Table Of Contents

  1. Welcome Message

  2. Agent Information Form

  3. Onboarding Process

  4. Onboarding Team

  5. When To Notify Pacific Crest Of Agency Updates

  6. Commission + Fee Details

  7. E + O Coverage

  8. Commercial University

Welcome Message

As founder and Principal of Pacific Crest, I want to be the first to welcome you to the Alliance. This is the start of your journey towards building a multimillion dollar independent insurance agency and I am honored in your new-found trust in choosing us as your partner.

I want you to know I value your new-found trust in our partnership. You are our client. I would like to welcome you to Pacific Crest Insurance and express my appreciation for the beginning of a long-lasting relationship.

As your independent business partner, the Pacific Crest team is at your fingertips to help you transition and pave the path of success. We are eager to work together with you and look forward to helping you grow your agency. Please read through this welcome kit to understand our onboarding process, our operational processes, and the resources that are available to you.

Warm Regards,

Shawn-Webb-Headshot.jpg

Shawn G. Webb / Principal

Onboarding Process

Step One

This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one.

Step Two

This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one.

Step Three

This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one.

Step Four

This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one.

Step Five

This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one. This is step one.


Pacific Crest Alliance Team

This everyone who will be involved with your onboarding process or available as a resource along with their email address. Please feel free to reach out as you have questions about the process. Call the office at (208) 938-4197 and ask for a specific team member to talk on the phone.

Kaylyne-Original.jpg

Kaylyne Miller |

Agency Analyst

kaylyne@pacificcrestinsurance.com

IMG_8125.jpg

Nathan Capps |

Agency Outreach

nathan@pacificcrestinsurance.com

Priscilla-Original.jpg

Priscilla Morales |

Licensing & Operations

priscilla@pacificcrestinsurance.com

Mike-W.jpg

Mike Willits |

Commercial Lines Director

mwillits@pacificcrestinsurance.com

Tracy.jpg

Tracy Kyle |

Agency Training Manager

tracy@pacificcrestinsurance.com

IMG_0044.jpg

Marcus Flesher |

Agency Development Director

marcus@pacificcrestinsurance.com

Daniel.jpg

Danielle Stone |

Licensing Specialist

danielle@pacificcrestinsurance.com

kobycicon.jpg

Koby Conrad |

Marketing Director

koby@pacificcrestinsurance.com

E & O Coverage

This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage.

  • EO bullet point 1

  • EO bullet point 2

  • EO bullet point 3

This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage. This is important information about your E+O coverage.

When To Notify Pacific Crest Of Agency Updates

It is required to notify Pacific Crest when you have certain updates within your agency.

We require notification on the following changes:

  • Resident address change

  • Office address change

  • Change to your entity name

  • Staffing changes that would include the addition or removal of any administrative staff, CSR’s, and Producers

  • If you get licensed to write in a new state

  • Any possible E&O claim

  • New P&C appointments not provided by Pacific Crest

  • Vacations, extended leaves of absence

  • Updated credit card information for monthly fees

  • Updated banking information for commission direct deposits 

Please send any change notifications to: licensing@pacificcrestinsurance.com

Commission + Fee Details

Payments and Fees

Pacific Crest Fees are due on the first billable day of each month. When you signed your contract, you provided a credit or debit card to pay your monthly fees. If your payment does not process, you will be given notice sent via email to your Pacific Crest account. You will have 3 business days to remit payment to Pacific Crest or you could face suspension of your agreement.

Commission Information

  • Commissions are paid twice a month. Once on the 5th and once on the 20th.

  • Your first commission payment will be issued as a paper check. Going forward they will be directly deposited into the account you set up.

  • Commissions will typically be paid 30 - 45 days after the effective date of the policy (some carriers may pay commissions on premium as earned).

  • You can always change the account on file for commission direct deposits.

  • There is a payroll processing fee of $4.50 on each check. This fee is assessed from our payroll provider.

  • Commission checks under $50 are not disbursed. The balance will roll on to your next check and will be disbursed when the balance is over $50.

If you have any questions or concerns related to your commission statements, email inquiries to commissions@pacificcrestinsurance.com.

Pacific Crest Commercial University

Are you ready to expand your practice into Commercial Lines?

We are excited to offer our agents and partners an industry leading program: Pacific Crest Commercial University. The Virtual University presents training on a wide range of commercial topics that include:

  • BOP

  • Package

  • Auto

  • Trucking

  • Contractors

  • Risk Management

  • Marketing

  • Business Planning

mikeicon.jpg

Once you complete the Pacific Crest Commercial University, you will be armed with the tools, knowledge, and resources to partner with a wide range of commercial clients to manage their risks.The University program will be offered 2-3 times per year. Class size will be limited to 10-15 agents per session (on an acceptance basis) to ensure that each agent receives extensive training. Our sessions will include knowledgeable guest instructors drawn from Pacific Crest leadership, agents, carrier partners, and industry experts. Benefits of the University include CE credits for course work, as well as the chance to work with a commercial lines mentor. Pacific Crest Commercial University enrollment is valued over $10,000! We are proud to offer this program at absolutely no cost to you. If you are interested in learning more about Pacific Crest Commercial University, please send inquires to Mike Willits at, mwillits@pacificcrestinsurance.com.

Please verify you have read through this welcome kit by submitting your name below.

Name *
Name
I have read through the welcome kit. *