Alternatives to Procedure Rock

The GRC software you've been looking for: Onspring. A flexible, no-code, cloud-based platform, ranked #1 in GRC delivery for 5 years running. Easily manage and share information for risk-based decision-making, monitor risk evaluations and remediation results in real-time, and create reports with with KPIs and single-clicks into details. Whether leaving an existing platform or implementing GRC software for the first time, Onspring has the technology, transparency, and service-minded approach you need to achieve your goals rapidly. Our ready-made product products are designed to get you going as fast as 30 days. SOC, SOX, NIST, ISO, CMMC, NERC, HIPAA, PCI, GDPR, CCPA - name any regulation, framework, or standard, and you can capture, test, and report on controls and then activate remediation of risk findings. Onspring customers love the no-code platform because they can make changes on the fly and build new workflows or reports in minutes, all on their own without the need for IT or developers. When you need nimble, flexible, and fast, Onspring is the best software option on the market.

GRC solution for technology-focused SMBs and Enterprise Information Security Teams. StandardFusion eliminates the need for spreadsheets by using one system of record. You can identify, assess, treat and track risks with confidence. Audit-based activities can be made a standard process. Audits can be conducted with confidence and easy access to evidence. Manage compliance to multiple standards: ISO, SOC and NIST, HIPAA. GDPR, PCI–DSS, FedRAMP, HIPAA. All vendor and third party risk and security questionnaires can be managed in one place. StandardFusion, a Cloud-Based SaaS platform or on-premise GRC platform, is designed to make InfoSec compliance easy, accessible and scalable. Connect what you do with what your company needs.

DocTract transforms the way organizations use key documents by providing a dedicated cloud solution that allows for advanced collaboration and collaboration. The transformation of Policy Management, Procedure Management, and Contract Management into truly value-added processes allows organizations to collaborate, deploy, and secure key documents. DocTract is able to understand the requirements for processing Policies, Procedures and SOPs as well as Contracts. The process is made easier by the built-in capabilities, which allow for collaboration on revisions and approval levels as well as electronic signatures and electronic signatures.

Policy Management Software and Contract Management Software on Microsoft Office 365 SharePoint. Policy Management: Manage the entire policies and procedures management lifecycle within Microsoft 365 SharePoint. Create policy and procedure documents, use pre-defined templates and content, intelligent workflow rules for review and approvals, automated email alerts, automatic publishing of approved documents. Central repository of all policies and procedures. Renewal and expiration alerts. Pass compliance audits easily with extensive audit trails. Advanced search & reporting tools. Integrates with Outlook, Teams and Word Contract Management: Manage full contract management lifecycle on Microsoft 365 SharePoint. Contract Requests, Authoring, 3rd party paper or own templates, Clause libraries, AI, Review/Approve with advanced workflows, contract negotiations and eSignature. Central repository for signed contracts. Renewals/Expirations/Obligations. Advanced search/reporting tools. Multiple integrations. Integrates with Outlook, Teams ,Word, SalesForce CRM, Dynamics, DocuSign and more

Risk Cloud™, LogicGate's most popular GRC process automation platform Risk Cloud™, allows organizations to transform disorganized compliance and risk operations into agile process apps without having to write a single line code. LogicGate believes that enterprise technology can make a significant difference in the lives of employees and their organizations. We aim to transform the way companies manage governance, risk, compliance (GRC), programs so that they can manage risk with confidence. LogicGate's Risk Cloud platform, cloud-based applications, and raving fan service, combined with expertly crafted content, allow organizations to transform disorganized compliance operations into agile processes without writing a line of code.

Start your white-label cryptocurrency exchange immediately. Our software is used by many established cryptocurrency, bitcoin, and commodity exchanges around the world to manage their businesses successfully. The skalex white label exchange solution is easy to deploy, scale up, and offers extensive customizations. Our cryptocurrency exchange software allows exchange operators to quickly create profitable revenue streams. Our software is micro-based and highly scalable. It supports all performance levels. The software's many modules make it extremely flexible and you can customize each part to your liking. You can customize the functionality of the exchange software with a variety of add-ons or features. This allows you to do so quickly and at a very low cost.

