Getting Started & Basics
Ascend Plans
Details about the 2 Ascend Plans How to subscribe There are two Ascend plans that you can choose for your agency: Starter : Starter provides a way for...
Bank Account Set Up
Why we need your agency's bank details Two required bank account types What to do if you entered incorrect bank details and a payment has gone out to ...
Creating a Policy + Checkout Link
How to enter a new policy into an Ascend Program What happens next At Ascend, agents create a program to generate customer payment links. One progra...
Payment Flow - Ascend Plus Plan
⚠️ This funds flow only applies to agencies subscribed to Ascend Plus . For information about payment flow for Ascend Base/Starter agencies, please...
Payouts Flow - Ascend Base Plan
Payment flow on financed programs Payment flow on paid in full programs Frequently asked questions Starter : Ascend Starter is a free plan that allows...
Insured Checkout Link Experience
How to send an email to your insured from an Ascend program How to view emails sent from a program What the checkout flow looks like When the program ...
Program Page
What an Ascend program is Walk through of each section on the program page At Ascend, agents create a program to generate customer payment links. On...
Get Support
Need help? Our Support Team is online and ready to help Monday through Friday between 6am - 5pm PST! The best method to contact Ascend Support is to c...
Creating a Checkout Link
Policy Details: Premium, Commission, and Fee Fields
A description of each field on a program's quote/policy Frequently Asked Questions ⚠️ Be sure to double-check the quote/policy details before sending ...
Programs for Existing Customers
How to create a program for an existing customer in Ascend Some insureds require multiple programs using the same email to manage numerous businesses...
PDF Invoice Documents
How to download a PDF Invoice doc for insured payments Certain insureds and businesses prefer or need a PDF invoice document for settling their paymen...
Billing for Audit Premium
Can audit premiums be financed through Ascend? What happens if I accidentally finance an audit premium? How to collect audit premiums from my insured ...
Financing Direct Bill Policies
⚠️ NOTE: Ascend DOES NOT offer financing on Direct Bill policies of any kind. Financing a Direct Bill policy through Ascend will result in the immed...
Insureds with International Addresses
The insured will need to have a US based address (within the continental US and Hawaii) in order to finance, as these are the limitations of our licen...
Supported Credit Card Brands
Card brands that can be used for payment method through Ascend What happens with other card brands? Ascend supports several card brands, in including ...
Premium Financing with Ascend
Late Fees
When late fees are applied Frequently Asked Questions A late fee is added if a payment is not made on time. The payment is considered overdue if the i...
Early Loan Payoff
How to help your customer pay off their loan early Limitations on the Early Loan Payoff Process Fees associated with early loan payoff How early loan ...
Modify Loan Terms
Which loan terms require Underwriting review How to edit loan terms How to request loan terms from the Underwriting team Frequently Asked Questions Th...
Documents: Premium Finance Agreement
What is a Premium Finance Agreement (PFA) document How to access a PFA document Frequently Asked Questions A premium finance agreement, or PFA , is a...
Agency Take Rates
What is Agency Take Rate? How to set it up in the Ascend Dashboard When your agency will receive Take Rate payments Where to find Take Rate payment hi...
Downpayment, Interest Rate, APR: Explained
The difference between APR & Interest Rate How down payments are calculated on Ascend programs Examples of down payment calculations Interest rate re...
Finance Agreement Service Fee
What the service fee is The service fee is a state-mandated fee applied to financing to cover the cost of filing and processing the finance agreements...
Unearned Take Rate for Mid-term Cancellations
What is take rate? How take rate is effected by cancelled policies How & when is take rate returned for mid-term cancellations FAQs Agency take rate i...
Premium financing isn't available
Top reasons why premium finance isn't available Financing is available on a per-program basis. For programs containing multiple quotes, anyquote ca...
Accounting
Customize payment methods per program or invoice
Note: This feature is only available on the Ascend Plus plan. See more about Ascend Plus here . What types of payment methods are customizable? How t...
Carrier/MGA Payables Receipts
Occasionally, a Carriers or MGA will send a notice or invoice to an agency requesting funding for a policy that has been funded via Ascend. ​ When thi...
Accounting Section
This article walks through each of the tabs on the Accounting section in the Dashboard: (1) Pending approval (2) Balance (3) Payables (4) Receivable...
Payout Approval
In addition to paying the MGA/Wholesaler or Carrier for financed, agency bill programs, Ascend now offers carrier payables for paid in full, agency...
Instant Carrier Payments
Note: This feature is only available to agencies subscribed to Ascend Plus . What is an Instant Carrier Payment How to process an Instant Carrier Pay...
Add a New Carrier, Wholesaler, or MGA
Add a new carrier or MGA to the platform Define funding instructions to ensure accurate payouts Go to the Wholesalers/Carriers section of your setti...
Customer Payment Timeline
Available payment methods through Ascend Processing timelines for each method The funding timeline for customer payments processed through Ascend depe...
Agency Commission - FAQ
Frequently Asked Questions Once Ascend receives your customer's initial payment (paid in full premium or downpayment amount), we will initiate a commi...
Reconcile Wire Payments from Insureds
What is wire reconciliation? How to reconcile payments on the dashboard What to do if your insured wires the wrong amount Notifications to your agency...
Program Maintenance & Ongoing Use
Program Status: Explained
update screenshots, create navigation links Each program is assigned a status based upon the status of the policy(s) and loan on the program. The stat...
Disputed Charges
What is a dispute/chargeback? The dispute process Withdrawing disputes Refunds on programs with disputed payments A dispute (also known as a chargebac...
Archive a Program
What happens when you archive a program? How to archive a program To keep the dashboard organized, users may want to archive or hide programs that are...
Customer Experience: Agency Branding on Ascend Emails
The insured experience on Ascend's automated emails How to view program-related emails sent to your insured How to update your agency's brand (logo & ...
Receiving a 404 Error Message
What is a 404 error Reasons for why a 404 error appears What to do to solve this issue A 404 error message, also known as "Page Not Found" or "File No...
Program Email Communications
A walk-through of program-related emails to Insureds A walk-through of program-related emails to the agency Account Manager Frequently Asked Questions...
Renewals
How to Create a Renewal Frequently Asked Questions Ascend has a simple process for creating renewals in our system from an existing program to help yo...
Create a Program
Create a Program Programs for Existing Clients Add Multiple Quotes to one Program Users with the role type Support User will not have the option to cr...
Program Due Date
What is the program Due Date feature? Instructions on how to edit the due date What your customers will see The due date set up on the program is the ...