Get producers ready to sell faster.

Compliance Infrastructure for Insurance Distribution

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Trusted by leading carriers, agencies, and MGAs

Compliance Decision Engine

PCRM
Managed Services
REGINA AI

The Compliance Decision Engine transforms how insurance organizations manage distribution compliance. By bringing licensing, onboarding, and regulatory data into a single operating environment, Rhoads gives compliance, operations, and distribution teams the clarity to see producer readiness sooner and move producers into market faster. PCRM, Managed Services, and REGINA work together to power a system built for the scale and speed of modern distribution.

Optimized for you.

Carriers

Manage producer readiness at scale

Agencies & Brokers

Get producers licensed and selling

Adjusters

Keep adjusters market-ready

MGAs

Scale distribution with confidence

Producer Readiness

See who’s ready to sell

Track licensing progress, appointments, and renewal status in real time so distribution and compliance teams know exactly when producers are market-ready.

Lifecycle Management

Manage producers from onboarding to termination

From onboarding and licensing maintenance to terminations, manage every stage of the producer lifecycle through one connected system built for distribution operations.

Data Infrastructure

Built for connected compliance

Integrate with NIPR, PDB, and internal systems through flexible APIs that keep licensing and compliance data accessible, aligned, and ready for automation.

Unified Platform

One system for compliance operations

Bring licensing, appointments, renewals, and continuing education tracking into a centralized operating environment designed to support distribution at scale.

Built for distribution

See PCRM in action

Broad Reach. Real Results.

Supporting distribution operations at scale.

For nearly two decades, Rhoads has supported insurance organizations managing complex distribution and regulatory operations. Through PCRM and the Rhoads Compliance Decision Engine, millions of licensing, appointment, and compliance transactions move through a centralized infrastructure built to support producer readiness at scale.

10M+ compliance transactions processed

Licensing updates, appointment changes, and regulatory actions move through the Rhoads Compliance Decision Engine every year, helping organizations keep producers ready to sell.
3.5M licenses tracked across jurisdictions

Compliance teams rely on PCRM for centralized visibility into producer licensing across every state where business is written.
4.5M+ producer appointments managed

PCRM helps insurance organizations track appointment status across carriers, states, and distribution networks.
600+ insurance organizations supported

More than 600 insurance organizations manage licensing, appointments, and compliance operations through Rhoads.

Rhoads has been a long-standing partner with Grange as we manage licensing and compliance for more than 25,000 producers across 13 states. PCRM gives our team clear visibility into our NPN population and helps us manage more than 100,000 appointments through a structured, centralized workflow. That visibility helps our team stay organized and focused on supporting our agency partners and the broader needs of our business.

Jim Geisler, Sales & Marketing Compliance Manager

Grange Insurance

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 organization to scale producer licensing and appointment management operations without increasing operational complexity. Over time, the provider’s producer population grew from roughly 1,300 to more than 11,000 producers, while the number of licenses managed expanded from approximately 9,500 to more than 143,000—supporting nearly 10× business growth while maintaining structured licensing and compliance operations.

National Managed Services Provider

A national life insurance carrier managing large-scale producer appointment activity across multiple distribution channels. As the carrier’s distribution footprint expanded, Rhoads infrastructure supported the organization’s ability to scale appointment management operations while maintaining compliance across jurisdictions. Over time, appointment volume grew from roughly 19,000 to more than 340,000 appointments—an approximately 18× expansion in appointment activity supported through Rhoads infrastructure.

National Life Carrier