SV3 is a cloud-based SAFETY-Act-certified software that allows secure access for visitors, vehicles, and vendors. SV3's trusted program for access ensures safe operations, regardless of whether it is at the loading dock or lobby of a building, warehouse, or multi-tenanted environment.

RemoteComply System, a cloud-based software platform, is intuitive and easy to use. It stores and maintains all information necessary to support Operational Risk Management. Standard reports are available. RemoteComply includes 6 integrated products. RemoteVendor, a vendor management system, evaluates vendors on FFIEC regulations. RemotePlan is a business continuity plan system that stores all company information to create a comprehensive business impact analysis. RemoteNotify is an alert notification system. It can send mass notifications via email, text, or audio to individuals. RemotePolicy, a document management system, manages all aspects of maintaining policies and procedures, including tracking, distributing, and authorizing documents. RemoteProfile is a risk management tool that manages the organization's assets.

Safello, Sweden's most trusted currency exchange to cryptocurrencies, has been registered with The Swedish Financial Supervisory Authority (SFA) since 2013. Safello has been working with law enforcement and authorities since its inception to provide the most secure trading platform for customers. Safello Premium is the best choice for investors who want to be safe. Every day we work to create bridges where traditional systems aren't keeping up. The opportunity to buy and sell bitcoin is about transparent transactions that don't involve hidden fees in a global world without centralised banks or bureaux de change. Safello employees share the same goal: to make bitcoin trading secure and accessible to all.

NAVEX has created PolicyTech, a cloud-based software solution for managing policy and procedures. PolyTech, a part of our NAVEX One GRC Information System, is secure and easy to use. It allows employees and organizations to easily access their policies and procedures. PolicyTech uses rules-based workflows to keep policies moving. It alerts compliance managers in the event of unread policies and reminds document owners when they need to retire or update policies.

Staff.Wiki allows you to centralize and "wikify” your organization's Policies & procedures. You can provide one source of current information for all your staff's guidance. This will ensure that nobody is left searching for the most recent policy or procedure document. Ask staff to acknowledge policies, reinforce learning with quizzes and connect staff with subject matter experts via in-page webchat. Bring procedures to life using interactive checklists. Manage any policy changes with approval workflow. Register today for a free trial.

TotalCompliance®, the most cost-effective compliance program, covers policy and procedure management as well as efficient risk, audit, and assessment management. ComplianceBridge's mission is to simplify Policy and Procedure Management and Risk Management. TotalCompliance is the most powerful cloud-based compliance platform in the world. It makes everything easy. Take a look at some of the features that make TotalCompliance so popular with hundreds of organizations: The most recent version of policies or procedures is always available to users. Powerful workflows allow document editors, reviewers, and stakeholders to collaborate on one central version. Send new policies and procedures to the people who need them. Define by individuals, groups, and distribution lists. Notify users when documents or tasks are assigned. Keep track of who has signed off, read, and tested documents. Set up automated reminders.

Policy Manager's intelligent document management and workflow management software solution automates policy review, approval, and attestation across your organization. The policy management software's automated tracking features and reporting feature ensure compliance with regulatory and audit requirements. It is easy to use and simple to manage. MCN's Policy Management Software allows your staff to easily access the most recent policies and procedures through our powerful search functionality. Manager-assigned competencies track the knowledge of your staff about policies and procedures.

AgentCubed, a cloud-based software that simplifies the complicated, was founded on the principle of simplifying the overwhelm. It is popular among organizations who need a simple but robust solution to the most important questions in the insurance industry. The company's customized solution combines a three-in-1 solution that combines Lead Management & Distribution with Agency & Policy Management and Customer Relationship Management. This reduces the need to integrate third-party software that does not communicate or automate properly, thereby allowing agents to take customers from A to Z. AgentCubed is an easy-to-use online dashboard that allows agents to manage leads by opportunity status, date or disposition. The built-in calculator makes it easy for both prospect and agent to complete the quotation process. Maximizing efficiency in your business and increasing client retention, compliance, and agent productivity.

