Enterprise Agent
Program

The Enterprise Agent Program is reserved for insurance agents that have at least two years experience selling personal lines products. They must be enthusiastic, financially prepared to start their own business and will be expected to operate from a professional office space. Enterprise Agents own their book of business and make the highest commission splits in the industry. While having the freedom to run their agency as they see fit, agents also benefit from the following:

  • Carrier appointments including binding authority
  • Comparative rating software
  • Agency management system (CRM)
  • Training
  • Technology
  • Back-office support

The Process:

  • All candidates are encouraged to submit a request form with their contact information.
  • Upon receiving your request, a Pacific Crest Agent Advocate will call to discuss the program in detail within 24 hrs.
  • All qualified candidates are vetted by the Pacific Crest review panel for approval.
  • Upon approval, and prior to signing the Enterprise Agent agreement, each candidate will be given ample time to review the documents and have their questions answered by an Agent Advocate.
  • After signing the agreement, all new agents can expect to be contacted by the Pacific Crest staff within 24-48 to start the on-boarding process.
Learn More
click here
Equity Producer
Program

The Equity Producer Program is ideal for insurance agents that have at least one year experience selling personal lines products. They must be enthusiastic, a proven producer for an agency, and operate from an existing Enterprise Agent’s office. Equity Producers have a stake in their book and make industry-leading commission splits. While working for and learning from an Enterprise Agent, Producers also benefit from the following:
  • Carrier appointments including binding authority
  • Comparative rating software
  • Agency management system (CRM)
  • Training
  • Technology
  • Back-office support

The Process:

  • All candidates are encouraged to submit a request form with their contact information.
  • Upon receiving your request, a Pacific Crest Agent Advocate will call to discuss the program in detail within 24 hrs.
  • All qualified candidates are vetted by the Pacific Crest review panel for approval.
  • Upon approval and prior to signing the Enterprise Agent agreement, each candidate will be given ample time to review the documents and have their questions answered by an Agent Advocate.
  • After signing the agreement, all new agents can expect to be contacted by the Pacific Crest staff within 24-48 to start  the on-boarding process.
Learn More
click here
Bridge
Program

The Bridge Program is designed to help manage the pains of transitioning from a captive state to our Enterprise Agent Program. Pacific Crest will help an agent build a book of business while he/she is making the transition to independence. In this program, an agent will have a book of business waiting for them when they are ready to make the change, allowing them to have a revenue stream waiting for them. The goal is to alleviate the pains of leaving an agency and having to start from scratch.

Building a book of business doesn’t have to be specific to those looking to become an Enterprise Agent with Pacific Crest, but can be utilized as a long-term investment, too. We can build a book of business that an agent can later cash out on, making for an investment or retirement fund.

The Process:

  • Start by talking with an Agent Advocate to strategize a plan that is specific to you and your needs so that you can capitalize on your data.
Learn More
click here
Master Agent
Program

The Master Agent Program is for experienced and knowledgeable insurance agents that have been in the industry for  at least 3-5 years and have an entrepreneurial mindset. These agents are dynamic leaders of the alliance, with a passion to use their experience and knowledge to expand their business into something more than a one-man agency. A Master Agent looks to react with the industry and pivot his/her business as necessary to succeed. This type of agent benefits from the following:

  • Concierge service any time calling into Pacific Crest
  • Business and Marketing consultation
  • Higher revenue share options including contingency options
  • Once a month meeting with Pacific Crest Principal and Data Analyst to review your business
Data Exchange
Program

The Data Exchange Program and lead generation are a priority at Pacific Crest. We have marketing systems in place to support the exchange of existing data from professionals in the real estate, securities, tax preparation, health insurance industries and anyone else that wants to capitalize on their existing data. We have agents and systems in place that are ready to revenue share on the data that you already own. If you have a list of clients that have the potential to be cross-sold with personal lines insurance, this is the program for you!

The Process:

  • All candidates are encouraged to submit a request form with their contact information.
  • Upon receiving your request, a Pacific Crest Agent Advocate will call to discuss the program in detail within 24 hrs.
  • Once an agreement is reached between yourself and Pacific Crest, the on-boarding process will start
  • Pacific Crest will work with you to set up our marketing systems to help facilitate the data exchange and compensation plan