What You'll Learn

• What is the Customer Portal?

• How to access your agency's Customer Portal

• Walk through of the Customer Portal

• FAQ and troubleshooting

The Customer Portal (or Insured Portal) is a dashboard where your insureds can login using their email connected to their Ascend program or invoice to view their programs, payment history, policy information, and more.

Below if a walk through of the customer portal with screenshots and associated actions and information the insured can find on each page within the customer portal.

Homepage: 

On the homepage, insureds can view their policy and insured overview for all programs processed through Ascend that are associated with their email address. 

• There are basic overviews of each shown, and they can click into each for a details view. 

Detailed policy view:

When the insured clicks on the policy they want to view the details of, they are taken to the details policy view, where they can see:

• Autopay settings

• Finance agreement loan balance (if applicable)

• Payment (upcoming and completed)

• Loan details

• Policy/quote details

Actions the insureds can take:

From the customer portal, insureds can make edits to their payment and autopay settings:

• Add new payment method

• Turn autopay ON or OFF (under the Edit payment info flow)

• Download receipts for completed payments

• Download invoices for upcoming/unpaid payments

• Download their signed PFA

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