Deploy production-ready Kubernetes clusters in days. Rapidly onboard users. With an intuitive and powerful DevOps tool, you can conquer Kubernetes complexity. Reduce friction between teams, improve alignment, and increase productivity. Nirmata's Kubernetes policy manager will ensure that you have the right security, compliance, and Kubernetes governance in order to scale efficiently. The DevSecOps Platform allows you to manage all your Kubernetes applications, policies, and clusters from one place, while streamlining operations. Nirmata's DevSecOps platform can integrate with cloud providers (EKS/AKS, GKE/OKE, etc.). and infrastructure-based solutions (VMware and Nutanix, Bare Metal) and solves Kubernetes operation challenges for enterprise DevOps team members with powerful Kubernetes governance and management capabilities.

Sword Policy Manager allows you to monitor and control the entire lifecycle for your Policies and Procedures. To ensure compliance and good governance, regularly review, communicate, test, and manage your written policies. Organisations face many challenges, including communicating the policies and procedures to staff and demonstrating compliance to regulators and auditors.

Organizational performance is directly affected by the complex process of managing procedure and policy development and implementation. Employees must quickly find the right procedures and policies. Administrators need tools to simplify the process of managing policy. This tool, the Policy Management GRC Tool, will help your organization achieve these goals. It allows you to centralize, organize and communicate your policies and procedures. For more information and to request a demonstration, please contact us. It can be difficult to organize and maintain policies and procedures across departments and lines of business. This is made easier by the Policy and Procedure Management app. Administrators can organize policies by type, category, line, or business. Administrators can organize policies and procedures by type, category, line of business, etc. They can also control who sees what and manage individual policies and procedures throughout a policy's life cycle.

Software application that allows you easily to document and share your policies and procedures with staff. Ideal for standard operating procedures (sop), compliance, or on-boarding staff. Since over 14 years, our company has helped businesses like yours to document their systems. Our clients consistently tell us how difficult and time-consuming it is to create good policies and procedures. We have created a variety of documents that you can immediately use within your business to address this issue. This system knowledge base allows you to easily document and share your policies and procedures with staff. Ideal for standard operating procedures (sop), compliance, and on-boarding staff. You can access your policy and procedure system via your mobile device or desktop. This is a great way to keep remote workers and contractors on board with your systems.

Although policy management can be complex, it doesn't have to be. Our policy management software makes it easy to create, approve, distribute, track, and monitor your corporate policies. With myPolicies, you can easily distribute documents and track your policies. Easy-to-use policy management platforms make it easy to find and revise policies quickly and efficiently. You can protect yourself from unanticipated risks by quickly and confidently reporting policy activity that is important to you, your stakeholders and your auditors. Your policies will never again become out-of-date or scattered throughout your organization. myPolicies manages the entire document lifecycle. It establishes accountability for each individual and archives every step. myPolicies helps organizations maintain compliance by restoring order and consistency to their policies.

MCN's PolicyManager is a SaaS-based policy management tool for hospitals and other healthcare organizations. PolicyManager is reliable and easy to use. It streamlines workflows and approves policies to ensure compliance, mitigate risks, and improve healthcare professionals' services.

