CAAIS Processes & Procedures

We've compiled and posted the CAAIS policies and procedures for Applied Epic to serve as a resource for our members. These documents are meant to be used as a guide and can help support or improve your internal operations.

Please note:

• These are samples based on how we operate within CAAIS, which is structured more like a broker than a traditional agency.

• You are welcome to customize and adapt them to fit your agency's workflows and processes.

We hope this helps streamline your efforts and provides a helpful foundation as you continue to build out your internal documentation. If you have questions or need additional support, feel free to reach out, info@combinedagents.com