---
title: "Bold Penguin Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Bold Penguin Software - reviews, pricing plans, popular comparisons to other Lead Generation products and more."
source_url: "https://www.capterra.com/p/10020162/Bold-Penguin/"
page_type: "product"
language: "en"
---

# 

 Bold Penguin Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 17, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

Bold Penguin

## What is Bold Penguin?

With the Bold Penguin Terminal, agents can simultaneously quote multiple products with multiple carriers using 1 universal application to find the best coverage in minutes (not hours). Agents can obtain a commercial insurance quote with confidence that it’s the right coverage at the right time for their customer’s unique needs. Reach multiple carriers at once through current appointments, or gain access to new carriers and products with sub-appointments through the Terminal. Access broader market appetite to present more commercial coverage options to bind more premium.

## What is Bold Penguin used for?

[P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Commercial Insurance](https://www.capterra.com/commercial-insurance-software/)[Lead Generation](https://www.capterra.com/lead-generation-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

\-

Negative

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### Starting price

Free trial not available

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## Bold Penguin Overview

Updated September 2026

AI summary

Bold Penguin offers a suite of lead generation tools designed for businesses of all sizes operating in the insurance sector. Its platform includes features such as lead capture, qualification, prospecting, and reporting, with additional options for conversion tracking, customizable branding, and lead verification. Bold Penguin is available via cloud, web, and desktop deployments, supporting integration and data management through its API and import/export capabilities.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Bold Penguin

0.0

VS.

[4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting Price

Contact vendor

Starting Price

$70

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.7 (150)

Value For Money

0.0 (0)

Value For Money

4.7 (134)

Customer Service

0.0 (0)

Customer Service

4.9 (146)

## Bold Penguin alternatives

[3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

55%

of reviewers

rated it above 4 stars

[0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews)

Starting price

$5000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

[4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting price

$1000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

80%

of reviewers

rated it above 4 stars

Highest Rated

[NowCerts](https://www.capterra.com/p/132779/NowCerts/)

[4.8 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/)

Starting price

$99.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/132779/NowCerts/)

[View all alternatives](https://www.capterra.com/p/10020162/Bold-Penguin/alternatives/)

## FAQs about Bold Penguin

Overview

### What company size and specific industries is Bold Penguin built for?

Bold Penguin is designed for commercial insurance agents, rather than a specific company size or industry sector. It targets professionals in the insurance field who need tools for commercial insurance workflows, making it best suited for agencies and brokerages serving business clients.

Features and Usability

### What are the key features of Bold Penguin?

Bold Penguin offers comparative insurance rating, quotes and estimates, carrier upload, and commission calculations for commercial lines workflows. It also includes broker and agent portals, lead capture and qualification, configurable workflow, document management, customizable reports, secure login, access controls, and reporting and analytics.

Getting Started and Support

### What training and onboarding options does Bold Penguin offer?

Bold Penguin provides webinars, documentation, and videos to help teams get started. Webinars support live, guided instruction, documentation offers written reference material for setup and feature review, and videos provide visual walkthroughs for self-paced learning and recurring use.

Getting Started and Support

### What customer support options does Bold Penguin offer?

Bold Penguin offers email/help desk support, a FAQ/forum, and chat. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common issues with the support experience.

## Features

AI summary

Based on 6,570 Lead Generation reviews

Not all lead generation software covers every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution:

-   **Search/Filter** (**44%** of reviewers rated this feature as critical)
-   **Lead Capture** (**50%**)
-   **Lead Management** (**42%**)

Bold Penguin supports **Search/Filter** and **Lead Capture**, so teams can find relevant prospects faster and collect new opportunities as they come in. However, it does not include **Lead Management**. Instead, it offers other important capabilities that reviewers also value, including **Contact Database** (**45%**), **Lead Verification/Validation** (**43%**), and **Prospecting Tools** (**40%**). These features help businesses keep prospect records organized, improve lead quality, and identify new sales opportunities, allowing teams to work more efficiently from first contact through qualification.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

API

Application programming interface that allows for integration with other systems/databases

Broker/Agent Portal

Online portal for brokers/agents to add, edit, update or access required information

Carrier Upload

Upload documents provided by Insurance Carriers

Commercial

Specialized for organizations who focus on commercial projects and processes

Bold Penguin 34 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- API: Application programming interface that allows for integration with other systems/databases
- Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information
- Carrier Upload: Upload documents provided by Insurance Carriers
- Commercial: Specialized for organizations who focus on commercial projects and processes
- Commission Calculations: Calculate employees' commissions based on certain rules
- Commission Management: Tracking, calculating, and paying commissions and earnings to employees
- Comparative Insurance Rating: Rate insurance claims based on comparative instances
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Reports: Alter the layout and content of reports
- Data Import/Export: Import and export data to and from software applications
- Document Management: Store, manage, and track all electronic documents in a centralized location
- For Insurance Industry: Intended to be used by insurers
- Forms Management: Store, manage and track all forms in a centralized location
- Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Lead Verification/Validation: Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.
- Multi-State: Pay employees in multiple states with correct tax deduction amounts in each
- Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector
- Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams
- Quotes/Estimates: Generate quotes or estimates for customers
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Login: At least a username and password is required to access the system
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Workflow Management: Create, design and manage workflows for repetitive tasks

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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