Starter
Policy and Compliance Manager
Define policies once, scope them to clients and LOB (Line of Business: a distinct client program or queue within an operation.)s, and require employee attestation. Renewal cycles, evidence capture, optional comprehension quizzes, and re-acknowledgement on policy change — with a compliance dashboard that answers "who hasn't signed?" in two clicks. Replaces the SharePoint folder no one reads and the email reminders no one opens.
What's inside
Policy creation + versioning
Author policies in-app with full version history. Publishing a new version doesn't quietly invalidate the old one — affected employees get a re-acknowledgement task automatically.
Policy distribution + assignment
Target a policy to roles, teams, LOBs, or all employees. Assignment dates are tracked; reminders go out automatically until the deadline.
Policy acknowledgement + e-signature
Employees read the policy in their portal and e-sign. The signature is timestamped and bound to that exact version of the policy — defensible if the policy ever ends up in a hearing.
Policy compliance dashboard
Acknowledgement rates, quiz pass rates, overdue employees — drillable by policy, role, team, and LOB. Compliance officers stop asking HR for "the latest numbers."
Compliance quizzes
Optional comprehension quizzes that gate the acknowledgement — passing score required. Differentiates "I scrolled to the bottom" from "I read it," which matters for the policies that matter.
Re-acknowledgement on policy change
When you publish a new policy version, every assignee gets a re-acknowledgement task. The compliance dashboard shows progress; nobody slips through because they signed v1 three years ago.
Policy audit trail + change history
Every policy change, every acknowledgement, every quiz attempt logged immutably. The auditor asks one question and you answer it from the platform, not from a stack of emails.