In an increasingly regulated environment, the ability to evidence good customer outcomes, maintain accurate records and demonstrate robust governance has never been more important. At Santé Group, our CRM system ArchAngel Software sits firmly at the centre of our compliance framework.
Designed with advisers, administrators and compliance professionals in mind, ArchAngel provides the structure, transparency and assurance required to meet FCA expectations not just efficiently, but confidently. It is a system built from the ground up to service health and protection benefits.
Purpose‑Built for Health & Protection Compliance
Unlike generic CRM platforms, ArchAngel has been developed specifically around the operational and regulatory needs of the health and protection sector. It supports the compliance function with strong auditability and clear alignment to Consumer Duty outcomes.
Its key capabilities include:
- Built‑in Fact Finds (KYC)
- Automated Demands & Needs letters
- Commission tracking and reporting
- CPD monitoring
- Comprehensive suite of MI reports
- MI reporting to support FCA returns
These features ensure that advisers follow consistent processes, administrators have clarity, and compliance teams have the oversight they need.
Comprehensive Record‑Keeping and Audit Trail
Robust record keeping is the backbone of good governance. ArchAngel strengthens this through:
- Drag‑and‑drop document uploads
- Secure data storage
- Easy search functionality
- Standardised templates
- Full audit histories
This ensures every client journey is fully evidenced, traceable and ready for review, whether for internal checks or regulatory scrutiny.
Enhancing Consumer Duty Through Consistency & Evidence
Consumer Duty requires firms to demonstrate that customers receive good outcomes. ArchAngel supports this by embedding consistency into the advice process:
- Clear recommendations based on KYC
- Timely and accurate documentation
- Comprehensive case notes
- Vulnerability flags
- Recording of sanction searches
This creates a reliable, repeatable framework that reduces risk and improves the quality of advice.
Total Lifecycle Management for Prospects, Clients & Renewals
ArchAngel supports the full client lifecycle, helping teams manage:
- Prospects & opportunities
- Active clients
- Renewal workflows
- Task reminders and follow‑ups
This ensures no client is overlooked and that servicing obligations are met in a timely, structured way.
Management Information That Drives Better Oversight
Effective oversight depends on accurate, accessible data. ArchAngel provides a suite of MI reports and includes ‘role’ based access, ensuring the right people see the right information.
Reports include:
- Business written
- Renewals due
- New clients
- Commission payments
- Inactive policies
- Insurer and product portfolio
- CPD
This MI supports operational decision‑making, adviser supervision and regulatory reporting.
Operational Simplicity with Real Compliance Power
ArchAngel is intuitive, adaptable and simple to use, underpinned by strong compliance controls. It is more than a CRM; it is the backbone of our business, supporting governance, regulatory alignment and consistent customer outcomes.
In a sector where expectations continue to rise, ArchAngel gives us the confidence that our processes are robust, our records are complete and our oversight is effective.
