IRYS Operating System by IRYS Insurtech

IRYS Operating System

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Joined December 2023 | Last Updated March 2026

IRYS is THE insurance operating system built to outpace dated AMS systems that will power your company, automate your daily activities, and turn operations into revenue.

Features & Quick Stats

Key Features

  • CRM & Relationship Management

  • Opportunity & Renewals

  • Integrated Communication

  • Quote & Submission

  • Event-Driven Accounting

  • Revenue Forecasting

  • ERP Integration

  • Embedded AI for Reconciliation

  • General Ledger & Transactions

  • Analytics & Dashboards

  • System Administration & User Management

  • Master Data Management

  • Integrations & API Connectivity

  • Case & Task Management

  • Client Self-Service Portal

  • Certificate & Proofs Issuance

  • Automated Notifications

Core Business

IRYS is the operational infrastructure for advanced insurance entities

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

Automated workflows, reporting insights and trends and subledger events

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
Suspense/follow-up tracking?

Yes

Avg number of users per agency

26-50 users

Electronic signature feature offered as add-on or through third party

As an add-on

Direct bill commission download available?

Yes

Electronic signature integration?

Yes, native

Track all user activity?

Yes

Purge customer data/documents?

Yes

User customize views for "my" policies?

Yes

Employee time tracking available?

Yes

Personal downloads available?

Yes

Custom proposal module?

Yes

Location/mapping integration?

Yes

Support real-time interface for claim inquiries?

Yes

Ability to import schedules?

Yes

Comparative quoting/rating systems integrations

We are open API and can integrate with your current solution

Agency/employee license tracking available?

Yes

Dashboard feature included?

Yes

Marketing capabilities native/add-ons/through third party

Native feature

Integrate with comparative quoting/rating systems?

Yes

Tools available for customer self-service

[Policy changes, Client issue certificates, Client portal, eSignature integration, Fax integration]

Split/merge customers?

Yes

Task management?

Yes

Commercial downloads available?

Yes

Boolean searches of data?

Yes

Open documented API?

Yes

Track claim activity?

Yes

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]

Support claim download?

Yes

Accounting integrated?

Yes, native

Split/merge policies between customers?

Yes

All data fields available for reporting?

Yes

Software/platform access

[Native Browser Based]

Reporting on activity data?

Yes

Document creation capability?

Both proprietary word processing and Microsoft Word

Document management/scanning features available?

[Drag and drop file attachment, Global document search capability]

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]

Agency procedures available in system?

Yes

Fillable ACORD forms?

Yes

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]

Data sources available for document merging

[Contact, Policy, Coverage, Claim, Accounting]

Dashboard customizable by agency role?

Yes

SMS/Texting integrated?

Yes, native

Scanning/attaching to client file capability?

Yes

Policy processing workflows?

Yes

Automatic renewal processing available?

Yes

Dashboard alert of items past due?

Yes

Custom activity tracking?

Yes

System security by role/function?

Yes

Carrier submission management available?

Yes

Fax integration?

Yes, native

VOIP integration?

Yes, native

Custom form capabilities?

Yes

Microsoft 365 integration

[Email, Calendar, Tasks, Word, Excel]

Reminder notifications/alerts available

[SMS, Email, Pop-up]

Archive customer data/documents?

Yes

Scanning/attaching to carrier file capability?

Yes

Accounting features offered

[Third party integration (e.g. QuickBooks), Account Payables, General Ledger, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]

Prioritize/flag notes?

Yes

Mobile device access

Yes