Included
Arys Advisor OS
The operating system for insurance advisors.
A dedicated workspace for managing client portfolios, tracking commissions, accessing training, and staying connected with their organization.
By the Numbers
28
Pages
30+
DB tables
LMS
Integrated
What it does
A dedicated workspace for managing client portfolios, tracking commissions, accessing training, and staying connected with their organization.
Capabilities
Everything included.
Core Features
- Client portfolio and book of business
- Commission tracking and performance metrics
- Customizable dashboard widgets
- Enrollment links per agent
- Meeting scheduler with attendees and reminders
- Chat and messaging (inbox, threads)
Learning & Resources
- Training modules and learning paths
- LMS integration and certification tracking
- Resource library (SOPs, videos, bulletins, forms)
- Content bookmarks and categories
Operations
- Terminal access with command execution
- Team management and settings
- Announcement and bulletin system
- Ticket support system
- Audit logging and activity tracking
- Quick links and resource shortcuts
Who it's for
Built for health plan operators.
FMOs
Advisor productivity and training hub
IMOs
Agent recruitment and onboarding
Built-in Integrations
Works with the tools you already use.
M
Microsoft 365
Email
G
Gmail
Email
Ready to license ARYS?
Pilot customers onboard in Q3 2026 with 50% launch pricing. Commercial licensing opens November 1, 2026. Let's talk.