The Archipelago Platform fits seamlessly into your workflow. It can be set up to mirror your company structure. For example you can group advisors together, ring-fence clients and give access to support staff. The interface is easy to use and navigate, with pop-up information points providing extra guidance.

To speed up your workflow, we have created a series of tutorial videos helping you to navigate our platform.

User Sign Up

Home Dashboard Explanation

User Management

Add User

Search / Edit User

Add Client

Search / Edit Client

Policy Management - Create Quote

Create Quote

General Tab

Home Tab

Motor Tab

Pet Tab

Travel Tab

Investment Tab

Amend Policy

Search Policy / Quote

Policy Management - Quotation Details

Quotation Details

Policy Excesses

Calculate Premium

Adding / Taking Out Risks

Instalment Schedule

Policy Management - Buy Now

Demands and needs

Direct Debit