The decisions every growing agency faces, from your first licensed hire to buying a book, and how much of the back office you want us to run.
Most agents and agency owners run into these at some point. What matters is having people around you who have solved them before.
If one carrier pulls out or changes terms, your income takes a hit. We help you get appointed with more carriers and licensed in more states, one step at a time, so your book can handle a change without upending your current workflow.
Most growing agents end up here. We help you hire your first LOA or assistant, including the role, the pay and the client handoff, so service work stops pulling you away from new sales.
Recruiting raises a lot of questions: what to offer, how to structure it, and what happens if it doesn't work out. We walk you through your first hire, help you set up compensation and onboarding, and give you a process you can repeat for the next one.
More agents should mean more production, not more paperwork. We take on contracting, compliance tracking and commission administration so you can spend your time recruiting and coaching. That is how agencies keep growing without the owner burning out.
Whatever is holding you back, chances are we have helped another agent work through it. Tell us where you are and we'll talk through your next step.
Let's Talk About Where You AreMost agents become owners through a series of planned steps, not one big leap. We have helped agents with each of them, from their first hire to their first acquisition.
Your first Licensed Only Agent is often the hardest hire to make, and the one that gives you room to grow. We help you define the role, set fair compensation, and structure the client handoff so enrollments and renewals stay covered while you spend your time writing new business.
Growth doesn't have to come one policy at a time. We have helped agents evaluate, structure and take over books from retiring or exiting producers, including carrier transfers, client communication and onboarding, so the acquisition adds to your income without disrupting your clients.
Before you build a downline, an assistant can give you back hours each week. We help agents hire someone to take over admin, scheduling and service work, so more of your time goes to selling and to your most important client relationships.
Whether it's your first hire, first acquisition or first downline agent, we'll help you plan it and run the numbers before you commit.
Map Your Next MoveYou can join CrestPoint directly or join one of our affiliated downline agencies, in the role that fits where you are today.
Join the home agency and plug straight into our leadership, training, and systems. Best for agents who want to build under the parent organization with direct access to the people running it.
Join one of the established agencies in our downline network and grow alongside an owner who is a few steps ahead of you, with the same CrestPoint tools, carriers and ownership behind you.
Not sure which fits? Tell us where you are and what you want to build, and we'll point you to the right role and team.
Some agencies want to manage every detail themselves. Others want us to handle the back office entirely. You choose how much support you want.
The platform gives you full visibility into commissions, team structure, contracting status and compliance, and you make every decision. We provide the systems and you run the agency.
If you'd rather not chase contracts or manage compliance paperwork, we can handle it. You focus on recruiting and selling while we cover the administrative side of growing your agency.
Most agencies land here. You handle your team relationships and production strategy, and we manage the contracting, compliance tracking, and commission administration behind the scenes.
Start hands-on and delegate more as you grow. Or take more control as you learn the platform. There's no locked-in service tier, so the support can change as your needs do.
If agency building is your goal, you'll be doing it on an established, multi-state platform alongside 100+ agents and a growing network of affiliated agencies.