Insurance Compliance Management Software

Rhoads offers world class compliance management software (PCRM) and services for insurance carriers, agencies and adjusters that boost productivity, lower costs, and help grow businesses.

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Software Solutions

Software for Carriers

Our PCRM insurance compliance software is a highly configurable system that reduces risk while increasing regulatory accuracy for the carrier. Today’s complex regulatory environment continues to stretch insurance carriers, and they find themselves in a reactive mode. Carriers have to find a new business model that works in our ever-changing environment.

Agencies Brokers

Our PCRM insurance compliance management software empowers brokers, agencies and individual producers by simplifying and accelerating producer licensing. Today’s complex regulatory environment continues to stretch agencies and brokers, and they find themselves in a reactive mode dealing with multiple state rules and regulations


As a cloud-based solution, our PCRM software for Adjusters manages licenses, renewals, CE and regulatory compliance requirements for all states.Today’s complex regulatory environment continues to stretch adjusters, and they find themselves in a reactive mode. Adjusters have to find a new business model that works in our ever-changing environment.

Small Agencies

The Rhoads’ PCRM regulatory management software manages the entire producer lifecycle for a lower Total Cost of Compliance®. Today’s complex regulatory environment continues to stretch agencies and brokers, and they find themselves in a reactive mode dealing with multiple state rules and regulations.

Rhoads Online Services

Rhoads is a leader in automated compliance software and services for the insurance industry. We harness innovative technologies and Subject Matter Expert experience to deliver products addressing Total Cost of Compliance® with an emphasis on quality, flexibility and value.

Mass appointment and termination services, reconciliation services, name conversions and state license conversions are all value added services Rhoads uses to help companies comply.

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Rhoads managed services enable you to manage and comply with state regulations effectively, efficiently aligning with states processes for productivity, managing audits and reducing costs.

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Rhoads integration services offer an acceptance testing environment that provides a temporary testing capacity to test any configuration or specific customization of PCRM.

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Bundled with the PCRM platform are the company’s superior support and configuration services that serve as an extension of each customer’s business environment and requirements.

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Below are strategic partners of Rhoads, helping to bring more value to our customers.

Client's Testimonials

“With approximately 700,000 policyholders Fidelity & Guaranty Life constantly pushes innovation to meet the changing regulatory necessities that are required when offering insurance and annuity products such as we do. PCRM along with the implementation team’s close collaboration with us made for an easy…”

Cindy McGarity,

VP Agency Services,
Fidelity & Guaranty Life

“We are impressed with how PCRM has improved Jamison’s efficiencies with on-boarding new producers and ensuring our compliance requirements are met. PCRM gets them into our systems faster and makes sure the compliance information remains current… ”

Stephen R. Lawrence,

Agency Licensing & Regulatory Compliance,
Herbert L. Jamison & Co., LLC

“Rhoads provides a quality product management system to help me effectively manage the adjuster licensing process at Westfield Insurance. Additionally, they are flexible and worked with our team to develop a custom solution that met our licensing needs…”

Kristen Evans,

Claims Compliance & Licensing Specialist,
Westfield Insurance


Welcome to our news area where you can learn more about Rhoads and our regulatory management solutions. Below are our recent announcements, newsletters and industry news feed and press resources:

Rhoads Online Releases Applied Certified Integration for Applied Epic

Applied Epic agencies and brokerages to further automate producer credential management…

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Integrated Compliance in Applied Epic through Rhoads PCRM

The dynamic nature of the insurance licensing industry causes it to be increasingly complex with a myriad of rules varying from state to state.

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Rhoads Online Names E. Kingston Koser Vice President, Strategic Services

Rhoads Online Institute, producer of the market-leading PCRM credentials and compliance management platform…

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Interested in learning more or seeing a demo?

To set up a demo of our best in class insurance compliance software,
PCRM, or to learn more please call at 212-425-0213.

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Rhoads COVID-19 Communication

We sincerely appreciate the trust and confidence you have in us. We look forward to continuing to service you in a manner that is safe for you and our staff while ensuring that we continue to provide you with optimal services.