About
A VOICE OF THE HEALTH AND PROTECTION INDUSTRY
The Platform that enables you to do what you do best – Advise and arrange solutions for your clients. We enable health & protection brokerages to do business safer and more effectively.
Giving you the PMI & Protection tools to succeed
Health insurance & protection is our speciality
On-going support, training & assistance when it matters
Dedicated to you
What we do
Improved Efficiency, Clear Processes and Outstanding Support
Kath Kentish, Director, Healthy Horizons LtdWe 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.