Key Relationships CRM

The Key Relationships CRM tracks the organizations, contacts, and roles that participate in your compliance operations. Unlike a sales CRM, it is structured around regulatory relationships and evidence lineage.

Purpose

Regulated organizations maintain relationships that carry compliance obligations:

• Business Associates under HIPAA who handle PHI
• Insurance carriers and brokers who require evidence for underwriting
• Subcontractors who must provide Certificates of Insurance
• Medical providers coordinating injury recovery and return-to-work plans
• Legal counsel reviewing agreements and attestations
• Regulatory bodies with reporting requirements and audit calendars

The Key Relationships CRM maps these relationships and connects them to compliance workflows.

Structure

Organizations

Each organization record includes:

• Legal entity name and identifiers
• Relationship type (Business Associate, Carrier, Subcontractor, Provider, etc.)
• Associated compliance frameworks
• Contact roster with role assignments
• Document associations (BAAs, COIs, agreements)

Contacts

Each contact is mapped to:

• Their organization
• Their role within AlignSure (Owner, Reviewer, Contributor)
• Their compliance domain (Attorney, Safety Advisor, Insurance Advisor, Medical Provider)
• Their Microsoft identity (for authenticated users within your tenant)

Compliance Traceability

Every relationship change is logged:

• When a BAA is executed with a Business Associate
• When a reviewer is added or removed from a compliance domain
• When an organization’s COI expires or is renewed
• When a contact’s role changes

Integration with Other Modules

Module	How CRM Connects
Document AI Review	Documents are associated with the organization they relate to
Compliance Calendar	Relationship-driven deadlines (BAA renewals, COI expirations)
Reviewer Workspace	Reviewer assignments are drawn from the CRM role registry
Risk Intelligence Dashboard	Relationship risk is factored into cost modeling