Downloads

Daily download management for both personal and commercial lines including:

  • Managing, matching and maintaining the agency management system mailbox.
  • Initial cleanup of existing unmatched items.
  • Identifying download failures and taking corrective action
  • Interfacing with account managers for user issues concerning matching failures
  • Identifying workflow issues and procedures that impact download.

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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