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HELPING AGENTS
START AN INDEPENDENT INSURANCE AGENCY FOR OVER A DECADE

We provide captive, independent and financial services professionals the structure they need to start an independent insurance agency. More than markets and commissions, we help you build your agency.  

Start An Independent Insurance Agency

COMMISSION RECONCILIATION

Let us handle the daily grind of accounting for commissions

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All commissions are paid through Pacific Crest Services. We do this twice per month to keep cash flow consistent in your agency and to take the burden off of your daily or weekly to do list. This frees up your time to focus on sales and service and guarantees you are getting paid accurately.

Start An Independent Insurance Agency

POLICY 
DOWNLOADING

Policy downloading is done by us so you can have more time to sell 

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Downloading policies each day can become very inconvenient and time consuming. We handle the heavy lifting for you.

Start An Independent Insurance Agency

CARRIER
APPOINTMENTS

A large list of P&C and Life carriers so you get what you need

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The process of getting you appointed with carriers largely fall on our shoulders. We gather as much information about your target demographic, frequency and style to match you up with the right carriers so you are winning more often and getting paid higher commissions for your work.

Start An Independent Insurance Agency

ENHANCED COMMISSIONS

Achieve higher commission percentage by being a member

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Enhanced commissions are achieved through higher volumes of premium with each carrier. Our scale allows us to achieve the higher percentages with several of our carrier partners and they are shared transparently with our members. 

Start An Independent Insurance Agency

PROFIT 
SHARING

Pacific Crest members participate at higher levels of Profit Sharing

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Earning profit sharing on your own can be very difficult and even when you do the level you earn is not very high. This can often happen with other groups but Pacific Crest members get to participate at our level of compensation and the benchmarks are easier to achieve through our membership.

Start An Independent Insurance Agency

NEGOTIATED
COMPENSATION

Higher volume means more negotiating potential as a group

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Negotiated compensation can come in many forms such as production bonuses that carrier pay for new business or periods of time when commissions are raised to incentivize growth. These types of additional compensation can make a large impact to any agency and especially to startups when renewals are not available.

TECHNOLOGY

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HAWKSOFT

AGENCY MANAGEMENT SYSTEM

A robust Client Management System that makes it easy to store and track your client information. 

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EZLYNX

COMPARATIVE RATING SOFTWARE

The most commonly used Comparative Rating System in the country. Fast and easy to use. 

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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.

EDUCATION

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PERSONAL
LINES

JENNIFER CARDWELL
Development Director

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.

COMMERCIAL
LINES

TIM HOPPINS
Development Specialist

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. 

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LIFE & FINANCIAL SERVICES

SHAWN WEBB
Alliance President

For those agents that wish to take their practice to another level, Shawn offers one on one consultive training and development on comprehensive advising.