Adding Your Broker Codes
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      2. Adding Your Broker Codes

      Pie Insurance - Find direct appointment information

      What you need

      For Pie Insurance to recognize that a submission belongs to you, you need to upload the following to the Broker Configuration (Settings > Broker Configuration):

      • AgencyCode - This is a unique code provided by Pie Insurance to an agency for identification. This is usually an alphabet followed by a series of numbers. Eg: A22341
      • Agent Name - Name of the agent appointed in the agency
      • Agent Email - Email of the agent appointed in the agency

      Where to find it:

      You can find the Agency Code in the Pie Insurance Agent Portal. The Agency Code is usually displayed on the top next to the Agency Name in braces. If not visible click on User Management in the left nav bar. The resulting page should have the Agency Code on the top next to the Agency Name.

      Below is an example screenshot of the Pie Insurance Agent Portal. Highlighted in red (top-center) is the Agency Code for the logged in user.