We believe in your community.
Learn how ICRG can help keep your community growing.
Who's ICRG
The Intelligent Capital Reserve Group (ICRG), is a community-focused insurance agency that serves the specialized financial services needs of HOA and condominium associations.
ICRG understands the unique challenges association boards face when it comes to carrying out annual planning and insurance management duties, so we built our platform with resources and services designed to focus on streamline the financial decision-making process for board members – making it easier for your board to make decisions and take care of business.
Connecting today’s financial decisions to tomorrow’s liabilities, ICRG deliver guidance and savings strategies directly to your board meetings, helping boards take the necessary steps to protect and improve community financial wellness at its foundation. We can help your board develop a unique program for properly managing your association’s most important financial decisions and give you the tools to monitor and manage it.
Aided by the convenience of technology, a dedicated community agent delivers personalized savings recommendations and insurance services directly to your board meetings. Helping your members identify and capitalize on your association’s opportunities and execute the board’s most important financial decisions efficiently and with ease.
Insurance policy solution
Reserve fund savings strategies
Reserve study software
Dedicated agent support
Building blocks for a strong financial foundation.
Services For Your Association
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A dedicated agent to work alongside your board, walking you though your planning from Start to Finish
Meet virtually with your agent to review and maintain your savings program or complete annual review meetings
Complete and e-sign most documents
Cloud based file storage to Save and Store documents and archive information for efficient execution
Cloud based reserve study software includes financial reports. Track your expenses and savings in one place
5 printable reports. Print an updated reserve study, savings program statements, and other useful reports
ICRG manages all paperwork and provides you a physical and digital copy of important documents
Annual portfolio reviews. Update progress, educate new members and complete program maintenance
