Policy Management Software

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41 apps

MetaCompliance   

12
Cyber security & compliance awareness platform
MetaCompliance is a cyber security & training software designed to help organizations improve the compliance, security, phishing and policy awareness of staff. The solution helps companies keep staff safe online while securing digital assets and protecting their reputation and brand. Read more about MetaCompliance
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Cyber security & compliance awareness platform
MetaCompliance is a cyber security & training software designed to help organizations improve the compliance, security, phishing and policy awareness of staff. The solution helps companies keep staff safe online while securing digital assets and protecting their reputation and brand. Read more about MetaCompliance
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DocTract   

1
Cloud-Based Policy Management and Contract Management
DocTract is a cloud-based solution designed to help organizations automate processes for creating, approving, revising, and renewing contracts and policies. Advanced security capabilities let users match employee profiles with relevant documents, which are distributed across stakeholders. Read more about DocTract
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Cloud-Based Policy Management and Contract Management
DocTract is a cloud-based solution designed to help organizations automate processes for creating, approving, revising, and renewing contracts and policies. Advanced security capabilities let users match employee profiles with relevant documents, which are distributed across stakeholders. Read more about DocTract
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TravelPerk   

71
Business travel booking & management platform
TravelPerk is a freemium travel booking tool for business travelers & travel managers in companies of any size, to book & manage all their travel in one place. Read more about TravelPerk
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Business travel booking & management platform
TravelPerk is a freemium travel booking tool for business travelers & travel managers in companies of any size, to book & manage all their travel in one place. Read more about TravelPerk
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PolicyTech   

46
Policy & procedure management
PolicyTech is a policy and procedure lifecycle management solution with the aim of helping businesses to remain audit ready and reduce corporate risk. Read more about PolicyTech
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Policy & procedure management
PolicyTech is a policy and procedure lifecycle management solution with the aim of helping businesses to remain audit ready and reduce corporate risk. Read more about PolicyTech
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LogicGate   

16
Automated Risk and Compliance Processes
LogicGate is an easy to use, customizable software that allows you build effective policy management throughout your organization. Read more about LogicGate
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Automated Risk and Compliance Processes
LogicGate is an easy to use, customizable software that allows you build effective policy management throughout your organization. Read more about LogicGate
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Sherpa Altitude IG   

1
Data governance platform for organizations
Sherpa Altitude IG is an information governance platform designed to assist organizations with eDiscovery and requirements collection. Key features include risk management, data collection, legal hold notifications, role-based permissions, analytics, and audit reporting. Read more about Sherpa Altitude IG
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Data governance platform for organizations
Sherpa Altitude IG is an information governance platform designed to assist organizations with eDiscovery and requirements collection. Key features include risk management, data collection, legal hold notifications, role-based permissions, analytics, and audit reporting. Read more about Sherpa Altitude IG
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Classify360   

0
Cloud-based data management solution
Classify360 is a cloud-based risk management solution that helps organizations to manage their data and maintain compliance across processes. It enables users to track document statuses, collaborate with colleagues, and review organizational performance using charts. Read more about Classify360
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Cloud-based data management solution
Classify360 is a cloud-based risk management solution that helps organizations to manage their data and maintain compliance across processes. It enables users to track document statuses, collaborate with colleagues, and review organizational performance using charts. Read more about Classify360
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HospitalPortal.net   

9
Healthcare Intranets & Policy Management Systems
HospitalPortal.net is a healthcare intranets & policy management that enables healthcare organizations & hospitals to share news and exchange vital documents. Read more about HospitalPortal.net
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Healthcare Intranets & Policy Management Systems
HospitalPortal.net is a healthcare intranets & policy management that enables healthcare organizations & hospitals to share news and exchange vital documents. Read more about HospitalPortal.net
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Convercent   

