7310 Manchaca Road, #151703, Austin, TX 78745
7310 Manchaca Road, #151703, Austin, TX 78745
Inspired by insights from former board members, ICRG’s association services streamline the critical financial and insurance management responsibilities of board members and property managers. We position professional agents and services as permanent board members, specializing exclusively in insurance and reserve fund management.
This focused approach ensures consistent expert guidance in these complex areas, freeing up other board members to concentrate on their core responsibilities while maintaining professional oversight of the association’s financial operations.
Our primary objective is to improve your association’s financial health while working to minimize unnecessary assessment increases for property owners. We accomplish this through tailored financial recommendations and structured reserve fund strategies that maximize the efficiency of your association’s long-term savings. Additionally, our expertise in community insurance management ensures your property receives adequate protection at competitive rates.
These strategic efforts create a stronger financial foundation for your association, providing both immediate cost management and long-term fiscal stability.
Our expert agents guide board members through ICRG’s comprehensive, four meeting, insurance and savings recommendations process. Delivering end-to-end turnkey insurance and savings solutions so that your board can make a few key decisions and be ready to implement the decisions.
ICRG’s support team of professionals are the administrative backbone of our company. Supporting agents by processing and filing documents; delivering account data, emailing statements, invoicing, and much more.
Boards receive a year-long subscription to ICRG’s propriatary report generating software, where you can track your savings, print statements, synchronize your reserve study with our online self-directed planning tool., and generate 6 different expense reports to enhance your conversations about money.
HOA board members play a crucial role in managing their communities, but many are unaware of the complex insurance needs that come with the position. Proper insurance coverage is essential to protect both the association and individual board members from potential legal and financial risks. Our educational resources help board members understand the various types of insurance policies available, including general liability, property damage, directors and officers (D&O) liability, and cyber liability coverage. By gaining a thorough understanding of these insurance options, board members can make informed decisions to safeguard their community’s assets and their personal liability.
Comprehensive association insurance programs tailored to fix your association, ensuring its full protection, including those special perils and specialized coverage needs. Agents shop your coverage to multiple national brokerages to ensure you’re seeing the best options available.
ICRG and your agent will help your board members improve financial stewardship of your association’s assets, recommending unique savings opportunities for your capital, treating your organization with the same rigor as a business.
Elevating the return on your association’s long-term capital can sound pretty easy, but with ICRG you receive fully protected, principal secured savings recommendations that can optimize your use of association’s long-term savings. And we make the process of
Receive monthly consolidated statements emailed to your board and property manager.
When your CPA calls, we answer. ICRG can coordinate with your outside professionals to help ensure seamless communication between our collective services.
Access your documents anywhere with cloud based file sharing.
No. ICRG offers insurance products and guaranteed savings products only. Principal protection is a cornerstone fiduciary standard for associations.
No. ICRG does not provide advice in tax, accounting, or any legal matters. We do not assist in tax filings either.
ICRG can coordinate with your CPA to provide account level data, statements, and certain support (within limits). These services are billed hourly to the association.
We recommend boards consult an accountant or tax professional for assistance and to ensure your association is filing correctly and on time.
With the adoption of virtual meetings now mainstream, ICRG is able to deliver our cutting edge services in most states.
And if we do have local presence, or plan to be in the area, which we frequently are, you can also schedule in person meeting to get to know your agent and take care of some levels of business.
Yes, you can order some services a la carte, but not everything.
For example, software can be purchased separately, but monthly statements can not. Neither can insurance services. Service bundles is the only way to go!
We wish! No. ICRG does not own or operate any financial institution beyond our insurance agency. Recommending products or services to a bank we owned seems like a conflict of interest.
ICRG gets paid a service fee for our agency’s technology and support services and for access to our technology.
Agents get compensated via commissions based on the policies and products they sell and service.