The Workers Comp Experts
THE WORKERS COMP EXPERTS
POWERED BY SIGNATURE INSURANCE AGENCY
www.theworkerscompexperts.com · 859-407-4888
📋 Pipeline —
🗂 Employer Database —
🥧 Pie Quotes —
🧾 Manual Quote
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Total
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Nurturing
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Form In
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Selling
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📂 Upload Prospect List

Download CSV Template
Pipeline
Business / Contact Status JotForm Channel
Upload a CSV to get started
Employer Database — H-2A / H-2B —
Business Contact City / State Workers Phone
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🥧 Pie-Ready Prospects
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← Pick a prospect from the list to load their eligibility questions.

Prospects appear here once they have a WC class code (set via research or manually).

🧾 Manual Pie Quote

Send a branded quote email from a Pie quote you did manually outside our system. Live-searches your prospect DB as you type, lets you email anyone, and optionally attaches to the matched prospect.

Business
Business Details
Auto-fills from matched prospect. Used to populate the quote PDF/email.
Quote Numbers
Employer's Liability Limits
Payment Plans (from Pie quote)
Leave blank for plans Pie does not offer. Email only shows filled-in plans.
Recipient