LEARNING CENTER

As an Independent Agent with Pacific Crest Services, YOU will have access to our exclusive training and development courses that are led & taught by some of the best educators in the industry within our very own Pacific Crest University. 
Our courses are proven to guide and grow YOUR agency.

Personal University Logo
Life University Logo
Commercial University Logo

ADVANCED PERSONAL LINES
UNIVERSITY

Personal University was created for our agents to learn how to successfully navigate through our systems to be able to confidently write personal lines policies and build a profitable book of business.  Agents will gain an understanding of the personal insurance market and coverage offerings, as well as carrier underwriting and pricing practices.

  • Carrier Appetites

  • Carrier Platforms

  • Client Management System

    • HawkSoft

  • Comparative Rater

    • EZLynx

    • Applied

ADVANCED COMMERCIAL LINES
UNIVERSITY

Commercial University includes live webinar instruction, practical assignments, and one-on-one coaching on how to market, sell and service commercial policies through a 12-week virtual course. Class size is limited, and participants are assigned an experienced mentor to guide them through the sales process and assist with understanding commercial products.
 

  • Introduction to Commercial Lines

  • The BOP

  • Commercial Auto

  • Commercial Packages

  • Commercial Service

  • Workers Compensation

  • EPLI

  • Construction

ADVANCED LIFE LINES
UNIVERSITY

Expanding your knowledge of life and financial products beyond just simple term insurance is a great way to add value to your client relationships. These products can generate substantial opportunities for not only your clients but yourself financially. 
 

  • Introduction to Life Products

  • Universal Life

  • Indexed Universal Life

  • Whole life

  • Short Term Disability

  • Living Benefits  

  • Annuity Knowledge & Sales Training

  • Indexed & Fixed

  • 1035 Tax Free Exchange

  • Cash Balance Plans

  • Premium Financing

PROFESSIONAL DEVELOPMENT

COMMERCIAL LINES
SPECIALIST

Pacific Crest has partnered with National Underwriter Training & Education to become a licensed provider of the CLCS. The CLCS designation was developed to encourage continuing education and recognize excellence in the commercial lines sector. This professional designation is highly regarded by industry peers and is the natural next step in your commercial career.

CONTINUING EDUCATION

ETHICS FOR THE FINANCIAL
PROFESSIONAL

Today’s business world presents financial professionals with unique and evolving ethical challenges.  We offer training utilizing real world examples on how best to face these dilemmas head on.  At the heart of these sessions are our core values of honesty and integrity.   We arm you with the skills and training on how to apply these common sense approaches to your business.

BUSINESS STRATEGY

BUSINESS MANAGEMENT

Whether you are a skilled veteran or new to the industry our in-house business strategists can help you identify your goals, create an executable strategy, and increase the profitability and sustainability of your agency.  Most agency owners have perfected their ability to sell insurance, but many of them have never run a business before or understand how to transition from having a job to running a successful practice.

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Jason Hutchinson

Business Strategist

Senior Agency Educator

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Tim Hoppins

Senior Agency Educator