Solutions for MGAs

Compliance Infrastructure for Scalable Distribution

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MGAs operate at the intersection of carriers, agencies, and producers. Licensing, appointments, and onboarding workflows often span multiple partners, systems, and state requirements.

Rhoads replaces that complexity with a single compliance infrastructure that connects licensing, regulatory data, and producer readiness so MGAs can scale distribution without slowing operations.

How We Help

Simplify Producer Licensing

Replace fragmented licensing and appointment workflows with a centralized system designed to support MGA onboarding and distribution operations.

  • Producer Licensing
  • Appointment Workflows
  • Multistate Compliance

How You Grow

Scale Distribution Without Operational Drag

Accelerate producer onboarding and maintain visibility into licensing readiness so distribution teams can activate producers faster.

  • Faster Activation
  • Scalable Distribution
  • Operational Visibility

The Compliance Decision Engine

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

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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

Compliance Infrastructure for MGA Operations

Manage producer licensing, regulatory requirements, and distribution readiness across jurisdictions with a system designed for growing MGA operations.

  • Producer License Monitoring
    Track producer license status, expirations, and renewal requirements across jurisdictions.
  • Appointment Management
    Maintain visibility into appointment status across carriers and states.
  • Regulatory Monitoring
    Stay current on licensing requirements and regulatory changes affecting distribution.
  • Producer Validation
    Confirm licensing eligibility before producers are activated to sell.
  • Integration Readiness
    Connect licensing workflows with CRM, policy admin, and onboarding systems.
  • Operational Visibility
    Track producer readiness, onboarding progress, and appointment status 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

Scale Your MGA Distribution with Confidence

See how Rhoads connects licensing, appointments, and onboarding workflows so MGA teams can activate producers faster and support growing distribution networks.

Schedule a Demo