Services

Helix improves AX (Agency Experiences) through enhanced business and system strategy, execution & support.

Managed Services

Supplement existing resources by taking responsibility of current and future needs.

System
Administration

Enhance your agency software by engaging industry experts with the deep experience and knowledge needed to maximize value, efficiency, and profitability from our systems.
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Agency
Reporting

Make better business decisions and gain efficiency through improved security and access to quality information, reports and dashboards.
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Carrier
Password Mgmt

Increase security and access oversight to sensitive information through management of carrier credentialing for onboarding, terming and fixes.
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Conversions
and Integrations

Accelerate value and mitigate risks with M&A strategy and end-to-end project management, business analysis, data mapping, data quality, and cleanup.
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E&O/Desktop
Audit

Reduce exposure and improve performance through historical auditing and tracking of procedures, workflows, and best practices.
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Journal Entry
Imports

Save time and improve accuracy by automating the importing of payroll, recurring expense feeds, commission statements, and cash receipts into your agency management system.
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Professional Services

Enrich operations, business systems utilization, strategy and execution.

New Employee
& Ongoing Training

Customize training services for new employee onboarding, new software releases, system refreshers, and custom programs.
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Custom API
Integration

Accelerate innovation and deliver new solutions and experiences for users by connecting systems, data, and the insurtech ecosystem.
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IT Systems, Environment,
Infrastructure Consulting

Provide service consistency, increased productivity, and user experiences by resolving issues at the root cause.
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New Workflow
Development

Reduce clicks, optimize workflows, and streamline document management processes to maximize operational efficiency and providing an enhanced user experience.
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Accounting
Procedures

Enhance accounts receivable collection activity, accounts payable to improve cash flow management and convert direct bill from cash to accrual or from accrual to cash.
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Current Assessment
& Strategy Planning

Evaluate personal, commercial, and benefits business processes, workflows, systems, data and reporting and make recommendations to improve operations and achieve your strategic vision.
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About Us

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

Quick Links

Address

  • Helix Agency Services LLC,
    9223 Ganter River Trail
    Houston TX 77044
  • Email:
    info@helixagencyservices.com
  • Phone:
    (713) 561-3018
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