SP Policy Management streamlines all phases of a policy or procedure's life cycle, from its development to electronic acknowledgment by employees and contractors. SP Policy Management, which is built on SharePoint, Microsoft Teams and the Power Platform, is an easy-to use, out-of-the box solution that ensures compliance with policies from IT, HR, Security, Safety and more. Once approved, publish policies to the Policies Portal so that employees can access them. Employees can search, browse, and view the most recent policies from one central location. View their acknowledgments. Track and manage policy renewals, expiration, and retention. Notifications to policy owners. Policy calendar for upcoming renewals. Email employee groups to request that they acknowledge having read and understood policies. Schedule and Track Policy Acknowledgement By Group

Compliy, a global Regtech100 company, simplifies and automates compliance and risk management workflows for compliance teams and business teams in APAC. The cloud-based SaaS platform is powered by an AI engine that can read and extract regulatory data. A configurable business rules engine, and a risk assessment engine automate end-to–end processes to reduce manual compliance work by up to half. AI can automate financial services compliance and risk management workflows. A cloud-based platform called Complyy allows for easy application and rapid integration into existing systems and workflows. Start with one regulation and then use each module to create an automated workflow for compliance and risk management.

TruOps centralizes all information, connects assets to risk, compliance data, and includes policies, controls, vulnerabilities and issue management. TruOps provides a comprehensive solution for cyber risk management. Each module is designed for efficiency and solving the process problems you face today, while preparing your company for the future. To make intelligent and automated decisions and to process information through risk-based workflows, consolidate disparate information. This module automates and streamlines oversight of vendor relationships, performs due diligence, and monitors third parties. Automate and streamline risk management processes. Use conditional questions and a scenario engine to identify risk. Automate the identification and planning of risks. You can quickly manage your plans, actions, resources, and issues.

Sensitive Content Manager™, which provides Cross Platform / Multi-Device support, Digital Rights Management (DRM) and remote content management technology, protects confidential and proprietary content from theft, piracy, and misuse without affecting collaboration between stakeholders.

C1Risk is a technology company and the leading cloud-based, AI, enterprise risk and compliance management platform. Ou vision is to demystify and take the complexity out of risk management. We aim to To simplify your risk and compliance management for you to build and maintain the trust of your stakeholders. C1Risk sets the standard for companies that lead with risk, to win, with a full suite of solutions for a single, affordable price. GRC Regulations and Standards Library Policy Management Compliance Automation Enterprise Asset Management Risk Register and Risk Management Auto-calculated inherent and residual risk scoring Issue Management Incident Management Internal Audit Vulnerability Management Vendor Onboarding and Security Review Vendor Risk Scorecards REST API Integrations

Scale your security and risk functions to ensure you can face challenges confidently. Each day brings new and unexpected threats to organizations and people. OneTrust GRC, Security Assurance Cloud, and the OneTrust GRC bring resilience to your organization and supply chains in the face continuous cyber threats, global crises and more - so that you can operate with confidence. A unified platform to prioritize and manage risk allows you to manage increasingly complex regulations, security frameworks and compliance requirements. Based on your chosen method, gain regulatory intelligence and manage first or third-party risks. Centralize policy development using embedded business intelligence and collaboration capabilities. Automate evidence collection and manage GRC tasks throughout the business with ease.

The NAVEX One Governance, Risk, and Compliance Information System (GRC-IS) provide a holistic solution to better manage all types of risks that come from doing business such as employee actions, constantly changing regulations, and global events. Our cloud-based solutions help you manage risk and compliance processes like onboarding new employees with ethics training and policy attestations, screening and monitoring third parties, and automating business processes by integrating risk discovery and workflows. And we help you find insights from data to drive better decision-making.

Red Oak Software, formerly AdMaster Compliance™, offers a comprehensive suite SEC 17A-4-compliant features that are tailored to meet the evolving needs and requirements of small and large financial firms. Our workflow software will help your firm reduce risk, reduce costs, increase efficiency, and minimize risk in compliance review. It is difficult and requires specialized knowledge to build and execute a successful compliance program. Our cloud-based, secure technology was developed over years of collaboration between technology architects and compliance professionals. It is designed to manage the entire compliance review process, from start to finish. Compliance is not a static process. Red Oak Software was designed to meet the changing needs of financial institutions, large and small. You can work seamlessly with the internal departments of your firm and any external entities that you need to comply.

