Case Study: Cambridge Management Services achieves compliance and easier policy access with Grace Hill PolicyPartner

Cambridge Turned Policies From a Burden Into an Advantage

Cambridge Management Services, Inc., a family-owned asset management company, faced challenges with its outdated, binder-based policy system. The bulky physical binders were difficult to update and manage, forcing corporate trainer Natalie Cavaliere to spend excessive time answering policy questions. To solve this, they turned to the vendor Grace Hill and their PolicyPartner service.

Grace Hill's PolicyPartner team digitized and comprehensively revised all of Cambridge's policies, ensuring they were current and compliant with state-specific regulations. The solution provided an easy-to-search digital resource, saving time and reducing administrative costs. The result for Cambridge was a more efficient process, ensured compliance, and a policy system that employees found easy to use and access.

Cambridge Management Services, Inc.

Natalie Cavaliere

Corporate Trainer