Pacific Crest Services

Inspired & Driven to advise, empower and support independent insurance agencies

Whether you’re a captive agent or currently an independent agent ready to start an independent insurance agency becoming a member of Pacific Crest Services gives you direct carrier appointments, competitive commissions, cutting-edge technology, and full book ownership. With Pacific Crest Services, you’ll have the tools and support to grow your business while delivering unmatched value to your clients.

Pacific Crest Services Independent insurance agents

Our Insurance Carriers

We Partner with the Top Insurance Companies

One Easy Step Away to the Best Insurance Companies

 — Home Insurance —

— Auto Insurance —

— Life Insurance —

— Boat, RV, & Toy Insurance —

— Commercial Business Insurance —

Pacific Crest Services connects you with over 300+ carriers including household names like AAA, Allstate, Progressive, GEICO, Employers, Liberty Mutual, and many more. Whether you need Home Insurance, Flood Insurance, Auto Insurance, Life Insurance, or Commercial Business insurance, our team will connect you with the right carriers to provide you with the best protection at the most competitive prices.

Gain Access to the Best P&C, Life, & Annuities Carriers

— States We Operate In —

Whether you're a captive or independent agent, or looking to get insurance for your home, auto or business we can get you covered in 37 states across the U.S.A.

Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Minnesota, Missouri, Montana, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Washington DC, West Virginia, Wisconsin, and Wyoming.

Agent Services

Independent Insurance Agent Membership Benefits & Services

01

Dedicated Team of Back-Office Support

Our expert support team streamlines your insurance operations with services like policy downloads, commission reconciliation, carrier audits, compliance, analytics, and licensing management. Focus on your clients and growth while we handle the rest.

02

Accounting Services

We offer specialized accounting solutions to ease the burdens of insurance agents, including commission reconciliation for accuracy and compliance for seamless regulatory adherence. By aggregating commissions, we streamline financial processes, saving you time.

03

Access to the Best Carriers Available

Whether you’re a captive or independent agent, Pacific Crest Services can strengthen your agency offering. With 300+ carrier partnerships we are certain you will have what you need to build a thriving insurance agency.

Who Fits
Pacific Crest

For Over a Decade, We Have Been Empowering Licensed Insurance Agents to Start, Own, and Grow Successful Agencies.

If you are a Property and Casualty insurance professional with at least 2 years of practical writing experience and you’re looking to start your own independent insurance agency, we want to talk to you.

Pacific Crest Services can help experienced agents build the thriving insurance agency they deserve.

Agency Technology

Membership Turn-Key Management Tools

Pacific Crest Services Agency technology offering

Cutting-Edge Solutions for Managing Your Agency

— Agency Management System Powered by Hawksoft® —

— Comparative Rater Software Powered by EZLynx® —

— Data and Analytics Software Powered by Microsoft Power BI —

— Business E-mail and Workdrive Powered by Zoho —

Unlock your agency’s potential with our comprehensive tools. We offer Hawksoft® for streamlined policy and client management, Microsoft Power BI for powerful data visualization, and EZLynx® Comparative Rater for seamless quoting on desktop and mobile. Hawksoft® simplifies policy management, automates tasks, and provides client portals and reporting. Power BI enables confident, strategic decision-making. EZLynx® delivers instant, accurate quotes across carriers. Plus, our membership includes training and support to ensure your success.

Our Agents

What Our Partners Say About Pacific Crest Services

570+

Active Members

354+

Active Agencies

37

States We Serve

PCS Agent Alliance Member Testimonials

“I joined PCS over 13 years ago as a scratch agent with a vision to grow a large agency. After scaling the agency to over $9M, I’ve come to realize that it will take a partnership with PCS to get to the next level of $20-$25M within the next 5-6 years. The infusion of capital they provided me at a more than fair evaluation of my business will be used to acquire more premium and talent to grow.”

- Mark Bigham - Dallas Texas

"As a new agent in the independent space, PCS provided the carrier access, training, and support to position my agency for success. The PCS team is authentic and cares about the success of the agencies. The direct carrier access has given our agency immediate competitive markets to succeed and expand our opportunities. PCS has made an immense impact on our agency, we would not be in the position we are today without their support."
- Jared Robinson - Optimum Insurance

Licensed Agents—Ready to Jump Start Your Agency?

Complete the form to the right or use our online scheduler to choose a convenient time to speak to one of our Team Members about Pacific Crest Services. We look forward to helping you grow your business.