You can create policies and procedures and manage all documents using one interface. A detailed workflow allows documents to be clearly identified as to their status. They can be either new, awaiting review, approved, reviewed, or published to users. Collaboration across multiple documents in your organization. You can share policies with your entire department, the entire company, or specific users.

Healthcare staffing and operating environments are becoming more complex. Low policy adoption rates by staff, poor communication and poor communication make it harder to comply with regulatory compliance. However, it is crucial to establish policies and communicate them effectively to all employees throughout the environment to ensure patient safety. Due to increasing regulations and requirements, it is becoming more difficult to remain compliant (with safe patient treatment, a priority). Our powerful policy compliance software automatically tracks expiration dates and notifies managers about expired policies. Our policy compliance software allows you to tag and group policies and procedures related to a particular audit. This makes it easy to find all policies related either to Joint Commission or HIPAA with one search.

PolicyPro®, Canada's leading online policy management platform, is Canada's best resource for current model policies, procedures, forms, and forms in HR, finance IT, accessibility, non profit, and more. PolicyPro®, which includes all the tools you need for creating and updating policies, as well as a platform to distribute policies to staff and track that they have read and comprehended them. PolicyPro®, the only policy management software that does everything, from Policy to Sign Off™, in a single secure cloud application hosted in Canada, is PolicyPro®. Organizations may be facing increasing claims for fraud, wrongful termination, harassment, privacy breaches, and other issues in the current work environment. Lawyers, courts, and tribunals will first ask: "Where are your policies? Can you show that your employees have read and understood them?"

The Document Tree is organized according to department and category. To view all documents, click on a category or department to narrow your view. The Document List displays all documents, or only those documents that are associated with the selected department or category. Document Name and Description – Documents can be searched using words in the description. Document Information displays the version number generated by the system and the most recent release date. The Workflow buttons control the flow of the document through the approval process: Submit Draft, Accept Review and Approve Revision. Released Documents – Reports on all documents that have been released or documents that have been released for specific departments. Document Workflow – Reports on the status documents during the approval process.

Atlas Policy ManagementTM is a single, coherent retention policy management system that can handle all types of information. It offers natively integrated workflows, analytics, and policy management tools to support information governance and policy management. This solution reduces information management risks and provides centralized retention controls that support your business and legal needs. The solution's integration with a company's corporate governance catalogue allows for a single view of all data types across all enterprise sources. Establish information lifecycles for physical and electronic data and make it possible to create auditable programs. Controls, policy schedules, and change requests can be managed centrally and consistently regardless of the information type. Establish a consistent corporate retention structure and unify data retention procedures according to country, function, system, business process, and country.

Do you need a better way of capturing policies, SOPs, or work instructions and making them available to your workforce? Zavanta is a web-based system that allows you to create clear, up-to-date policies and procedures online. Clear communication is key to improving workforce performance and compliance. Other tools only manage documents, or pair MS-Word and workflow. You are responsible for the content. Zavanta combines powerful content management with structured, standardized authoring. Zavanta is known for creating high-quality, easily-updated content. Even a novice can create user-friendly material in half the time it takes to use MS Word-based methods (really our customers have done it!). General-purpose tools like MS-Word and Excel (Wikis, Excel, and MS-Word) are cumbersome. They lack the controls necessary to prevent common mistakes and avoid variation among writers. Mobile devices can't read and use traditional documents.

You can evolve with compliance. Our award-winning policy management platform, regulatory change management, and compliance platform automates tedious tasks, organizes data, and facilitates knowledge-sharing and collaboration. ClauseMatch makes it easier to adapt to new regulations, fix compliance issues, launch new products, and expand into new markets. Keep regulators and other stakeholders happy. You'll have a clear audit trail that proves you are compliant, from policy creation through dissemination to staff training. Reduce compliance costs by 30% ClauseMatch speeds up reviews and reduces approval times. It also eliminates duplication. This allows your staff to focus on the bigger picture. All your policies and procedures are in one place. One platform allows you to create, collaborate, edit and update your latest governance and compliance documents.

