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Insurance Agency Help Center
Insurance Agency Help Center
Support for Insurance Agencies
By Kris and 2 others
3 authors
62 articles
Getting Started & Basics
Creating a Policy + Checkout Link
Insured Checkout Link Experience
Program Page
Payouts Flow - Ascend Base Plan
Get Support
Ascend Plans
Bank Account Set Up
Creating a Checkout Link
Policy Details: Premium, Commission, and Fee Fields
Supported Credit Card Brands
PDF Invoice Documents
Programs for Existing Customers
Insureds with International Addresses
Financing Direct Bill Policies
Billing for Audit Premium
Your Customer's Experience
Payment Button
Payment Method Options
Automatic Payments (Autopay / EFT Payments)
Insured Experience: Checkout Email Notifications
How to Change Payment Method on Auto-pay for a Financed Program
Insured payment from international accounts
Failed Payments
Customize payment methods per program or invoice
Premium Financing with Ascend
Modify Loan Terms
Downpayment, Interest Rate, APR: Explained
Premium financing isn't available
Documents: Premium Finance Agreement
Early Loan Payoff
Late Fees
Agency Take Rates
Finance Agreement Service Fee
Unearned Take Rate for Mid-term Cancellations
Endorsements & Cancellations
Premium-Reducing Endorsements
Premium-Increasing Endorsements
Cancelations and Refunds
Reinstatements
My Agency Received Return Premium
Accounting
Instant Carrier Payments
Accounting Section
Carrier/MGA Payables Receipts
Customer Payment Timeline
Pending Approval
Carrier and MGA Management
Agency Commission - FAQ
Reconcile Wire Payments from Insureds
Program Maintenance & Ongoing Use
Create a Program
Renewals
Program Email Communications
Program Due Date
Program Status: Explained
Disputed Charges
Receiving a 404 Error Message
Archive a Program
Customer Experience: Agency Branding on Ascend Emails
Invoices
Subscription Invoices
One-Time Invoices
Settings
User Management
Security
Platform Security
Integrations
Integrations: NowCerts
AMS360 Integration Setup Instructions
AMS360: Create a program
HawkSoft Integration
Mapping wholesalers and carriers to your integration
