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Start Your Independent Insurance Agency Today!

Are you ready to take the reins of your career and embark on a rewarding journey in the insurance industry? Starting your own insurance agency is a significant step towards financial independence and professional success.

if you have 8-12 months of Insurance Industry Experience and want to hear how we can help you start your independent insurance agency? Complete the form below and a member of our team will contact you soon.

Thank you! We'll be in touch soon.

Unleash Your Potential! 

For over a decade, we have been empowering licensed insurance agents to start, own, and grow successful agencies. Now, it's your turn to be larger than yourself as a proud member of the Pacific Crest Services Alliance. Using the Pacific Crest Services Proven path to agency growth we provide turn-key solutions for a new or existing independent agency. 

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Why Start Your Own Insurance Agency?

Owning an insurance agency empowers you to build a thriving business while helping clients protect what matters most to them. From establishing a unique brand to cultivating lasting client relationships, the benefits of entrepreneurship in the insurance sector are limitless.

At Pacific Crest Services, we understand the ins and outs of starting your own insurance agency. Our experienced team is dedicated to providing the guidance and resources you need to navigate this exciting journey successfully.

Key Steps to Launching
Your Agency

Educational Background and Licensing

  • Obtain the necessary education and training in insurance and finance.

  • Acquire the required licenses to operate as an insurance agent in your state.

Develop a Business Plan

  • Outline your agency's mission, goals, and target market.

  • Define the types of insurance products and services you will offer.

  • Conduct market research to understand your competition and identify potential clients.

Legal Structure and Business Registration

  • Choose a legal structure for your agency.

  • Register your business and fulfill any legal requirements, such as obtaining an Employer Identification Number (EIN).

Build Industry Relationships

  • Establish connections with insurance carriers to access a variety of products for your clients.

  • Network with other professionals in the insurance industry, such as underwriters and brokers.

  • Consider joining industry associations to stay informed about trends and regulations.

Develop an Online Presence

  • Create a professional website that showcases your agency's services, expertise, and contact information.

  • Utilize social media to connect with potential clients and share relevant content about insurance.

Marketing and Client Acquisition

  • Implement a marketing strategy to promote your agency.

  • Utilize both traditional and digital marketing methods, such as advertising, direct mail, and online campaigns.

  • Build relationships with local businesses and community organizations to expand your client base.

Remember that the steps involved in starting an insurance agency may vary based on your location and the specific insurance products you plan to offer. Consulting with professionals in the industry and seeking legal advice, with the assistance of Pacific Crest Services, can help ensure that you comply with all regulations and set a solid foundation for your agency. At Pacific Crest services we recommend you have 8-12 month experience prior to choosing our services.

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Agency Accelerator 

Launch Your Success in Insurance!

In this 2 part video series, How to Start an Independent Insurance Agency we'll guide you through the essential steps on how to start your own successful insurance agency. 

Pacific Crest Services: Licensed Agents First Steps Towards Starting Thier Own Agency

500+

Active Members

250+

Agencies We Serve

36

States Covered

250+

Active Carriers

Membership Benefits & Services

Pacific Crest Services Alliance Members enjoy the perks of instant growth: 100% book ownership, 250+ carrier appointments, highest commissions, profit sharing, bonuses, advanced training, custom business plans, and cutting-edge agency systems. Our comprehensive support includes marketing strategies and back-office assistance.

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Industry Leading Compensation

Embark on the journey to start your own insurance agency and experience industry-leading compensation and shared success with Pacific Crest Services. Our innovative approach to compensation, including profit-sharing, sets new standards for success. Join us at the pinnacle of industry excellence, where your achievements become a catalyst for collective triumph. Choose Pacific Crest Services for a transformative journey, turning your financial goals into reality with higher commissions and generous rewards.

  • Highest Commissions Available in an Alliance 

  • Enhanced Compensation from Carriers

  • Profit Sharing More Frequently and at Higher Levels

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Dedicated Team of Backend Support

Start your own insurance agency with Pacific Crest Services, where we streamline your insurance operations. Our services, including policy downloads, commission reconciliation, carrier audits and compliance, data analytics, and licensing management, are designed to simplify the intricacies of the business. Trust us to handle these details, freeing you to focus on core business activities and ensuring effortless success. Join us in simplifying your insurance journey and experience unparalleled efficiency in every aspect of your operations.

  • Policy Downloads

  • Reconcile Commissions

  • Carrier Audits and Compliance

  • Compile the Data and Analytics

  • Manage Licensing and Registrations 

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Access to the Best Carriers Available

Whether you're a captive agent or already independent, kickstart your own insurance agency's success with Pacific Crest Services. Connect instantly to 250+ carriers, 40+ MGA markets, and premier preferred carriers. Gain quick access to top Insurtech companies for efficient quoting and binding. Streamline operations, spend less time quoting, and focus more on selling with our extensive network at the forefront of the insurance industry's future. Join us for a leap into the future of insurance.

