Solutions for Carriers

Compliance Infrastructure Built for Distribution

Start with a Demo

Carriers operate in one of the most complex regulatory environments in insurance. Licensing, appointments, and onboarding workflows often span multiple systems, manual processes, and state-by-state requirements.
Rhoads replaces that fragmentation with a single compliance infrastructure that connects regulatory execution directly to distribution operations.

How We Help

Streamline Licensing and Appointments

Replace fragmented licensing and appointment workflows with a centralized system built for carrier operations and producer onboarding.

  • Licensing Management
  • Appointment Workflows
  • Producer Readiness

How You Grow

Accelerate Producer Onboarding and Distribution

Reduce licensing delays, streamline onboarding workflows, and give distribution teams the visibility needed to activate producers faster.

  • Faster Producer Activation
  • Scalable Distribution
  • Operational Visibility

The Compliance Decision Engine

Connect licensing, appointments, and onboarding workflows in a single platform designed to support carrier distribution 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.

Learn More
  • 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.

Learn More
  • 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.

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

Built for Carrier Distribution

Tools designed to support carrier licensing, appointment management, and distribution compliance operations across complex producer networks.

  • License Monitoring
    Track producer license status, expirations, and renewal requirements automatically.
  • Appointment Management
    Maintain clear visibility into appointment status across states and jurisdictions.
  • Producer Validation
    Confirm producer eligibility before business is written or appointments submitted.
  • Regulatory Monitoring
    Stay current on regulatory changes affecting licensing and distribution compliance.
  • Integration Readiness
    Connect compliance workflows with policy admin, CRM, and onboarding systems.
  • Operational Visibility
    Track producer readiness, onboarding progress, and distribution activity in one place.
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 Modern Carriers Manage Compliance at Scale

Explore how Rhoads connects licensing, appointments, and onboarding into a single compliance infrastructure for carrier distribution teams.

Schedule a Demo