Solutions for Agencies & Brokers

Compliance Infrastructure for Growing Agencies

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Agencies and brokerages manage licensing, carrier appointments, and onboarding across multiple carriers, states, and producer roles. Too often, these processes rely on spreadsheets, disconnected systems, and manual coordination.
Rhoads replaces that complexity with a single compliance infrastructure that connects licensing, appointments, and producer readiness across your organization.

How We Help

Simplify Licensing and Carrier Appointments

Replace fragmented licensing and carrier appointment workflows with a centralized system designed for agency operations and producer readiness.

  • Licensing Management
  • Carrier Appointments
  • Producer Readiness

How You Grow

Activate Producers and Expand Carrier Access

Reduce licensing delays, manage appointments across carriers, and give leadership visibility into producer readiness across the agency.

  • Faster Producer Activation
  • Carrier Access
  • Operational Visibility

The Compliance Decision Engine

Connect licensing, appointments, and onboarding workflows in a single platform designed to support agency and broker operations at scale.

PCRM

PCRM powers modern insurance licensing and compliance operations. It connects regulatory data, onboarding workflows, and producer readiness into a single system so teams can move faster with confidence.

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  • Experienced Team
  • Scalable Infrastructure
  • End-to-End Visibility
  • Operational Control
Managed Services

Our compliance experts extend your team with hands-on operational support. From licensing administration to ongoing regulatory management, Rhoads helps organizations scale without adding internal burden.

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  • EXPERIENCED TEAM
  • SCALABLE CAPACITY
  • Full Support
  • OPERATIONAL FOCUS
REGINA ai

REGINA provides intelligent assistance across the compliance lifecycle, surfacing licensing requirements, regulatory updates, and operational insights to support faster, more informed decisions.

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  • Compliance Licensing
  • Multijurisdictional Expertise
  • AI-Powered Efficiency
  • Always Current

Built for Agency and Broker Operations

Tools designed to support producer licensing, carrier appointments, and compliance operations across growing agency organizations.

  • License Monitoring
    Track producer license status, expirations, and renewal requirements across all jurisdictions.
  • Carrier Appointment Management
    Maintain visibility into appointment status across multiple carrier relationships.
  • Producer Validation
    Confirm producer eligibility and selling authority before business is written.
  • Regulatory Monitoring
    Stay current on regulatory changes affecting licensing and producer eligibility.
  • Integration Readiness
    Connect compliance workflows with agency management and onboarding systems.
  • Operational Visibility
    Track producer readiness, onboarding progress, and licensing activity across the agency.
Say hello to your AI-powered insurance compliance assistant.
Meet REGINA

From Our Industry-Leading Clients

PCRM has been a core part of our licensing and compliance infrastructure for more than 15 years. The platform gives our team a centralized system to manage the full producer licensing lifecycle while maintaining visibility across a large and growing distribution network. Today we track more than 83,000 licenses and manage nearly 289,000 appointments through PCRM. That level of operational clarity has helped our team stay organized, reduce compliance risk, and support the broader needs of our business.
Neal D. Kounkel, MBA, SILA-F, First Vice President, Director of Licensing
Alliant Insurance Services, Inc.
In late 2025 Marsh implemented PCRM to manage licensing for our 25,000 individuals and 18 business entities. Rhoads facilitated a seamless transition from our legacy systems, and we are already benefiting from the automation the platform provides. In just the first few months, we have automated more than 50,000 transactions, including license renewals, CE transcript processing, and license copy delivery. PCRM has significantly improved our efficiency and compliance management.
Danielle Fields-Damato, Vice President, Compliance Officer
Marsh
A national life insurance carrier managing large-scale producer appointment activity across multiple distribution channels. As distribution expanded over time, Rhoads infrastructure supported the carrier’s ability to scale appointment management operations while maintaining compliance across jurisdictions.
National Life Carrier

See How Agencies Streamline Compliance and Producer Readiness

Explore how Rhoads connects licensing, appointments, and onboarding into a single compliance infrastructure for growing agencies and brokerages.

Schedule a Demo