PCRM Small Agency Portal


Smaller Organizations rely on the
value of Rhoads PCRM

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.

About Rhoads

Stay Compliant with Ease Using
Rhoads’ Small Agency Portal:

PCRM Small Agency Portal is the only tool that organizations need to manage, track and report on their producers’ licenses and appointments.

PCRM Small Agency Portal is a secure, web-based producer management solution that enables agencies to spend more time selling and less time worrying about compliance.

For a low monthly fee (plus a small fee per license tracked) you can ease the burden on your staff, allowing them to focus on other tasks.

Key Features

  • Web-Based, accessible everywhere
  • Information hosted in a secure location
  • Automated application tracking for state approvals
  • Automatic license status updates
  • Workflow including user task creation and notifications
  • Report generation
  • Document management and storage

Key Benefits

  • Track and report on Producer licenses and appointments
  • Fully integrated with the National Insurance Producer Registry (NIPR)
  • Easily renew individual and agency insurance licenses
  • Apply for new individual and agency insurance licenses
  • No more spreadsheets and calendar reminders
  • Increase operational efficiency

Looking at options to aid your productivity while keeping your costs low?
Check out our PCRM monthly subscription.

Request a white paper for Small Agencies

Interested in learning more or seeing a demo?

Fill out the form or call us to get help right away.













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