The CRM Built for Health & Protection Brokers
Manage clients, opportunities, policies and renewals in one simple system. Built around how H&P advisers actually work, so you spend less time on admin and more time advising.
Track the full client journey from first enquiry to renewal
Generate fact finds, submissions and policy docs using templates you can tailor
Get clear visibility with MI, reports and dashboards for pipeline and renewals
See how ArchAngel fits your process.
Trusted by Health & Protection Brokers across the UK
User-friendly. Built for Advisers. Backed by fast, hands-on support
THE PLATFORM BUILT FOR BROKERS
Everything in one place, from prospect to renewal
ArchAngel was built for the realities of Health & Protection broking. It gives advisers and management a clear, consistent way to manage the day-to-day, reduce admin, and stay on top of renewals.
Cradle-to-grave client management: track prospects, opportunities, clients and policies in one place
Templates that save time: create fact finds, submissions and policy documentation that can be tailored to your business
Task flows and handovers: move work between team members cleanly, with a clear audit trail of who did what and when
Renewals made clearer: improve visibility of upcoming renewals and day-to-day activity
MI and reporting: dashboards, reports and visual charts to spot trends, plan ahead and improve performance
Central document and note storage: keep everything attached to the client record for easy access and smoother servicing
SALES & SERVICING WORKFLOW
Task flows and ownership
Clear audit trail
Better day-to-day control
RENEWALS, MI & PIPELINE VISIBILITY
Pipeline and renewals oversight
Reports and visual charts
Trend and performance insight
DOCUMENTATION & AUTOMATION
Tailorable templates
Faster documentation
Reduced manual admin
Generic CRM's weren't built for Health & Protection Broking
Most CRMs weren’t built for Health & Protection broking. That’s why brokers end up creating workarounds for things like renewals tracking, policy documentation, case servicing, and consistent handovers between team members. Spreadsheets fill the gaps, but they also create risk, duplication and missed actions.
As your client bank grows, spreadsheets and patchwork systems make it harder to keep control of renewals, documentation and day-to-day servicing. ArchAngel helps H&P brokers stay organised with a central client record, structured workflows, and reporting that gives advisers and management real visibility.
Everything your brokerage needs in one platform
Why ArchAngel?
Because Health & Protection broking has its own workflow. ArchAngel is built around it, so you get consistency, visibility and less admin across sales, servicing and renewals.
Built for Health & Protection
Designed around the way H&P advisers actually work, including the language, processes and day-to-day realities of managing policies and renewals.
A central record for every client and policy
Keep prospects, opportunities, policies, notes and documents together in one place, so anyone in the team can pick up a case quickly and confidently.
Less admin with templates and automation
Generate and tailor fact finds, submissions and policy documentation to your business needs, saving time and keeping servicing consistent.
Visibility across pipeline and renewals
Dashboards, reports and visual MI help advisers and management stay on top of activity, spot trends, plan ahead and reduce last-minute renewal scrambles.
And when you need support, you get fast, hands-on help from a team that understands brokerages.
What you’ll get from an ArchAngel demo:
A practical walkthrough of how Health &Protection brokerages use ArchAngel to manage pipeline, servicing and renewals, with time-saving templates and clear MI. No obligation. Just a focused demo based on how your brokerage works.
A walkthrough of how ArchAngel holds your H&P pipeline and client portfolio in one place
The end-to-end workflow from enquiry and quote through to policy issue, servicing and renewal
How task flows, handovers and audit trails keep cases moving across your teamExplore templates for fact finds, submissions and documentation
How fact finds, submissions and policy documentation can be generated and tailored to your process
A look at MI dashboards and reporting for renewals, pipeline and team performance
A clear view of onboarding, training and support, plus realistic next steps
"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.
"Quick, 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. 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.
“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.
“Easy to navigate and very user friendly” I have worked within the industry for 20 years and 12 as a broker, and ArchAngel is one of the best ever systems I’ve worked on. Not only is it easy to navigate and very user friendly, but it also reduces my workload significantly due the prepopulated letters and simple ways to update my client records. One of my favourite features is the report function that allows me access to all my client data, and also the new commission reports which are essential to a small broker when predicting cash flow, etc. Overall…..I LOVE IT and couldn’t run my business without it!!
“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.
“ArchAngel and the support team behind it have transformed how I work” Having used various similar platforms prior to joining Sante Assure, I can honestly say ArchAngel is excellent. The support I get is 1st class. It’s been improved over the last 18 months too which shows their commitment to the user experience. Prior to joining Sante Assure this part of my job was a nightmare, ArchAngel and the team support behind it has transformed this.
“I would have no hesitation in recommending the system to any other specialist brokers” We have been using the Archangel CRM system for a number of years. As a specialist employee benefits broker, we previously found that there was no real CRM system out there that would fit our business needs, especially as our main area of business is PMI. The ArchAngel platform has been a great help as we have grown, helping us in several areas including compliance, commission tracking, CPD, KPI’s and FCA reporting data, saving us time on a daily basis. It is easy to use and is updated regularly with improvements. On the odd occasion I have had any problems, the support has been first class and resolved quickly. I would have no hesitation in recommending the system to any other specialist brokers.
I find ArchAngel incredibly easy to use, having used other systems in the past, ArchAngel has been a real game changer as the process of logging clients’ details, attaching files, and creating demands and needs letter is simple, intuitive, and by autogenerating the letter, certainly saves time. I have suggested improvements, notably to the demands and needs options, and Alison and the team have been very helpful and made several of these changes and have always been on hand to help when needed, especially when I first started using the system. Overall, an excellent experience with ArchAngel and a system I thoroughly enjoy using.
“The platform is intuitive, reliable, and easy to navigate” I’ve had a very positive experience using ArchAngel. The platform is intuitive, reliable, and easy to navigate, which has made it straightforward to integrate into our day-to-day operations. I’ve not had a need to contact the support team so far, which I think is a strong reflection of how well the system works and how user-friendly it is. Overall, ArchAngel has made a noticeable difference to our workflow. It has helped streamline processes, improve visibility, and save time, allowing me to focus more on core tasks rather than administrative overhead. It’s been a valuable tool for our organisation and continues to support more efficient and effective working. It’s also a great system for storing information and documents in one central, accessible place.