Managed Services

Insurance Licensing and Compliance Support

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Rhoads Managed Services extends your team with experienced licensing specialists who process renewals, filings, and regulatory transactions so your organization can stay focused on distribution and growth.

Licensing Operations Without the Administrative Burden

  • Managed Services Workflow

    Our team processes renewals, amendments, withdrawals, and other licensing requests accurately and on time.

  • State Filing Coordination

    Rhoads works directly with state Departments of Insurance to process filings and resolve licensing issues.

  • Licensing Workflow Management

    We manage the full request workflow and documentation so nothing stalls or falls through the cracks.

Managed Services Workflow

Rhoads Managed Services provides operational licensing support by executing regulatory transactions, coordinating directly with state Departments of Insurance, and managing the documentation and follow-up required to complete each request.
Our team processes licensing changes, prepares and submits required forms, manages payment processing, uploads confirmation records, and monitors transaction status until completion. Each task follows a defined workflow designed to ensure requests are processed accurately, tracked consistently, and resolved within established service timelines.

  • License renewals and reinstatements
  • License amendments and withdrawals
  • Affiliation additions and terminations
  • Initial license processing
  • Fingerprint payment and submission
  • Document orders and license copies
  • Producer and entity profile updates
  • State inquiry and transaction status checks
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Why Organizations Choose Rhoads Managed Services

Rhoads Managed Services is designed to support the operational demands of insurance licensing. Our team works alongside your organization to process regulatory transactions, coordinate with state Departments of Insurance, and manage the documentation and follow-up required to complete each request.

This service model helps organizations maintain accurate licensing records, keep producers compliant, and ensure licensing activity continues moving forward without placing additional administrative burden on internal teams.

Managed Services
Reliable Licensing Expertise

Experienced specialists manage licensing transactions, regulatory filings, and state coordination so your organization stays compliant and focused on growth.

Licensing Operations
End-to-End Filing Support

We manage filings, payments, documentation, and state coordination from submission to completion.

Operational Capacity
Scale Your Licensing Support

Expand licensing capacity without adding internal administrative burden.

Distribution Readiness
Keep Producers Ready to Sell

Accurate licensing management keeps producers compliant, appointments active, and distribution teams focused on writing business.

Assess Your Compliance Maturity

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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 insurance licensing and compliance services provider supporting agencies, adjusters, and distribution organizations across the U.S. As the firm expanded its client base and regulatory footprint, Rhoads infrastructure enabled the team to scale producer licensing and appointment management operations without increasing operational complexity.
Managed Services Provider
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

Part of the Compliance Decision Engine

  • PCRM

    PCRM connects licensing data, onboarding workflows, and compliance oversight into one system so teams can manage producer readiness and regulatory operations.

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    • Regulatory Oversight
    • Workflow Automation
    • Producer Readiness
    • Licensing Platform
  • REGINA ai

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

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

Talk with a Licensing Specialist

See how Rhoads Managed Services can support your licensing and compliance operations.

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