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.

 

Neighborhood

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

We believe in your community.
Learn how ICRG can help keep your community growing.

This is custom heading element

Agent at Podium

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

Electronic Signature

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

handshake over contract icon

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

Reviewing insurance

Insurance reviews, recommendations, & policy services

Support center to assist in expediting service, send out statements and alerts