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  • April 10, 2019

    Rhoads Online Institute, producer of the market-leading PCRM credentials and compliance management platform for the insurance industry, announced the appointment of E. Kingston Koser to be its Vice President, Strategic Services, a newly created position and will be part of the senior management team at Rhoads reporting to the SVP of Operations, Allister Yu.

    “Kingston joining Rhoads is the latest example of a continuing effort to strengthen our management team and provide new, innovative solutions that will let the insurance market more easily and effectively manage their compliance functions around market conduct at all times. I am certain Rhoads customers will see, first-hand, the sort of added value Kingston can create in the arena of licensing and appointments,” Yu said.

    In his role, Koser with foster, oversee and help implement programs and projects that support the Company’s vision and short- and long-term plans. He will drive the development of new Rhoads products and services and have a specific focus on the carrier segment of the insurance industry.

    “Rhoads is a company I’ve watched devise and deliver solutions to many of the most vexing challenges in regulatory processes and compliance,” Koser said. “I am thrilled to become a member of the Rhoads team and apply my skills and experience to help advance new technology and tools that will make it easier and more certain to meet the regulatory management requirements of insurance professionals across America.”

    Koser comes to Rhoads from the National Insurance Producer Registry (NIPR) where he led a team addressing the common insurance licensing problems faced by individual producers, agencies and carriers. He joined NIPR in 2002 and rose through the organization, taking on positions of increasing responsibility, most recently as its Director of Business Development. Prior to NIPR, Koser was a multiline insurance agent. He sits on the SILA Foundation Board of Trustees and holds a bachelor’s degree in Statistics from Kansas State University.

    Source: https://www.prweb.com/releases/rhoads_online_names_e_kingston_koser_vice_president_strategic_services/prweb16228733.htm

  • June 20, 2018

    The dynamic nature of the insurance licensing industry causes it to be increasingly complex with a myriad of rules varying from state to state. When selling insurance, producers must be licensed to remain compliant or organizations will be fined. Streamlining communications between operations and compliance enables faster onboarding and a more efficient means to quote and bind. Rhoads Online Institute, an Applied Integration Partner, provides the means to supply real-time producer compliance information to all EPIC users within an agency or brokerage.

  • July 19, 2017


    Applied Epic agencies and brokerages to further automate producer credential management

    New York, NY – Rhoads Online and Applied Systems today announced the release of an Applied Certified Integration between Applied Epic and Rhoads Online’s Professional Compliance Requirements Management (PCRM) platform. The integration will deliver automated and highly scalable producer credential management and insurance compliance capabilities.

    Integrated with Applied Epic via Applied SDK, PCRM enables organizations to quickly, easily and accurately address state licensing and appointment regulations. The multi-faceted solution manages all producer demographic, state license and appointment information so that state licensing transactions can be handled via a single portal. Through integration with Applied Epic, agencies and brokerages are able to seamlessly connect sales and compliance functions, ensuring more precise and effective policy management.

    Integrated with Applied Epic via Applied SDK, PCRM enables organizations to quickly, easily and accurately address state licensing and appointment regulations. The multi-faceted solution manages all producer demographic, state license and appointment information so that state licensing transactions can be handled via a single portal. Through integration with Applied Epic, agencies and brokerages are able to seamlessly connect sales and compliance functions, ensuring more precise and effective policy management.

    “Rhoads is pleased to have its PCRM platform certified for integration with Applied Epic. It reflects our shared vision with Applied to reduce time, effort, and error incurred by staff at agencies and brokerages through the use of user-friendly automation,” said Allister Yu, Vice President Solutions and Services, Rhoads Online. “As an Applied Integration Partner, Rhoads intends to further collaborate with Applied to offer agencies and brokerages more and better ways to manage their sales and compliance processes. PCRM, as an integrated component of Applied Epic, permits a single view of all staff licensing and appointment regulations for more efficient compliance management within their core management system.”

