Program & Policy Maintenance
Early Loan Payoff
⚠️ This article applies to financed programs for Direct Bill policies only ⚠️ How to help your customer pay off their loan early Limitations on the e...
Modify Loan Terms
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...
Documents: Premium Finance Agreement
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...
Add a Policy to an Existing Program
How to Add a Policy to an Existing Program What are the limitations to adding another quote Locate the relevant program page Click the Actions in th...
Disputed Charges
What is a dispute? The dispute process Resolving disputes Withdrawing disputes MGA responsibility for disputes A dispute (also known as a chargeback...
Getting Started with Ascend
Create a New Agency Account
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...
Take Rate
What is Agency Take Rate? How to set it up in the Ascend Dashboard When your agency will receive take rate payments Where to find take rate payment hi...
One-Time Invoices
Note: This feature is only available on the Ascend Plus plan. See more about Ascend Plus here . What is an Invoice? How to Create an Invoice Invoice ...
Create a New Program
What is a program? Step-by-step instructions on program creation Add Multiple Quotes to one Program FAQs A program is the landing page for policies ...
Ascend Set Up for MGAs
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...
Agency Account Experience
1 article
Insured Portal
What You'll Learn What is the Insured Portal? How to access your organization's Insured Portal Walk through of the Insured Portal FAQ and troubleshoot...
Accounting Section
This article walks through each of the tabs on the Accounting section in the Dashboard: (1) Balance (2) Payables (3) Receivables (4) Incoming payments...
Downpayment, Interest Rate, APR: Explained
The difference between APR & Interest Rate How down payments are calculated on Ascend programs Examples of down payment calculations Interest rate re...