This January 2023 Partner Engagement Program (“Partner Program”) is available only to Eligible Partners of a wholesale agency currently contracted and actively representing Pie Insurance Services, Inc. (“Pie”). By participating in this program, each agent and agency agrees to be bound by these rules and by the decisions of Pie, which are final and binding on all matters relating to all aspects of the Partner Program.
- Eligible Partner: Wholesale partner who (1) is a licensed agent and (2) is appointed and actively representing Pie at the time the incentive is awarded. All payroll partners are excluded from this incentive.
- Threshold: $50,000.00 in new business premium for Qualified Businesses. Premium must be on workers compensation policies effective with Pie between January 1, 2023 and January 31, 2023 at 11:59 p.m. standard time. Policies must be submitted by February 17, 2023. Any policy effective in January 2023 but canceled on or before February 17, 2023 will not be counted toward the Incentive.
- Qualified Business: New business in hazard groups A-C, except the following class codes are excluded in California only: 0042 (Landscaping); 7198 (Parcel delivery); 7382 (bus/limo); 9070 (Residential care facilities for the elderly); 9085 (Residential care – developmentally disabled). Any policy with an excluded class code is disqualified from this Partner Program.
- Incentive: Eligible Partners who exceed the Threshold will receive an additional 6% commission on all Qualified Business premium bound with an effective date between January 1, 2023 and January 31, 2023. Policies must be submitted by February 17, 2023. Any policy effective in January 2023 but canceled on or before February 17, 2023 will not be counted toward the Incentive. The Incentive commission is in addition to the Eligible Partner’s base commission.
The Partner Program is void where prohibited or restricted by law. All federal, state, and local laws and regulations apply, as well as the terms and conditions of any brokerage agreement in place with Pie.
Pie reserves the right to interpret these rules, and Pie’s decision in such matters shall be final. Any liability for taxes will be the responsibility of the Eligible Partner. No transfer, cash equivalent, or substitution of the Partner Program prize is permitted, except at Pie’s sole discretion.
