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The
Priorities
The brass tacks
Carrier Appointments
We work with all the national carriers and a lot of the regional carriers too. Our goal is to partner you with a winning mix of what you need.
Fair Commission Splits
Putting you in a position to win means letting you participate at the highest levels of commission that the group can earn. Our agent partners can earn up to 90% of the gross commissions.
Proven Systems
Efficiency is one of the keys to success for any business. We provide our agent partners with a turnkey system that includes a client management and comparative rating software bundle as well as a business analytics dashboard to track their business performance.
Ownership
What is the point in building it if you can't own it! Our contract gives you the control and complete ownership.
FREQUENTLY ASKED QUESTIONS
How soon can I start writing business?
Generally it takes up to 3 to 4 weeks to complete the preliminary steps to start appointing you with carriers so you can start writing business. The most time consuming step in getting your errors and omissions policy.
Can I have my own carrier appointments?
If the carrier is within our network we prefer that you use the appointment through us. Your earning potential with both commissions and profit sharing would likely be higher through our network of carriers.
Can I have more than one location & can I hire staff?
Yes! You're welcome to have as many locations and staff as you like. Additional licensed staff will receive their own logins with Hawksoft and EZLynx so there is a cost of $150 per month per person.
Can I write in multiple states?
Yes! We encourage agents to extend their reach into other states. Pacific Crest Services is licensed in 33 states. We can get you nonresident authority to write in those states baring any restrictions the carriers or the state may have at the time.
Training & Development
We can never stop learning
Technology Training
We will show you the ropes on all of the systems we proved you. Best practices and short cuts to make you more efficient will be our focus and we will make ourselves available when and if you ever need a refresher course.
Carrier Training
Each carrier has their own unique systems and appetites. We will guide you in the right direction and introduce you to each of the carriers so you can start to build a working relationship them.
Advanced Training
For those agents with limited knowledge of complex products such as commercial, life or financial services.
Development
Development is the practical application of the knowledge that you gain from training. We have been helping agents design and implement strategy in their agencies since 2008.
Turnkey System
All of the following technology systems are included in the monthly membership costs.
Hawksoft is a very robust Agency Management System that works well with several Multi-Rating software platforms. It is provided to each of our members.
Pacific Crest Services Members receive the EZLynx quoting software. This makes comparing companies during the quoting process fast and easy.
Pacific Crest Services Members receive the Agency Analytics Dashboard. It compiles and organizes your business data. This helps our members grow and maintain a more profitable agency.
Our
Products
A well rounded offering to diversify your business
Personal Lines
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Home
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Auto - Preferred & Non-Standard
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Umbrella
Commercial Lines
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Simple
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Complex
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Middle Market
Life Lines
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Term
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Whole Life
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Universal Life
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Indexed Universal Life
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Fixed Annuities
Investments
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Variable Annuities
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401K's
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529 Plans
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Estate Planning
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Buy Sell Agreements
The Process
You
Quote
You
Bind
Customer Service
You
Policy
Download
Pacific Crest Services will download the policy from IVANS
Data Entry
Pacific Crest Services will upload the policy to Hawksoft
Commission
Reconciliations
Pacific Crest Services will reconcile all the commissions paid on your policies and pay you twice per month
WHAT PEOPLE SAY
The support and knowledge from the relationship we have with Pacific Crest Services has helped my office to become successful in a very short period of time. I can't imagine a better fit!