--- title: CAA // P&C description: Patra service overview for Combined Agents of America (CAA) focused on P&C Insurance --- [Skip to content](https://info.patracorp.com/caa-/-pc#main-content) [![Group 2](https://info.patracorp.com/hubfs/Group%202.png)](https://www.patracorp.com/technology/?utm_term=patra%20corp&utm_campaign=Patra+Insurance+BPO+Leads+Campaign-Dec+2020&utm_source=adwords&utm_medium=ppc&hsa_acc=7138869541&hsa_cam=17242209045&hsa_grp=145191120468&hsa_ad=597821168304&hsa_src=g&hsa_tgt=kwd-1693672831847&hsa_kw=patra%20corp&hsa_mt=p&hsa_net=adwords&hsa_ver=3&gclid=EAIaIQobChMI8ZO9vZTW-AIVpj6tBh0ZkwvlEAAYASAAEgIt5fD_BwE) ![CAA & Patra Logos](https://info.patracorp.com/hubfs/2024%20CAA%20MAP%20Partner%20Campaign%20Assets/CAA%20%26%20Patra%20Logos.png) ## Property & Casualty Solutions for all phases of the P&C insurance lifecycle. Patra's tech-enabled services deliver a full, start-to-finish solution throughout the renewal cycle - ensuring **CAA**** Agencies** maximize efficiency and profitability throughout the year. ![Service Line P&C Overview - CAA](https://info.patracorp.com/hubfs/Tabbed%20Card%20-%20Patra%20Service%20Overview%20for%20Landing%20Pages/New%20P%26C%20Table%20for%20DATASHEETS%20and%20SUBPAGES.png) ## We Know Your Systems Patra has extensive experience integrating into various agency and document management systems - deploying hundreds of unique processes.  ![AMS360](https://info.patracorp.com/hubfs/AMS360.jfif) ![ImageRight](https://info.patracorp.com/hs-fs/hubfs/ImageRight.png?width=200&height=200&name=ImageRight.png) ![CSR24](https://info.patracorp.com/hs-fs/hubfs/CSR24.jpg?width=281&height=117&name=CSR24.jpg) ![CertsNow](https://info.patracorp.com/hs-fs/hubfs/CertsNow.png?width=408&height=124&name=CertsNow.png) *To learn more about Patra's most requested policy lifecycle and administration processing services, click the process below. * ![#2 Cert Processing Thumbnail (hubspot 2)](https://info.patracorp.com/hubfs/%232%20Cert%20Processing%20Thumbnail%20(hubspot%202).png) #### [Certificate Processing](https://www.patracorp.com/video/patra-service-explainer-certificate-processing-and-issuance/) ![#6 Commission DBR (Hubspot 2)](https://info.patracorp.com/hs-fs/hubfs/%236%20Commission%20DBR%20(Hubspot%202).png?width=1349&height=1080&name=%236%20Commission%20DBR%20(Hubspot%202).png) #### [Commission Posting & DBR](https://www.patracorp.com/video/patra-service-explainer-commission-posting-dbr/) ![#10 Data Entry (Hubspot 2)](https://info.patracorp.com/hs-fs/hubfs/%2310%20Data%20Entry%20(Hubspot%202).png?width=1349&height=1080&name=%2310%20Data%20Entry%20(Hubspot%202).png) #### [Data Entry](https://www.patracorp.com/video/patra-service-explainer-data-entry/) ![Picture12](https://info.patracorp.com/hubfs/Picture12.png) #### [Data Migration](https://www.patracorp.com/resources/datasheets/process-feature-data-management/) ![#11 Doc RetrievaL (Hubspot 2)](https://info.patracorp.com/hubfs/%2311%20Doc%20RetrievaL%20(Hubspot%202).png) #### [Document Retrieval](https://www.patracorp.com/video/patra-service-explainer-document-retrieval/) ![#8 Endorsement Processing (Hubspot 2)](https://info.patracorp.com/hubfs/%238%20Endorsement%20Processing%20(Hubspot%202).png) #### [Endorsement