Rhoads Online

Modernizing How Agencies
Manage Compliance

Rhoads PCRM reduces your cost of compliance
and optimizes profitability.

Rhoads Online

Rhoads Professional Compliance Requirement Management (PCRM) enables your organization to centralize widespread and ever-changing producer credentials. The full range of data and information—demographic, licensing, and appointment—is streamlined, automating the workflow around managing all producer lifecycles.

Rhoads Online Institute
Rhoads Online

Savvy carriers use our
cloud-based solution for:


Automating onboarding and contracting processes, including background and license checks without having to manually go to each state’s website or the National Insurance Producer Registry (NIPR).


Managing both ongoing and just-in-time appointment processes, supporting NIPR transactions, and reconciling producer information with state records, and terminations to eliminate unnecessary renewal payments, fines, and audits.


Terminating appointments through integration with NIPR.

Rhoads Online Institute

10.9 million stat

Individuals and entities were licensed in 2020 to provide insurance services in the U.S., leaving carriers with an infinite amount of information to manage.

Source: “Insurance Department Resources Report,” National Association of Insurance Commissioners, September 2021

Our solution for Insurance Carriers

  • Reduces compliance risk and related costs.
  • Improves efficiency and scalability, supporting your growth.
  • Lowers the cost of compliance through automated just-in-time appointments.
  • Delivers visibility into producer compliance status in real-time.

Explore our highly configurable solution to solve your producer compliance concerns and reduce the likelihood of inadvertent violations. We’ll help accelerate your processes for contracting producers, enabling you to sell more, sooner.

Download our white paper for Carriers

Learn about our solution for Carriers

Rhoads Whitepaper for Carries

Interested in learning more or seeing a demo?

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