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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.
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.
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.
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.
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.
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.
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
HAWKSOFT
AGENCY MANAGEMENT SYSTEM
A robust Client Management System that makes it easy to store and track your client information.
EZLYNX
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.
EDUCATION
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.
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.