Processing](https://www.patracorp.com/video/patra-service-explainer-endorsement-processing/) ![Picture8-Jun-16-2022-03-24-01-06-PM](https://info.patracorp.com/hubfs/Picture8-Jun-16-2022-03-24-01-06-PM.png) #### [Indexing](https://www.patracorp.com/video/patra-service-explainer-indexing/) ![#12 Loss Runs (Hubspot 2)](https://info.patracorp.com/hubfs/%2312%20Loss%20Runs%20(Hubspot%202).png) #### [Loss Runs](https://www.patracorp.com/video/patra-service-explainer-loss-runs/) ![#1 Policy Checking (Hubspot 2)](https://info.patracorp.com/hubfs/%231%20Policy%20Checking%20(Hubspot%202).png) #### [Policy Checking](https://www.patracorp.com/video/patra-service-explainer-policy-checking-service/) ![#3 Print Mail Thumbnail (Hubspot 2)](https://info.patracorp.com/hubfs/%233%20Print%20Mail%20Thumbnail%20(Hubspot%202).png) #### [Print & Mail](https://www.patracorp.com/video/patra-service-explainer-printing-and-mailing/) ![#13 Small Accounts (Hubspot 2)](https://info.patracorp.com/hubfs/%2313%20Small%20Accounts%20(Hubspot%202).png) #### [Small Accounts Management](https://www.patracorp.com/video/patra-service-explainer-small-account-solutions/) ![#4 Submissions Clearance Thumbnail (Hubspot 2)](https://info.patracorp.com/hubfs/%234%20Submissions%20Clearance%20Thumbnail%20(Hubspot%202).png) #### [Submissions & Clearance](https://www.patracorp.com/video/patra-service-explainer-submissions-clearance/)   ## **Contact Patra Today!** We are committed to helping you identify the best P&C outsourcing solutions for your business. [![Click Here to Schedule a Time to Talk!](https://no-cache.hubspot.com/cta/default/5187643/interactive-172577928884.png)](https://info.patracorp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLbOJnwXr2cNF1xcJ5prKAOhloeeHv8U4odjP5qyP5QlsFCfQOhb44%2BJnFUv3%2FidITMtWrOrr8bZq7Lg9D4LMxb1UwQy8P2izwIdpVD3AlD4XEfV2iMFhXO0d0SZDIptuUs3sV%2By%2F%2F8CdnWt4Yh0M%2Fgr2YBLjesjaGWnFf4x6rFaCNw2SsxiudTJc8P4SEo5K1h7PuLoNgoDw%3D%3D&webInteractiveContentId=172577928884&portalId=5187643&hsLang=en) [![Learn About CAA & Patra Partnership](https://no-cache.hubspot.com/cta/default/5187643/interactive-172577663055.png)](https://info.patracorp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKvSj56nsxcUf%2BprO5IY8hf%2BTrAN8hWr43kaR5IqCVNHvHt%2FfsQ%2F8kHh4EVzOFtZxuV7EzWUKajE%2F7b6rYCVnj5NLpI29IwKWlBQ42%2FTN2lkJpnf1vMn9GzoppVjKyZn4JNcUWcCg9MHU8cba3P%2FT%2BBPb8WmV6FLk0ZCh9w%2BSd%2B4%2FrSdkFKggyzQGUhrpYYCRYLF5eobvQ%3D&webInteractiveContentId=172577663055&portalId=5187643&hsLang=en) [![Learn About Patra's EB Solutions & Services](https://no-cache.hubspot.com/cta/default/5187643/interactive-172577663057.png)](https://info.patracorp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIZN1scgEJFVpGZ8CFFNGQ%2BlLWK%2BzjQxNAomkp2zYdIdWNs7BUtds3z%2FvVxiqvLt%2FvryTCwngpdOyECtNDRXdVsja36SibhKq0AWAlDikbSyj%2Bumd1d%2Bk3XZluLzj5Wvdh19uwOS3yD%2BYKgvXZtZ5ZJwNVVzqN4w9G9COPChMgiuDgySgkRiuF%2FtxWpp9WQjKSJLMzI&webInteractiveContentId=172577663057&portalId=5187643&hsLang=en) [![Learn About Patra Assist Solutions & Services](https://no-cache.hubspot.com/cta/default/5187643/interactive-175315073093.png)](https://info.patracorp.com/hs/cta/wi/redirect?encryptedPayload=AVxigLL%2FcjQCgQjM5ZDs%2FdLGvz3bfzIKXmm6xdgVoA8x7bLSF%2FLvIQqOB3dviISKkzbVcZwrCRVEX1yqQvfg4GUbANWaNfUzkEdjPk5qQ64l5Pgiih900RZES4908Re%2BPaOtrs2ssX3XMBBz%2BlLyrd0qc%2Bm2EqPRxhMpGCZyqcFE74Akl8CnxH2dhJAkKIl7XdST%2BeWJFQ%3D%3D&webInteractiveContentId=175315073093&portalId=5187643&hsLang=en)