MGA / Wholesaler Help Center

The required steps to start using Ascend How to set up your bank details How to add your team members to Ascend What is take rate and how to set it up...

What is an Agency Account in Ascend? What info you need to set them up Step-by-Step instructions Updating Account information after it's created In th...

What is a program? Step-by-step instructions on program creation Add multiple quotes to one program Frequently Asked Questions A program is the land...

What is Take Rate? How to set it up in the Ascend Dashboard When your organization will receive take rate payments Where to find take rate payment his...

What is an invoice in Ascend? How to create am invoice Invoice funding timeline Email notifications for invoices Frequently Asked Questions Invoices a...

This article only applies to financed programs for Direct Bill policies. What terms can be adjusted & what's required to adjust How to edit loan ter...

How to Add a Policy to an Existing Financed Program What are the limitations to adding another quote Locate the relevant program page Click the Actio...

⚠️ This article applies to financed programs for Direct Bill policies only ⚠️ How to help your customer pay off their loan early Limitations on the ...

What is a dispute? The dispute process Resolving disputes Withdrawing disputes MGA responsibility for disputes ​ A dispute (also known as a chargeback...

General information about lower down payments Step by step instructions Frequently Asked Questions Downpayment can be both increased and decreased ...

⚠️ This article is about premium-reducing endorsements. For information about premium-increasing endorsements, check out the article here . ⚠️ When...

NOTE: This article is about premium-increasing endorsements; check out our article here for information about premium-reducing endorsements. Wha...

How auto-deducted unearned commission works Frequently Asked Questions Auto-deductions for unearned commissions allowed your company to proactively co...

NOTE: See the article here for Voluntary / Insured Requested Cancelations. This article ONLY covers information about nonpay cancelations. What is ...

NOTE: See the article here for information about Non-pay cancelations. This article ONLY covers Voluntary / Insured Request Cancelations. What is a ...

What the Batch Payments feature offers and when it can be used Step by step instructions The Batch Payments process allows agency partners to pay mul...

Where agency accounts can view their earned commissions How to locate or edit the agency account's set commission rate How an agency account user can:...

How to pay for an agency bill policy Frequently Asked Questions The agency must use the Ascend program checkout link to pay for the gross premium net ...

How the agency account user logs into their Ascend platform How to locate the Account Owner on an existing Agency Account? Frequently Asked Questions ...

How Agency Account contacts sign in What steps the agency contact needs to take to complete set up on their side What info is required for this to be ...

Why financing is NOT available on Agency Bill policies Financing is not available on Agency Bill policies through your Ascend dashboard because the ag...

What is the Insured Portal? How to access your organization's Insured Portal Walk through of the Insured Portal FAQ and troubleshooting The Customer P...

This is only relevant for Direct Bill programs that can be financed. What is a Premium Finance Agreement (PFA) document How to access a PFA document F...

The difference between APR & Interest Rate How down payments are calculated on Ascend programs Examples of down payment calculations Interest rate re...

What is an ACH ID and why does it matter? The ACH IDs to have your customers approve to avoid failed payment An ACH ID is a 10-digit number/code that ...

What is the split initial payment feature? How to turn this on for your insured Frequently Asked Questions The split payment feature allows insureds t...

What is the Balance tab? How do I pay outstanding balances between my company and Ascend? The Balance tab lists any unpaid payables owed by you...

What is the Payables tab? The Payables tab shows all the payments made by Ascend to Carriers and MGA/Wholesaler/Brokers on behalf of your company ....

What is the Receivables tab? The Receivables tab shows all the payments made from Ascend to your company , along with details such as the account f...

What is the Incoming Payments tab? How to reconcile a received wire payment The Incoming payments section shows all wire payments coming in to Asce...

What is the Payment disputes tab? Payment disputes raised by your customers will appear here. To learn more about the dispute process, see the Help Ce...

How to update the bank accounts your company has on file The difference between an Operational and Trust Account This can only be completed by users w...

How to view refund activity What each refund status means How to reissue failed refunds How to download refund receipts and cashed check copies Refund...