Policy Attestations

PolicyLITE, our web-based policy attestation solution, allows your team to host and review all of its compliance documents from one centralized location. Once a policy is created and approved, it can be seamlessly uploaded to the system for a hassle-free approach to keeping your representatives informed and up-to-date on the latest industry developments. Have office documents taking up space in your filing cabinets? Make room by digitally filing anything from sales and marketing guidelines to your  firm’s employee handbook. Additionally, you can choose to accompany any document with an attestation to systematically ensure that representatives are in compliance with firm policies.

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The Resource Library allows you to manage and control files that don’t necessarily require an attestation, but you would still like to be reviewed by your representative population. Within the library, you can organize content by category, such as HR, sales, or marketing, to keep everything appropriately indexed. It’s a great tool for the organization and distribution of vital corporate information.

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