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Rhoads specializes in optimizing the producer compliance lifecycle through technology and automation. Focused soley on the insurance industry, our solutions offer a comprehensive platform designed to streamline various aspects of distribution management within the insurance industry.

PCRM (Producer Compliance Relationship Management) stands out as the cornerstone product, offering features that encompass producer management, agency relationships, appointment and termination processes, compliance integration with client systems, and cutting-edge technological solutions. With PCRM, Rhoads Online empowers insurance organizations to efficiently navigate complex compliance requirements while fostering productive relationships with agents and agencies.

As a prominent and rapidly expanding presence in the compliance management sphere, Rhoads is dedicated to upholding its leadership position by delivering tailor-made solutions that align with the evolving demands of the insurance landscape. Through PCRM's robust and adaptable platform, Rhoads facilitates a paradigm shift towards enhanced efficiency, regulatory compliance, and overall success for insurance enterprises.

Key Features

Comprehensive Producer Record - PCRM consolidates Licenses, Appointments, Demographics, and other company-specific data, including document and email messages, into one intuitive interface. Acting as both a data repository and rules engine, PCRM simplifies producer licensing and related information storage. Additionally, it facilitates workflow management through user tasks and stores producer-related documents efficiently.

Golden Copy – PCRM establishes a unified, authoritative source of information that seamlessly integrates data and actions from other enterprise systems while ensuring compatibility with legacy systems in a standardized format.

Audit History – Easily track record changes, including the identity of the last updater and the timestamp, with the simple click of a button for enhanced transparency.

State Connect - Enjoy streamlined access to state insurance department websites for license lookup and print services with just one click. Most states are supported, simplifying compliance tasks.

One-Stop Invoicing – Experience the convenience of receiving one comprehensive invoice from Rhoads for all transactions, eliminating the hassle of reconciling costs across multiple sources.

Process Transactions – Seamlessly submit and process compliance-related transactions with state insurance departments through direct integration with the NIPR Gateway. Rhoads also offers a PCRM Gateway supporting over 70 additional transactions for enhanced efficiency.

Limit “Views” – Ensure data security by restricting access to producer records based on predefined roles, ensuring that users only see the information they're authorized to access.

Reporting – Access comprehensive data tailored to specific needs through PCRM's robust reporting engine, available online 24/7. Reports cover all general reporting requirements and can be exported to Excel for further analysis.

License Tracking and Updates – Stay up to date with daily updates to Licenses, Appointments, Demographics, and RIRS data integrated with NIPR’s Alerts service, ensuring alignment with the Producer Database (PDB).

Renewal Reminders - Benefit from automated email renewal reminders sent at 90/60/30-day intervals, helping you stay compliant by notifying license holders of upcoming expirations.

Continuing Education (CE) Tracking and CE Reminders – Easily track and manage CE requirements for resident licensees, with the option to store and send CE transcripts via email as needed.

Automated License Renewals – Save time and resources by automating license renewal transactions prior to expiration, configured to your specific rules with full process transparency.

Electronic Onboarding - Simplify the onboarding process with electronic data and document collection, supporting integration with background check vendors and electronic signature providers for a seamless experience.

Electronic Questionnaire Service (EQS) - Collect updated information and documents from existing producers at intervals determined by your company's needs, configured to match specific requirements.

Data Integration – Streamline data management with automated import and export capabilities using documented APIs, enabling seamless sharing of producer licensing information with other systems.

Applied Epic Integration – Gain query access to producer licensing data stored in PCRM directly from Applied Epic, empowering users to verify compliance with license and appointment checks.

Key Benefits

  • Comprehensive Product Portfolio - Rhoads offers a product portfolio dedicated to enhancing efficiencies and creating automation in the producer compliance lifecycle. PCRM stands out as the primary product, addressing agent management, agency relationships, appointment and termination processes, compliance integration with client systems, and providing innovative technological solutions.
  • Operational Risk Reduction - PCRM empowers users to efficiently manage contracting and appointment processes, significantly reducing operational risks associated with compliance management.
  • Configurability and Cloud-Based Functionality - PCRM is a highly flexible solution that adapts to the unique needs of the insurance industry. Its cloud-based architecture enables seamless access and collaboration across the organization.
  • Integrated National Insurance Producer Registry (NIPR) - PCRM integrates with NIPR, providing real-time access to the Producer Database and NIPR Gateway for electronic transactions, thereby enhancing efficiency in producer licensing data management.

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