  • Direct Binding Authority

  • Work Directly with Underwriters and Reps

  • Extensive Carrier Selection 

  • Enterprise & A-La-Carte Carrier Access Available

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Turn-Key Agency Management Tools

Begin your own insurance agency journey and unlock its full potential with Pacific Crest Services' Turn-Key Tools. Utilize Hawksoft for streamlined policy management and enhanced client engagement. Revolutionize your quoting process with EZLynx Comparative Rater, available on both desktop and mobile, providing multi-carrier integration for instant and accurate quotes. Join us in embracing the future of insurance quoting with EZLynx. 

  • Hawksoft Client Management System

  • EZLynx Comparative Rater Software

  • Microsoft Power BI Business Analytics Software

  • Zoho Workplaces Business Office Tools

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Accounting Services

At Pacific Crest Insurance, we go beyond standard insurance services, offering specialized accounting solutions designed to alleviate the burdens of insurance agents. Our accounting services encompass the meticulous reconciliation of commissions, ensuring accuracy and transparency in financial transactions. We prioritize trust compliance, guaranteeing that agents operate within regulatory frameworks seamlessly. Moreover, our innovative approach includes aggregating commissions for agents, streamlining financial processes and saving valuable hours. With Pacific Crest Insurance, rest assured that our comprehensive accounting services empower insurance agents to focus on their core responsibilities while we handle the intricacies of financial management with precision and efficiency.

Earn More with Pacific Crest

Choose Pacific Crest Services for a proven path to success. We are proud to serve in 34 states and counting, with a commitment to your agency's growth and prosperity. Offering the highest closing percentage, higher commissions and 100% book ownership!  

Highest Client Closing Rates Available 

Unlimited Solutions

Pacific Crest Services has a surplus of carrier partners to choose from. We partner our agents with the right mix of carriers to increase their odds of success.

Highest Agent

Commissions

 

Revenue Stability

Pacific Crest Services members earn higher levels of compensation without the requirements of hitting benchmarks. Reaching the goals as a group is much easier than on your own.

You Own Your

Own Book

 

You're in Control

Pacific Crest Services members own their book and have control of their future. You don't need our permission to build the agency of your dreams. 

We Cover 36 States
and Expanding!

Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Minnesota, Missouri, Montana, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Washington DC, West Virginia, and Wyoming.

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Technology to Power Your Agency

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Hawksoft

Agency Management System

Unlock the full potential of your insurance agency with Hawksoft—a comprehensive platform streamlining policy management, automation, client portals, and insightful reporting. At Pacific Crest Services, we understand the importance of leveraging advanced tools in the competitive insurance landscape. That's why we proudly include Hawksoft for all our Enterprise Agents, having witnessed firsthand the benefits of streamlined processes, efficient policy management, and improved client engagement. Join us in harnessing the power of Hawksoft to elevate your agency's capabilities, optimize operations, and deliver unparalleled service to your clients.

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EZLynx

Comparative Rater Software

Step into a new era of efficient insurance quoting with EZLynx Comparative Rater, our state-of-the-art online platform reshaping the landscape for agents. Streamline operations and elevate client satisfaction through features like multi-carrier integration, providing instant and accurate quotes. At Pacific Crest Services, we utilize EZLynx Comparative Rater on both desktop and mobile app versions, delivering unparalleled service to our Agents. Understanding the importance of staying at the forefront of technological advancements, we proudly optimize our quoting processes with EZLynx. Our firsthand experience has resulted in increased efficiency, improved client interactions, and a streamlined workflow. Join us in embracing the future of insurance quoting with EZLynx.

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Power BI

Data and Analytics Software

Step into a new era of efficient insurance quoting with EZLynx Comparative Rater, our state-of-the-art online platform reshaping the landscape for agents. Streamline operations and elevate client satisfaction through features like multi-carrier integration, providing instant and accurate quotes. At Pacific Crest Services, we utilize EZLynx Comparative Rater on both desktop and mobile app versions, delivering unparalleled service to our Agents. Understanding the importance of staying at the forefront of technological advancements, we proudly optimize our quoting processes with EZLynx. Our firsthand experience has resulted in increased efficiency, improved client interactions, and a streamlined workflow. Join us in embracing the future of insurance quoting with EZLynx.

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Preferred Carriers

More Carriers, More Choice, More Earnings

Unlock access to 250+ carriers, direct appointments, and streamlined Insurtech solutions. With E&S options, we cater to Personal Lines (Auto, Home, & Umbrella) and Commercial Lines. Explore Life & Annuity, Long-Term Care, and Disability Lines – all in one place.

Standard Carriers