"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.”