Designed as a Web-based service, PCRM allows an agent to focus on his/her primary business. However, more than an automated manager of a mind-boggling number of processes, PCRM Agent is a true end-to-end solution that manages the entire lifecycle of a professional’s licensing and compliance requirements, initial and renewal license processing for resident and non-resident situations, track appointments, renewals and terminations as well as continuing education.

PCRM Agent virtually eliminates reduces the complexity and time it takes to make certain compliance with state regulatory systems is achieved and maintained.

PCRM Agent Highlights

• Easy to use – designed for speed and accuracy
  
• Tracks licenses in all 50 states
  
• Electronic licenses submission (NRL and NRR)
  
• Proactive email notifications of license renewals
  
• State rules repository
  
• Ability to associate agent with multiple brokerages/agencies
  
• Tracks Continuing Education

PCRM Agent Benefits

• Reduces Total Cost of Compliance©
  
• Avoids state fines and penalties by ensuring and confirming compliance
  
• Consolidates Licensee information into a single, integrated profile

PCRM Agent Features

• Maintains agent license information across all states to verify compliance
  
• Manages appointments and terminations across all states
  
• Tracks renewals and continuing education for all or selected lines (e.g. flood)
  
• Sends notifications to agent for timely actions
  
• Electronically submits renewals for agent
  
• Applies state-specific rules through PCRM Compliance Rule Repository

Handling Appointments

• Agents can request carrier appointments online or with hard-copy forms
  
• System sends action notification to applicant
  
• Tracks appointments

Online Functions

• Provides online interface to update license information
  
• Tracks appointments and terminations with insurers online to reduce mistakes and improve response
  
• Consolidates and tracks insurer relationships in one location
  
• Makes continuing education available through a Web browser-accessible training portal

Online Continuing Education Courses

• Tracks producer's continuing education requirements on state-by-state basis
  
• Rhoads Online Institute, a licensed provider, provides content including custom course development
  
• Electronic submission of course completion to appropriate states
  
• Supports single or multiple providers for all CE requirements regardless of resident state