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Insured Experience: Checkout Email Notifications
Insured Experience: Checkout Email Notifications

A review of messaging that Ascend’s platform triggers for your insureds as they make initial purchases.

Kris Goeglein avatar
Written by Kris Goeglein
Updated over a week ago


Overview of messages to insured at point of sale

1. Payment Notifications

The insured receives up to 4 email reminders to complete the initial purchase (immediately, after 2 days, 4 days, and 6 days).

Payment Notification 1

Sent to insured immediately after agents select "send email"

Payment Notifications 2

Sent to insured 2 days later if program is not purchased.

Payment Notifications 3

Sent to insured 4 days later if program is not purchased.

Payment Notification 4

Sent to insured 6 days later if program is not purchased.

2. Messages when payment is processing

Processing payment (ACH only)

Sent to insured immediately after ACH transaction initiated payment.

3. Messages when payment is complete

Email Confirmation

Sent to insured immediately when program is purchased successfully.

QUESTIONS?

If you need help or have any questions, please email support@useascend.com or here's a link to our open office hours this week.

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