ICON PIPELINE
Run your insurance business like an actual business — not a side hustle.
ICON Pipeline is the all-in-one platform that captures every lead, books every call, follows up for you, and tracks every policy — so nothing slips through the cracks and you finally look like the professional you already are.
No contract. Full access. Cancel anytime before day 31.
Trusted by Top Producers
300+
AGENTS INSIDE
$10M+
IUL PREMIUM WRITTEN
100%
BUILT FOR IUL
You are the system.
That's the problem.
Right now your business lives in seven different places. A lead DMs you on Instagram. Another one texts you. Somebody's number is in your notes app. Your follow-ups live in your head - and your head is already full. So leads go cold because you got slammed that week. People no-show because nobody reminded them. You send a Calendly link, then a Zoom link, then ask for their info on the call - looking like a rookie instead of a pro.
If I asked what's in your pipeline right now, you couldn't tell me, and you don't know what it's worth. You ARE the system - nothing moves unless you do it by hand.
"That's not a business. That's a job that texts you back at midnight."
Run it like an operation.
ICON Pipeline puts the whole thing in one place. The lead comes in, it's captured. The call gets booked on a calendar that already knows your availability. The reminders, the follow-up texts, the emails - they fire on their own, whether you're working or asleep. Every prospect sits in a pipeline you can actually see. You stop holding your business together with screenshots and good intentions, and start running it like an operation.
"I burned over $24K stacking tools that didn't talk to each other before I built this - so you don't have to."
Everything you need to scale,
already built.
Lead Capture + Funnel
Every inquiry lands in one place — never lost in your DMs again.
Smart Booking Calendar
Knows your schedule and books the call for you — no more link ping-pong.
Automated Follow-up
Text + email follow-up that runs while you sleep — the lead never goes cold.
AI Appointment Setter
Works your leads and books them for you automatically.
Full IUL Pipeline
Tracks every prospect from first contact to policy anniversary.
Digital Intake Forms
Clients fill out on their own time — no more 2-hour Zoom calls dragging out info.
One Dashboard for Everything
Run every lead, call, and policy — and give your downline their own logins when you're ready to build a team.
Build anything you can dream up.
By morning.
Have an idea at 11pm? Build it by morning - yourself. A funnel for a webinar. A landing page for a new campaign. A whole website. An automation that texts every lead the second they opt in.
That used to mean a $20K agency or a tech guy who takes two weeks to change a headline. Not anymore. You describe what you want, and the AI builds it - websites, landing pages, and workflows, right inside your account.
This is the part nobody talks about: you stop being dependent. Your business isn't held hostage by a developer's calendar or an agency's invoice. You move at the speed of your own ideas - and you own every piece of it.
From Solo Producer to
Agency Owner
Once your business runs on one platform instead of seven, you can duplicate it. Plug in a downline agent, give them their own login, and you're not a solo producer anymore - you're running an agency.
And because a paid-booking funnel is built right in, you can even have prospects pay you before you write the policy - the way the sharpest agents run it now.
You're not buying a CRM. You're replacing
the duct-tape.
You're replacing the entire stack of tools you're already duct-taping together — and most of them still don't talk to each other.
The Old Way (Duct-Taped)
Funnel builder — ~$97/mo
Email automation — ~$79/mo
Scheduling app — ~$15/mo
Insurance CRM — ~$109/mo
Course host — ~$179/mo
Total — $479+/mo
+ $2,000–$20,000 one-time for an agency to build your pages.
THE NEW WAY
ICON Pipeline
Everything in one login
$195/mo
Or $97/mo with partnership
The exact same platform agencies pay $297–$497/mo to run.
Proof from the Field
"I'm not running my business out of my phone anymore. Everything's in one place - my leads, my calls, my follow-up. I work from home, I travel with my wife, and I'm finally organized like a real business."
Stan W.
Licensed in 22 states
(Results aren't typical and aren't a guarantee - they depend on the work you put in.)
Try the full enterprise account
FREE for 30 days
Every feature, no limits. Plug in, move your business into one place, and run your first calls through it before you pay a dime.
Standard
$195/mo
After 30 days
Contracted Agent
$97/mo
Through ICON
No contract. Cancel before day 31. You get $25 in usage credits to start.
WE'VE GOT ANSWERS
Your Questions
Need more clarity before you start running your business like an operation? Browse our common questions, or reach out to our team directly.
I already have a CRM. Why switch?
Most are blank boxes — you still build everything yourself. Yours comes fully loaded for IUL: funnel, calendar, follow-up, pipeline, all done.
What happens after 30 days?
$195/mo ($97 contracted). Cancel before day 31 if it's not for you.
Am I locked in?
No contracts, no penalties — cancel anytime.
Not techy?
You get onboarding and a team that sets it up with you (or do-it-for-you white-glove for $297) — and the AI builds your pages for you anyway.
Can my team use it?
Yes — give agents, assistants, and VAs their own logins. This is how you go from a solo agent to running an agency.
Stop running your business off your phone.
Start running it like a business.
Full access for 30 days. Cancel anytime before day 31.