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CAPTIVE REFERRAL PARTNERS

In 2016 we travelled the country walking into captive agent offices to learn about how they were building their businesses and what problems they were facing. 
Of the hundreds of agents we visited, the "one" thing that stood out was their ability to "compete and win."  Most agents stated they only win 10-15%
of the time.  Our question was simple... What are you doing
with the other 85-90% of your prospects?

STEP 1

Meet our program manager to discuss options that fit what you want for your prospects and business.

STEP 2

Get setup on our proprietary technology referral system.

STEP 3

Meet your experienced commercial and personal lines agent liaison. 

STEP 4

Refer insurance clients electronically in seconds through our system and track them to check their status.

LICENSED IN 28 STATES

We've created a safe place where Captive and Independent agents "do not" compete with one another.  With a national network of independent insurance agents, our goal is to increase the profitability of our captive partners, and our alliance, while keeping both our clients in-place.

Pacific Crest Services appointed in 28 US States

FREQUENTLY ASKED QUESTIONS