• How to Add a Policy to an Existing Program

• What are the limitations to adding another quote

1. Locate the relevant program page

2. Click the Actions in the top right corner of the program page

   

3. Select the Add quote option

4. Enter the new quote's details

5. Click Save

6. Send the payment link to the insured via the Send email link at the top of the program page

The client will have the ability to pay-in-full, or finance the additional policy alongside their current loan.

Note: Adding a quote will not change the number of outstanding payments. The premium amount is incorporated into the existing finance agreement by amending the installment amounts for all remaining monthly installments.

Need more help? Contact us at support@useascend.com for more help.