Conversions & Integrations

End to end project management and business analysis of acquisition integrations, data conversions, data quality and cleanup projects related to the systems involved including:

  • Liaise with Management System vendors.
  • Discovery meeting with Customer and the acquired or target firm.
  • Data extraction and conversion planning meetings.
  • Conversion mapping guidance.
  • Assist with data review to validate conversion test results.
  • Recommend additional testing as needed.
  • Provide data cleanup recommendations.
  • Address data anomalies.
  • Go live readiness assessment.
  • Go live support.
  • Post conversion project follow-up.

About Us

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


4918 West 43rd St.
Houston, TX 77092
(713) 561-3018
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