PCRM

What is PCRM?

Through PCRM agencies, brokers, carriers and adjusters can manage the professional certificate life cycle from end-to-end using a web-based solution.

Rhoads’ PCRM (Professional Compliance Requirements Management) is a highly configurable regulatory insurance licensing software that provides tracking, filing, along with requirement reminders and a variety of reporting tools related to the compliance management process. As a cloud-based insurance licensing software, PCRM stores all producer license compliance information for insurance brokers, agencies, carriers and adjusters available anywhere and anytime.

Through insurance compliance tracking, operational risk is greatly reduced by managing the insurance on-boarding and appointment request processes. PCRM helps you ensure that producers are properly licensed avoiding troublesome audits, damaging conduct investigations, and significant fines for the carrier. As an automated compliance system for insurance, PCRM reduces risk and costs and increases agency and broker productivity.



PCRM currently scores 64/100 in the Insurance category. This is based on user satisfaction (90/100), press buzz (29/100), and other relevant information on PCRM gathered from around the web.

The score for this software has declined over the past month. What is this?
www.rhoadsonline.com
  • PCRM

PCRM Product Overview


Languages Supported: English

PCRM Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

PCRM FAQs

Does PCRM offer multi-user capability (e.g. teams)?

Yes, PCRM can be formatted with different user types to allow for maximum efficiency.

Does PCRM offer guides, tutorials and or customer support?

Rhoads Online is happy to provide industry acclaimed customer support and tutorials.

Who are the main user groups of PCRM?

PCRM is a one-stop shop solution for Insurance carriers, adjusters, brokers and agencies.

What are some applications PCRM is commonly used in tandem with?

PCRM works in partnership with NIPR, PDB, and GIS.

What is PCRM generally used for?

PCRM is used to maintain and manage your insurance licensing needs from end to end.

PCRM Alternatives

PCRM Alternatives & Competitors

Vertafore Agency Platform
Vertafore Agency Platform
  0 83/100
Insurance Software
Embroker
Embroker
  1 84/100
Insurance Software
Force
Force
  0 78/100
Insurance Software
KASKO
KASKO
  0 71/100
Insurance Software
Insly
Insly
  1 73/100
Insurance Software
Go-Insur
Go-Insur
  0 70/100
Insurance Software

PCRM User Reviews

No user reviews yet.
Rate this app or be the first to review it!
Page last modified:
Back to top