Rhoads PCRM review: pricing, NIPR filing and features
Rhoads PCRM tracks producer and adjuster licenses, appointments, terminations, renewals and continuing education (CE) across states, with NIPR connections and dashboards for compliance teams. Rhoads Managed Services can also do the state filings for you.
It fits large agencies, brokers, carriers and MGAs. The software and the service are each priced by quote.
- Best for
- Large brokers, carriers, MGAs and adjuster firms tracking licenses at volume
- Price
- Quote only. Managed Services is quoted separately
- State and NIPR fees
- Managed Services pays state and fingerprint fees on the filings it runs. Ask how they are billed back
- NIPR sync
- Connected to the NIPR Producer Database and Gateway
- License filing
- Renewals in PCRM. Managed Services files new licenses, amendments and reinstatements
- Appointments
- Tracks appointments by carrier and state and handles terminations
- Demo or trial
- Demo. No free trial
Our take
PCRM fits large brokers, carriers, MGAs and adjuster firms that track licenses and appointments at volume. Alliant tracks more than 83,000 licenses and nearly 289,000 appointments in it, and Marsh moved 25,000 people onto it in late 2025.
Rhoads pairs the software with Managed Services, where its specialists file renewals, amendments and affiliation changes with the states. Pick it when you want a vendor that can take filings off your team, not just a tracker.
Pros
- Built for very large producer counts
- Tracks adjuster licenses and checks eligibility before claim assignments
- Managed Services files with the states for you
- Applied Epic integration
- Import and export APIs
Cons
- No published prices
- Contract terms aren't public
- Doesn't publish which filings it handles in each state
Plans and pricing
| Plan | Price | Who pays | What it adds |
|---|---|---|---|
| PCRMCompliance teams running licensing in-house | Quote only | The organization | Resident and nonresident licensing, appointments, terminations, CE tracking, data reconciliation and dashboards |
| Managed ServicesTeams that want specialists to file for them | Quote only | The organization | Renewals, reinstatements, amendments, withdrawals, new licenses, affiliation changes, fingerprints and document orders |
| Fee | Amount | Who pays |
|---|---|---|
| State license fees | Set by each state | Paid through Managed Services on the filings it runs, along with fingerprint fees |
From Rhoads' product pages, checked October 2026.
NIPR and state filing
- Connection to NIPR
- NIPR Authorized Business Partner since 2016, with Producer Database and Gateway access
- States covered
- All US jurisdictions
What it pulls from NIPR
- License status and expiration dates
- Data to reconcile your records with regulators
What it files for you
- License renewals
- License copies for producers
Licenses and credentials
License types
- Resident producer licenses
- Nonresident producer licenses
- Adjuster licenses
Other credentials tracked
- Expiration dates and renewal requirements
- Biographical data
- Continuing education
PCRM checks that an adjuster is eligible before a claim or catastrophe assignment. Rhoads also sells REGINA ai, an assistant that answers plain questions about state licensing rules.
Appointments and terminations
- How appointments are tracked
- By carrier and state. Producer validation checks eligibility before business is written or an appointment goes in
- Terminations
- A core PCRM feature. Managed Services also handles affiliation additions and terminations
- Ready to sell
- Shows which producers have licenses and appointments in place, with dashboards for onboarding progress
Tracking and renewals
PCRM gives one view across your teams, business entities and producer networks. For each producer it watches license status, expiration dates and renewal requirements.
Integrations
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| NIPR | NIPR | Both ways | Producer Database and Gateway access |
| Applied Epic | Agency management system | Built in | An Applied certified integration since 2017 that manages producer details plus state license and appointment data |
| Import and export APIs | API | Both ways | Standard APIs to bring data in and send it out |
Getting started
Book a demo
Rhoads shows PCRM on a scheduled demo.
Set up PCRM
Rhoads loads your producers and connects NIPR.
Train your team
Training videos sit behind a customer login.
Add Managed Services, if you want it
Rhoads specialists can take over renewals and other state filings.
Support comes by phone and email.
Rhoads PCRM alternatives
- Sircon Producer CentralQuote onlyCarrier system with electronic appointment and termination filing
- AgentSync ManageQuote onlyRuns on Salesforce and files licenses and appointments through NIPR
- RegEd XchangeQuote onlyAdds FINRA registrations and a clear-to-sell check
- ACCEL GreenLightQuote onlyEntity licensing and a compliance manager who files for you
See every option in insurance licensing software.
Frequently asked questions
How much does Rhoads PCRM cost?
Rhoads quotes PCRM and Managed Services separately after a demo. Managed Services processes the state fee payments on the filings it runs.
Does PCRM track adjuster licenses?
Yes. It tracks adjuster licenses and checks eligibility before an adjuster is assigned to claims or a catastrophe.
Can Rhoads file licenses for me?
Yes, through Managed Services. Its specialists handle renewals, reinstatements, amendments, new licenses and affiliation changes with the states.
Does PCRM connect to Applied Epic?
Yes. It's an Applied certified integration that manages producer details plus state license and appointment data.
How long does PCRM take to set up?
About three weeks on average.
How we researched this review. We based this review on the terms and product pages published by Rhoads PCRM, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Rhoads PCRM quit selling or a contract term that reads different now, let us know and send the link to the page where Rhoads PCRM has it. Somebody here pulls up that page and checks it before we change anything on ours.