Compliance Software – Insurance and Employee Benefits Industry

Compliance Management Software for the Insurance and Employee Benefits Industry

The insurance and employee benefits industry knows more than anyone else the importance of an effective compliance program. After all, the industry has one essential role in the business world — to underwrite policies and pay out claims upon conditional stimuli events — meaning managing risk and compliance is an inherent piece of the business offering.

Mitigating risk centers around establishing a consistent set of policies and procedures to follow, as well as negotiating contracts that will benefit all parties involved. ConvergePoint has helped insurance and employee benefits firms strengthen their compliance programs with compliance management software, built on Microsoft SharePoint.

We understand that the insurance and employee benefits industry face unique compliance challenges because the industry itself is highly volatile and requires a significant amount of transparency. With our software, we can help ensure your organization stays highly agile in your policy and procedure application, contract negotiations and compliance management efforts.

free policy and procedure management

mid-term contract review free essential tips

Our Insurance and Employee Benefits Clients Benefit From

  • Increased employee awareness about compliance initiative
  • Custom workflows for policy and contract creation, distribution, renewal and retirement, while maintaining consistent, centralized and uniform compliance processes
  • Configurable forms and forced compliance data capture (including discussion, revisions, version history and full audit trails)
  • Advanced search functionality and ad hoc reports
  • Proactive email reminders and notifications when policies and contracts are due for revisions, renewal, expiration or retirement

Compliance Software Products

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Our Client Relations Managers can provide guidance on compliance best practices and product recommendations.

Compliance Resources

Visit our resource library for industry best practice tips and tools and for case studies on how our software has helped clients in your industry.


Request a Software Demo

When you’re ready to move forward, we’ll show you how ConvergePoint software will strengthen your compliance program.



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