The agentic agency

Your AI-powered agency is live in 90 days.

Stand up a digital agency alongside your current operation. Pick the workflows. Move business over on your timeline. No big bang. No rip-and-replace. Just a smarter agency running next to the one you already trust.

See how it works Explore workflows

How it works

Five steps to your agentic agency

IRYS stands up a fully operational digital agency alongside your existing book — configured to your lines, your locations, your rules. You control the pace.

We stand up your digital agency

No rip-and-replace. Your current operations keep running exactly as they are while we build your AI-powered agency right alongside it — same carriers, same lines, same data.

We select your agentic workflows together

You choose what to automate first — by line of business, by location, by new vs. renewal, or by region. You pick the starting point that makes sense for your agency.

We configure your inboxes and routing

Every lead, service request, and workflow gets its own agentic flow and inbox inside the digital agency — ready to process work the moment you turn it on.

You move business over on your timeline

No forced migration. Shift business into the digital agency as fast or as gradually as you want — one book, one line, one office at a time.

Your agentic agency is live

In 90 days or less, you have an AI-native agency running alongside your traditional one — handling real work, real policies, real customers.

Roll on your way

Four ways to roll on agentic workflows

You decide what goes into the digital agency first. Pick the dimension that matches how your agency thinks about its business.

By line of business

Personal auto first, then commercial. Or start with your highest-volume line and expand.

By location

Light up one office at a time. Prove it works in one location, then roll across your footprint.

By new vs. renewal

Route all new business through the digital agency while renewals stay in the current workflow — or vice versa.

By region

Start with a geographic territory — one state, one zone — and expand the digital agency’s coverage as you go.

Agentic workflows

Every workflow your agency runs — automated

From new business to claims, every process gets its own AI agent, its own inbox, and its own rules. Pick the ones you want. Turn them on when you’re ready.

New business

Automated lead intake, appetite matching, quoting, and submission — from first touch to bind. The agent handles the workflow; your producers close the deal.

Sales

Renewal business

Automated renewal review, remarketing triggers, carrier appetite checks, and client outreach — all timed to your renewal calendar so nothing slips.

SalesPolicy

Policy issuance and checking

AI reviews every policy for accuracy before it goes out — checking coverage, limits, endorsements, and dec pages against what was quoted and bound.

PolicyService

Policy change

Endorsements, address changes, vehicle adds, driver updates — the agent processes the request, routes to the carrier, and confirms back to the insured.

ServicePolicy

Cancellation

Automated cancellation processing with built-in save triggers — the agent flags at-risk policies, offers alternatives, and processes the cancel cleanly if it’s final.

Service

Reinstatement

The agent checks carrier reinstatement eligibility, gathers required documentation, and submits the request — turning a painful process into a quick one.

ServicePolicy

Rewrite

When a policy needs to move to a new carrier or restructure entirely, the agent handles the full rewrite workflow — new quotes, comparison, and re-issue.

PolicySales

Audit

Premium audits managed end-to-end — the agent tracks audit timelines, collects payroll and revenue data, reviews audit results, and flags disputes.

PolicyService

Claims

First notice of loss intake, carrier routing, status tracking, and client communication — the agent keeps every claim moving and every party informed.

ClaimsService

Your people

Your staff stops doing busywork and starts building relationships

When the agentic agency handles the manual workflows — the data entry, the follow-ups, the status checks, the carrier back-and-forth — your people are free to do what they were actually hired to do.

They move from conducting manual workflows to overseeing their AI agents and investing real time in real relationships with your customers. That’s not a productivity gain. That’s a completely different agency.

Before

Keying data into three systems, chasing carrier status updates, manually checking policies line by line

After

Overseeing AI agents that do the work, stepping in only when human judgment matters

Before

Spending 80% of the day on process and 20% on clients

After

Spending 80% of the day building real relationships and growing the book

Accounting

Full GL accounting — built for agencies

Not a bolt-on. Not an export to QuickBooks. A complete general ledger with real-time visibility into every dollar flowing through your agency — commissions, receivables, payables, and everything in between.

Commissions and revenue

Real-time commission calculations across carriers, brokers, and producers. Every split, every override, every contingency — tracked and reconciled automatically.

Carrier commission tracking
Broker and producer splits
Contingency and bonus calculations
Real-time revenue by producer, line, and carrier

Forecasting

AI-powered revenue forecasting based on your book, your retention rates, and your pipeline — not guesswork. See what’s coming before it arrives.

Revenue projections by line, location, and carrier
Renewal retention modeling
New business pipeline impact
Commission income forecasting

Accounts receivable and payable

A/R and A/P managed from one place — with automated transaction matching, aging reports, and carrier statement reconciliation that actually works.

Automated transaction matching
Carrier statement reconciliation
Client billing and collections
Aging and past-due tracking

General ledger and reporting

Full GL with agency-specific chart of accounts. Consolidation across entities, bank feeds with auto-reconciliation, and every report your accountant actually needs.

Agency-specific chart of accounts
Multi-entity consolidation
Bank feeds and auto-reconciliation
Balance sheet, P&L, cash flow — real time

AI-powered reporting

Your data talks back

Every report in IRYS comes with AI embedded — not bolted on after the fact. See what’s happening, what to do next, and ask questions of your data in plain English.

Real-time dashboards

Every metric — production, retention, loss ratios, revenue, claims — updates in real time. No batch processing. No waiting until month-end to know where you stand.

AI next-best-step recommendations

IRYS doesn’t just show you the data — it tells you what to do about it. Every report surfaces AI-driven recommendations: which accounts to call, which renewals to prioritize, where you’re leaving money on the table.

Ask your data anything

Type a question in plain English — “what’s my retention rate on commercial auto in Texas?” — and get an instant answer. No reports to build. No filters to set. Just ask.

Your agency deserves better tech.

The first five entrants are already here. The race is on. Don’t wait.

Get your 90-day plan