Combined Agents of America (CAA)

An insurance software partner is more than a vendor. We are committed to helping CAA members have the right technology to grow your agency.

Network partnership

A solid foundation for independent agencies

The insurance landscape is changing. Independent agencies that want to remain truly independent need the scale, support, and access to broader markets and increased contingency in order to remain competitive. It helps to have a technology partner that understands what you are going through. As an experienced agent, you'll know that an agency management system is a foundation for your business and want one that helps you scale and grow your business. We have resources to help you make these decisions and an active community of users that can support your CAA agency. 

We've helped many agencies scale with solutions that address their specific requirements, and we welcome a chance to discuss your needs and share what others have done. Contact your dedicated Vertafore CAA account team and we'll discuss how our solutions enable you to grow your business. 

  • Webinar

    Orange Partner Program

    See how the Orange Partner Program brings together complementary solutions that enable CAA agencies to do more with their technology!

  • Webinar

    Conversations Lead to Conversions

    Maximize your business and client communication strategy with AgencyZoom! Featuring personalized automations, best practices for hot vs. cold leads, increased open rates, and more! 

“The change Vertafore has made where I have a contact and each of my agents has a contact has been amazing.”

Nikki Toon, Chief Operating Officer

AMS360 Card

AMS360: Our flagship agency management system. Do you need seamlessly integrated and comprehensive accounting capabilities? What about flexible and complete reporting? Are you planning to do a lot of complex commercial lines? AMS360 is the best management system solution for rapidly growing agencies. 




ReferenceConnect:is the industry’s only insurance knowledgebase that helps agencies grow and diversify their business by aggregating insurance policy coverage and risk profile information into one place - making you an agent of choice and a trusted advisor to your clients. 

  • Time-saving: 60% less time needed to search for documents 
  • Efficiency: 1 less E&O incident per year 
  • Demand generation: 1% increase in new business and renewals 


reference connect card
PL Rating Card

PL Rating: is a real-time, comparative rater that enables agents to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines. 

  • Time-saving: 50% less time spent on quotes 
  • Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers 
  • Demand generation: agents say almost 50% of their leads come from CRQ 



InsurLink:gives your customers access to their policies and documents whenever they need it. With a branded insurance customer portal available on any device, your customers can have the connectivity and self-service access they expect outside of business hours.   

  • Customer retention: 3-4% increase in customer retention  
  • Time-saving: eliminate 5 10-minute certificate request calls 
  • 24-hour service: with InsurLink, your agency is always open 


insurlink card
  • Webinar

    ReferenceConnect Demo

    ReferenceConnect centralizes information from over 40 insurance publications in an easily searchable, online system so you can unlock the potential to expand into new industries, identify cross-selling opportunities, and mitigate the chances for E&O exposures.

  • Webinar

    AMS360 Overview

    Dive into AMS360: a modern management system that helps you streamline workflows, improve renewals and retention, and make data-driven decisions to drive new business.

Products CAA agencies can use

The foundational insurance management system for complex independent agencies.

The management solution created for the unique needs of your benefits business.

The management system built with the independent agent in mind. 

Providing your customers with 24/7 access to their insurance information.

Close more business with the leading real-time personal lines comparative rater.

Actionable insights from the industry's most comprehensive data platform. 

Gain the expertise you need to diversify your book of business. 


How the Best Agencies Stand Out

Ebook: This Ebook discusses three areas you can hone in on to prepare for success.  

Setting a Foundation for Success

Three ways to prepare for the future.

A Buyer’s Guide to Insurance Knowledge Base Solutions

Ebook: With the right tools in place you can remain profitable and stand out from the crowd.