Double Helix Software is a CRM and enrollment platform purpose-built for benefits advisors, agencies, and TPAs. One backbone for contacts, deals, enrollments, plans, billing, and commissions.
Subscribe to either CRM Core or Admin Enrollment — or both — and let the same data backbone, billing, and identity layer run your entire benefits operation.
The CRM built for health benefits.
Pipelines, modules, automations, and document workflows tuned for advisors selling Medicare, ACA, group health, and healthshare.
Member management end to end.
Run plans, members, billing, commissions, payouts, and ops from one place. Multi-tenant by design — every agency or TPA stays cleanly isolated.
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.
Every agency, TPA, or advisor group is its own org. Strict data isolation with shared infrastructure.
Audit logging, RLS at the database, and encryption controls baked into the core schema.
Multi-gateway support for member premiums, subscription billing, advisor commissions, and vendor payables.
No bolted-on identity. Roles flow from a single membership table so portals, permissions, and pay flows align.
Drop quote forms and pricing widgets into any tenant’s WordPress, custom site, or landing page builder.
White-labeled landing pages, branding, and domains for every tenant org. Your customers see your brand, not ours.
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.
