Case Study: Guardian achieves a fully digital broker proposition with Sabio and Salesforce

Guardian - Customer Case Study

Gryphon, an insurance entrepreneur acquiring Guardian Assurance, needed to create a unique digital broker experience. Their challenge was to build a streamlined digital solution for onboarding, managing relationships, and processing applications, all while providing real-time performance reporting. Sabio's makepositive implemented Salesforce as a master database system to address these needs.

Sabio's solution integrated Salesforce with the Liss policy administration system, delivering capabilities for distributor management, adviser onboarding, and a contact center knowledge base. This allowed Gryphon to successfully launch as a digital challenger, becoming the first insurer to offer a fully digital proposition from onboarding to real-time management information, with positive early feedback from its pilot group.

Guardian