We created the platform we wished we'd had when we started. Agents here own their book, build their own teams and get the systems they need to grow without a corporate ceiling.
CrestPoint was founded by producers who dealt firsthand with the problems at captive shops and traditional FMOs: vesting schedules, leads that never converted and disorganized back offices that cut into selling time.
We built a national distribution platform that gives agents ownership of their book, good technology and mentorship from active producers. It works for agents writing their first ACA policy and for owners running multi-state agencies.
Why Agents Switch✓ Agents always own their book
✓ No vesting traps
✓ Trainers who actively produce
✓ Technology that handles the busywork
✓ No cap on how far you can grow
We handle the back office and systems so hardworking agents can focus on their clients and on building their agencies.
Your clients, your book, your equity. We never put a vesting schedule between you and the business you build.
Certified Trainers who are active producers guide you from your first enrollment to your first hire and after.
A CRM made for health insurance, commission tracking, hierarchy management and compliance support, so the back office is taken care of.
Our team is made up of active producers and operators who have built books, recruited agents and run agencies themselves.
Founder & Principal
Built CrestPoint to give agents the ownership and support he wished he'd had, and still works directly with producers on the platform.
Training & Onboarding
Leads the Fast Start program and Certified Trainer network, making sure every new agent has a clear path to production. (Add name & bio.)
Contracting & Compliance
Runs the back office, including contracting, commissions and compliance, so agents can stay focused on selling. (Add name & bio.)