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.