Using Import Document to Create a Program in Ascend
Jack Brown
10 steps
46 seconds
Useascend
1
Navigate to [https://dashboard.useascend.com/programs](https://dashboard.useascend.com/programs)
2
Click "New program"
3
Click "Import document"
4
Upload the quote / binder / invoice and click "Begin Import"
5
Ensure the customer information was correctly imported
6
Ensure the carrier and wholesaler were imported correctly
7
Ensure the coverage type and effective date were imported correctly
8
Ensure the premium, taxes and fees were imported into the correct boxes
9
Ensure the commission rate was imported correctly
10
Click "Save program"
Once the program has been created, you can send a payment link to your insured using "Send email"
Using Import Document to Create a Program in Ascend
Jack Brown
10 steps
46 seconds
Useascend
1
Navigate to [https://dashboard.useascend.com/programs](https://dashboard.useascend.com/programs)
2
Click "New program"
3
Click "Import document"
4
Upload the quote / binder / invoice and click "Begin Import"
5
Ensure the customer information was correctly imported
6
Ensure the carrier and wholesaler were imported correctly
7
Ensure the coverage type and effective date were imported correctly
8
Ensure the premium, taxes and fees were imported into the correct boxes
9
Ensure the commission rate was imported correctly
10
Click "Save program"
Once the program has been created, you can send a payment link to your insured using "Send email"
