• 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 sold by your MGA to insureds (for Direct Bill policies) & agencies (for Agency Bill policies). A program is similar to a shopping cart containing quotes/policies to be billed together. Each program creates a single checkout link for payment. You can add up to 20 quotes/policies to one program.

Once created a program is created, the Program page will be the central source of information regarding the purchased policies, including:

• Payment history

• Quote / Policy details & changes

• Insured details

• Agency payouts (related to a specific policy or policies)

• MGA payouts (related to a specific policy or policies)

• Program email communications

How to create a new Program

1. Begin on your dashboard home screen

2. Select +New Program from the top right corner

   

3. Select a Producer and Account Manager for the program

   1. The user selected as the Account Manager will receive all program-related emails (failed payment, successful payment, policy-related questions)

      

4. Enter the insured's details.

   1. If the customer already exists, you will be prompted to select that account from a dropdown. You will be able to select an existing insured entity or add another for that client

      

5. Select the Billing Account by searching for the name of the agency receiving commission for the policy/quote

   

6. Proceed to enter the Quote Details.

   1. Enter Quote number, Policy number, and Carrier / Writing company

   2. Click "Add Account" and search for the account name who will be receiving the commissions on the program's policy(s)

   3. Confirm that the pre-filled Commission % and Account Fee are accurate

      1. You can split this between more than 1 account by clicking Add Account again and repeating the above steps

7. Enter the remaining policy-specific details, including any Minimum Earned Rate or Premium

   

   

8. Attach the quote or policy document to the program

   

9. If you have multiple quotes or policies to include, you can add another using add another quote buttons located the bottom and the lefthand side of the page.

10. Click Saveprogram to proceed. This action will not trigger the purchase link to be sent to your client.

11. You will now be directed to the new Program Page. From this page you can view, edit, and send the purchase link to your client.

12. To send the link, simply click Send email in the banner at the top of the page

    

There are 2 ways to share the payment link:

1. From the program page, click the purple Send email button near the top right side. This will begin the email campaign flow to collect payment to your insured.

   1. Emails sent from the program will be displayed at the bottom of the program page under the Communications section.

2. Highlight & copy the payment link from the purple banner and share it with the agent or insured for payment directly.

Edits made to quotes must be made before payment is initiated on the program. To make changes to a program in Payment due status:

1. Locate the Quotes section on the program page

2. Hover over the row of the quote you'd like to edit

3. Click the Edit pencil icon that pops up while hovering on the far right side

   

4. Once all edits are made, click the Save changes button in the top right corner

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