The OS for health benefits
CRM and enrollment for advisors, agencies, and TPAs — one backbone for contacts, deals, plans, billing, and commissions. Licensed. Isolated. Built to scale.
- Org-level isolation
- CRM + Admin suite
- Early access pricing
Product 01
CRM Core
Pipelines, modules, and automations purpose-built for Medicare, ACA, group, and healthshare advisors.
Product 02
Admin Enrollment
Plans, members, billing, commissions, and ops — multi-tenant isolation for every agency and TPA.
Suite
Run the whole stack
One identity layer. One data backbone. Subscribe to either product — or both.
Built for benefits — not bent into shape
Most CRMs and enrollment systems weren’t built for benefits. We started from the specifics of this industry — multi-carrier plans, commissions, member portals — and wrapped a clean SaaS platform around them.
Multi-tenant by design
Every agency, TPA, or advisor group is its own org. Strict data isolation with shared infrastructure.
HIPAA-aware foundations
Audit logging, RLS at the database, and encryption controls baked into the core schema.
Billing engine inside
Multi-gateway support for member premiums, subscription billing, advisor commissions, and vendor payables.
Members, advisors, agents — one model
No bolted-on identity. Roles flow from a single membership table so portals, permissions, and pay flows align.
Embed anywhere
Drop quote forms and pricing widgets into any tenant’s WordPress, custom site, or landing page builder.
Built for the licensee
White-labeled landing pages, branding, and domains for every tenant org. Your customers see your brand.
Get early access.
We’re onboarding agencies and TPAs in waves. Tell us what you’re running today and what you’d like Double Helix to take over — we’ll get back within a business day.
- No card required to evaluate.
- Migration help included for early customers.
- White-labeled landing pages and tenant branding throughout.