Pacific Crest Services is an Alliance of agents where all members participate in the same benefits and work towards the same common goals of higher earning potential and lower operating costs.
Achieve higher commission
by being a member
Pacific Crest members participate at higher levels of Profit Sharing
Higher volume means more negotiating power
Let us handle the daily grind of accounting
Policy downloading is done by us so you can have more time to sell
A large list of P&C and Life carriers so you get what you need
AGENCY MANAGEMENT SYSTEM
A robust Client Management System that makes it easy to store and track your client information.
COMPARATIVE RATING SOFTWARE
The most commonly used Comparative Rating System in the country. Fast and easy to use.
MICROSOFT POWER BI
DATA & ANALYTICS SOFTWARE
Business analytics at the click of a mouse. Track real-time data about your business and its performance to increase profitability and sales.
Jennifer was the first agent to partner with Pacific Crest Services and now acts as the Personal Lines Development Director while overseeing the Training and Development Department.
Tim works with agents to expand and develop their commercial lines skills through the Pacific Crest Services Commercial University platform and one on one training sessions.
LIFE & FINANCIAL SERVICES
For those agents that wish to take their practice to another level, Shawn offers one on one consultive training and development on comprehensive advising.
Pacific Crest Services plays an advisory role in its partnership with alliance members. We are eager to lend a helping hand to guide you through the obstacles of building a profitable business in today's insurance climate.