1. Review the form attached below, acquire information needed, and look over the help page for frequently asked questions.
2. Download the file and fill out the form.
**The information provided on the form must match what is provided on your W9**
3. Send the completed form to info@csisinsinc.com along with any additional questions. All documents will be sent to this email throughout the application/appointment process.
4. We will review the form and advise which carriers you may be able to appoint you with at this time.
5. Please allow for between 3-5 business days for us to review and advise.
The steps can also be found laid out in a flowchart linked here.
Fill out the form with any questions you have about any questions or comments you have for us. Please also check out the Help page to see if it is answered there.
2173 Salk Ave. Carlsbad, California, United States
Mailing address: Post Office Box 131238, Carlsbad CA 92013-1238 Phone: 760/518-4755 Email: info@csisinsinc.com CA DOI #6013375
Copyright © 2026 Carlsbad Specialty Insurance Services, Inc. - All Rights Reserved.
Producers, please be sure to email us your renewed E&O insurance to maintain eligibility. We need either a copy of your declaration page or a COI. Please email this to info@csisinsinc.com if you believe you have not sent proof of current E&O.