Every week, companies spend countless hours updating and managing policies and ensuring that they are understood. It is easy to become overwhelmed by the challenges and risks of effective policy management. There are many issues that need to be addressed when managing policies. These include maintaining policies current, coordinating the review process across departments, navigating industry regulations, making sure all policies are understood and being able to comply with audit-friendly policies management guidelines. Steele's Policy Manager, a web-based tool, is designed to provide a complete solution for efficient, effective policy management. It is easy to use, so you can spend less time on administration and more time on compliance. A policy management program that is flexible and effective is essential is now more than ever. Steele's Policy manager gives your team the ability to quickly review, create, deploy, and administer new policies.

EQS Policy Manager: A solution to policy chaos Centrally manage policies with a clear audit trail. Automate distribution and confirm policies digitally. Hosting and IT security according to ISO 27001. These are common problems. Employees don't know which policies are applicable to them or where they can be found. Paper chaos is created by hand-signed policies that are not well organized. Conclusive reports can be difficult or time-consuming to compile. EQS Policy manager is the solution. Organize all policies in one central library and identify the right target audience. Employees can access their policies digitally. They can confirm them in one click, and they can be accessed anywhere they are. You can track the success of your policy system using real-time dashboards or reports. Benefits for your compliance program. A central, digital policy library provides a comprehensive overview. The guidelines that are relevant to employees are automatically sent to them. Employees can confirm policies digitally by clicking on or uploading.

DynamicPolicy is a web-based software that helps companies manage their corporate governance and regulatory compliance. DynamicPolicy allows organizations to easily create, distribute and publish corporate policies and procedures. The platform also includes a quiz module that helps management teams assess employees' understanding of company policies.

MetaCompliance Advantage, a policy management tool, allows organisations to automate and manage key tasks related to user awareness and engagement for information security, including risk assessment and management of IT security posture across the organisation.

Simplified security policy management, file integrity monitoring software. Security Auditor centralizes security administration in your cloud, hybrid, or on-premise environment. Our agentless technology makes it easy to enforce security policies quickly and reduce the risk of security misconfigurations, which are a major cause of data breaches. Security Auditor automatically protects all new systems as they are created and monitors them continuously to identify any configuration settings that do not meet your requirements. An easy-to-use web-based console allows you to make changes and receive notifications about any policy exceptions. This simplifies compliance reporting requirements and simplifies tasks. You can also run the FixIt function to automate the process and let Security Auditor handle the rest. Security Auditor makes it easy to identify and configure security settings for your elastic cloud infrastructure.

All your compliance data can be found in one place to reduce the time it takes to audit your environments. To ensure cloud compliance, avoid misconfigurations and maintain consistent resource governance, you should set guardrails around your resources. For increased developer productivity, policies at the core Azure platform can reduce the need for external approvals. To get more value out of your investment, control and optimize your cloud spending.

Mitratech's PolicyHub is a policy management platform that solves difficult policy and procedure problems. PolicyHub is cost-effective and complete. It includes features like policy management, automated knowledge assessments and audit, as well as reporting. PolicyHub gives organizations the edge they need to demonstrate corporate responsibility and implement a defensible compliance program. PolicyHub allows users to instantly respond to audits or investigations by creating detailed reporting.

One-click booking and management of business trips. Save time on the important things. BizAway is the tool of choice for a growing number of companies around the world. BizAway is a tool that can be used autonomously by anyone, saving you and your company valuable time. The average savings of 25% on the market price for each booking allows businesses to reduce their expenses. Our platform offers the right tool for any business traveler, travel manager or accountant. Travelers can book the most convenient option with total autonomy, based on automated travel policies and approval flow set up by travel manager. Accounting will have full control of costs and invoicing. BizAway is designed to optimize and simplify your business travel experience.

