Smart contact database
InsiderList automates your compliance workflows from start to finish.
InsiderList automates your compliance workflows from start to finish.
Manage contacts with a single source of truth. Our smart contact database creates universal profiles, so you can track individuals across multiple lists and groups. See each person’s lists, activity, and confirmations from their unique profile page.
Say goodbye to “cut and paste”! Each time a contact is added to a list, our system automatically adds the latest information we have on record for them, so you don’t have to. Ask your contacts to confirm current information rather than fill in blank forms, and update changes automatically.
Get detailed reporting on individual contacts from their personal activity stream. See when they were last sent a request, the stage of their response, and whether they provided a digital signature. Filter by action type, list, or date range.
Easily manage multiple contacts in a single click via groups. Add board members, teams, or even multiple categories of people to project insider and confidential lists, and remove them just as easily.
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