PCRM is a configurable Information Technology system that provides tracking, filing, requirement reminders and a variety of management reporting tools related to the compliance management process. Designed as an ASAP-based solution managed by Aithent, PCRM allows clients to focus on their primary business while Aithent/ARCS tracks the complex requirements of national and regional compliance regulations.

• PCRM Benefits
• Prevents damage to company brand caused by state fines & disciplinary actions
• Reduces "Total Cost of Compliance"©
• Avoids state fines & penalties by ensuring & confirming producers' compliance
• Provides effective management reports & workflow reminders, including "Compliance Dashboard"
• Consolidates Licensee information into a single, integrated profile
• Verifies producer information at time of appointment
• Identifies producers who are qualified to sell additional lines
• Tracks state fees for perpetual Appointments & impact of insurer's business line changes on appointments
• Notifies company when disciplinary action is taken against producers

• PCRM Features
• Insurer Functions
• Maintains producer license information across states to verify compliance
• Manages appointments and terminations across all US States for insurer group companies
• Communicates appointments and terminations to states electronically (where available)
• Tracks renewals & CE for all or selected lines (e.g. Flood)
• Sends notifications to Producers for timely actions
• Submits electronic renewals for producers
• Applies state-specific rules through PCRM Compliance Rule Repository©
• Records disciplinary information against producers

• Online CE Courses
• Tracks Producer's CE requirements on state-by-state basis
• Can provide online producer/employee training portal
• Rhoads Online Institute, a licensed provider, provides content including custom course development
• Content Migration Services move client's classroom-based content online
• Electronic submission of course completion to appropriate states
• Supports single or multiple providers for all CE requirements regardless of resident state

• Online Producer Functions & Courses
• Provides online interface for producers to update license information
• Tracks producer appointments & terminations with insurers online to reduce mistakes & improve response
• Submits appointments & terminations to states electronically
• Producer portal consolidates & tracks insurer relationships in one location
• Moves CE training online through a web-accessible training portal
• Rhoads Online Institute, a licensed provider, provides content
• Electronic submission of course completion to required states
• Supports single or multiple providers for all CE requirements regardless of resident state
• SOA-based architecture integrates with Insurer's existing systems

• PCRM Appointments
• Sample Business Flow
• Producers can apply online or through hard-copy forms
• Insurer can view all requests through customized Compliance Dashboard
• Options for insurer to approve or reject documents manually or by validating licenses online with PDB (Producer Data Base)
• System sends action notification to applicant
• Electronically submits all appointments to states
• PCRM Gateway® sends appointments electronically to states & synchronizes responses