Ascend Plans

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:

  1. 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.

  2. 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

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