Organizations can eliminate information-caused incidents with AcceleratorKMS. Workforce development with mobile-ready content. Review and update information. Streamline authoring to save time and money. Find efficiencies and monitor work. Reduce time and money spent on onboarding. The Accelerator is a digital content ecosystem that integrates digital content in an intuitive package that makes complex tasks simple. Our goal is to make information more accessible for front-line workers and to make operations safer. Workers can access digital Standard Operating Procedures (SOP), policies and training content instantly from their mobile devices to reduce the risk of human error. Standardizing all operational content will reduce the risk of information-caused incidents. AI-assisted procedure authoring will make it easier to use. Standardization reduces administrative burden and management effort.

Automated Human Risk Management (HRM), the new type of user-focused security, can be used to measure, reduce and monitor employee cybersecurity risk. Identify the security knowledge gaps of each user and automate training programs to address them. It's easy to add users and launch usecure with seamless integrations, 100% cloud-based, and hand-held onboarding. We grow when you grow. We created a partner program that puts you first. It is MSP-friendly and focuses on joint success. usecure provides real-time support that is focused on immediate resolutions and not just replies.

You can guarantee 100% user acceptance and compliance with your company's policies and procedures. NETconsent tracks and reports on compliance progress of staff members, giving you the ability to concentrate on more important business tasks. NETconsent allows you to quickly deliver training to your entire workforce. Our automation technology schedules send reports on staff progress to reduce admin time. Keep yourself informed and protected against phishing attacks and other cyber security threats. Be compliant and stay compliant. We work with MediaPRO, a top Gartner content provider. Our partnership allows us to offer you and your team the best training and learning content. Targeted and targeted alerts and messages maximize content engagement. NETconsent eliminates the possibility of critical content being lost, which is a common problem with email.

DocRead for SharePoint makes it easy to ensure compliance among staff by asking them to read and acknowledge your policies and procedures. It is fully trackable and can be used to help staff comply. Are you tired of reminding employees to read company documents? DocRead makes it easy to ask staff for information and acknowledge their completion by the deadline you specify. Many companies require staff to read multiple documents simultaneously. Notifying staff can be time-consuming and cumbersome. Our Web Part consolidates all their tasks into one place that is easy to find. It can be difficult to assign documents to individuals at once. DocRead allows you to target entire SharePoint groups or AD groups to get your day back. To be compliant, it is essential that you can prove who has read and who hasn't. DocRead Receipts can be stored indefinitely for each acknowledgement.

PolicyHandler is a web-based policy management system for Workers' Compensation. It was created to support all phases in the policy lifecycle. PolicyHandler is robust and comprehensive. It includes quoting, data driven rating tools, direct billing, automated renewal process, automated billing, and optional workflow tools. PolicyHandler has emailing capabilities that allow you to send and receive mail within your policy file.

It is powerful. Simple. It is highly customizable. An effective CRM-based insurance agency management system. A true revenue driver. Automate processes and automate marketing. Integrate third-party applications. Get carrier downloads to increase cross selling and up-selling. With robust analytics capabilities, you can see how your agency is performing. All features included: accounting, eSignature, human resources and website hosting. E&O protection is also included. Marketing campaigns are also included. You can view a complete overview of your agency's health and dig into the details with preloaded and custom reports and analytics. These powerful features include automated and customizable marketing campaigns that nurture leads and market to existing clients. Automate agency processes to standardize and streamline office procedures, reducing agency E&O exposures. Keep track of employee information, documents, licenses for employees and agencies, etc.

Take control of your program and adapt it to the changing regulations. You can work with confidence knowing that your policies are always current. With a fully configurable revision and workflow engine, you can itemize and track your key policies. Maintain documents for audits, and ensure a transparent, seamless process. Send automated policy updates, test policy comprehension, and receive attestation of universal policy understanding. Manage your user capabilities efficiently to ensure that the right people get the right information when they need it. Streamline communication and convey important information, including policies. Visualizations that are interactive and easy to digest will help you keep data easily accessible. Real-time insights are available and customizable reports offer flexibility. We are committed in providing a robust, secure service that protects the data of all our customers.