Manage your policies

Policy management,
end-to-end.

Centralize owners, versions, and reviews in one policy management hub, with approvals, workflow compliance, and audit-ready evidence built in.

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Affinity Policy Portal dashboard for policy management showing KPIs (total policies, new policies, pending review), a policies table with status chips (Current, Pending Approval), and charts of policies due for review and approval.

Trusted by compliance teams at

Unit, Cherry, Atlas, Lithic, Albert, Slope, Bloom Credit, Optimism, Novo, PerPay, Pomelo, Array, Grabr, Rain, Crew, Jassby, Evergreen, Reset, Cadana, Collective, Current, Ansa, Bluebanc, Cleva, VetraFi

From scattered documents to governed policies

Centralized Policies table grouped by department—HR & People Ops and Legal & Compliance—listing Anti-Harassment & Workplace Conduct, Code of Conduct, Employee Handbook, and PTO & Time-Off Policy with selection checkboxes.Password Policy version control panel with linked courses (Secure Coding Basics, Access Control 101, Annual Security Awareness), toggles to require re-acknowledgment and re-assign courses, a Publish button, and a version timeline from v1 to v3.“Review Cycle: Annual” approvals table listing approvers (Audit, Compliance, Data Protection Officer, Engineering, Finance, HR, Legal) with status chips including Scheduled, Approved, Due in 3 days, Not required, and In review.New Policy distribution drawer targeting Department: Sales and Role: Account Executive with an acknowledgment due date, “Re-acknowledge on future updates” toggle, and indicator showing 58 recipients selected.

Powered by Affinity AI

AI that keeps policies actionable, so reviews move faster and answers are always at hand.

Imagine

Affinity Imagine policy version timeline—“Employee Handbook – Q3 Revision” with Review and Publish buttons—showing how updates convert into new training versions.

Turn updates into training: When a policy changes, Imagine rebuilds the linked training in minutes and ties completions to the new version. Your dashboards reflect today’s reality, not last quarter’s content.

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Cora

Cora AI chat answering “What’s our password policy?” with a cited excerpt from Password Policy v3.0 (MFA and 90-day rotation) linking back to the source.

Authoritative answers: Ask for a clause, definition, or review date and Cora returns the exact passage with policy name, version, and last-reviewed info, linking to the source so answers stay consistent.

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