Case Study: Combined Agents of America achieves $1B+ premium growth and dedicated, faster support with Vertafore

Combined Agents of America - Customer Case Study

Combined Agents of America (CAA) is a network of 65 independent insurance agencies committed to strengthening independent agencies through expertise and relationships. As CAA scaled, COO Nikki Toon identified a critical challenge: their previous technology providers were unresponsive and fragmented, forcing CAA and its member agencies to spend excessive time explaining the network and chasing answers, while lacking the timely data and support needed to manage carrier relationships and growth.

Vertafore addressed this by assigning a dedicated Associations & Networks team and single points of contact for CAA and its agencies, streamlining support, speeding issue resolution, and helping adopt best‑in‑class agency software and reporting. The partnership delivered measurable gains—supporting CAA’s rapid growth (2018 premiums surpassed $1 billion), a 48% increase in profit‑sharing contingencies, significant time savings, and improved analytics to rationalize carrier relationships and boost productivity.

Combined Agents of America

Nikki Toon

Chief Operating Officer