Frequently Asked Questions

Markets we partner with include:  

• Aegis General Insurance Company - Specialty Division
• Aspire General Insurance
• Bamboo Insurance Services
• Delos Insurance
• Heritage Insurance Services
• Light Speed Specialty Insurance Solutions
• Orion 180 Insurance
• WOWs Fire Insurance Services

Each provider has their own criteria that determines whether you can get appointed, it is not solely our decision. 

Most aggregators, networks, and wholesalers are structured to have multiple forms of earnings. These can include one or multiple of the following:

• An initiation fee
• A monthly fee
• Production requirements to maintain appointment
• Additional production bonuses for the wholesale agents
• Commission splitting

We believe in being upfront about our model. We have a 70% / 30% commission split agreement with our producers, but no initiation free, monthly fee, production requirement by our office, and we do not earn production bonuses or contingency commissions. 

All of the information that will be requested can be found on the "Get Appointed" page. That can be found here: link to page.

1. If you have previously been appointed and then terminated with some of our carriers, then you may be eligible for reappointment. 

2. If you are already working with another insurance aggregator, cluster, and/or network, then you are not eligible for appointment. Some examples include:

• FirstChoice
• First Connect
• ISU Steadfast
• Keystone Insurers Group, Inc. 
• Renaissance
• The Agency Collective LLC
• Combined Agents of America LLC
• Smart Choice Agents
• Pacific Interstate Insurance Brokers
• Insurors Group LLC

Contact us at info@csisinsinc.com if you have additional questions to these eligibility requirements. 

If approved, we will request the following documents:                      

1. W9 form
2. Filled out and signed producer profile and agreement documents **The information provided on the form must match what is provided on your W9**
3. A copy of your E&O Dec Page or a COI
4. A copy of your individual license
5. A copy of the entity license
6. *Optional* Completed ACH form if you would like to receive payments electronically (the file can be found at the bottom of the page: jump to downloads)    

We reserve the right to withhold commission when missing any of these required documents, specifically, expired E&O insurance. It is your responsibility to give us your updated E&O when expired. 

If you are approved, the next steps will vary depending on the carrier(s) you have access to. 

1. Aegis: CSIS will email you a link for onboarding. Please let us know when completed, otherwise Aegis will decline the application.
2. Bamboo: CSIS will email you the Bamboo Insurance Mutual Producer Agreement & Agency Onboarding form that need to be signed and completed.  
3. Delos: CSIS will email you a link to onboard directly to Delos Insurance Solutions as a CSIS agency. 
4. Light Speed: CSIS will email you a form and excel spreadsheet that need to be completed. The excel spreadsheet must be returned in an .xcl format when returned to us. 
5. Heritage: CSIS will send you an email with instructions on completing producer appointment direct with Heritage. We must be alerted by them with their approval to then move forward.

Once the onboarding process is complete, you will be going to the carrier's website to do everything (underwriting, binding, etc.). The only thing that is done with CSIS is commission accounting. Please do not contact us about underwriting.

If you are working with Bamboo, users can get added with the following information: 

1. The full name of the individual to be added
2. Their associated email address
3. How much permission they are to be given
4. License #

If you are working with AEGIS Specialty Division, users can get added to the rating platform by requesting through their assigned marketing manager or their internal team. 

The following is needed when an agency reaches out in their request:

1. The full name of the individual to be added
2. Their associated email address

Commissions are paid by the 15th of the following month. 

*Disclaimer* Circumstances outside of our control may lead to a slight delay in payment. 

• If you were a producer before July 1st, 2026, you can access your commission statements from when you were appointed through June 2026 from Racing Snail / Mivation until October 1st, 2026. After this, access to previous commission statements before calendar year 2026 cannot be accessed online. Please be sure to download all previous commission statements to maintain records. 
• As of July 1st, 2026, our new commission processor is Core Commissions. A link to access commission statements moving forward will be available shortly come July payout. 
• One person is assigned access to the commission statements. By default, the person assigned is the agency Principal or Owner (or person who applied for appointment if not the Principal/Owner). This access is assigned via email.
• Access can be transferred or delegated to someone else with written request from agency Principal / Owner, who then loses access. That individual then has access until another request to change. 

If you sold your agency and want to release information to them, we need a letter from who we originally contracted with giving written approval to release the information and the relevant information of the new entity (W9, individual and entity licenses, E&O insurance, and contact information). See document below. 

To best support our agents, our future plans include:

1. We are working to expand our home and dwelling fire options in CA. 
2. We are looking to expand to other states. 
3. We are always looking for ways to grow our network to help our agents write more business. 

While our headquarters are in Carlsbad, CA, our network of providers serves all of California, with some carriers including Texas. We are looking to expand opportunities in other states as well.