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 checklist for easy reference.

Required Documents

Signed application
Loss Runs, Experience MOD Worksheet, or Risk Reports, valued within 90 days

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

Officer Forms

Officer inclusion/exclusion form for each company officer with percentage of ownership
If no form is received, Pie will bind with state defaults

Insured’s Contact Information

First and last name
Phone number
FEIN
Mailing address
Physical address(es)
Email address

For California entities only – must be answered to be filed:

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

Binding with Pie