Catalyit Coffee Chat with Rhoads

The Rundown

In a recent call, Casey sat down with Allister Yu, SVP of Operations at Rhoads, to discuss the company’s partnership with Catalyt and how Rhoads is helping agencies simplify producer licensing and compliance. Through its PCRM platform, Rhoads centralizes licensing, compliance, and continuing education (CE) tracking into one automated system — reducing risk and eliminating last-minute scrambles.

The Context

• Rhoads specializes in Producer Compliance & Risk Management (PCRM), consolidating fragmented licensing and CE data into a single source of truth.

• The platform automates tracking and alerts, helping agencies proactively manage renewals and avoid costly lapses.

• By replacing manual processes and spreadsheets, Rhoads reduces operational “fire drills” and increases team productivity.

• The Catalyit partnership expands access to Rhoads’ end-to-end compliance solution for agencies seeking more scalable back-office operations.

Why it Matters

Licensing gaps don’t just create stress — they create real financial and regulatory risk. By automating compliance workflows and turning insights into action, Rhoads gives agencies operational confidence and time back. For growing agencies, that shift from reactive scrambling to proactive management can be a competitive advantage.

Watch now to see how Rhoads can work for you!