Case Study: Guardian achieves compliant social selling at scale with Proofpoint Social Patrol

Guardian Masters Social Selling and Compliance with Proofpoint

The Guardian Life Insurance Company of America, a mutual insurer with about 8,000 employees and 3,000+ advisors, wanted to expand social media engagement and enable advisor-led social selling but faced strict FINRA rules and a risk-averse culture. Guardian also struggled with stale, one-size-fits-all content and lacked workflows that let advisors personalize posts while staying compliant.

Marketing and compliance partnered to deploy Proofpoint Social Patrol (with Grapevine6) to provide AI-driven content curation, automated supervision, and compliance workflows that match how advisors work. The solution delivered personalized, pre-approved content, rollback controls for profile edits, and automated monitoring and archiving—resulting in a best-practice social selling program, compliant advisor profiles, streamlined processes, and greater confidence in regulatory adherence.

Guardian

Beth Wood

Vice President, Chief Marketing Officer, Individual Markets