Bespoke CRM
& Compliance
Services.
Dedicated to Health and Protection Insurance Intermediaries
Turbocharge your business with our bespoke CRM and Compliance Services — Built on vast experience and future planning, ArchAngel provides software and compliance services to health and wellbeing intermediaries and brokerages. We help members grow their business efficiently and compliantly. Our products and services help our clients to focus on what they’re good at and future proof their business.
What we do
Bespoke Software for Health and Protection intermediaries
THE COMPLETE SOFTWARE SOLUTION
A complete end to end CRM and policy administration software developed exclusively for Health and Protection insurance brokerages which covers all aspects of the sales funnel and customer lifecycle. It also includes real time reporting with instant access and simple policy management for both retail and commercial customers.
Designed by specialists
Fully featured
Totally paperless CRM
OVER 20 YEARS COMBINED EXPERIENCE WORKING IN THE HEALTH AND PROTECTION SECTOR
YOUR PARTNER IN COMPLIANCE.
Quick, Efficient and User-Friendly CRM for Health & Risk
Andrew Middleton, Director, C&C Employee BenefitsWe have now been using the AA system for c.18 months and it has been a great addition to the business. It is so quick and efficient to use, compared to systems that I have used in the Health & Risk sector over the last 25 years.
Very user friendly, the system makes day-to-day use straightforward and efficient. Adding notes and documents to the system is straight forward and efficient, and the facility to add tasks is quick and easy.
The MI output is excellent, and the renewals process is straight forward (but some form of renewals manager facility would also be useful).
The commission reconciliation process has also helped our business and we no longer require the use of excel documents. The aged debt report is great.
Overall, very happy with AA and would recommend to anyone in our industry.