CrestPoint gives independent ACA & Medicare agents the leads, technology, and mentorship to grow a real business, and you keep full ownership of it.
CrestPoint isn't a captive shop, a call center or a lead vendor. You keep your book, your brand and your freedom, and get the support of a national agency behind you.
A health insurance CRM made for agents, included at no cost. Pipeline, follow-ups, renewals and every client record in one place.
Proprietary agency software for commission tracking, hierarchy and splits, plus a client portal where your clients log in, see their policies and request ID cards.
CrestPoint holds top-tier contracts with national and regional carriers, which opens incentive programs most independent agents can't reach on their own.
Production and team bonuses on top of your commission, with total compensation above street level and no cap on what you can earn.
Lead sources that don't come out of your pocket, plus co-op funds that cover up to 50% of your Medicare marketing when you run your own.
A Certified Trainer who still produces, and a step-by-step plan that takes you from contracted to your first 50 to 200 clients.
Recruit agents, open sub-agencies and earn from their production, with splits, hierarchy and onboarding handled for you.
Work independently under your own agency name, with your own website and agent profiles on CrestPoint. You own 100% of your book.
40+ national and regional carriers, a full-time compliance team, an AHIP discount and discounted group E&O.
Every new agent gets a dedicated Certified Trainer, someone who still writes business every week, and a clear plan from your first day to consistent production. There are no training fees.
"I went from a captive desk to owning a book and a small team in eighteen months. The back office just gets handled."
If you're going independent for the first time or looking for a better home for your book, let's talk.