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It’s all about the agency experience.
We improve Agency Experiences — 颭 — for insurance agencies and brokers.
- 98% Customer Retention Since Inception
- 40K+ Users Under Management
- 5M+ Web Service Records Inserts & Updates
- 60K+ Issues Resolved Annually
- 98% Customer Retention
- 100+ Years of Experience
- 40K+ Users Under Management
- 70+ Broker Locations
- 60K+ Tickets Resolved Annually
Save Time. Solve Problems. Improve Results.
Helix improves performance and profitability by accepting responsibility for the Agency Experience — AX.
AX occurs at the intersection of the agency staff and the systems, tools, and processes they use to write policies and service customers. AX is a measurement of how happy and productive your staff is, and how satisfied your customers are.
Helix improves AX through a combination of managed and professional services.
We can step right in
Helix is the partner you’ve been looking for. Our unique engagement model transforms our capabilities into extensions of your company.
Our Services Work Flexibly
Each program is compiled from options in the following service areas:
Managed Services
Supplement resources by taking responsibility of current and future needs.
- Automatic / proactive or reactive.
- Like an employee or embedded resource with desired skills/expertise.
- Fixed monthly billing based on scope and responsibility.
Professional Services
Enrich operations, business systems utilization, strategy and execution.
- Various options provided as-needed
- Can be bundled with a managed service plan or provided on a stand-alone basis.
- Priced à la carte based on effort and duration
Applications Supported
Core Systems:
- Sagitta
- AMS 360
- BenefitPoint
- ImageRight / WorkSmart
- Epic
- Zywave
- AgencyBloc
- SurePath
- Salesforce.com
Related Products/Processes:
- Reporting
- InsurLink
- PL Rating
- Reference Connect
- TransactNow
- Agency One
- CSR24
- Download
- CertsNOW
- Indio
- Transformation Station
Quick Links
Address
-
4918 West 43rd St.
Houston, TX 77092 -
Email:
info@helixagencyservices.com -
Phone:
(713) 561-3018
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