Ascend Plans

Edited

What You'll Learn

Details about the 2 Ascend Plans
How to subscribe

Ascend Starter & Ascend Plus

There are two Ascend plans that you can choose for your agency:

Starter:
1. Starter provides a way for agencies to collect agency bill payments from your clients, including premium financing.
2. This plan is free to use.
Plus
1. Plus allows agencies to do more with Ascend, from fully automated carrier payables, to collecting different types of fees, to integrations with your AMS.
2. This is a paid plan. Upgrade here on the Ascend dashboard's Settings > Automated Carrier Payables page.

For a detailed breakdown of what is included in each plan, please see the below section.

Plan Details

	Starter (Free)	Plus (Paid)
Premium finance option at checkout	✅	✅
Automated email reminders to collect payment	✅	✅
Adding unlimited users to your organization	✅	✅
Endorsements, cancellations, refunds, renewals	✅	✅
Adding points for financed policies for your agency	✅	✅
Automated carrier payables for financed policies	✅	✅
Collecting payments via ACH, credit/debit card	✅	✅
Automated carrier payables for pay in full policies	❌	✅
Payout approval tab to ensure payout accuracy	❌	✅
Collecting payments via Wire	❌	✅
Adjust downpayments, interest rates, and payment schedules	❌	✅
Chat support	❌	✅
Invoicing for one-off fees	❌	✅
Subscription (recurring) installments payments with no interest	❌	✅
Standard AMS and custom integrations	❌	✅
Client portal for insureds	❌	✅
Reduction on downpayment endorsements	❌	✅

Contact Us

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