Pie Insurance business development resources

Workers’ comp insurance

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

Comm auto insurance

Commercial auto overview

Includes Pie’s comm auto value propositions, coverage options, top industries, vehicles we’ll cover, and how to get a quote.

  • Audience: Retail, wholesale, national, networks
  • Target: Acquisition, Submission

Commercial auto presentation

Includes Pie’s comm auto value propositions, coverage options, top industries, vehicles we’ll cover, and how to get a quote.

  • Audience: Retail, wholesale, national, networks
  • Target: Acquisition, Submission

Conferences and events

Pie conference training

Provides information on how to prepare for conferences.

  • Audience: Retail and national
  • Target: Acquisition

Pie conference brochure

Print this brochure to provide prospects with detailed information about Pie.

  • Audience: Retail and national
  • Target: Acquisition

Social Media Photo Guidelines

Review these guidelines to ensure your conference photo gets posted to our LinkedIn page.

  • Audience: Retail and national
  • Target: Acquisition

Looking for resources partners can share with their clients to showcase the value of working with Pie?

Partner Resources