POLICY MANAGEMENT SOFTWARE

Close the Gap Between Policy and Behavior

Give employees clear guidance they can act on, with AI that explains policies, highlights what’s missing, and connects every policy to the right training.

POLICY MANAGEMENT
SAI360 Policy Center
ACTIVE
Employee Policy Portal LIVE
⌕ Search policies, training, or disclosures
Code of Conduct
Attestation due for all employees
Attestation Review
Conflict of Interest Policy
Disclosure form and guidance available
Disclosure Open
AI Use Policy
Approved tools and data handling guidance
Policy View
AI Policy Assistant READY
AI
Ask a policy question...

Trusted by Compliance & Risk Teams Worldwide

  • THE PROBLEM

Policies are in place, but the process falls short

Employees can’t quickly find what applies to them, sign-offs give a false sense of compliance, and keeping policies updated and acknowledged becomes a manual effort.

Policy administration slows everything down

Coordinating reviews, approvals, and attestations across teams takes constant follow-up and creates bottlenecks.

Policies are hard to
navigate

Employees waste time searching across systems or documents, often unsure which version is current or relevant to their role.

Acknowledgment doesn’t mean understanding

Tracking sign-offs creates a false sense of compliance. Employees confirm receipt but still lack clarity on what’s expected.

  • THE SAI360 SOLUTION

Where policy meets real-world behavior

A single place for every policy

Give employees one place to find policies, with clear ownership and always-current versions.

Training connected to every policy

Connect policies to training so employees understand expectations and how it applies to their role.

Answers when employees need them

AI helps employees get quick, reliable answers to policy questions to reduce confusion.

Policy Management Screen
Can your employees find—and follow—the right policy?
Deliver clarity, control, and confidence with SAI360’s centralized approach to policy management.

  • KEY CAPABILITIES

Everything you need to manage policies

Store and organize all policies in a structured, searchable repository with full version history. Ensure employees can quickly find the most current, approved content — now with AI-enhanced summaries that accelerate comprehension.

Streamline creation, review, and approval processes with pre-built, configurable workflows. Reduce manual handoffs and improve accountability with built-in audit trails.

Automatically collect employee acknowledgments to confirm policy awareness and understanding. Surface AI-created summaries during review to support more meaningful attestations and track responses in real time to support audit readiness and compliance reporting.

Give employees instant answers to policy questions, helping them find guidance and move forward with confidence.

Allow policy exceptions with full transparency and risk-based controls. Monitor exception trends to inform future updates and minimize exposure.

Get real-time insight into policy status, attestations, and compliance gaps with our compliance policy management software. Measure employee engagement with AI summaries and chatbot interactions to spot knowledge gaps and focus your compliance efforts.

Connect policies with disclosures, Code of Conduct training, and conflicts of interest reporting. Manage your compliance program holistically from a single platform.

Directly connect policies to training so employees understand expectations and how they apply in their role.

  • WHY SAI360

Close the gap between policy and practice

SAI360 Policy Management Overview

SAI360 connects policy, training, and guidance in one system so employees know what applies and how to act.

Connected Across Systems

Bring policy, risk, and compliance data together to keep workflows aligned.

Easy to Implement

Create policies using existing documents or easily build new ones from scratch.

One place for employees to engage

Give employees a single portal to search policies, training and more.

“All our corporate policies are within SAI360 Policy Manager, so it’s a birthright tool – every one of our 3,000 or so employees have access to SAI360 from the moment they join.”

-Ryan Sloneker, Prime Therapeutics​

Close the Gap Between Policy and Practice

See how SAI360 helps teams centralize policies, streamline updates, and give employees clearer guidance on what applies to them.

  • Centralized policy management

  • Simpler updates and approvals

  • Better employee policy access

  • Connected across policy and training

  • Live demo. Real product. No slide deck.

FAQs

Policy management software helps create, manage, and distribute organizational policies while ensuring compliance and employee awareness.

SAI360 automates the full policy lifecycle—from drafting and approvals to distribution, attestation, and version control.

Automated version control, review reminders, and expiration alerts ensure no policy goes stale or overlooked.

Absolutely. A centralized portal with role-based access, search, and filtering makes policies accessible by relevance.

Yes. Employees can be required to attest to policy review and acceptance, ensuring documented awareness and accountability.

Yes. Policies can be mapped to regulatory requirements, internal controls, and ESG frameworks for full compliance alignment.

Yes. You can track, approve, and document policy exceptions with automated workflows and escalation rules.

The platform supports multi-language content, regional access controls, and jurisdiction-specific versions for global compliance.

Yes. Policies can be linked to training, disclosures, and Code of Conduct modules for a connected compliance program.

Stakeholders are notified automatically, and new attestations or trainings can be triggered based on the changes.

Yes. Integration with hotline and case management tools enables users to report concerns directly from policy content.

Pricing depends on organization size, complexity, and module selection. Contact us for a tailored quote.