8
Compliance & ethics management platform
Convercent is a suite of enterprise compliance and ethics management tools for handling cases, compliance policies, conflicts of interest, training, and more. Read more about Convercent
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Compliance & ethics management platform
Convercent is a suite of enterprise compliance and ethics management tools for handling cases, compliance policies, conflicts of interest, training, and more. Read more about Convercent
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Lockpath   

20
IT asset risk management software for companies of all sizes
Lockpath (formerly Keylight) is an integrated risk management platform designed to help businesses manage audit preparation & execution, compliance, business continuity, health & safety, IT, operational, third-party risk, issues & incidents, IT threats & vulnerabilities, policy governance, and more… Read more about Lockpath
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IT asset risk management software for companies of all sizes
Lockpath (formerly Keylight) is an integrated risk management platform designed to help businesses manage audit preparation & execution, compliance, business continuity, health & safety, IT, operational, third-party risk, issues & incidents, IT threats & vulnerabilities, policy governance, and more… Read more about Lockpath
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PolicyManager   

64
Policy and workflow management for healthcare organizations
PolicyManager is a SaaS-based policy management solution designed to streamline workflows and aid communication for organizations in the healthcare industry. Read more about PolicyManager
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Policy and workflow management for healthcare organizations
PolicyManager is a SaaS-based policy management solution designed to streamline workflows and aid communication for organizations in the healthcare industry. Read more about PolicyManager
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AgentCubed   

8
Lead management and CRM solution for insurance businesses
AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications. Read more about AgentCubed
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Lead management and CRM solution for insurance businesses
AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications. Read more about AgentCubed
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DynamicPolicy   

14
Policy, procedure & compliance management
DynamicPolicy is a web-based software for medium & large companies to manage, distribute & assign corporate policies, procedures & compliance related documents. Read more about DynamicPolicy
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Policy, procedure & compliance management
DynamicPolicy is a web-based software for medium & large companies to manage, distribute & assign corporate policies, procedures & compliance related documents. Read more about DynamicPolicy
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Tandem   

0
Security and compliance solution for financial institutions
Tandem is a security and compliance solution designed to help small to large financial institutions manage audits, business continuity planning, compliance, risk assessment, social media and vendors. The platform enables users to create role-based access and custom workflows using built-in programs. Read more about Tandem
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Security and compliance solution for financial institutions
Tandem is a security and compliance solution designed to help small to large financial institutions manage audits, business continuity planning, compliance, risk assessment, social media and vendors. The platform enables users to create role-based access and custom workflows using built-in programs. Read more about Tandem
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Staff.Wiki   

0
Policy and standard operating procedure management tool
Staff.Wiki is a cloud-based solution which helps users centralize, manage, and streamline organization policies and standard operating procedures. Key features include web chat, approval workflows, checklists, incident management, employee training, and feedback collection. Read more about Staff.Wiki
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Policy and standard operating procedure management tool
Staff.Wiki is a cloud-based solution which helps users centralize, manage, and streamline organization policies and standard operating procedures. Key features include web chat, approval workflows, checklists, incident management, employee training, and feedback collection. Read more about Staff.Wiki
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PolicyHub   

3
Policy & procedure management software
PolicyHub is a cloud-based policy & procedure management solution designed to help SMBs streamline policy & procedure creation, approval, and communication, plus distribution, knowledge assessments, and reporting with tools such as version control, audit trail, Microsoft Office integration, and more… Read more about PolicyHub
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Policy & procedure management software
PolicyHub is a cloud-based policy & procedure management solution designed to help SMBs streamline policy & procedure creation, approval, and communication, plus distribution, knowledge assessments, and reporting with tools such as version control, audit trail, Microsoft Office integration, and more… Read more about PolicyHub
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EisenVault  

103
Document management and digital storage
EisenVault is a document management and storage solution that can be deployed on-premise or within the Microsoft Azure cloud. The platform allows users to securely store, encrypt, and edit documents, as well as organize folders and department workspaces to facilitate collaboration. Read more about EisenVault
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Document management and digital storage
EisenVault is a document management and storage solution that can be deployed on-premise or within the Microsoft Azure cloud. The platform allows users to securely store, encrypt, and edit documents, as well as organize folders and department workspaces to facilitate collaboration. Read more about EisenVault
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Velocity  

