A PROVEN PATH TO GUIDE AND GROW YOUR INSURANCE PRACTICE
FOUNDER & PRESIDENT
WHO WE ARE
Pacific Crest Services was founded in 2003, as an Independent Insurance Agency, which has now grown to an Independent Insurance Alliance with over 400+ agency owners across the United States.
The core of our business philosophy is helping insurance agents with all aspects of business operations, training, development, support, and strategy to allow them to start, own, build and
grow their independent insurance agency beyond their expectations.
THE RAILS WE RUN ON
OUR CORE PRINCIPLES
Direct, open and honest communication
Empathy and respect for all
Adapt and innovate always
Listen to learn
Stewards of success
HOW WE GOT HERE
Shawn Webb leaves the captive channel behind to create Pacific Crest Wealth Management
With over 9 years of captive agent and agency management experience, our founder left the captive insurance channel to follow his dream to help his clients plan for their future, protect their assets and achieve their financial goals.
Pacific Crest Services was founded
Leveraging years of training and development of captive and independent agents, our founder created a platform, a proven path for agents to establish and grow their agencies. The approach combines market access, ownership, flexibility, back-office and training with development.
Pacific Crest Services continues to grow
Since 2008, Pacific Crest Services has increased their presence to 27 states and over 400 agent partnerships.
A LOOK INSIDE
27 STATES AND GROWING