RCM&D is ranked among the top independent insurance advisory firms in the United States. Founded in 1885, we leverage our 130+ years of experience and strong local, national and global reach to meet clients business objectives. RCM&D is committed to protecting clients financial, human and physical assets through a consultative process of collaboration, understanding, analysis and results.

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Providing Specialized Solutions

The core of RCM&D’s business is delivering solutions that are tailored to meet their clients’ individual needs. Through a consultative process of collaboration, understanding, analysis, and results, they ensure that their clients’ financial, human, and physical assets are protected. 

When RCM&D approached Unleashed Technologies, their website was not set up to promote personal interactions. It also had an outdated look and feel, did not communicate RCM&D’s brand well, and visitors were reporting that it was difficult to understand what RCM&D did as an organization when you arrived at the site. 

In addition, the RCM&D staff felt that the site was underperforming for their needs and that making content updates or managing the site was challenging. 

RCM&D Feature


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CRM Integration
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Simplied Video and Image Content
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Responsive design

Creating Efficiency

Through an extensive Discovery process, Unleashed Technologies worked closely with RCM&D to understand their business needs and how their organization works. 

One of the first recommendations our team made was to replace their proprietary content management system with Drupal. This would create a more scalable website and allow for granular control of content. Our team also decided that the following should be features of the new website:  

  • Webforms integrated with Salesforce Pardot allow for marketing and lead automation 

  • Content delivered to any device is optimized for accessibility and compliance standard 

  • Easy to create page components allow RCM&D to place images, video and other content into pre-designed layouts 

  • Customized, sitewide search functionality powered by Solr 


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Relationships & Collaboration

Since its launch, RCM&D’s bounce rate has been reduced by more than 10 percent and the average visit duration has increased by 20 percent, showing that it is offering relevant, engaging content for its site visitors. Additionally, its staff is empowered to continue to add content to keep the site fresh and make the required edits. 

RCM&D has also chosen to partner with Unleashed Technologies due to our Growth Model philosophy and our commitment to evolve with the company as its needs change. Our team continues to enhance the features and functionality of the RCM&D website, including a migration to and updated Drupal site.