Yes, use our binding checklist as a guide for submitting your clients for coverage after they’ve approved their quote. You can also download our binding checklist for reference.

Officer information for each officer

• Full name
• Include/exclude status
• Percentage of ownership – must add up to 100%

Insured’s contact information

• Full name
• Phone number
• FEIN
• Mailing address
• Physical address(es)
• Email address
  This cannot be the agent or sub-agent’s information

Required Documents

• Signed inclusion/exclusion for each company officer (as applicable)
  • Available in Document Library
• No loss statement (if no prior coverage or new venture)
  • Available in Document Library
    If your client meets all of the following criteria, you can submit a no-loss letter instead of loss runs:
    • Preferred class codes
    • No losses in past 3 years
    • Premium under $20K
• Loss runs confirming coverage and claims history as quoted in the partner portal
• Florida policies require a signed ACORD 130 per state law

Subjectivities

• All subjectivities stipulated by the underwriter

For California entities only (must be answered or will not be filed)

• Is a DMV cert required?
• If a PUC or CSLB filing is required, list the entity’s ID number

When requesting to bind online, eligible submissions can be instantly bound without having to wait for an underwriter.

Pie is paperless when it comes to binding, so there is no need to send us an ACH form or a voided check to get your clients set up for payments. Your clients will receive an email with their policy number, as well as a link to make their first payment—don’t worry, you’ll be copied on the email so you’ll see when it is sent.

Curious what other emails you’ll be copied on? We lay it all out here.

Pie offers a variety of payment options to meet our policyholder’s needs.

At the time of bind, we’ll send an email with secure payment link information to your client with you cc’ed, letting them know that we accept reoccurring payments via credit card, debit card, or ACH. We offer four payment plans:

• Annual: 100% deposit, due up front
• Semi-annual: 50% deposit, due every 180 days
• Quarterly: 25% deposit, due every 90 days
• Monthly: 16.6% deposit, due monthly for 10 months

If the insured does not make their payment within the first 15 days, we cancel the policy back to a flat cancellation.

Note that all semi-annual, quarterly, and monthly payments will include a $5 installment fee on each bill.

Need a resource to explain to your client why Pay-as-you-go might be a good fit for them? We’ve got you covered.

Pie issues policy documentation 24 hours after receiving the first payment, so we don’t issue binders.

Your clients can find notices for their state here.

Check out our training videos.