Software for 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. 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.

PCRM Small Agency Portal

The days of using Excel spreadsheets and Outlook reminders is over. There is a better way to manage regulatory compliance..

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 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

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

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