Independent,
Together.
Build your independent agency with direct carrier appointments and support.
570+
Active members
350+
Active agencies
37
States we serve
Who you are matters. So does how you grow.
For agents
For clients
We support your success.
Free up your time to focus on clients.
Run a more efficient agency.
Build with stronger carrier relationships.
What agents gain with PCS
The tools, direct appointments and operational support designed to help independent agencies grow stronger.
Direct carrier appointments
Build your agency with direct carrier appointments across personal, commercial, life and specialty insurance markets to better serve clients and compete more effectively.
Agency technology
Use trusted insurance technology platforms that support quoting, agency management, reporting and day-to-day operations.
Commission and accounting support
Simplify financial operations with aggregated commissions, reconciliation support and accounting guidance.
Licensing and compliance guidance
Reduce administrative burden with support for licensing, compliance coordination, audits and operational oversight.
Analytics and reporting
Access reporting and business intelligence tools that help agents make smarter operational and growth decisions.
Operational support
Lean on a real support team that helps agents navigate carrier processes, workflows and day-to-day business operations.
Growth guidance
Build an agency with support from people who understand the independent insurance landscape and how agencies scale.
Independent ownership
Maintain ownership of your agency, client relationships and business direction while gaining the infrastructure, appointments and support needed to grow with more confidence.
Technology tools that help your agency work smarter.
Agency management made simpler
HawkSoft helps agents organize policy workflows, client communication, reporting and agency operations in one centralized platform.- Policy management
- Workflow organization
- Client communication tracking
- Reporting support
Faster comparative quoting
EZLynx comparative rating tools help agents quote faster, compare carrier options more efficiently and improve the client experience.- Comparative rating
- Multi-carrier quoting
- Faster workflows
- Improved quoting accuracy
Smarter agency insights
Power BI gives agents visibility into production, trends, agency performance and operational reporting to support stronger business decisions.- Production reporting
- Agency performance insights
- Operational analytics
- Business intelligence dashboards
Business tools that keep agencies connected
Zoho provides secure communication, collaboration and operational tools that help agencies stay organized and run more professionally.- Secure business email
- Team collaboration
- Content management
- Operational organization
Direct appointments with 300+ insurance carriers.
Give your agency direct carrier relationships, more options for clients and more flexibility in a changing market.
Home Insurance
Offer competitive home insurance options through direct carrier appointments.
Auto Insurance
Offer clients more flexibility and competitive pricing options across multiple appointed carriers.
Life Insurance
Expand your agency with life insurance and long-term planning solutions through broader appointment opportunities.
Boat, RV, & Toy Insurance
Serve recreational and specialty coverage needs through broader carrier options.
Commercial Business Insurance
Support business clients through commercial and specialty carrier appointments.
Connecting agents and clients to top P&C, life and annuity carriers in 37 states.
Whether you are a captive agent exploring independence, an independent agent looking for stronger support or a client looking for coverage, PCS helps connect the right people to the right carrier relationships and insurance markets across the U.S.
Current footprint includes Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Minnesota, Missouri, Montana, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Washington DC, West Virginia, Wisconsin and Wyoming.
Visit our blog for more information about PCS
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Questions about working with Pacific Crest Services
What is Pacific Crest Services?
Does PCS help captive insurance agents become independent?
Do PCS members receive direct carrier appointments?
Do independent agents keep ownership of their agency with PCS?
Where does Pacific Crest Services support independent agencies?
Licensed agents: ready to grow your agency?
Connect with PCS to explore direct carrier appointments, operational support, agency technology and the infrastructure designed to help independent agencies grow stronger.
