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A Powerful Partnership

Through a strategic partnership, Combined Agents of America (CAA) agencies gain access to Patra’s deep insurance industry expertise, cutting-edge technology, and consultative approach to driving revenue growth, profitability and scalability. Through this unique alliance, CAA agencies realize significant positive business outcomes including cost-optimization, operational efficiencies, and improved margins which are the top requirements to remaining competitive in the industry. 

By leveraging Patra’s leading technology in combination with its proven methodology to streamline processes across the policy lifecycle, CAA platforms and offices have experienced the benefits of operational transformation including speed, quality and risk mitigation.

Patra’s adaptable delivery models, 24-hour operations and US-based insurance professionals serving as the day-to-day contacts provide high-volume processing and expedited turn-around times while meeting and/or exceeding CAA service level requirements.

 

Exclusive Partnership Benefits

MMA Benefits

Patra’s insurance processing solutions and services provide operational support across policy lifecycle and administrative functions - allowing your highly-skilled teams to focus on customer relationships and growing your business.

Our Expertise & Commitment

With nearly 20 years exclusively focused in the insurance industry, we know your business. At Patra, we pride ourselves on our commitment to quality, industry expertise, flexibility, and our exceptional team. This is what sets us apart from our competitors.

Proven framework for customer success

Our team of seasoned professionals combines their extensive expertise with state-of-the-art technology to help our clients stay ahead of the curve. With a deep understanding of the evolving insurance landscape, we continuously strive to exceed our client expectations and drive industry excellence.

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An Operational Excellence model that improves your ROI

Serving as a strategic partner, we support the entire operational ecosystem and consistently deliver optimal output for our clients across the insurance industry. Our comprehensive range of services encompasses every aspect of your insurance operations, ensuring efficiency, accuracy, and reliability.

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A strategic partnership to help you make data driven decisions.

We understand that every business is different, and that’s why we take the time to truly understand your specific goals and objectives. From streamlining your processes to maximizing operational performance, we are fully committed to helping you achieve long-term success and sustainable growth.

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"We are excited to enter into a new strategic relationship with Patra. With Patra’s industry resources and knowledge, they will be a great partner for our CAA members. Their expertise in optimizing workflows allows our CAA members to be more efficient than ever before in a rapidly changing industry."

A.J. Lovitt
Chief Experience Officer

Patra & CAA Partnership Overview

Learn more about the specific benefits that come through this strategic and exclusive partnership

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Patra P&C Solutions for CAA

Learn about the many solutions Patra has to support the P&C policy lifecycle.

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Patra Employee Benefits Solutions for CAA

Learn about the comprehensive service solutions to support the entire Employee Benefits lifecycle.

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Patra Virtual Assistant Solutions for CAA

Explore the possibilities with a Patra Virtual Assistant.

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Patra Small Accounts Management Solutions for CAA

Don't let the 80% of your book representing 20% of your revenue take valuable time and resources. Let Patra manage your small accounts and watch them grow!

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Patra PolicyCheckingAI for CAA

Discover how you can check policies with unsurpassed quality, accuracy, and efficiency.

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99%+ Accuracy Rates

Deliver a superior customer experience for your insureds. Agency Partners are experiencing 98% or higher accuracy rates in insurance processing.

Zero Liability

Patra absorbs full liability for all the work Patra takes on.

Preferred Pricing

As a platinum partner, you receive preferred pricing and priority implementation regardless of agency size.

55% Cost Savings

Agencies are experiencing up to 55% in cost savings. 

Operational Excellence

Our operational excellence model is what sets Patra apart. With nearly 20 years solely dedicated to the insurance industry, we know your business. This level of expertise becomes a key benefit to our clients as we deliver a hybrid approach to insurance processes combining a global team of specialized experts, innovative technology, and a proven quality framework to deliver greater capacity, expertise and precision to the most complex tasks and processes.

 

Contact Patra Today!

We would love to connect, learn more about your operational goals, and answer any questions you have.