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!