ArchAngel Software - Santé Group

Overview

The Complete PMI Software Solution

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.

Integrates seamlessly into your existing processes

Centralise your client’s policies and records in one simple database, accessible anywhere. Access to stored copy insurance documentation. Fully GDPR compliant.

Track, manage and automate policy administration

Automate core business tasks and be automatically notified of policy renewal opportunities. Manage corporate SME and individual policies, membership changes, premium rate information & more.

Reduce your carbon footprint. totally paperless crm

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

Key Features

SINGLE CENTRALISED DASHBOARD

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.

HIGHLIGHT GROWTH OPPORTUNITIES

Automate notifications for client policy expiration dates to improve your team’s potential to convert business opportunities and facilitate growth.

FINANCIAL REPORTING

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.

THOROUGH REPORTING SUITE

Monitor all key financial information from one dashboard, producing real-time PDF and Excel KPI reports for renewals, insurers, products, active members, and more.

More features

TRACK EMPLOYEE PERFORMANCE

Track your team’s performance from one simple dashboard, monitoring commission, leads, opportunities, active policies, and other individual KPI’s.

AUTOFILL CLIENT DOCUMENTS

Auto-populate key client policy documents based on profile information and significantly reduce time spent on administrative tasks while reducing data errors.

USER CONTROL

Harness the user-hierarchy function to implement role-specific permissions and restrict access to data and dashboards based on team members’ access levels.

SECURELY ACCESSIBLE ANYWHERE

As a secure, cloud-based CRM software system, you can access ArchAngel anywhere, putting key business information at your fingertips globally.

PRODUCE TASK REPORTS

Build to-do lists, create a diary, compile notes and produce task reports to ensure your team never miss important tasks and provide consistently exceptional service.

DOCUMENT & EMAIL TEMPLATES

Customisable document and email templates including letters and policy documents, all FCA compliant and editable in the browser.

AUTOMATE WORK FLOW & TASKS

Workflow your clients journey from prospect to client and use reminders tasks and notifications to mange the process through your business.

FINANCIAL ADMINISTRATION

Reconcile commissions against insurer statements. Set multiple commission rates for individual brokers and insurers.

UK based support & maximum data security.

UK BASED SUPPORT

Full piece of mind with dedicated email and telephone UK based support during business hours. Out of hours support also available.

DATA SECURITY & RECOVERY

Maximum data security via AWS (Amazon Web Services) with P2P encryption and UK-based data storage. Point in time data recovery.

"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.”

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Bespoke software for Health & Protection Intermediaries.