Excellect work on behalf of some of the biggest brands in the South West, and has a rapidly growing reputation in the industry, known for acting with passion, professionalism and integrity.

100% of our business comes from word of mouth and recommendation, we are the professional’s choice when it comes to employee benefits, working with a wide network of HR companies, Commercial Insurance Brokers and Financial Advisers across the country. I am very proud of our mantra ‘everyone benefits’ we live and breathe it, to this end we have a client retention rate of over 97%.

Highlights, Specialties & Features

  • Health Insurance
  • Employee Benefits
  • Group Protection
  • Free, Whole of Market Reviews

Professional Associations & Certifications

  • CII

Serviced Areas

  • Whole of UK

Contact Details

  Website
  Person Simon Kelly
  City Bristol
  Postcode BS14 0BB
  Address 19b Osprey Court
  Phone Number 0117 3700 352
  Mobile 07834 862023
  Tollfree 0117 3700 352

Business Representative

Simon Kelly

Managing Director

Products & Services

Services

At Excellect our commitment is to provide outstanding service for small to medium enterprises (SMEs) and corporations. We provide access to a wide and diverse range of health, protection and lifestyle benefits, which are cost-effective, tax efficient and sustainable.

​Unlike comparison websites, as an independent broker we adopt a much more personal approach, working alongside you beyond the setup of the benefits - ensuring that they continue to meet the on-going needs of the business and with effective communication maintain high value within your workforce.

  • I would recommend this business

I am a local Bristol advisor and I have work with Simon and his team at Excellect for the past 3 years.

The team deliver excellent service and have my client save money while maintain the same (and in some cases better) employee benefit packages.

In my opinion the employee benefit package should be standard to attract and retain top talent, and the team at Excellect live and breath this culture.

An professional and approached company to work with, thank you

Value for money
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Quality
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Overall ratingExcellent

  • I would recommend this business

I had an excellent experience with Excellect, was really impressed with the professionalism of Louis Britton. I was provided with competitive options with a helpful explanation of cover. The proposal was affordable and very easy process to accept and put in place. I recommend Excellect for private healthcare provision for companies.

Value for money
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Overall ratingExcellent

  • I would recommend this business

I needed to convert my previous employer scheme into a private arrangement. Louis could not have been more helpful in getting this arranged. He keep me updated with all the material developments and got me a fantastic deal with my insurer. I would happily recommend Louis and the Excellect team to anyone with a PHI need.

Value for money
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Quality
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Overall ratingExcellent

  • I would recommend this business

Dealing with Excellect is great as they are extremely customer focused! Over the last few months, Ryan has helped me as well as many of my clients with pragmatic and practical solutions. He is highly efficient, personable and responsive. This means full reassurance whenever dealing with him. Furthermore, I know I can refer him in the full knowledge that others will get the same support. Highly recommended!

Value for money
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Overall ratingExcellent

  • I would recommend this business

I recently used Excellect to arrange Private Medical Insurance and Health Cash Plans. I was really impressed, with the service. Not just in sourcing great value plans for our needs, but also with the time taken by Simon to provide guidance on how it all worked, and his efficiency in setting up the policies. I would heartily recommend Excellect to any businesses looking to start or renew an employee benefits package!

Value for money
Service & support
Quality
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Overall ratingExcellent

  • I would recommend this business

We've known Simon for many years now and he has always been able to provide excellent service with expert advice at a really great price. Would be happy to recommend Excellect to any business.

Value for money
Service & support
Quality
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Overall ratingExcellent

  • I would recommend this business

I have been thoroughly impressed with the level of service I have received from Excellect in terms of their knowledge of the field right through from discussing the benefits appropriate for our company to the micro details of employee questions. They have endless patience, for my endless questions and have made the whole process from selecting benefits, reviewing quotes and the differences in suppliers to launching our Benefits Portal both easy and painless. Nothing has been too much trouble and all things have been responded extremely quickly. Onboarding our new starters has been an efficient and seamless process. A pleasure to deal with.

Value for money
Service & support
Quality
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Overall ratingExcellent

Customer Testimonials

The service at Excellect is outstanding. The staff are very helpful and responsive covering off any queries. We were dealt with professionally and efficiently. Would recommend to anyone for whole of market advice on group protection, employee benefits and PMI.


Having looked around the market place it was obvious that we needed the help of an expert to sort our group benefits.
We spoke to a few firms before we chose to work with Excellect. Everything from beginning to end has been so easy to sort and we feel very happy that we have the right insurance in place for our staff.

Would highly recommend them.


Louis was excellent in providing a very efficient service to transfer our company cover for PMI and death in Service from our previous broker and securing us a significant premium reduction in the process. We would highly recommend Excellect.


I cannot recommend Simon and his team more highly. Simon’s expertise and knowledge is exceptional and he will tailor a solution that works for you and/or your business.


My company has been using excellot for years. Ryan Tozer has always been there to help.
This company is a pleasure to deal with.


I've used Excellect as my broker for my health plan for a year now. I'm really happy with the professional way their staff deal with my queries, and the really great value deal they found for me.


Highly recommend Simon and the team. Service is personalised, fast and quality. We're already into our 4th year of our company medical insurance policy and on each renewal their whole of market review is well thought through and justified. When you need help or a quick chat to query anything along the way - they're there for you and make life that bit easier. There's enough admin in running a business after all...

Social Activity

#excellectuk Are proud to be sponsoring local #manvsfat team #fatasfcuk credible 0-0 draw in first game of the seas https://t.co/l3aoKdMfvB
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#NationalToothacheDay 415,000 employees take time off work due to oral health, costing UK businesses 36.6 million https://t.co/iiuzoxUahF
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A new year, new promises, a new healthy you, so how are you meant to find the time to stay healthy while spending 4 https://t.co/1VWx8niqq0
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365 new days, 365 new chances- Happy 2018. #HappyNewYear2018 #HappyNewYear https://t.co/SpXzbRaCun
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64% of employers overlook the need to the communicate their Employee Benefits to their staff. How do you communicat https://t.co/dirCgkP2Yh
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@GreatElm No snow for us in Bristol
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Join us on Facebook for our Christmas Competition #MerryChristmas #ChristmasIsComing #Win #CompetitionTime https://t.co/1x3qQBOAT4
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Need a way to reward your employees with a benefit that will give them a variety of enjoyments throughout the week? https://t.co/6oGuzq6dbu
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