Features & Quick Stats
Key Features
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CRM & Relationship Management
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Opportunity & Renewals
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Integrated Communication
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Quote & Submission
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Event-Driven Accounting
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Revenue Forecasting
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ERP Integration
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Embedded AI for Reconciliation
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General Ledger & Transactions
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Analytics & Dashboards
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System Administration & User Management
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Master Data Management
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Integrations & API Connectivity
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Case & Task Management
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Client Self-Service Portal
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Certificate & Proofs Issuance
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Automated Notifications
Core Business
How IRYS operating system Helps Independent Agents & Brokers
IRYS' platform automates sales, policy management, and post-bind servicing workflows to save time and reduce errors. It ensures error-free processes with AI-powered analytics and compliance-ready tools. Clients can leverage dashboards, analytics, and reports to make data-driven decisions that drive growth. Our operating system integrates seamlessly with email, VOIP, raters, and other tools you rely on for daily operations. We offer flexible pricing, multi entity management & future ready technology. IRYS is built to grow alongside your company and make your agency future proof.
AI Capabilities
Certifications & Awards
Relevant industry awards or distinctions: Insurtech Woman CEO of the Year 2025, Innovation Solution Award, Making Waves Award 2024, Insurtech Influencer of the Year 2024, Top 20 Woman Redefining Insurance Trailblazer, Inspiring Fintech Female 2023, Forbes Published Author and Contributor
Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Avg number of users per agency
26-50 users
AMS-Electronic signature feature offered as add-on or through third party
As an add-on
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes, native
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
Yes
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
Yes
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
Yes
AMS-Ability to import schedules?
Yes
AMS-Comparative quoting/rating systems integrations
We are open API and can integrate with your current solution
AMS-Agency/employee license tracking available?
Yes
AMS-Dashboard feature included?
Yes
AMS-Marketing capabilities native/add-ons/through third party
Native feature
AMS-Integrate with comparative quoting/rating systems?
Yes
AMS-Tools available for customer self-service
[Policy changes, Client issue certificates, Client portal, eSignature integration, Fax integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
Yes
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by live chat, Support by phone, Training in-person, Training using videos, Training by person virtually, On screen help]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
Yes, native
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Native Browser Based]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Both proprietary word processing and Microsoft Word
AMS-Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
AMS-Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
AMS-Agency procedures available in system?
Yes
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Automated marketing campaign management, Sales pipeline management, Dashboard specific to marketing and sales, Referral management, Newsletter generation and distribution, Social platform management, Risk surveys, Survey generation distribution]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
AMS-Dashboard customizable by agency role?
Yes
AMS-SMS/Texting integrated?
Yes, native
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
Yes
AMS-Fax integration?
Yes, native
AMS-VOIP integration?
Yes, native
AMS-Custom form capabilities?
Yes
AMS-Microsoft 365 integration
[Email, Calendar, Tasks, Word, Excel]
AMS-Reminder notifications/alerts available
[SMS, Email, Pop-up]
AMS-Archive customer data/documents?
Yes
AMS-Scanning/attaching to carrier file capability?
Yes
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks), Account Payables, General Ledger, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
Yes