Ascend 101 for Sales and Service Teams | Scribe

Ascend 101 for Sales and Service Teams

  • 2 months ago
  • UseascendUseascend
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You can log in to your Ascend account at dashboard.useascend.com.

This is a guide for how sales and service teams use Ascend.

If you're an accountant looking for how-to guides, see here.

If you're looking for guidance on how to set up your agency's Ascend account, see here.

If you're looking for a guide specific to your AMS, see below:

Step-by-Step Guides - New Policies

Creating a New Program in AscendUsing Import Document to Create a Program in AscendArchive a program in AscendHow to Use Ascend's Downpayment CalculatorHow to Submit an Underwriting Request in Ascend

Editing information that has already been entered into Ascend

How To Update an Insured's Business Information in AscendEditing Payment Due Policy in Ascend Dashboard

Policy Lifecycle Workflows & Endorsements

How to Create a Premium-increasing Endorsement in AscendHow to Create a Premium-reducing EndorsementCreating a New Program for Assigned Risk policies in Ascend DashboardRenewing a Program in Ascend

Cancelations

How to process a voluntary / mid-term cancelation in AscendHow to enter cancelation invoices on financed program cancelled for non-payReinstating a Canceled ProgramWhat to do when a carrier/wholesaler sends return premium to your agency

Managing Payments

How to Restrict Insured Payment MethodsHow to Change Customer Payment MethodHow to Collect Payment from Your Insured or Make Payment on Behalf of Your InsuredHow To Manage Autopay Settings in Ascend

Additional Resources

Priority Bind with AscendCreating An Installment Plan in AscendSending the Ascend Payment Link to insured using a hyperlink in email