at Financial Technnology Year
Please contact them if you have any questions.
Convercent Policy Manager from Convercent
Cloud-based policy management with automated distribution, attestation tracking, version control, policy library, compliance mapping, mobile accessibility, multi-language support, and analytics designed for insurance regulatory compliance.
Product analysis by function
Policy and Procedure Management Software for Compliance and Legal
Tools that create, distribute, and track acknowledgment of corporate policies, ensuring consistent application of compliance standards throughout the organization.
More Policy and Procedure Management Software
More Compliance and Legal ...
Document Creation and Authoring
(9 Yes /9 Known /10 Possible features)
|
Rich Text Editing Ability to create and format documents with rich text, images, tables, and lists. |
Marketing documentation and UI screenshots show rich text formatting, tables, bulleted/numbered lists, and images in policy editor. | |
|
Template Library Availability of pre-built or custom templates for rapid policy authoring. |
Product description refers to 'policy library' and 'template library,' indicating ready-to-use templates. | |
|
Version Control Tracks and manages multiple document versions and changes over time. |
'Version control' is a listed feature and highlighted in product detail pages. | |
|
Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
Describes real-time collaboration features such as comments and feedback within documents. | |
|
Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
Product enables cloning and duplicating of policy content for rapid development as mentioned in feature lists. | |
|
Change Tracking Monitors and highlights modifications between document versions. |
Change tracking and redlining mentioned in version and audit documentation. | |
|
Approval Workflow Integration Connects document creation to review and approval workflows. |
Workflow integration for approval and reviews part of native capabilities per product documentation. | |
|
Conditional Content Blocks Enables the use of conditional content sections for personalized policy delivery. |
Supports personalized content delivery and conditional blocks as per user guide. | |
|
Attachment Support Permits attaching files or external references to policy documents. |
External files and supporting attachments can be linked or uploaded to policies per documentation. | |
|
Offline Editing Enables editing and authoring documents without internet connectivity. |
No information available |
Policy Distribution and Communication
(9 Yes /9 Known /10 Possible features)
|
Multi-Channel Distribution Policies can be distributed via email, web portals, and mobile apps. |
Mentions distribution via email, portals, and mobile; supports multi-channel push. | |
|
Targeted Distribution Ability to send policies to specific users, groups, or departments. |
Contains targeting by user, group or department within delivery engine. | |
|
Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
Audience roles, groups, and segmentation tools are part of advanced distribution features. | |
|
Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
System sends automated review and attestation reminders via notification center. | |
|
Mobile Access Policies are accessible via mobile devices and dedicated apps. |
Mobile app and mobile browser accessibility are explicitly mentioned. | |
|
Read Receipts Captures whether recipients have opened or viewed the policy. |
Tracks user read events (time-stamped 'read receipts') as part of attestation tracking. | |
|
Language Localization Support for delivering policies in multiple languages. |
Supports multilingual delivery and user experience — mentioned as multi-language support. | |
|
Secure Access Links Delivers documents via secure, expiring links. |
No information available | |
|
Bulk Distribution Capability Enables mass-distribution to large groups efficiently. |
Supports large-scale distribution for enterprise. | |
|
Custom Notifications Customizable notification messages for different policy events. |
Notifications on policy events are customizable in admin screens. |
Acknowledgment and Attestation Tracking
(9 Yes /9 Known /10 Possible features)
|
Digital Signatures Supports e-signatures as proof of policy acknowledgment. |
Attestation workflows allow for digital sign-off (e-signature support). | |
|
Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
Tracks, logs, and exports acknowledgment details for each user including timestamps. | |
|
Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
System can require user attestation prior to access completion, enforced per policy. | |
|
Quiz/Assessment Integration Policy acknowledgment can be tied to a quiz or assessment to test understanding. |
Configurable to require end-users to take assessments/quizzes in certain workflows. | |
|
Bulk Attestation Management Enables tracking and reporting on acknowledgments at scale. |
Designed for mass attestation tracking with reporting dashboards. | |
|
Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automatic reminders for pending/overdue attestations configurable by admins. | |
|
Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Complete audit logs (view, sign, acknowledge by user and timestamp) available for regulatory evidencing. | |
|
Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
Schedules re-attestation and reminders for annual or periodic policy review. | |
|
Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
Reporting by department/role/team included in analytics/attestation tracking. | |
|
User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
No information available |
Workflow Management
(4 Yes /4 Known /10 Possible features)
|
Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Workflows are highly configurable and can be tailored to organization needs per documentation. | |
|
Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
Supports both parallel and sequential review/approval workflow routing. | |
|
Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Role-based workflow assignments are possible for multi-layered approvals. | |
|
Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
Workflow notifications/alerts sent at each stage transition. | |
|
Escalation Triggers Automatic escalations for overdue reviews or approvals. |
No information available | |
|
Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
No information available | |
|
Workflow SLA Tracking Monitors workflow step completion times against defined service levels. |
No information available | |
|
Delegation and Surrogate Assignment Allows assignments to delegates during absences. |
No information available | |
|
Workflow Templates and Cloning Reuse and adapt workflow patterns for new content. |
No information available | |
|
Real-time Workflow Status Live monitoring of where documents are within workflows. |
No information available |
Integration and Interoperability
(8 Yes /8 Known /10 Possible features)
|
Single Sign-On (SSO) Supports authentication with enterprise SSO (e.g., SAML, OAuth). |
Single Sign-On supported (SAML, OIDC etc.) as documented. | |
|
HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
Integrates with HRIS and ERP solutions for employee/role sync. | |
|
API Access Offers APIs for programmatic access and integration with external systems. |
Open API available for integration as shown in developer documentation. | |
|
Directory Service Support Integrates with Active Directory or LDAP for user management. |
No information available | |
|
Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
LMS integration to push policies outside Convercent is supported. | |
|
Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Can import/export documents in a range of formats as per product page. | |
|
Webhook Support Enables automated, real-time triggers to other systems. |
No information available | |
|
Data Warehouse/Reporting Tool Integration Exports compliance and policy data to reporting tools. |
Exports analytics and reporting data to enterprise BI/reporting tools. | |
|
Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
Imports regulatory/legal feeds for insurance sector from partners/providers. | |
|
Custom Field Mapping Flexible mapping of external data fields to internal schema. |
Supports external field mapping for integrating organizational/HR data. |
Auditability and Reporting
(10 Yes /10 Known /10 Possible features)
|
Comprehensive Audit Trail Tracks all activity associated with policy documents, users, and workflows. |
Comprehensive activity log and reporting exist for full auditability. | |
|
Custom Report Builder Enables custom queries and dashboards for compliance data. |
Ad-hoc and custom dashboard reporting is supported in analytics. | |
|
Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Automated scheduled reporting (e.g., monthly compliance dashboards). | |
|
Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Users can export compliance reports in CSV, PDF, Excel and other formats. | |
|
Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception reporting is highlighted for both non-compliance and overdue attestation. | |
|
Drill-Down Capabilities Supports navigation from summary to individual record details. |
Drilldown capability from aggregate to user-level record in compliance dashboards. | |
|
Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Personalized dashboards; configurable widgets and compliance views. | |
|
Event and Change Logs Tracks all significant events or changes for auditing. |
Change histories and event logs auditable in platform UI and exports. | |
|
Regulator-Ready Reports Report templates and data formatted for regulatory review. |
Regulator-facing report templates and audit packages provided. | |
|
Retention and Archiving Logs Logs data retention and document archiving actions. |
Retention and archival tracking for documents part of compliance dashboard. |
Security and Compliance
(7 Yes /7 Known /10 Possible features)
|
Role-Based Access Controls (RBAC) Restricts access to documents and features based on user roles. |
Role-based access enabled; control by configuration for document visibility. | |
|
End-to-End Encryption Encrypts data at rest and in transit. |
Policy data encrypted in transit and at rest (SOC2 coverage stated). | |
|
Data Residency Options Allows selection of data storage region for compliance. |
Cloud hosting region choices are referenced as part of enterprise options. | |
|
Multi-Factor Authentication Requires additional user identification methods upon login. |
Supports multi-factor authentication for admin and user logins. | |
|
Continuous Vulnerability Scanning Ongoing security assessment of the platform for vulnerabilities. |
No information available | |
|
Activity Logging and Monitoring Real-time logging of user and admin activities. |
No information available | |
|
Granular Permission Settings Allows fine-tuned permissions at document or section level. |
Individual and group permissions can be fine-tuned at policy level. | |
|
Data Loss Prevention Features Prevents unauthorized sharing or export of sensitive policy data. |
No information available | |
|
Compliance Certifications Supports industry standards (e.g., SOC 2, ISO 27001, HIPAA). |
Compliance certifications: SOC2, ISO 27001 documented for the platform. | |
|
Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
Configurable retention for audit activity logs. |
Content Organization and Search
(9 Yes /9 Known /10 Possible features)
|
Advanced Search Robust search across all policy text and metadata. |
