of Bold Penguin Integration Options

    Bold Penguin provides several ways to integrate insurance quoting and binding into your workflow:

    • Terminal: A complete solution to quote and bind insurance in minutes.
    • Exchange: A tool to find small business prospects.
    • Storefront: A developer SDK used to build a custom shopping experience.
    • One-Click Integration: A lightweight tool to add buttons to a website, CRM, or AMS to start or view quotes.

  3. Overview of the Bold Penguin Quote Start process

    The Quote Start process enables a service to create and retrieve Application Forms within a Bold Penguin terminal. The typical workflow involves: 1. Authenticating with client credentials to receive a token, 2. Creating an application form (optionally pre-filled with data from a CRM or AMS), and 3. Retrieving the record for display in either a Consumer Storefront or a Partner Portal.

  4. Overview of Bold Penguin Platform Architecture

    The Bold Penguin agentic system uses a layered, platform-portable architecture based on the Model Context Protocol (MCP). This allows any MCP-capable orchestrator (e.g., Claude, ChatGPT, Gemini, or custom apps) to connect to the same tool server, ensuring that tool flows and workflows remain consistent regardless of the model or UI used. The reference implementation is the Deep Agent, a Python FastAPI service built on deepagents and LangChain that coordinates seven specialized subagents.

  6. Overview of Bold Penguin Webhook Event Subjects

    Bold Penguin categorizes webhook event payloads by subject. It is recommended to prioritize capturing the application_form payload as it provides a complete snapshot of the data set, reducing the need to aggregate individual question_set and quote_request events. However, question_set and quote_request are useful for real-time metrics and behavior tracking.

    Available Subjects:

    • question_set: Questions completed by a customer or agent during the application process.
    • quote_request: Quote responses from a carrier.
    • carrier: Carrier events, such as bridges to off-platform carriers.
    • application_form: The current state of an insurance application.

    Technical Constraints:

    • Payloads typically do not exceed a few hundred kilobytes; servers should be configured to handle this size.
    • The specific subject:action that triggered the event is located in the X-Emperor-Event HTTP POST header.

  7. Overview of Bold Penguin Integration Options

    Bold Penguin provides several integration paths depending on the business goal:

    • Terminal: Used for quoting and binding insurance in minutes.
    • Exchange: Used to find small business prospects.
    • Storefront: Used to build a custom shopping experience via the Bold Penguin SDK.
    • One-Click Integration: A lightweight method to add buttons to a website, CRM, or AMS tool to start or view quotes.

  9. Overview of the Bold Penguin SDK

    The Bold Penguin SDK provides building blocks to construct a commercial insurance experience. It is designed as an all-in-one solution compatible with popular JavaScript frameworks such as Angular and React, allowing developers to launch applications without building complex backend infrastructures for insurance quoting.

  10. Overview of Bold Penguin Exchange Send Side and Receive Side integration

    The Bold Penguin Exchange is a REST API-based platform that allows partners to integrate as a Send Side partner, a Receive Side partner, or both.

    • Send Side Partners: Used when a partner has prospects they cannot place with a carrier or lack the expertise to underwrite. These prospects are sent into the Exchange for Bold Penguin to match with a suitable partner.
    • Receive Side Partners: Used to receive prospect data directly into a system of record based on a specific risk appetite. Partners must programmatically return the ongoing and final status of these prospects to Bold Penguin via a process called dispositioning.

  11. Overview of Bold Penguin Integration Options

    Bold Penguin provides several ways to integrate their insurance quoting and binding services into your workflow:

    • Terminal: A comprehensive tool for quoting and binding insurance in minutes.
    • Exchange: A platform used to find and manage small business prospects.
    • Storefront: A developer-focused SDK used to build a custom, branded shopping experience.
    • One-Click Integration: A lightweight tool to add buttons to websites, CRM, or AMS tools to start or view quotes.

  12. Overview of Bold Penguin Prompt Management

    Prompt Management allows tenants to control the system prompts that drive Bold Penguin AI agents. Each tenant has an independent, versioned prompt library. When an agent is invoked, the system resolves the prompt using the following priority:

    1. The tenant's active prompt version (if available).
    2. The global default prompt managed by Bold Penguin.