Designed and used by pmi brokers & intermediaries
Archangel Software has been designed and is used by PMI brokers and pure protection intermediaries, fully featured, secure and smart yet easy to use.
Intermediary Software
ArchAngel Software is a Private Medical Insurance software solution that meets all industry compliance requirements, frees up your business resources and streamlines your processes.
Overview
Archangel Software has been designed and is used by PMI brokers and pure protection intermediaries, fully featured, secure and smart yet easy to use.
Centralise your client’s policies and records in one simple database, accessible anywhere. Access to stored copy insurance documentation. Fully GDPR compliant.
Automate core business tasks and be automatically notified of policy renewal opportunities. Manage corporate SME and individual policies, membership changes, premium rate information & more.
Fully paperless, secure CRM capabilities for you to manage commercial and personal clients with multiple addresses and contact locations.
See all your client information on one centralised platform
Manage all client records from one place to eradicate repetitive data entry while building a single source of truth of up-to-date client policy information.
Automate notifications for client policy expiration dates to improve your team’s potential to convert business opportunities and facilitate growth.
Manage all client records from one place to eradicate repetitive data entry while building a single source of truth of up-to-date client policy information.
Monitor all key financial information from one dashboard, producing real-time PDF and Excel KPI reports for renewals, insurers, products, active members, and more.
Full piece of mind with dedicated email and telephone UK based support during business hours. Out of hours support also available.
Maximum data security via AWS (Amazon Web Services) with P2P encryption and UK-based data storage. Point in time data recovery.
- 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.
