ICON was established in 2014 to bring a change into the distribution space within the insurance industry.

Over the years, it became clear that certain aspects of the industry were lacking from a technology perspective. We set out to correct that by creating technology based solutions built on feedback from actual Broker Consultants and Financial Advisors. This way, we’re able to ensure the solutions actually create meaningful impact.

To truly address the distribution space, our Connect division was created. The sole objective of this division is to serve as a single entry-point for Advisors to be able to access the full insurance value chain.

Our Engage division was born shortly after. This division is focused purely on providing cutting-edge technology for Financial Advisors to further enhance their value proposition to their clients.

Together these solutions fit together seamlessly, providing a single platform to manage all your insurance needs.

We understand that for advisors, it’s enough to just try and grasp the whole variety of products that providers offer, let alone the processes. So, we have simplified everything for you in one space, where you can execute whatyou want, the same way every time, across multiple providers.

KEY FEATURES

ICON PORTAL

Free access to ICON’s portal. This is the platform which allows you to shorten the distance between yourself and the provider. The portal grants you access to a CRM system, data storage, insightful analytics, live notifications support and portal training and automated reminders.

BROKER CONTRACTS

We facilitate the opening of new contracts under the providers to which we are partners.

CONSULTANCY

We understand the need to have somebody to hold accountable, and the importance of having a human behind all the tech, therefore we have specialist consultants who are at your beck and call to help assist with any further knowledge or extraordinary situations.

SERVICING

We provide a streamlined process through the portal to assist you in servicing your existing clients as expediently as possible

NEW BUSINESS PROCESS

From the uploading of applications to the point the case issues, we are the link notifying you along the way.

QUOTES

You can execute quote requests for our relevant provider partners. This is a result of systems integration - allowing a far more efficient quotes experience.

We want to create an industry that serves advisors,
not the other way around.

We understand that it is extremely difficult to grow your client base whilst constantly adding value to your existing client base. So we have developed solutions which allow you To move your business to the next level, with no additional sweat on your part.

KEY FEATURES

FINANCIAL TOOLS

As we are working day in and day out with the latest technology, we are committed to channel this technology into the development of financial tools to assist you in the sales process. These tools are constantly updated and added to your disposal as and when the technological capabilities come out. Current tools in production include a streamlined FNA, BNA and an advisor-centric robo-advisor.

REGULATION TECHNOLOGY

The battle between Compliance and productivity has raged on for far too long so we developed a tool to help firms be more compliant than ever before, in a fraction of the time.

INTELLIGENT COMMUNICATIONS

Utilizing innovative customer segmentation tools, social sentiment analysis and creative automated campaigns, ICON is geared towards keeping you front and center. The system utilizes a streamlined ‘lead nurturing’ process, automated reporting, significant event emails and review date reminders. With the ICON system, you never miss an opportunity to better serve your customers.

xRM

xRM is the next evolution in relationship management. At ICON, we harness the power of advanced data gathering techniques and machine learning to ensure that every insight possible is generated from all relationship data on the ICON network. This knowledge is then deployed across the platform, guaranteeing that each person is treated as an individual. The best part is that it all happens without you needing to lift a finger.

BUSINESS ANALYTICS

How well do you really know your business? With the ICON platform, you can take advantage of sophisticated business intelligence algorithms which draw on the wealth of live data captured by the system. With ICON, your business decisions benefit from the power of detailed customer knowledge.

We strive to create an unfaltering experience
that enhances the value you are able to deliver to your customers.