Advanced search by text and metadata present across product UI. | |
|
Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Tagging/categorization system (taxonomy engine) available for organizing content. | |
|
Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Full-text search across all documents mentioned in feature descriptions. | |
|
Metadata Management Custom metadata fields for policies and procedures. |
Custom metadata fields for policies and users can be configured. | |
|
Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Organizational folder structures supported (folders, subfolders, groupings). | |
|
Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
Bookmarks/favorites per user listed as usability feature. | |
|
Document Linking Cross-link related policies and procedures within documents. |
Policy to policy linking/cross-referencing is available. | |
|
Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Tracks expiration, review, and renewal dates per document. | |
|
Document Pinning Highlights or features key policies for quick access. |
Pinning/featuring critical policies supported in dashboard/portal UI. | |
|
Saved Search Queries Enables users to save frequently used searches. |
No information available |
User Experience and Accessibility
(7 Yes /7 Known /10 Possible features)
|
Intuitive User Interface Simple, easily navigable interface. |
Described as intuitive and user-friendly interface in customer and analyst reviews. | |
|
Responsive Design Consistent user experience across web and mobile devices. |
Responsive web design and mobile app confirm cross-device compatibility. | |
|
Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
No information available | |
|
Multilingual Support User interfaces and help content in multiple languages. |
UI and help content are multilingual to support global organizations. | |
|
Customizable Dashboards Users can personalize their dashboards and views. |
User dashboards can be customized; widgets and data selection supported. | |
|
Guided Tutorials and Onboarding In-product help and guided setups for new users. |
No information available | |
|
Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
Role-specific navigation menus visible from product screenshots and user demo videos. | |
|
In-App Help and Tooltips Contextual help directly within the interface. |
No information available | |
|
Bulk Actions Enables users to perform operations on multiple items at once. |
Bulk editing, assignment and acknowledgment capabilities described in administrator resources. | |
|
Custom Branding Option to add company logos and color schemes. |
Branding, color schemes, and logo customization available for enterprise clients. |
Maintenance, Support, and Scalability
(9 Yes /9 Known /10 Possible features)
|
Cloud Hosting Options Availability in public, private, or hybrid cloud environments. |
Cloud hosted (AWS); options for data region and hybrid available for some clients. | |
|
Self-Service Administration Admins can manage users, permissions, and content independently. |
Admin self-service for configuring users, policies, and workflows is highlighted in product demo. | |
|
Scalability System supports growing numbers of users and documents without performance loss. |
Scalable to enterprise level clients with thousands of users and documents. | |
|
Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Infrastructure covers backups, disaster recovery, and resilience (see SOC2 and ISO docs). | |
|
99.9% Uptime SLA Guaranteed high availability and uptime. |
Uptime guarantees in enterprise SLA and public documentation (99.9% availability). | |
|
24x7 Customer Support Continuous support availability. |
24x7 support is an advertised service plan. | |
|
User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
Online knowledge base and customer community are accessible to all users. | |
|
Automated Platform Updates System receives regular updates with minimal downtime. |
Platform receives routine updates/upgrades with minimal user disruption. | |
|
Custom SLA Options Tailored service level agreements available. |
No information available | |
|
Usage Analytics Monitors system usage for optimization and planning. |
Usage analytics in dashboard and can be exported for planning/reporting. |
Regulatory Compliance and Industry Alignment
(10 Yes /10 Known /10 Possible features)
|
Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
Gap analysis tools for regulatory alignment highlighted for insurance compliance. | |
|
Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
Maps internal policies to regulations via compliance mapping engine. | |
|
Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Automated regulatory updates initiate workflow notifications and policy review. | |
|
Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Insurance frameworks/templates included per insurer sector focus. | |
|
Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Regulatory alert and update feeds integrated for insurance compliance. | |
|
Legal Review Workflows Streamlined processes for legal department review and input. |
Legal department workflows and reviews configurable. | |
|
Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention scheduling follows legal and regulatory guidelines. | |
|
Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
Compliance event calendar and 3rd-party integration described for regulatory reviews. | |
|
Evidence Repository Central place to store evidence of compliance activity. |
Evidence repository for compliance documentation is a core feature. | |
|
Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
Some regulator/inspector portals available for secure document sharing (for select customers). |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.