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PARTNER AN EXISTING AGENCY
Are you unhappy with your current aggregator or large group relationship or are you simply looking to partner with Pacific Crest Services to increase your earning potential or market access? We may be able to help.
MARK HOLLEY
Lakewood Financial / Bradonton, FL
"We partnered with Pacific Crest Services in 2010 and never looked back. The partnership has helped us scale our $3 Million agency to $10 Million while increasing our profit margins. They provided us with more carrier markets and they handle the back office. We focus on sales and service and they handle the rest, thus making us far more efficient than we could ever be on our own."
OUR PROCESS
STEP #1
PHONE CONSULTATION
Let's get to know each other and access fit for both of us
STEP #2
CONTRACTING
Review contracts and answer your questions before we begin
STEP #3
ONBOARDING
Systems set up, carrier appointments and establish E&O
STEP #4
TRAINING-DEVELOPMENT
Systems, processes and further business development
MEMBER BENEFITS
COMMERCIAL LINES
We promote Commercial Lines growth and support our agents with the right carriers and education to increase their earning potential.
With a large selection of carriers you will be far more competitive on home and auto than you ever were before.
PERSONAL
LINES
Higher commissions and more products to offer than any captive company.
LIFE
LINES
HIGHER COMMISSIONS
As a group we have more buying power. Your average commission will increase and so will your profit margins as a result.
Accounting
Compliance
Data and Analytics
Carrier Appointments
BACK OFFICE SUPPORT
Client Management System
Comparative Rating Software
Business Analytics Dashboard
TURNKEY SYSTEMS
PROFIT
SHARING
Also known as contingency bonuses. Our agents participate at our higher level of compensation with far less requirements.
LOWER OVERHEAD
Our buying power and discounted rates with industry partners drives your cost of doing business down and increases your profit margin.
TRAINING AND DEVELOPMENT
Carrier Appetites and Systems
Technology Platforms
Best Practices
Commercial and Life
Business Development
