Endorsement Checklist

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