15
Insurance agency management system
Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more. Read more about Velocity
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Insurance agency management system
Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more. Read more about Velocity
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PowerDMS  

268
Policy & procedure management solution
PowerDMS is a cloud-based software platform that automatically disseminates, collects signatures on, and tracks your organization’s policies and procedures. Read more about PowerDMS
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Policy & procedure management solution
PowerDMS is a cloud-based software platform that automatically disseminates, collects signatures on, and tracks your organization’s policies and procedures. Read more about PowerDMS
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JumpCloud DaaS  

55
Directory-as-a-Service for cloud identity management
Cross-OS policy support for Windows, Mac, and Linux. Policy templates for rapid creation and application to systems. Read more about JumpCloud DaaS
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Directory-as-a-Service for cloud identity management
Cross-OS policy support for Windows, Mac, and Linux. Policy templates for rapid creation and application to systems. Read more about JumpCloud DaaS
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WhatsUp Gold  

56
The network and application monitoring software
WhatsUp Application Performance Monitor consolidates systems, network, application & end-user experience monitoring in a unified dashboard for problem diagnosis. Read more about WhatsUp Gold
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The network and application monitoring software
WhatsUp Application Performance Monitor consolidates systems, network, application & end-user experience monitoring in a unified dashboard for problem diagnosis. Read more about WhatsUp Gold
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Athena  

16
Life insurance broking solution
Athena Life Insurance Broking Solution is a comprehensive solution designed or insurance distributors, agencies, brokers and resellers. It can act as a CRM, maintain Policy Lifecycle , calculate and display Commission and Pay out , calculate and display Incentives for Employees/agents or franchisees, reconcile against the calculated commissions and… Read more about Athena actual commission received and provide a detailed analytics. The Life insurance version is designed keeping in mind the needs of the life insurance business. You can upload the products, plans and define the commission structures. System is capable of supporting a very large workforce (our biggest implementation is for an organization having over 15,000 agents). The product can be customized to suit the requirements of any country. Product is fully web-based and is available on demand as well as on premises.
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Life insurance broking solution
Athena Life Insurance Broking Solution is a comprehensive solution designed or insurance distributors, agencies, brokers and resellers. It can act as a CRM, maintain Policy Lifecycle , calculate and display Commission and Pay out , calculate and display Incentives for Employees/agents or franchisees, reconcile against the calculated commissions and… Read more about Athena actual commission received and provide a detailed analytics. The Life insurance version is designed keeping in mind the needs of the life insurance business. You can upload the products, plans and define the commission structures. System is capable of supporting a very large workforce (our biggest implementation is for an organization having over 15,000 agents). The product can be customized to suit the requirements of any country. Product is fully web-based and is available on demand as well as on premises.
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Way We Do  

7
Platform for creating standard operating procedures (SOP)
Way We Do is cloud-based SOP software that seamlessly integrates policies, procedures and checklists into the team's daily workflow via online manuals. Read more about Way We Do
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Platform for creating standard operating procedures (SOP)
Way We Do is cloud-based SOP software that seamlessly integrates policies, procedures and checklists into the team's daily workflow via online manuals. Read more about Way We Do
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Centralpoint  

6
Digital experience platform & content management solution
Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based tool allows users to control knowledge, data, documents, forms, emails, learning, compliance, & more whilst also providing features for managing employees, clients & partners. Read more about Centralpoint
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Digital experience platform & content management solution
Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based tool allows users to control knowledge, data, documents, forms, emails, learning, compliance, & more whilst also providing features for managing employees, clients & partners. Read more about Centralpoint
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myPolicies  

7
Online policy management & administration software
myPolicies is an online policy management software designed to streamline the creation and distribution of corporate policies, procedures, and forms using best practice policy templates, a central repository system, document tracking, one-click reporting, and more… Read more about myPolicies
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Online policy management & administration software
myPolicies is an online policy management software designed to streamline the creation and distribution of corporate policies, procedures, and forms using best practice policy templates, a central repository system, document tracking, one-click reporting, and more… Read more about myPolicies
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Policy Management Software Buyers Guide

Employees not complying with organizational and industry policies can cause serious damage to a business, such as regulatory fines and revenue loss. Nevertheless, the onus of ensuring that each employee knows and understands the relevant policies lies with the business.

