Insured Checkout Link Experience

What You'll Learn

  • 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

Send The Program's Payment Link

When the program is ready for purchase, use the Send email button from the banner at the top of the program page.

This will trigger an email campaign to your customer branded to your agency.

View Emails Sent to Insureds

A record of all email communications that Ascend has sent to your insured for this program is published in the Communications section at the bottom of the program page.

To preview a copy of the email your customer received, click on the title of the email row, and the email preview will open up in a new tab. If your browser has pop-up blockers enabled, you may have difficulty opening email previews.

Date Sent and Date Opened timestamps are published alongside the email subject. To open a preview of the email sent, click on the subject title:

The Insured's Checkout Experience

The payment due email sent from the program page will have a Submit payment button for your insured to initiate the payment due.

Upon clicking Submit payment, your customer will be directed to their checkout link. This link will only accept payment once and is unique to the program your team created.

Note: Agents can also find the checkout link on the Program Page in the banner alongside the Send Email button.

✅ Changes made by the agent to a program's policy or loan details after a purchase email is sent will be immediately reflected in the checkout link without re-sending.

❌ Changes cannot be made after a customer has completed checkout.

Step 1: Business and policy detail verification:

Upon opening the payment link, customers will be asked to verify their details

Step 2: Payment Options

Next, the customer will see their available finance terms and pay-in-full payment options.

If the customer chooses to pay in full, they will be taken directly to the checkout page.

If a customer opts to pay over time, they will be taken to review loan terms.

Step 3: Finance Agreement Loan Terms

The loan terms page contains all relevant information from the premium finance agreement, which is hyperlinked and available at the bottom.

Your customer can expand the payment plan to see each due date in the installment plan.

To e-sign the Premium Finance Agreement, your customer will check the box at the bottom of the page. No additional signatures are needed.

The customer will then take the customer to the checkout page step.

Step 4: Checkout Page

The customer enters & submits their payment method details. By default, Ascend supports customer payments via Credit Card and ACH. Wire payments can also be enabled upon request.

⚠️ ACH payments have a 3-5 business day processing timeline.

Ascend cannot speed this up, as this timeline relies on the workflows of the customer's bank. For more info, see the article here about customer payment timelines.

Most payment methods include a transaction fee; however, ACH transfers for financed payments are free.

If financing, the customer will also be defaulted into Autopay, which will help them stay current with future installments.

Purchases made via credit card will be processed immediately, while ACH transfers take 3-5 business days to process.

When the customer selects Complete transaction, the transfer will be initiated, and the customer will be taken to the payment confirmation.

Step 5: Payment Confirmation

The payment confirmation page confirms the details of the payment they submitted. The customer and the program's Agency Account Manager will receive an email notification confirming the initiated payment. Learn more about Account Manager and user role types here.

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