Managed Services

Helix Agency Services is a managed services provider for independent insurance agencies and the broker marketplace. We provide flexible programs for systems administration, data and software management, support, and consulting to keep your systems up and running and your people and business productive.

Experience
0 +

Years of
Experience

1users
0 K+

Users Under
Management

1support
0 K+

Tickets Resolved
Annually

1brokers
0 +

Broker
Locations

Why Helix?

We take a managed services approach to handle daily events and evaluate business and technology options including advice on the best solutions for your current and future needs. With us, you can save your organization time and money through better use and appropriation of people, process and technologies.

We’ve built our careers working at all levels of insurance organizations. We see the big picture that eludes many consultants and systems integrators.

Expertise

  • Sagitta
  • AMS 360
  • TAM
  • Epic
  • BenefitPoint
  • Zywave
  • Surepath
  • Salesforce.com
  • Worksmart
  • iManage
  • RiskMatch
  • Helix Information Platform
  • Worksmart BPR
  • SQL Server
  • Azure
  • AWS
  • Informatica
  • IBM
  • VMWare
  • Webservices/Json
  • .net
  • AIX
  • SQL
  • Web API

Our Services

Helix programs keep your systems up and running, your data flowing, and your people and business productive. Helix works with customers to develop managed services plans that are fully customized for their individual business needs.
Helix Managed Services

How does it work? Flexibly.

Each program is compiled from options in the following service areas:
Enhance your agency software by engaging industry experts with the deep experience and knowledge needed to maximize value, efficiency, and profitability from your systems.
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Make better business decisions and gain efficiency through improved security and access to quality information, reports and dashboards.
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Reduce E&O exposure and improve performance through historical auditing and tracking of procedures, workflows, and best practices.
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Enhance your agency software by engaging industry experts with the deep experience and knowledge needed to maximize value, efficiency, and profitability from your systems.
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Accelerate value and mitigate the risks of data conversion related to Merger and Acquisition.
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Maximize investments in your systems and the people who use them with the care and cadence that aligns to your business objectives.
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Enhance your agency software by engaging industry experts with the deep experience and knowledge needed to maximize value, efficiency, and profitability from your systems.
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Save time and improved accuracy by automating the importing of payroll, recurring expense feeds, commission statements, and cash receipts into your agency management system.
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Increase security and access oversight to sensitive information.
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Optimize your investment with training services that include new employee onboarding, new software releases, system refreshers and custom programs.
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Enrich operations, business systems utilization, IT strategy and execution with proactive consultation and guidance.
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We can step right in

Helix is the partner you’ve been looking for. Our unique engagement model transforms our capabilities into extensions of yours. Our model enables Helix to supplement and enhance your company’s existing resources. And we take responsibility for that process — from beginning to end.
We can also save your company time, money, and loss of productivity. How? By providing the scale and redundancy necessary to meet any economic challenges stemming from Perpetuation, Long Term Disasters, and Business Interruptions.

MANAGED SERVICES

PROFESSIONAL SERVICES

BUSINESS SERVICES

VENDOR SERVICES

About Us

Helix Agency Services is a managed services provider for independent insurance agencies and the broker marketplace.

Address

4918 West 43rd St.
Houston, TX 77092
Email:
info@helixagencyservices.com
Phone:
(713) 561-3018
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