Business Details
We are dedicated to delivering accessible and affordable employee benefit solutions tailored to SMEs and corporations. With a focus on personal service, we offer a free initial consultation to understand each client's unique objectives. Our independent brokerage status enables us to provide unbiased access to a diverse range of health, protection, and lifestyle benefits. We pride ourselves on cost-effective, tax-efficient, and sustainable solutions that evolve with client needs. Unlike comparison websites, we maintain ongoing support throughout the benefits year, including proactive annual reviews. Our commitment to transparency means we are paid through commission, eliminating fees for clients.
Recognising the importance of communication, we help maximise visibility and engagement of benefits across workforces. For existing clients, we conduct whole-of-market reviews to ensure optimal value from benefits spend. This service remains free with no obligation. Our team combines technical expertise with a client-first approach to simplify benefits administration. We strive to make managing employee benefits straightforward and time-efficient for busy organisations. Continuous improvement and regular reviews form the cornerstone of our service delivery.
Recognising the importance of communication, we help maximise visibility and engagement of benefits across workforces. For existing clients, we conduct whole-of-market reviews to ensure optimal value from benefits spend. This service remains free with no obligation. Our team combines technical expertise with a client-first approach to simplify benefits administration. We strive to make managing employee benefits straightforward and time-efficient for busy organisations. Continuous improvement and regular reviews form the cornerstone of our service delivery.
Served areas
- Whole of UK
Highlights and features
- We offer free whole-of-market reviews to ensure optimal value from benefits spend.
- Our services are commission-based, eliminating fees for clients.
- We provide proactive annual reviews to maintain benefit relevance and efficiency.
- We deliver tailored communication strategies to boost employee engagement.
- We maintain ongoing support throughout the benefits year, not just at setup.
Associations and certifications
- CII
Services
Free Market Review
Our free market review service provides a comprehensive assessment of existing employee benefits, identifying cost savings and enhancement opportunities. This service is designed for businesses of all sizes seeking to optimise their benefits package. We analyse market offerings to ensure clients receive competitive, tailored solutions that align with their strategic goals while maintaining regulatory compliance.
Employee Benefit Reviews
We conduct detailed reviews of current benefit structures to identify gaps and improvement areas. This service helps organisations ensure their benefits remain relevant and cost-effective. By benchmarking against industry standards, we deliver actionable recommendations that enhance both employee satisfaction and business outcomes.
Flexible Benefit Platforms
Our flexible benefit platforms allow employees to choose benefits that suit their individual needs. This service supports employers in creating tailored packages that improve workforce satisfaction. By utilising technology-driven solutions, we help businesses manage complex benefit offerings efficiently while maintaining compliance with changing regulations.
Benefits Benchmarking
This service compares client benefits against industry standards and competitors. It helps organisations understand their market position and identify opportunities for enhancement. Through detailed analysis, we provide data-driven insights that support strategic decision-making in benefits planning and employee retention strategies.
Benefits Communications
We develop targeted communication strategies to maximise employee awareness and engagement with benefits. This service includes launch campaigns and ongoing support to ensure benefits are fully utilised. By creating clear, compelling messaging, we help employers demonstrate the value of their benefits package to staff at all levels.
Reviews (24)
Paul Kerby
May 18, 2022
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When a more economical private medical insurance was required to take over from a previous employer scheme, our financial adviser put us in touch with Excellect. Charlie Francis was extremely personable, helpful and knowledgeable in providing alternative policies, with 'The Exeter' subsequently offering enormous monthly premium savings for a policy very similar to our previous one. I will most certainly be delighted to recommend the services of Excellect in future. Many thanks!
Toby Bain
Mar 07, 2022
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I wanted to thank Charlie for his excellent service in implementing our company's Group Private Medical Insurance scheme. My business partner and I found his approach professional yet approachable. Not only was he able to clearly articulate the intricacies of the policy he was recommending but he also showed us why the policy was appropriate for the near and long term. We were very impressed by Charlie and Excellect and we won't hesitate to recommend him to clients in the future.
Amy Newton
Nov 22, 2021
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I've always had great service from Excellect, from Charlie specifically over the past few years. Very responsive and thorough, answer all questions in normal-person speak, not insurance speak! They've arranged my health insurance with Vitality and saved me a lot of work. Highly recommended, thank you!
Jamie Williamson
Sep 16, 2021
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Charlie was extremely helpful in evaluating the market and coming up with a new private health agreement for us with AXA that saved us over 1,000 on the renewal premium from our existing provider, Vitality. Charlie was very professional in his dealings with us and managed to get the new agreement set up within some tight deadlines.
Helen Sanders - Your People Partner
Jun 12, 2021
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I'd like to thank Charlie and Excellect who has helped our family with our new Private Medical Insurance. Not only was it easy to work with Charlie, I felt we were in safe hands and zero confusion in what we needed and were advised. We've also used Excellect for our company's health cash plan which means we have a cost effective plan in place for our employees. If you're even thinking about PMI, or a health cash plan for you or your company, please reach out to Excellect.
Nick Plummer
Apr 21, 2021
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Absolutely superb service throughout from Charlie at Excellect. He found a very good policy for me and even when I got a new job and was thinking of leaving them, he compared the old and new policy and gave me unbiased advice. I wouldn't hesitate to use him again and thoroughly recommend him. A real professional.
Simon Palmer
Feb 19, 2021
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There are many companies that say 'they embrace customer service' or other such claims like we will save you money but there are very few that walk the talk without fail. Simon & his team at Excellect is one of those companies. Their manner is always professional but with a personal approach. We have always found their research of the market appropriate to our needs and their reports on their investigations are always concise and informative and cover all aspects required to allow us to make informed decisions at each renewal. Excellect have supported Qtac and its staff for over 4 years and we will remain with them, and without doubt will recommend them to our business colleagues and friends and family.
Paul Netto
Jun 23, 2020
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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
An professional and approached company to work with, thank you
Helen Battrick
Jun 17, 2020
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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.
Julian Hilton
Jun 08, 2020
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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.
Martine Robins
May 28, 2020
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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!
Zoe James
May 15, 2020
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I was looking for Private Medical Insurance and came across Excellect. They took all the time that was needed to ensure I understood every part of my PMI policy and to make sure it was the right cover for me. If you are looking for a professional insurance broker with a personal touch then Excellect is the company for you. Couldn't recommend them more!
Paul Netto
Mar 01, 2020
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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
Martine Robins
Nov 27, 2019
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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!
Huw Bendon
Jul 15, 2016
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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!
Robin Mason
May 06, 2015
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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.
Naomi Dunn
May 05, 2015
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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.
Luke Thomas
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...
Kate McEwan
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.
Avril Bleaken
My company has been using excellot for years. Ryan Tozer has always been there to help. This company is a pleasure to deal with.
Emily Kenna
I cannot recommend Simon and his team more highly. Simons expertise and knowledge is exceptional and he will tailor a solution that works for you and/or your business.
Andrew Cook
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.
Ben Mason
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.
Marie Ratcliffe
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.