Welcome to Helix AI Automation System For Insurance Agents

We Help Insurance Agents Close More Deals, Increase Conversion Rate Up to 60%, & Automate Your Complete Business

A Simple, Smart, And Affordable CRM To Scale Your Business

Get Started For $1

Best AI Solution For Agents To Grow Their Business

How It Works?

3 Main & Simple Steps Which Helps You To Fully Automate, Streamline, & Scale Your Business

Business CRM

CRM which can help you to build strong relationship with your customers and give them best experience.

Business Automation

Close more deals with automation setup workflows, campaigns, email/SMS, and nurture every single lead.

Business Lead

Capture more leads, convert more leads and retain every lead.

Our Best CRM Features To Boost Your Sales & Productivity

Convert More Leads

The tools you need to turn Leads into Paying Customers on autopilot without spending a lot of time and money on your business

-Missed Call Text Back

-Automated follow Up and Nurture Sequences

-Deal Tracking & Pipelines

-Email & SMS Marketing Campaigns

-Automated Reminders

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Generate More Leads & Reviews

The tools you need to generate more business through one platform and manage it without getting exhausted!

-Simple to launch ads manager

-Website & Landing Page Builder

-Automated Review Request

-Pipelines

-And More

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Convert Leads Into Customers With Helix AI

Every industry has special needs when it comes to sales & marketing automation. We replace all the expensive softwars and your husltes close more deals on autopilot & without breaking the bank.

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Streamline Communication With Your Clients

No more switching between countless apps and and social media platforms to communicate with leads and clients. All of your communication will be consolidated into one inbox. Including:

-Phone Calls & Voicemails

-Text Message

-Emails

-Social Media Messages

-Web Chat Widget

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Simplify Scheduling

Built in Calendars to schedule quotes, jobs, schedule posting on different platforms and more

-Schedule client visits with one click

-Embeddable for Client self scheduling

-One-time and recurring visits

-Accept Payments when booking

-Schedule Posts

-Unlimited Users

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Core Features Of Surge To Compete In The Market & Scale With Ease

Omnichannel sales inbox

Email marketing

Two way texting

IOS & Android mobile app

Appointment calendars

Reputation managemet

Sales funnel builder

Outbound & inbound calls

55+

Features

which will help your business to fully automate and scale on autopilot

What Did Other Says About This Software

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Helix AI has completely transformed my workflow!

"Helix AI has completely transformed my workflow! I no longer waste time chasing leads—everything is automated, and my policy sales have skyrocketed!"

James R.

Life Insurance Agent

Since using Helix AI

"Since using Helix AI, my follow-up process is seamless, and my closing rate has improved by 35%! Best investment for my insurance business."

Sarah M

Insurance Broker

I used to struggle with lead management

"I used to struggle with lead management, but now I have a system that keeps everything organized and automated. Helix AI is a game-changer!"

David T

Life Insurance Consultant

Helping Us Grow and Reach More People

"The appointment scheduling feature alone has saved me hours each week. My calendar is always full, and I don’t have to lift a finger!"

Lisa K

Senior Insurance Advisor

Helix AI helped me automate follow-ups

"Helix AI helped me automate follow-ups, boost my reputation, and close more deals—without hiring an assistant. This is a must-have for every agent!"

Michael S

Independent Insurance Agent

FAQ’s

What is Helix AI, and how can it help my Insurance Business?

Helix AI is an automation platform designed to streamline client follow-ups, appointment scheduling, and policy tracking, helping you close more deals with less effort.