TECHNOLOGY ROADBLOCKS
Working within the Pacific Crest alliance allows the sole agent to the large agency owner the ability to cost effectively operate with cutting edge technology. Because these high end technology solutions are spread over a large growing agency base, this once formidable obstacle can now be easily implemented in every alliance agency. In addition to having access to these systems Pacific Crest has put a solid framework into place so these systems can be seamlessly utilized within the agency owners business. The Pacific crest alliance has built this technology platform in such a way that small to large agencies can simply plug and play into this technology and immediately take advantage of this structure.
When analyzing, developing and implementing key alliance partnerships Pacific Crest evaluates these relationships on three key factors:
1) Overall technology advantage
2) Ease of use and implementation for agent/agency
3) Bottom line cost economies for agent/agencies
The Pacific Crest Alliance continues to evaluate and monitor its technology infrastructure. The Alliance has currently built strong relationships with the following technology companies:
AGENCY MANAGEMENT SYSTEM
| Evaluation Factors |
Pacific Crest Alliance Agent Benefits |
| Overall Technology |
Pacific Crest has partnered with Hawksoft since 2002. A robust client management system, Hawksoft has the ability to work with both personal and commercial lines insurance with Pacific Crest. This system supports insurance Carrier downloads, match ups and commission reporting all of which are handled by the Pacific Crest back office team. |
| Ease of Use and Implementation for Agent and/or Agency |
This client management system has been setup on the cloud by the Pacific Crest Alliance. All Alliance agents have access to their own confidential data through this secure internet system. Although a complex comprehensive client management system, Pacific Crest maintains and conducts all administration on this system so agents can focus on the higher level functions of their business. Overall training and use of this system is conducted by experienced back office personal of Pacific Crest. |
| Bottom Line Cost Economies for Agents and/or Agency |
Agents within the Alliance enjoy cost economies due to Pacific Crest cloud environment and overall costs being spread overall Pacific Crest Agents. |
COMPARATIVE RATERS
Rater Name
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Pacific Crest Alliance Agent Benefits |
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Pacific Crest has partnered with Semcat to make the daunting task of quoting several carriers at once less time invasive.
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ADDITIONAL RATERS OFFERED
Additional Rater Options
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Pacific Crest Alliance Agent Benefits |
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For an additional fee, Pacific Crest offers EZLynx to all of their agents that may prefer this platform.
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Meet Our Most Valuable Player
Alex Pieters
Pieters Insurance - Minden, Nevada
MINDEN, Nevada — A small community of just more than 3,000 residents east of the southern tip of Lake Tahoe, Minden, Nevada, is a quiet little town in the heart of the Carson Valley.
For just about a quarter of a century, Alex Pieters was one of a handful of police officers in the county seat of Douglas County.
Knowing the community as he does, it made sense that Alex would hang his shingle in this community that once boasted it was a getaway destination for some of the biggest names in Hollywood, including Clark Gable and Jean Harlow.
Alex understands that to succeed in a small town, being competitive with price is important.
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