Double Helix CRM unifies contacts, enrollments, commissions, and compliance into one intelligent platform — purpose-built for benefits advisors and agencies, and engineered alongside Double Helix Admin for end-to-end member operations.
Purpose-built modules that work together seamlessly — from first contact to commission payout.
Full lifecycle tracking from lead to active member. Custom fields, smart filters, and bulk operations built for benefits data.
Branded enrollment pages with QR codes, e-signatures, and real-time carrier submission. From quote to enrolled in minutes.
Automated commission calculations, tiered payout structures, and real-time transaction logs. Never miss a dollar.
Trigger email sequences, task assignments, and notifications automatically. Set it once, let the system work for you.
PHI detection, encrypted data at rest and in transit, audit logs, and role-based access control. Built-in, not bolted on.
Gemini-powered ticket summarization, smart routing, and draft responses. Resolve member issues faster with AI assist.
Get your agency running on Double Helix CRM in days, not months.
Bulk import your contacts, map your fields, set up carrier integrations, and configure your commission tiers. We handle the migration.
Create branded enrollment pages, set up workflow automations, and start processing applications through the platform.
Track commissions in real-time, monitor retention metrics, and use AI-powered insights to grow your book of business.
Every interaction is tracked, every enrollment is automated, every commission is calculated — in real-time.
Live KPIs, enrollment trends, and premium analytics at a glance
Dedicated portals for admins, advisors, and members — one platform
Gemini AI for ticket triage, smart search, and next-best-action recommendations
Join the agencies already running their entire operation on Double Helix CRM.