Insured Experience: Checkout Email Notifications
What You'll Learn
Overview of each email sent to insureds from the Ascend system
Payment Notifications
The insured receives up to 4 email reminders to complete the initial purchase (immediately, after 2 days, 4 days, and 6 days).
Payment Notification 1
Sent to insured immediately after agents click "send email"
Payment Notifications 2
Sent to insured 2 days later if program is not purchased.
Payment Notifications 3
Sent to insured 4 days later if program is not purchased.
Payment Notification 4
Sent to insured 6 days later if program is not purchased.
Messages when payment is processing
Processing payment (ACH only)
Sent to insured immediately after ACH transaction initiated payment.
Messages when payment is complete
Email Confirmation
Sent to insured immediately when program is purchased successfully.
Contact Us
If you need help or have any questions, please email support@useascend.com or here's a link to our open office hours this week.