Shared Services & Support

Corporate Shared Services & Affiliate Support

Designed with a single purpose. To enable our affiliates with the ability to reduce the amount of time and resources they are committing to “back-office” / administrative functions that get in the way of them growing their business.

Treasury Mangement






Treasury Management

Accounting & Finance
ICON affiliates enjoy the benefit of a fully functioning finance department and the ability to manage their business’ finances through different services/tools while gaining support with A/R & A/P functions, audit, tax reporting, and commissions.

Legal & Compliance

Today’s regulatory environment makes it almost impossible for small businesses to keep up with the changing regulations happening around them. Our affiliates can leverage high-quality enterprise resources through the support of a full in-house legal department, compliance, personnel training, and hands on support in transitioning to a fuller compliance adherence.

Human Resources

ICON affiliates benefit from access to our corporate HR team and suite of HR solutions including; Workday, Payroll, and a comprehensive employee benefits package that’s second-to-none and offers additional “a la carte” benefit options.

Marketing & Communications

Experience the value of a having a full marketing and communications team ready to help you and your team grow your business. ICON affiliates have access to high-quality enterprise marketing resources (both, in-house and from partner agencies) offering omnichannel marketing support (full Media stack; Print, TV, Social), PR and communications, a full content library, social media resources, calendars, and lead generation expertise.

IT & Cybersecurity

The need for IT and cybersecurity continues to increase as does the cost for accessing the right resources. We eliminate these pain points by providing leading industry solutions like; cybersecurity – enterprise protection platform, industry leading AMS/CRM, integrated recruiting and tracking platform, distribution management solutions for commissions, contracting and sales, a fully staffed IT Helpdesk, and exclusive e-submission capabilities.

Data & Analytics

ICON affiliates are empowered to grow business through the support of our in-house Data & Analytics (advanced analytics, integrations, descriptive, predictive insights, etc.) team and the use of an integrated inforce policy administration and real-time carrier intel that proactively provides call-to-action opportunities and equips marketers with the high-probability outcome intelligence to grow sales and increase the value that they bring to their advisors to help develop deeper, more meaningful relationships.

Elevate Your Future

The opportunities are infinite when you partner with ICON.