AgencyWorkers Comp
Endorsement Checklist
Workers' Comp

Endorsement Checklist

Here's the information needed for the policy to be issued with Pie.

Insured’s Account Information

  • Name of the Company and/or Policy Number
  • Allocated Payroll
  • Associated Class Code
  • Physical address(es)
  • Description of Operations

Requested Effective Date

  • Must be date of request
  • Backdate upon approval

Required Documents:

  • Signed officer inclusion/exclusion form for each company officer as applicable
  • ERM14 and/or Entity questionnaire
  • Additional Named Insured questionnaire
  • Lost Policy Release (LPR)
  • No Loss Statment for reinstatment request

Pie Insurance now offers the following self-serving request through Online Account:

  • Policy Documents
  • Installment Schedule
  • Update Payment Method
  • Proof of Insurance/COIs
  • Audit Intake questionnarie