Policy management software helps all types of businesses organize, review, and distribute their policies as well as get their employees to acknowledge and accept them.

In this buyer’s guide, we’ll discuss the various deployment options and common features you must look for when shortlisting policy management software.

What is policy management software?

Policy management software is a tool that allows you to organize, edit, review, and distribute your policy and procedure documents. The software allows you to customize workflows that determine which employee or group is responsible for the next step in policy creation and sharing.

These tools help improve collaboration between legal, IT, and business operations team in creating and abiding by policies. Also, they let employees electronically attest that they agree to abide by the policies.

What are the deployment options for policy management software?

You can either subscribe to policy management solutions that are available on the cloud or buy the license and install the software on your system (on-premise). Your choice of deployment option will determine your upfront costs, maintenance costs, and availability of updates.

We discuss the two deployment options in detail below.

  • Cloud-based: These solutions are hosted on vendors’ servers and you can access them via web browsers (or mobile app, if available). Cloud-based solutions have lower upfront costs, generally offer free updates, and can be scaled easily to meet your evolving business needs. The major drawbacks of these solutions are reduced control as your data is stored on third-party servers and increased vulnerability as those servers support multiple tenants. 

  • On-premise: On-premise applications are hosted on your organization’s own server and require investments in server, storage, and network hardware. The licenses are usually procured with a one-time fee. You’ll need to employ your own IT team for system maintenance, updates, and integrations. This option gives you complete control over your data.

GetApp.com recommends cloud-based applications for small and midsize businesses as they save a user the cost and effort of deploying and maintaining the software. It takes less time to set-up and start using the software.

Key questions to ask a vendor: How long does it take to set-up and start using the software? For the SaaS version, what’s the process to scale up?

What are some common features of policy management software?

Choosing a solution that offers the right set of features to match your needs is important. Here are the common features to look out for in policy management software:

Policy creation: Policy creation or policy authoring functionality lets you write, edit, review, and approve policies from directly within the tool. Custom workflows ensure that the right people have access to policy documents at the right step in the workflow.

Access controls in PolicyTech

Policy drafts in PolicyTech

Search: The search functionality in policy management software allows you to type in a keyword and get a list of all matching results. Advanced search functions allow you to search policies by author, title, or metadata, as well as within particular folders or drives.

Search bar in PolicyManager

Search bar in PolicyManager 

Attestation: This feature allows employees to digitally sign and acknowledge that they agree to a particular set of terms. This also helps to track policy distribution and compliance.

Attestion options in PolicyHub

Attestation feature in PolicyHub

Access controls: These controls help to ensure the appropriate degree of access to the right people, determining who can view, review, or edit policies. 

Access controls in PolicyTech

Access controls in PolicyTech

Reports and dashboards: Reports and dashboards provide a centralized view of all your business policies—recent changes, policies that need update, how many employees have attested policies, etc. They help the management make decisions on revamping policies or creating new ones.

Dashboard in PolicyManager

Dashboard in PolicyManager 

Version control: It helps track all the versions of a policy document, allowing the management to monitor how they’ve evolved over time. It also helps maintain audit trails and capture details on who has made changes to a policy, and when.

Version history in PolicyManager

Version history in PolicyManager

Back to policy management software directory

Note: The applications selected in this article are examples to show a feature in context, and are not intended as endorsements or recommendations; they’ve been obtained from sources believed to be reliable at the time of publication.

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