Ease the pain

From the captive agent to the seasoned independent, Pacific Crest Independent Insurance Alliance knows the significant challenges and stresses of agents seeking new opportunities.

On average, the Pacific Crest management team discusses transition opportunities with entrepreneurial agents several hundred times a month. This level of interaction has given the alliance a unique perspective toward understanding and designing our agent programs specific to the type of agent we encounter.

Our goal is to offer agents the smoothest possible path to independence, therefore easing the pains that most agents face in today’s business world.

We do this by:

  • Giving you true independence through book ownership
  • Taking away production pressure
  • Removing you from the corporate burdens
  • Freeing up your time to sell and service your clients’ needs
  • Allowing you to focus on what you feel is important

Strategize

Strategy is one of the keys to building success. We take a much different approach than most aggregators. Beginning with the first conversation we have with you, our seasoned staff will start building a plan for your agency by collecting data.

Over the past 10 years as an alliance, we have developed a better understanding of what to look for in an agent prospect. We have a very specific appetite in regards to agents and do our best to make sure all prospects fit the criteria we look for in a candidate. After careful consideration, a panel of decision makers discuss, as a team, whether or not to offer an opportunity to the candidate.

Ultimately, it is never up to one person to decide if an agent is offered the Pacific Crest independent opportunity. That is why our model is fundamentally different from others.We want to do what’s right for YOU the agent. We aren’t selling memberships, we are looking for strategic partners!

The real work begins once a candidate is approved by the team and has singed agreements. Now it’s time to start putting the plan we have built into action!

Empower

The Pacific Crest model empowers our agents to operate independently. We understand that most agents would rather not feel the pressure of a corporate or franchise model bearing down on them. It’s our our belief that an independent agent should run their business as they see fit. They should be liberated to focus their time on the things that matter most to them and never feel obligated to sell a product to a client that they don’t believe in or subscribe to.

Here are a few ways we empower our agents:

  • Every agent is given binding authority to each carrier appointment they receive.
  • Our agents have direct relationships with the carrier underwriters and marketing reps.
  • Each agent has access to their client data 24/7.
  • We manage all the back-office and minutia of the business so our agents can focus on selling and servicing their clients needs.
  • We have developed proprietary products that enable each agent to see their business and its performance in real time so they can plan accordingly and adjust their focus if needed.
  • We balance our agent relationships carefully by giving them the space they deserve to operate while letting them know we are only a phone call away for assistance when needed.