    The Applied Partner Program is a technology and industry partnership program focused on increasing the availability of best-in-class software and enhancing automation and connectivity across the independent insurance distribution channel. The Applied Partner Program is open to leading technology providers and organizations across the industry and advances Applied’s strategic focus on partnerships to deliver value-added capabilities that further automate workflows, increase data consistency and accuracy, and drive a connected insurance experience. Applied Integration Partners develop and distribute Applied Certified Integrations to shared customers to further streamline business operations and increase data accuracy across disparate systems.

    “Agencies and brokerage require integrated applications and services that improve productivity, lower costs, and support business growth,” said Ben Goodman, vice president of Corporate Development, Applied Systems. “The Applied Certified Integration for Rhoads PCRM supports market demand for advanced, integrated capabilities that enable agencies and brokerages to manage today’s complex regulatory environment. Mutual customer success is at the core of our partnership program, and we look forward to future collaboration with Rhoads Online to ensure agencies and brokerages thrive in the digital era.”


    About Applied Systems

    Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.


    About Rhoads Online

    Founded in 2007, Rhoads is a technology transformation company focused on insurance regulatory compliance. Our highly secure and accessible cloud-based Professional Compliance Requirements Management (PCRM) platform delivers automated and highly scalable insurance compliance solutions for carriers, agencies and brokers in addition to others such as adjusters. PCRM is used to manage Producer Licensing, Carrier Appointments and Terminations as well as Adjuster Licensing. As the leading provider of insurance compliance management solutions, Rhoads offers products and services that boost productivity, lower costs, and help grow businesses. For more information please visit www.rhoadsonline.com.

    Source: https://www.prweb.com/releases/2017/07/prweb14523278.htm

  • Oct 03, 2010


    GIS’ Company-level Background Checks to be added to PCRM system

    ACKSONVILLE, Fla., Oct. 3 /PRNewswire/ — Rhoads Online Institute™ (ROi™ www.rhoadsonline.com ) and General Information Services, Inc. (GIS, www.geninfo.com ) will expand their strategic partnership by disclosing plans today to offer company background checks along with individual checks run through ROi’s Professional Compliance & Requirements Management™ (PCRM™) system, a Web-based compliance risk management solution. The announcement was made at the opening of the 2010 National Educational Conference of the Securities & Insurance Licensing Association (SILA,www.sila.org), held here.

    “The insurance industry can expect to benefit from our expanded relationship with ROi,” said Kira Finn, GIS’s Director of Pangea for Insurance. “The importance of being able to assess the quality of a potential business partner at the time it’s being considered for a contractual relationship cannot be overstated.”

    The alliance formed in 2008, between GIS and ROi to allow insurance organizations to conduct their new employee on-boarding process easier and with greater certainty through the integration of select GIS services with ROi’s PCRM system. The new offering will permit background checks of insurance entities to be done through PCRM, a capability of keen interest to insurance carriers and managing general agencies (MGAs) that seek to establish business relationships with brokers and agencies with solid business reputations and history. As is the case with individual checks, company-level checks will be done by way of eQuest+, GIS’ proprietary Web-based screening technology for submission and retrieval of background reports.

    “ROi is honored to be the first to offer company-level background checks, along with those done for individuals, through our PCRM system,” said Charles D. Edinger, ROi’s president. “This unique capability will add to PCRM’s appeal as well as further build the marketplace momentum we’re experiencing at all segments of the insurance industry.”


    About General Information Services, Inc. (GIS)

    GIS has 44 years of experience and serves thousands of customers nationwide from small business to Fortune 100 companies by providing comprehensive background screening, workforce management and insurance industry solutions including agent on-boarding. Between its headquarters in Chapin, S.C., and the Western Operations Center in Dallas, Texas, GIS employs more than 400 people.

    Source: https://www.prnewswire.com/news-releases/gis-and-rhoads-online-expand-strategic-partnership-104237428.html