InsuranceOS by EYLYR
The AI Operating System model, shaped for insurance operations.
InsuranceOS is EYLYR's flagship product — the strongest demonstration of the connected-system approach, focused into insurance-specific intake, terminology, and workflow. It remains one product beneath EYLYR, not a separate insurance business.
What it is
A connected operating layer for insurance work, not a bot.
InsuranceOS connects quote requests, client communications, policy documents, renewals, and your CRM into one operational system — so agents and underwriters spend less time on repetitive admin and more time on decisions that need judgment.
Built for the operational pains insurance agencies feel every day.
- Quote follow-up gapsQuote requests are captured and engaged the moment they arrive, any hour.
- Document loadPolicy documents are read, sorted, and turned into structured actions automatically.
- Renewals falling throughRenewal windows are tracked and surfaced before they're missed.
- Limited operational visibilityOne unified policy and CRM source of truth, current at all times.
How it works
One connected loop, shaped for insurance operations.
Quote requests and referrals move through capture, AI intake, a central policy hub, automated operations, and human review — with agent and underwriter approval built in throughout.
InsuranceOS runs as a connected loop shaped for insurance operations. Leads and requests arrive as quote requests, referrals, and inbound calls or forms. They are captured and engaged instantly, with a first response on the spot. AI intake gathers coverage and eligibility details, then qualifies and routes the work. Everything lands in a central hub — the unified policy and CRM source of truth covering policies, clients, documents, communications, history, and tasks. Automated operations handle quoting preparation, document processing, renewal tracking, and follow-up, while agents and underwriters review and approve the decisions that matter, with escalation built in. The result is bound policies, stronger retention, faster service, and improved visibility — and those outcomes feed back into the system for continuous optimization.
Capabilities
Insurance operations, connected as one system.
The same connected-system model as CustomOS, tailored to insurance intake, documents, renewals, and CRM intelligence.
- Quote intake & qualificationCoverage and eligibility details are gathered and routed the moment a request arrives.
- Document processingPolicy documents and forms are read, sorted, and turned into structured actions.
- Renewal trackingUpcoming renewals are surfaced and followed up on before they lapse.
- CRM intelligenceOne connected record of every client, policy, and conversation.
- Client communicationsFollow-up happens on time, in context, across phone, email, and messaging.
- Agent & underwriter reviewBinding decisions and exceptions are approved by people, with escalation built in.
Human control + process
Every engagement follows the same disciplined process.
Humans stay in control throughout — approval and escalation points are designed into every automation, not bolted on after.
- 01
Discovery
We map your operation, tools, and bottlenecks before proposing anything.
- 02
Design
The system is designed around your actual workflows, with approval points built in.
- 03
Deploy
Capabilities go live in stages, connected to the tools you already use.
- 04
Optimize
The system is monitored and tuned continuously as your operation evolves.
Status
Built for insurance operations through discovery — no fabricated proof.
InsuranceOS is delivered through the same discovery-led engagement as CustomOS. Capabilities here describe what EYLYR designs and deploys for an agency's operation — not adoption figures, carrier partnerships, or certifications that aren't in place.
Pricing
Discovery-based, scoped to your agency.
Every engagement is scoped in a strategy session; pricing depends on scope, integrations, and complexity. Selected implementations can begin around $3,000, with ongoing support and optimization typically around $1,500 per month. Larger, more connected systems cost substantially more — we'll give you real numbers after understanding your operations.
Book a strategy sessionGet started
Let's map where InsuranceOS fits your agency.
There's no obligation — the strategy session is where we scope and price.