STRUCTURED FOR SUCCESS

We provide captive, independent and financial services professionals the structure they need to start an independent insurance practice. More than markets and commissions, we help you build your agency.

INDEPENDENCE

Our agents have the freedom, flexibility,
and control to build their agency the
way they want

CARRIER APPOINTMENTS

300+ carrier appointments and analytics
that show you who is competing
and winning in your area

TECHNOLOGY

Proprietary technology platform that
allows you to manage and grow
your agency from anywhere

COMMISSIONS

SUPPORT

OWNERSHIP

Industry leading commissions, profit
sharing, bonuses, and enhanced
compensation

We manage the back-office, accounting & appointments so you can focus your time
on your agency

100% ownership of your book of business
with no minimum contract terms
or hidden restrictions

FLEXIBILITY TO CHOOSE YOUR OWN PATH

STRATEGY

In-house business consultant available
to alliance agents for strategic planning
at all phases of the business lifecycle

TRAINING

Access to exclusive personal lines,
commercial and specialty training,
taught by seasoned executives

DEVELOPMENT

Gives our agents more opportunities to
engage with customers, pursue new
lines of business and win

TERRITORY PARTNERSHIP OPPORTUNITIES

Exclusive, protected territories are currently available for the entrepreneurial agent. Recruit, grow, and prosper in your region with our proven alliance model. To learn more about our territory opportunities, please contact our agency development team at 888-995-5808 or click below.

LEARN MORE

Actively appointing territory partners

Territory partnerships available

LEARN MORE

AGENT TESTIOMNIALS

Lillian Trevino, Principal of Tremar Insurance Agency

"Having experienced a captive agency, Pacific Crest provides much more support, expertise, and mentorship than a captive agent gets while providing appointments to write business for dozens of different carriers which means I am able to write 95% + of the risks that I quote. "

Eric Arredondo, Principal of
Arredondo Risk Advisors

"Making a profit is the reason I became a business owner. Pacific Crest Services helped me realize all the opportunities I was losing out on as a captive 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."

Celia Richard, Principal of
Celia Richard Insurance Agency

"Prior to joining Pacific Crest Services I had always worked for other agents as a Producer or CSR. Taking the leap on my own presented many challenges that I knew I would face. I'm grateful that Pacific Crest Services caters their training and development to each agents needs. This made the transition go much smoother and expedited the learning process so I could start making money right away."

Chunky Nelms, Principal of
Chunky Nelms Insurance Agency

"As a captive State Farm agent I was only able to offer my clients one option. I seldom felt comfortable knowing my clients would be better off with another agent who could offer choice. Pacific Crest Services has solved this issue for me. Their strategic approach has allowed me to offer my clients better coverages at better rates with carriers that make my business very profitable".