• Automatic Payments at time of purchase

• Modify Autopay settings for a customer

• Payment Reminders

• Default Settings for Organizations

At the time of purchase, the client will have the option to finance their premiums. Should they proceed with premium finance, they will be prompted to enroll in Autopay for Credit Card and ACH transactions.
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​Autopay is enabled by default when the client reaches the payment page. The client may opt out of automatic payments if preferred.

If the customer is not opted into automatic payments, they will receive invoices from Ascend to complete upcoming installment payments via email in the days leading up to the payment due date.

Autopay will not be enabled by default if the client has previously opted out. The customer is able to enroll in autopay from any of these installment invoices.

1. Go to the customer's program page

2. In the Actions menu, select Edit Payment Details

3. Move the autopay toggle switch to Off

1. The client will login to their portal using the email on file for the account

2. The client will select the account they would like to disable autopay

3. The client will turn autopay off under the Payments section by clicking the Edit Payment Info button

   

Agents cannot enable autopay settings for an existing payment method. To enable autopay for a client, the agent will need to input new payment information.

1. Go to the customer's program page

2. In the Actions menu, select Edit Payment Details

   

3. Enter new payment information, and set autopay to ON

4. Click the checkbox to agree to the terms and conditions

5. Save the changes

1. The client will login to their portal using the email associated with their program

2. The client will select the account/policy they would like to enable autopay

3. The client can enable autopay without changing any other details from the Payments section on their detailed view

1. In the payment window, the client will have the ability to enable autopay for future installments to be charged to the payment method they are entering to pay the current invoice:

   

Autopay On - 1 reminder sent 3 days before payment method is charged

Autopay Off - 5 reminders sent 20, 7, 3, 2, 1 day before payment method is charged

Learn more about emails sent to insureds from Ascend here.

The default settings for customers at time of purchase can be defined on an organization-wide basis.

The available settings are as follows:

• ON by default

• OFF by default

Need more help? Contact us at support@useascend.com for more help