Agency Automation

Pacific Crest Agency Automation – Industry Leading Technology Focused on Client Satisfaction

Since our inception, Pacific Crest’s strategy has been to provide our clients and staff with the the most advanced network solutions and applications available. Often uncommon to the insurance industry, we believe maintaining and exceeding industry standards in technology offers our clients better access to data, a better overall experience, and a safe and secure environment to conduct their business transactions. Our enterprise architecture provides Pacific Crest agents with anytime, anywhere network access without the need to obtain costly and difficult to maintain systems locally. This allows our agents to focus on what’s important – client satisfaction. We have incorporated the following software and systems into our architecture to provide agents and users seamless access to our network resources:

The Kotter Group – Virtual Office Solution

Kotter’s “”cloud”" computing concept provides Pacific Crest Agents and Staff with a complete online networking solution . Their vitual office concept allows our agents to access data remotely while maximizing data security and lowering the overall cost of IT ownership. Anywhere, anytime access places our agents in the communities they serve, not in the office designing their own network solution.

Hawksoft – Database Management System

Pacific Crest utilizes the Hawksoft client management system to provide real time access to client information. Although transparent to the client, the management system ensures their information is stored securely and gives the agent the ability, in real-time, to bind insurance coverage. In addition, Hawksoft provides immediate access to valuable client information such as ID cards, policy information, receipts and more – providing an efficient, instant source of information for policy holder requests.

EZLynx – Real-Time Insurance Quotes from Over 130 Carriers

At Pacific Crest we strive to provide our clients and agents the most efficient, secure access to quality insurance data. We partnered with EZLynx due to their standing as the largest real-time rating vendor in the nation. For clients interested in comparing their auto and home insurance rates among all of our appointed carriers, EZLynx can provide an estimate instantly. As a real-time rating system, EZLynx ensures accurate and consistent results between EZLynx generated quotes and manually generated agent quotes.