Pie Policy System
Online Account
Partner Portal
Pie Website
Customer Service
100

What is PPS

Pie Policy System

100

What is an Online Account? 

Policy Management System. 

100

What is the Partner Portal? 

Home for client submission management.

100

Is it possible for an interested insured individual to obtain a quote online through the website?

Yes, by selecting "get a quote". 

100

How many teams does the Customer Service Department have?

Two: Customer Service and Billing Team
200

What is class code 8810 

Clerical Office Employees

200

True/False - Can the insured access their payment schedule through the online account?

True 

200

What is the objective of the Partner Portal? 

To build engagement and drive more submissions/binds amongst partners by showing key partner portal functionality.

200

Is it possible for an insured individual to establish their online account through our website? If so, what are the steps involved, or if not, what are the limitations?

Certainly, the insured individual can set up their account by following these steps:

  1. Visit Pieinsurance.com
  2. Navigate to the Sign-in section
  3. Choose "Create an account"
200

How many tiers exist within each team?

Three tiers for each team. 

300

How many states have been launched for PPS? 

39 states

300

True/False - Can the insured produce their own COIs? 

True

300

Can our partners download policy documents from their portal? 

No, at this time, policy documents are not available through the portal. 

300

List three self-service resources available on Pie's website.



- Document Library

- Online Account 

- Learning Center (WC 101, claims, and audit). 

300

Which team and scope are responsible for handling Broker of Record change requests?

Tier three

400

What are the five steps to resetting an agent's password? 

1) Log into PPS

2) Go to the "Agency Roster" tab

3) Seach for the name of the agency 

4) Once found, click on accounts. 

5) Reset password! 

400

True/False - Can the insured access the Audit Intake Questionnaire through their online account?  

True

400

Can our partners receive live staging updates for a submission? 

Yes, our partners have live staging updates for all submitted businesses. 

400

When did Pie's brand new website go live and in production?

November 20th, 2023

400

Which tier handles unclaimed check issuance tasks?

Billing Tier Two 

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