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PCRM for Agencies using Applied EPIC

Rhoads PCRM centralizes and automates
updating all producer credentials in real-time.

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Get producers selling sooner and driving growth faster with Rhoads Professional Compliance Requirement Management (PCRM) and add-on services for a next-level compliance function and operational efficiencies. Agencies as well as brokers can overcome the many challenges that occur throughout the producer lifecycle–onboarding, renewals, employment, and when a license ends—as well as ones that come from changing state rules and managing a growing number of producers.

Adopting Rhoads producer compliance management streamlines your work and alleviates concerns around the risk of non-compliance and fines.

  • Availability of producer licenses and appointments information to EPIC users.
  • Compliance checks for new producers
  • Compliance information available when adding new policies
  • Compliance checks when quoting business
  • Producer License Search
  • Producer Appointment Search
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Rhoads Online

Best-in-class agencies and brokers
benefit from our cloud-based solution by:


Centralizing the compliance function and the database that supports it to achieve a single source of producer license information.


Automating processes to handle more producers and licenses, particularly when there’s limited compliance staff.


Achieving quicker onboarding of producers with the proper credentials in every state where they sell.

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50% Growth

The rate that a Top 5 agency with $1B+ annual revenue expanded the number of licenses it managed using only Rhoads PCRM and their compliance staff of six people.

Our solution for Agencies and Brokers

  • Delivers custom portals to manage communications throughout the entire producer lifecycle.
  • Seamlessly integrates with your existing tech stack.
  • Alerts reduce compliance risk and the related costs.
  • Automates licensing work to ease the burden on your staff and reduce the potential for errors.

Explore our highly scalable solution to modernize your compliance management to centralize, standardize and automate producer credentials. We’ll help you ramp up your capabilities for contracting producers, process and update their licenses, and communicate with all stakeholders, helping you to sell more, sooner.

Download our white paper for Agencies


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    Smaller Organizations rely on the
    value of Rhoads PCRM

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    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. Agencies and brokers must find a new business model that works in this ever-changing environment. Addressing these challenges will ensure company integrity, sustainability and profitability with the ability to manage, track and automate compliance initiatives.

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