This document describes the integration between Ascend and BindHQ. This integration enables joint customers to easily invoice customers and reconcile their Accounts Receivable without leaving BindHQ.

1. Navigate to Settings -> Integrations in the BindHQ platform.

2. Choose the Ascend option -> View & edit integration configuration.

3. Toggle "Enable Ascend Integration" ON

4. Share the following with your Ascend contact:

   1. API key

   2. BindHQ URL

   3. Client code

5. Share list of Coverage Types with your Ascend contact (including BindHQ codes)

6. Add list of retail agencies you work with in Ascend here.

7. Add list of marketing companies and carriers you work with in Ascend here.

This integration consists of the following functionality:

1. Program creation (new policies)

2. Premium adding endorsement creation

3. Voids

4. Receipts

Note - only the following billing type are supported:

• Agency Bill

• Direct Bill Insured

1. Create a new application and policy in BindHQ. This will automatically create a new program in Ascend.

2. Navigate to your Ascend Dashboard to see the newly created program.

3. You can now send the Ascend payment link to the client.

Required fields:

• Insured name

• Insured address

• Insured email (direct bill only)

• Insured phone (direct bill only)

• Retail agency name

• Retail agency address

• Retail agency contact name

• Retail agency contact email

• Retail agent name

• Retail agent email

• Producer name

• Producer name and email

• Marketing company

• Carrier

• Line of business

• Quote description

• Billing type

• Policy effective date

• Policy expiration date

• Minimum Earned Premium

• Gross commission

• Retail agency commission

• Premium, fees, taxes

1. Create a new premium adding endorsement in BindHQ.

   1. If original policy exists in Ascend, this will create a premium-adding endorsement on that policy in Ascend.

   2. If original policy does not exist, this will create a new Ascend program

2. Navigate to your Ascend Dashboard to see the endorsement.

3. You can now send the Ascend payment link to the client.

If the policy or premium adding endorsement that was synced in steps #1 and #2 is voided in BindHQ, the corresponding program/endorsement will be archived in Ascend.

Customers will no longer receive emails to make payment for this invoice and the payment link will expire

When the customer makes payment and Ascend sends funds to your bank account, a receipt will be created in BindHQ and applied to the invoice.

To set up your receipt bank account in BindHQ:

1. Navigate to Accounting -> G/L Account Admin -> Add A New Account

2. Create the account called "Ascend FBO"

3. Go to Settings -> Integrations -> Ascend -> View & edit integration configuration

4. Add the Ascend FBO account to the "Receipt Bank Account" field

• How are my Retail Agencies synced from BindHQ to Ascend?

  • Your agencies are automatically synced to Ascend on an hourly basis.

  • If the agency is missing in Ascend when creating the application, the integration will automatically create the agency in Ascend.

  • Inactive agencies are excluded and will not be synced to Ascend.

• How are my users synced from BindHQ to Ascend?

  • When creating a policy in BindHQ, the user will automatically be created in the Ascend system if it does not yet exist.