ICONnect: Seamless case management integration with Isis Conveyancing

We’re always striving to improve our services, so when our clients began to ask if our online quotation system, ICON, could be integrated with their case management system, we stepped up to meet the need with ICONnect.

Simply put, ICONnect provides instant access to ICON, from within your own case management system, with just the click of a button.

How does it work?

By setting up a straightforward link, our two systems will essentially be able to ‘talk’ to each other. There are a number of benefits of ICONnect. For example, you won’t need to sign in to use ICON every time - that will happen automatically. And some of the information we need in order to quote, or to issue your policy, is automatically passed over to ICON directly from your case management system, saving you the need to enter it.

In addition to that, once the quote is complete, the quote and draft policy documentation, along with the premium figure, are transferred seamlessly back into your system. All of which saves your conveyancing team time and helps to streamline your processes.

Unlike other providers, our version of integration doesn’t just give you a pale imitation of our quote system, offering only a limited number of standard policies. By integrating with Isis and using ICONnect, you still get the full functionality of ICON.

Features and benefits of ICONnect:

  • No fee to set up
  • No additional software required
  • Compatible with any case management system
  • Full access to ICON, with over 400 legal indemnity products, and all its powerful features including an enhanced referral system
  • No need to remember your login details; you’re signed into ICON automatically
  • The policy limit, case reference, and property address are automatically filled in, directly from your case management system
  • All the quote information is instantly transferred back into your case management system, as is the policy documentation when it’s ordered
  • Easy to implement – only requires your IT technicians to create a straightforward link between your system and ICON

Next steps

Set up is simple, and our in-house software developers are happy to talk directly to your IT experts about the practical requirements of your specific case management system, and how it can integrate with ICON.

If you’re interested in finding out more, or want register your interest and discuss the next steps, contact our Business Development team on 01603 761515 or email enquiries@isisconveyancing.co.uk.