Pie Insurance agency overview
Includes benefits of working with Pie, basic appetite and underwriting information, and where Pie operates.
- Audience: Retail, national, networks
- Target: Acquisition and submission
Support success list – retail
Includes benefits of working with Pie and a list of target class codes.
- Audience: Retail, national, networks
- Target: Acquisition and submission
Support success list – ADP
Includes benefits of working with Pie and a list of target class codes, including codes for CA and DE.
- Audience: ADP
- Target: Acquisition and submission
Target classes presentation
Slides overview of Pie’s target classes. Includes preferred class information and recent success.
- Audience: Retail, wholesale, national, networks
- Target: Acquisition, Submission
Target classes sell sheets
One-page documents providing detailed class code and submission requirements for individual industries.
- Audience: Retail, national, networks
- Target: Acquisition, Submission
Target classes sell sheets – strategic accounts
One-page documents providing detailed class code and submission requirements for individual industries. Excludes Pie partner portal web address.
- Audience: Wholesale, national
- Target: Acquisition, Submission
Instant bind presentation
Slides overview of Pie’s instant bind feature.
- Audience: Retail, national, networks
- Target: Submission
Strategic accounts overview
Customizable document allows you to add the partner’s name, commission, and submission web address. Also includes key value propositions.
- Audience: National, wholesale
- Target: Submission
Strategic partner acquisition presentation
Provides high-level Pie information specifically to target strategic prospects.
- Audience: National, wholesale
- Target: Acquisition
Batch rating presentation - retail
Provides overview of Pie’s batch rating process and the benefits.
- Audience: Retail
- Target: Acquisition, Submission
Batch Rating Presentation - Strategic
Provides overview of Pie’s batch rating process and the benefits for strategic partners. Includes options on slides 1 and 2 to personalize for the partner.
- Audience: Wholesale, national, networks
- Target: Acquisition, Submission
Partner Portal Demo Script - Comprehensive Version
Includes a detailed demonstration of how to submit and bind business, and how to utilize the dashboard in the partner portal.
- Audience: Retail, national, networks
- Target: Acquisition, Submission
Partner Portal Demo Script - Condensed Overview Version
Includes a brief demonstration of the partner portal, highlighting the basics of how you can quickly and easily submit and bind business.
- Audience: Retail, national, networks
- Target: Acquisition, Submission
January 2023 partner incentive - $10k threshold, 8% commission
Provides an overview of what partners must do to qualify for the incentive.
- Audience: Retail, national, networks
- Target: Submission
January 2023 partner incentive - $20k threshold, 8% commission
Provides an overview of what partners must do to qualify for the incentive.
- Audience: Retail, national, networks
- Target: Submission
January 2023 partner incentive - $10 threshold, 6% commission
Provides an overview of what partners must do to qualify for the incentive.
- Audience: Retail, national, networks
- Target: Submission
January 2023 partner incentive - $20k threshold, 6% commission
Provides an overview of what partners must do to qualify for the incentive.
- Audience: Retail, national, networks
- Target: Submission
January 2023 partner incentive - $50k threshold, 6% commission
Provides an overview of what partners must do to qualify for the incentive.
- Audience: Retail, national, networks
- Target: Submission
BD Partner Marketing Kit
Includes an overview of Pie as well as information on claims, premium audit and other services. Includes a slide to include BD and underwriting contact information.
- Audience: Retail, national, networks
- Target: Submission, acquisition
Q1 2023 Price Changes
Includes the details and examples of our most recent price changes for class codes A-C and E-G.
- Audience: Retail, national, networks
- Target: Submission
