• How to create a program for an existing customer in Ascend

Some insureds require multiple programs using the same email to manage numerous businesses or create multiple programs for the customer's same business. For example, if insured Andrew Clarkson is buying policies for both Clarkson's Cappuccinos and Clarkson's Cattle Ranch, an agent can create both companies under a single email.

This is not for endorsements to an existing program. If you need to add an endorsement, you can see how to endorse a policy here.

1. Select + New Program in the top right corner of your Dashboard.

2. Select the Producer and Account Manager for the program from the drop-down lists.

3. In the email field, start typing the customer's email and click on the customer's email when it appears in the drop-down.

   

   1. Selecting the insured from the drop-down will autofill the rest of the customer information section for you.

4. Click on the Business field to view the customer's existing businesses and select the relevant business, or click +Add new business if you're creating a program for a customer's business that is not yet in the Dashboard.

   

5. If adding a new business, enter the details into the fields on the screen.

   

6. Proceed with entering quote details in the fields below, as usual.

*For tips on creating a program, check out how to create a checkout link here.

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