Icon Portal
Our Icon Portal is our plug and play platform for Financial Advisors. It’s incredibly easy to set up and easy to use so you have more time to focus on the on the important aspects of your business.
BUSINESS MANAGEMENT
Manage your clients, servicing, new business and policies from a single place.
The Icon Portal will allow you easily manage key aspects of your business all from a single place. All elements have been carefully interlinked meaning that anything that you’ll ever need is always only a click away.
DOCUMENT STORAGE
Say goodbye to your filing cabinets.
The Icon Portal’s safe and secure storage functionality will allow you to store documents, emails, and even video recordings for clients, new business and servicing cases and tasks.
COMPLIANCE
All your compliance concerns sorted.
Every aspect of the Icon Portal is seamlessly interlinked, meaning that you’ll have everything you need for a given client right at your finger tips. From documents to policy information to email statistics - it’s all right there.
TASK TRACKING
Stay on top of your tasks and to-do lists.
You’ll never have to worry about having a task slip through the cracks again! Effortlessly create, track and assign tasks for your company. We’ll even send you reminders to make sure you’re always on top of things!
COMMUNICATION
Communicate with your clients when you want, how you want.
We’ve given you the power to reach out to your clients with Icon’s PowerMail an SuperSMS tools. You’ll be able to create, schedule and track interactions with your communications.
AUTOMATIONS
Never miss the key dates in your clients’ lives.
We’ll make sure you never miss a beat with our carefully crafted automations. Not only will you be reminded of any upcoming birthdays and review dates, but we’ll even send your clients a personalized message on their birthdays – even when you’re offline!
ADVISOR MOBILE APP
Run your business from anywhere, anytime.
Say goodbye to the days of relying on your office to stay up to date with your business. With Icon’s Advisor Mobile App you’ll have access to all the important aspects of your business right from the palm of your hand.
FREE MIGRATION
We’ll help you migrate for free!
Are you thinking it’s time to get rid of your old, expensive software? Or are you just starting your software journey and only have access to the confusing data from all your Insurance Providers? Wherever you’re coming from, we’ll migrate your client and policy data on to the Icon Portal for you. (We ever have some handy templates to make the process that much smoother!)
PRICING
It’s not all about the money.
Surely access to all of this will cost you a small fortune? Well, we’re pleased to let you know that that isn’t the case! The Icon Portal is available to you from R250 per month.
BOOK YOUR DEMO
Less stress, and more focus where it matters.
We could continue to tell you how the Icon Portal will change the way you do business. How it’ll help you easily keep track of clients, new business, policies, servicing cases and tasks. How it’ll save you time and stress. Or you could just see for yourself. Get in touch with us to set up your personal demo where we’ll walk you through the Icon Portal and answer any questions you might have.
