Don't just take our word for it
“I would like to thank the team at MySanté.
We rolled out the app across the business and I’m sorry to say, I had to call on it within the first month.
My Wife starting complaining of stomach pains late at night. This escalated quickly and I decided to book an appointment with a Doctor via the app. The Doctor diagnosed the issue and instructed us to call an ambulance immediately. That evening my wife had to be admitted to A&E and it was identified that she had Appendicitis. Her Appendix was removed the following day.
We were so impressed by the speediness and quality of the service. It gave us peace of mind that we were not unnecessarily calling on the emergency services and the advice we received prevented anything more complicated.
MySanté”
– Alasdair Croft, Vehicle Charging Solutions
- LLOYD & CO.“Investing in ArchAngel has helped us to generate more leads, convert them more effectively and grow our business.”
“Our sector has long been crying out for a CRM tailored to Health and Protection. So when we discovered ArchAngel it was the answer to all our questions. The platform has given us the ability to house our entire Health Insurance client portfolio in one place and track and administrate opportunities, prospects, and clients from cradle to grave.
ArchAngel has a simple and user-friendly design, and the interface is self-explanatory and extremely easy to use.
Fact Finds, Policy Submissions and Policy documentation can all be tweaked to the business needs and self-generated which has saved us a huge amount of man time. The system automates some processes and has custom templates which are incredibly useful.
Advisers now have a better handle on their day-to-day activities as well as upcoming renewals with a number of reports and sleek visual charts. The whole process has become far more transparent both to advisers and management alike.
The team have been with us every step of the way from the straightforward onboarding process to training, to advice; they have always been there with a fast and personable response whenever we’ve needed. They really care about small-to-medium sized organizations like ours. Every business needs a CRM these days. Compared to bigger name CRM’s, they really present a better value, robust, yet simple to use alternative which more than measures up.
Investing in ArchAngel has helped us to generate more leads, convert them more effectively and grow our business.
We would highly recommend to all our friends and colleagues in the industry.”
- Andrew Middleton, Director, C&C Employee BenefitsQuick, Efficient and User-Friendly CRM for Health & Risk
We 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.
- Charles Frost, Director, Wellness Health and Protection Limited“Designed Around the Way Health & Protection Advisers Actually Work”
My experience using ArchAngel has been extremely positive. The system is clearly designed with health and protection advisers in mind, and it supports the way we actually work rather than forcing us to adapt to the software. It has become a central part of my day-to-day processes.
What really stands out is the support. Whenever I have had a query or needed help, the response has been prompt, knowledgeable, and genuinely hands-on. It makes a real difference knowing that support is there and that issues are dealt with quickly and sensibly.
Overall, ArchAngel has helped bring structure, clarity, and efficiency to my work, and the ongoing improvements show a real commitment to advisers and to continually adding value.
- Kath Kentish, Director, Healthy Horizons Ltd“Improved Efficiency, Clear Processes and Outstanding Support”
We previously used a CRM system that wasn’t fit for purpose as our insurance brokerage and client base grew. We were recommended ArchAngel and from day one the team were extremely helpful, providing a full demonstration of the capabilities.
We have now been using ArchAngel for a number of years and it has really helped improve the efficiency of the sales process, especially using the task flow system, passing tasks between different staff members and providing a clear audit trail of who has actioned what and when.
The management information is also extremely helpful in clearly identifying trends and planning what we can do to improve. The team at ArchAngel have remained very responsive, helping with any queries and also take on board any suggestions for future improvements.
I wouldn’t hesitate in recommending others use ArchAngel to manager client data and sales processes.
