Workflows to Bring Order to Your Compliance Program
See all compliance and remediation activity across your internal departments and external partners and understand how effective your compliance program is
Put actionable data and Proof You Can Use™ at your compliance team’s fingertips for faster, more consistent resolutions
With one common process powering your entire compliance program, you’ll see the complete picture to accelerate growth and power future decision-making
Send remediation notices directly from the platform to non-compliant partners, agents, or reps
Responses to remediation notices recorded within workflow for one seamless history
Provide partners, agents or reps with limited platform access to only see their remediation items
Use workflow to notify reps who need performance coaching or commendation
Build a custom program (up to 7 years) to archive a complete history of discovery through remediation for any audit situation