Use cases

Information security for insurance brokers

Organising the handling of client data traceably

Insurance brokers bring together information from clients, insurers and other parties. Depending on the mandate, this includes particularly sensitive personal and business details.

Sardona helps you structure the security work around this data and the systems you use.

Many parties, different interfaces

Client information is processed through various applications and communication channels. For security work, it is therefore essential to know the systems, service providers and responsibilities involved.

Sardona helps you document these relationships and follow up on open action items. For the exchange of client data, for example, you can record which applications and recipients are involved, who clarifies the security requirements and which measures result from this.

How Sardona supports your company

Overseeing data processing

Document which personal data is processed for what purpose and who receives it. Handle requests from data subjects and record data breaches traceably.

Clarifying risks and responsibilities

Assess risks relating to your applications and business processes. Assign measures to the responsible people and track their implementation.

Including service providers

Assess the providers relevant to your security work. Collect information and document assessments and improvement needs.

Preparing client service for disruptions

Record which processes must continue even during a system outage. Document dependencies and practise your joint approach using a crisis scenario.

Usable with your existing partners

Sardona is developed and operated by Burri Consulting. You can use the platform with your own responsible staff or existing partners. Consulting, implementation support and CISO as a Service can be agreed separately if required.

Consulting and implementation support →

Swiss application and AI infrastructure

Sardona’s application and portal servers are operated in Switzerland. Regional deployments in Switzerland are set up for the AI functions.

Security and data protection →

Get to know Sardona for your company

We show you how to organise data processing, risks and collaboration with service providers traceably.

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