Training services include:

  • New Employee Onboarding: Training for your insurance business applications. Training tailored to suit your needs. (AMS360, Sagitta, Epic, TAM, BenefitPoint, Erlon, BondPro, CSR24 and more).
  • Software Release Training: Users learn in a variety of ways. When new software releases are rolled out, we can provide training webinars for your employees. Additionally, we can have leave behind documents for learning reinforcement.
  • Routine Refresher Training: Advanced training sessions for underutilized features of your agency management systems. We can help you with regular communication to your users reminding them of key features, tips & techniques. X per month or year.

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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