AgentsSmall Businesses
Agency
Payroll Bind

Binding with Pie

You’re ready to bind! Here’s what you need to know as a payroll partner.

We’re committed to ensuring the binding process is as simple as possible for ADP. Below are a few frequently asked questions when it comes to binding with Pie.

Do you have a binding checklist?

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:

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
How long does it take to process a bind order?

Bind orders are processed within 24 hours.

I need to set up my client for payments, where do I find your ACH form?

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.

What payment options does my client have?

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 credit cards, debit cards, 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

Pay-as-you-go: Pay as a percent of payroll

If the insured does not make their payment within the first 30 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.

I haven’t received a binder; where is it?

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

Where can my client find state notices?

Your clients can find notices for their state here.