CAA Insurance Services

Why CAAIS?
- • Exclusive benefit to CAA members
- • Member agency receives 80% of commission paid to CAAIS
- • Admitted markets ONLY
- • Not a wholesale broker or MGA
- • Submit to CAAIS when submitting to carriers you are directly appointed with
- • Provide ample lead time
- • Not to be used to block markets
- • Grow your book with one of CAAIS' carriers for potential to earn a direct appointment
Complete Submissions Include:
- • Complete Acord Application for each Line of Business Requested
- • FEIN and Number of Employees Required for Worker's Compensation Coverage
- • Exposure/Rating Basis Required
- • Ex: Sales, Payroll, Square Footage
- • Loss Runs
- • 5 Years Required

Agent of Record Letters
Please contact CAAIS before beginning the AOR process with your client. The following information will be needed to submit for consideration:
- • Carrier Name(s)
- • Name Insured(s)
- • Policy Number(s)
- • Effective Date
Once CAAIS confirms acceptance of the AOR, please have your client complete and sign/date the downloaded form on their letterhead.
Please refer to the map on the left for the states CAAIS can write business in.
i.e. Arizona, Arkansas, Colorado, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Wisconsin and Wyoming.
CAAIS Team

Nina Terrasas
CL/PL Processor
nina@combinedagents.comP: 512-543-4326

Kim Deever
Commercial Lines Marketing Specialist
kdeever@combinedagents.comP: 512-668-1198

Lisa Parkhurst
Commercial Lines Marketing Specialist
lisa@combinedagents.comP: 512-537-2603
CAAIS Acord & Supplemental Forms
| Item Name | Posted By | Date Posted |
|---|---|---|
| Acord_125_126_140.pdf PDF (5.01 MB) | Administration | 7/25/2025 |
| Acord_130.pdf PDF (3.71 MB) | Administration | 7/25/2025 |
| Contractor_Supplemental.doc DOC (240.5 KB) | Administration | 5/21/2024 |
| Great_American_IM_Application.pdf PDF (84.17 KB) | Administration | 3/27/2024 |
| 970-0701_APP_01_23_Eldercare_Adv_New_Business_.pdf PDF (811.71 KB) | Administration | 3/14/2024 |

