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AGENT PORTAL

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Resource Center

Commercial Lines Sweep Form

Personal Lines Sweep Form

Bank Direct 

Pay Simple 

Discounted Continuing Education

PCS Logos & Brand Guide

Vendor Contacts

Unassigned Client List

New Agent Center

FAQ's

Agency Toolbox

Contact Us

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. 

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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. 

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Turnkey System

All of the following technology systems are included in the monthly membership costs.

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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. 

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Pacific Crest Services Members receive the EZLynx quoting software. This makes comparing companies during the quoting process fast and easy.

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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

  • Home

  • Auto - Preferred & Non-Standard

  • Umbrella

Commercial Lines

  • Simple 

  • Complex 

  • Middle Market 

Life Lines

  • Term

  • Whole Life

  • Universal Life

  • Indexed Universal Life

  • Fixed Annuities

Investments

  • Variable Annuities

  • 401K's

  • 529 Plans

  • Estate Planning

  • Buy Sell Agreements

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The Process

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You

Quote

You

Bind

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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

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Commission

Reconciliations

Pacific Crest Services will reconcile all the commissions paid on your policies and pay you twice per month

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WHAT PEOPLE SAY

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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!

Paula Henderson