February 2026
We’re excited to announce the availability of HelixPrevent, our proactive risk management platform built specifically for insurance partners. Designed to work in conjunction with HelixCMMS, HelixPrevent gives carriers, pools, and programs two critical capabilities: portfolio-level visibility into policyholder maintenance engagement, and practical tools to guide safer operations. With HelixPrevent, we’re taking the next step in helping insurers shift from paying for losses to preventing them.
Risk Portfolio Dashboard: See HelixCMMS Activity at a Glance
For the first time, insurance partners have self-service access to a centralized view of how policyholders using HelixCMMS are engaging with maintenance and preventive practices. Instead of relying on periodic reports or manual check-ins, you can see high-level performance trends across participating accounts whenever you need them.
This dashboard is designed to surface patterns and opportunities across your HelixCMMS-connected policyholders, helping you understand overall engagement, identify where support may be needed, and measure the impact of your deployment efforts.
Key Benefits:
- Portfolio Insights: View adoption rates and maintenance activity levels across policyholders using HelixCMMS
- Activity Summary: See portfolio-wide trends in work orders, inspections, and preventive tasks across participating policyholders
- Policyholder Status: Understand engagement patterns at both portfolio and individual account levels
Pipeline Management: From Prospect to Active Partner
Track each policyholder’s journey from initial HelixCMMS setup through active platform use. The pipeline management view helps you prioritize outreach, identify those who need onboarding support, and measure the success of your deployment efforts.
Key Benefits:
- Onboarding Status: See where policyholders are in the adoption process
- Targeted Support: Identify those who need additional training or resources
- Deployment Tracking: Monitor rollout progress across your portfolio
- Resource Optimization: Focus your team’s efforts where they’ll have the most impact
Verified Templates: Risk Guidance That Gets Used
The Verified Templates Library allows you to share risk-focused templates and best practices directly into policyholders’ daily workflows. Work with our team to deploy templates across your portfolio, and soon you’ll be able to manage and customize them directly within HelixPrevent.
Developed with industry experts and proven across thousands of properties, these templates help maintenance teams address common risks before they become claims.
Key Benefits:
- Proactive Influence: Guide safer operations at scale without additional site visits
- Proven Templates: Leverage best practices for winter preparedness, fire safety, equipment maintenance, and more
- Co-Branded Resources: Strengthen your brand presence through resources that deliver daily value
- Usage Tracking: See which templates drive the most preventive activity across your portfolio
The Value of Portfolio Insights
With HelixPrevent, you gain continuous visibility into the maintenance behaviors that directly impact your loss ratios and the tools to influence them. When your policyholders actively maintain their facilities through HelixCMMS, you can see that work happening, understand which are taking proactive steps to reduce risk, and deliver risk-focused checklists directly into their workflows where guidance is most likely to be implemented. Insurance partners using HelixIntel are achieving up to 60% claim frequency reduction and 10X+ ROI within 1-2 years by leveraging these insights.
Beyond the numbers, this line of sight also strengthens your relationships in powerful ways. You can recognize and reward engaged policyholders, provide targeted support to those struggling with adoption, and demonstrate tangible value beyond traditional insurance coverage.
On the Roadmap
Throughout 2026, we’ll be rolling out additional functionality including claims prevention analytics, underwriting support tools, and enhanced risk guidance capabilities. We’re building HelixPrevent based on partner feedback to ensure it solves your real challenges.
See the ROI Potential
Discover how leading insurance carriers, pools, programs, and administrators are using HelixIntel to strengthen policyholder relationships while improving loss ratios. Schedule a demo to learn more.