Pacific Crest Services Independent insurance agents

Pacific Crest Services

At Pacific Crest Services, we empower independent insurance agents with the tools and carrier access they need to succeed. Our agents partner with the top insurance companies to provide their clients with the best coverage and prices on the market. Whether you want jump start your insurance career or find the best insurance coverage Pacific Crest Services is here to help.

Who Fits
Pacific Crest

For Over a Decade, We Have Been Empowering Licensed Insurance Agents to Start, Own, and Grow Successful Agencies.

If you are a Property and Casualty insurance professional with at least 2 years of practical writing experience and you’re looking to start your own independent insurance agency, we want to talk to you.

Pacific Crest Services can help experienced agents build the thriving insurance agency they deserve.

Our Insurance Carriers

We Partner with the Top Insurance Companies

One Easy Step Away to the Best Insurance Companies

 — Home Insurance —

— Auto Insurance —

— Life Insurance —

— Boat, RV, & Toy Insurance —

— Commercial Business Insurance —

Pacific Crest Services connects you with over 300+ carriers including household names like AAA, Allstate, Progressive, GEICO, Employers, Liberty Mutual, and many more. Whether you need Home Insurance, Flood Insurance, Auto Insurance, Life Insurance, or Commercial Business insurance, our team will connect you with the right carriers to provide you with the best protection at the most competitive prices.

Gain Access to the Best P&C, Life , & Annuities Carriers

— States We Operate In —

Whether you’re a captive or independent agent, or looking to get insurance for your home, auto or business we can get you covered in 37 states across the U.S.A.

Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Minnesota, Missouri, Montana, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Washington DC, West Virginia, Wisconsin, and Wyoming.

Agent Services

Independent Insurance Agent Membership Benefits & Services

01

Dedicated Team of Back-Office Support

Our expert support team streamlines your insurance operations with services like policy downloads, commission reconciliation, carrier audits, compliance, analytics, and licensing management. Focus on your clients and growth while we handle the rest.

02

Accounting Services

We offer specialized accounting solutions to ease the burdens of insurance agents, including commission reconciliation for accuracy and compliance for seamless regulatory adherence. By aggregating commissions, we streamline financial processes, saving you time. 

03

Access to the Best Carriers Available

Whether you’re a captive or independent agent, launch your agency’s success with Pacific Crest Services. Instantly connect to 300+ carriers, including top-tier carriers GEICO, Travelers, and Progressive for efficient quoting and binding. Join us and elevate your insurance journey.

Agency Technology

Membership Turn-Key Management Tools

Pacific Crest Services Agency technology offering

Cutting-Edge Solutions for Managing Your Agency

— Agency Management System Powered by Hawksoft® —

— Comparative Rater Software Powered by EZLynx® —

— Data and Analytics Software Powered by Microsoft Power BI —

— Business E-mail and Workdrive Powered by Zoho —

Unlock your agency’s potential with our comprehensive tools. We offer Hawksoft® for streamlined policy and client management, Microsoft Power BI for powerful data visualization, and EZLynx® Comparative Rater for seamless quoting on desktop and mobile. Hawksoft® simplifies policy management, automates tasks, and provides client portals and reporting. Power BI enables confident, strategic decision-making. EZLynx® delivers instant, accurate quotes across carriers. Plus, our membership includes training and support to ensure your success.

Our Agents

What Our Partners Say About Pacific Crest Services

520+

Active Members

250+

Active Agencies

37

States We Serve

PCS Agent Alliance Member Testimonials

“Making a profit is the reason I became a business owner. Pacific Crest Services helped me realize all the opportunity I was losing out on as a Captive Allstate agent. It never seemed to matter how large I grew that agency, I always struggled to turn a profit. Now that I’m partnered with Pacific Crest Services I can capitalize on way more than just personal lines sales and some small commercial. They have started to train and develop my skills on larger commercial, complex life products and my long term goal is to eventually take advantage of the securities mentorship that the Principle Shawn Webb offers so I can become a Comprehensive Advisor to my clients.

– Eric Arredondo

I am one of the first Pacific Crest Agency owners from 2010. As the years progress, I have watched a small, ethical and professional company expand in the market across the United States. It has never lost its caring for its clients or agents. By continuing to offer new markets, technology and training, it makes me extremely proud to be a part of the Pacific Crest Insurance family of agents, agent support staff, agency owners and highly rated insurance carriers. Thank you Shawn Webb for continuing the tradition of excellence.

– Becky Nixon

Ready to See What We can Do for You?

Our agents partner with the top insurance companies to provide their clients with the best coverage and prices on the market. Wheter you want jump start your insurance career or find the best insurance coverage Pacific Crest Services is here to help.