Thank you for your interest in becoming a CAIS producer. Agents who join CAIS will have access to our online quoting portal (MGAlive.com) as well as marketing materials, tutorial documents, and other tools to assist your agency in achieving more binds. If you are ready to join, please click on the online application link below. Review the list of required documents. You will need your required documents in a digital format (JPEG or PDF) to complete the online submission. Please prepare your files prior to beginning the application to avoid timing out on your online submission. If you have any questions, please contact our Relationship Coordinator at 888.833.4158 or email email@example.com.
Please contact Ali Condie at Worldwide Facilities to inquire about enrollment. She can be reached at firstname.lastname@example.org or 916-270-3086.
American Family (AmFam) Agents
Please contact your sales team for more information regarding working with CAIS.
Independent Agent Partners
Completed Agency Questionnaire (included in kit)
Signed and initialed Independent Producer Agreement (included in kit)
Completed and signed Form W-9 (included in kit)
Copy of resident insurance license (upload a JPEG or PDF file)
Current E&O policy declaration page or certificate (upload JPEG or PDF file)
Copy of your broker bond (if required by your home state, upload JPEG or PDF file)
Help guide for DocuSign to complete Independent New Producer Kit.
An automated email sent from DocuSign will provide a copy of the electronic completed application, contract, and W9. Your application packet will be reviewed, and you will receive a Welcome letter email with your User Name and Password from our Relationship Coordinator. The review process takes approximately 24-72 business hours.
If you would like to review the document prior to filling out the contract, you may contact CAIS for a PDF version. Please direct any questions to:
Contact: Relationship Coordinator