Case Study: CRICO achieves secure, centralized board document access for directors and legal team with Diligent Boards

CRICO relies on Diligent Boards to provide secure data and document access to its directors and legal team

CRICO, a Boston-based insurer for Harvard medical institutions covering 26 hospitals, 14,000 physicians and more than 300 affiliates, struggled with resource-intensive, fragmented board processes that relied on paper, encrypted PDFs and FTP sharing. Those disconnected workflows created security and compliance risks, made documents hard to search and distribute, and raised the possibility of confidential materials being misplaced during frequent international meetings.

By implementing Diligent Boards, CRICO centralized its board materials in a secure, searchable repository with strict access controls, simplifying collaboration and onboarding. The platform enabled rapid remote meetings, voting and proxy capture during COVID‑19, improved document retention and retrieval for the legal team, and strengthened overall governance, compliance and operational agility.

CRICO

Jermaine Joynes

Compliance Program Manager