Frequently Asked Questions

We partner with Aegis, Bamboo, Delos, and Light Speed.  Each provider has their own criteria that determines whether you can get appointed, it is not solely our decision. You can find more information about each partner below. 

• Aegis General Insurance Company - Specialty Division: https://aegiseasy.com/
• Bamboo Insurance Services: https://bambooinsurance.com/
• Delos Insurance: www.getdelos.com
• Light Speed Specialty Insurance Solutions: www.lsins.com

1. If you have previously been appointed and then terminated with some of our carriers, then you are no longer eligible. 

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
• SIAA
• ISU Steadfast
• Keystone Insurers Group, Inc. 
• Renaissance
• The Agency Collective LLC
• Indium
• SecureRisk LLC
• The Iroquois Group
• Combined Agents of America LLC
• Smart Choice Agents
• Pacific Interstate Insurance Brokers
• Brightway Insurance
• Insurors Group LLC
• Insurance Associates of America
• United Agencies, Inc.
• PacWest Alliance Insurance Services, Inc. 
• SBMP Insurance Group

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

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

If approved, we will request the following documents:                      

1. W9 form
2. A copy of your E&O dec page or a COI
3. A copy of your individual license
4. A copy of the entity license
5. 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)                      

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: You will be contacted directly by Bamboo via email for onboarding. Follow the steps provided. 
3. Delos: CSIS will email you a link to onboard directly to Delos Insurance Solutions as a CSIS agency. 
4. Light Speed: You will be emailed by CSIS a form and excel spreadsheet that need to be completed. The excel spreadsheet must be returned in an .xcl format when returned to us. 

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.  

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

Any commissions received by the 15th of the current month, are paid by the end of the month. Any commissions received from the 16th and later will be paid the following month. 

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

• One person is assigned access to the commission statements. Racing Snail / Mivation. By default, the person assigned is the agency Principal or Owner. 
• 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. 
• You can access commission reports through logging in to Racing Snail / Mivation. This can be found at: https://id.mivation.com/login.  This can also be found in the Commission Accounting section of the page below for easy access. 

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. We are looking to expand opportunities in other states as well.