Carrier-agnostic — track your book across any carrier you're appointed with
INSURANCE CRM FOR AGENTS & SMALL AGENCIES
Rated 5 stars on G2The insurance CRM that follows up for you — and checks your commissions
Track every prospect, never miss a renewal, and see who needs a call today. Then let AscendHub check each carrier statement against your book and flag anything they underpaid.
Open book
$184K
26 active
Weighted forecast
$97.4K
By stage probability
Bound this month
$38.2K
9 policies
At risk
$21.6K
4 gone quiet 7d+
| Lead | Score | Stage | Value | Activity · 30d | Last touch | Next step |
|---|---|---|---|---|---|---|
Chapman Household Term Life · 20yr | Hot | Underwriting85% | $3,800 | 1d ago | Aug 4 · call | |
Rosalind Vega Medicare Advantage | Warm | Plan selection50% | $1,240 | 3d ago | Aug 6 · email | |
DeepThink LLC Group Health · 12 lives | Hot | Proposal70% | $9,450 | Today | Aug 2 · meeting | |
Marshall & Koch Whole Life | Cold | Quote sent25% | $2,050 | 19d ago | Nothing scheduled | |
Newton Family IUL | Warm | Application70% | $5,600 | 2d ago | Aug 5 · call | |
AeroGlide Inc. ACA · 6 lives | Cold | Eligibility25% | $3,000 | 11d ago | Nothing scheduled |
Every open policy, ranked by what needs a call today — red means the deal has gone silent.
TRUSTED BY INSURANCE TEAMS
Trusted by insurance teams building with AscendHub
Check one commission statement right now
Paste a carrier statement and your contract rate. We'll show you which policies were short paid — or never paid at all. No signup, no card, about thirty seconds.
Audit my statement free
FROM THE FOUNDER
I spent years working alongside independent producers, and the same thing kept happening: good agents losing money they had already earned — a follow-up that never got made, or a commission a carrier quietly never paid. Nobody was checking. I built AscendHub to check.
THE PROBLEM
Where policies get lost
Most producers don't lose business on price. They lose it in the gap between sending a quote and having the next conversation.
Missed follow-ups
A prospect asks for a quote on Tuesday. You mean to call Thursday. Three weeks later they have coverage through someone else.
Scattered records
Contacts in your phone, prospects in a spreadsheet, renewals buried in your inbox. Nothing connects, and nothing reminds you.
Renewals that slip
A household with auto renewing in March and life in September needs two separate reminders. One "close date" per client does not cover it.
COMMISSION RECOVERY
Find out exactly what your carriers didn't pay you
Most agents never check a commission statement line by line, because doing it by hand takes a full day. Upload it here and the discrepancies come back in minutes — with the paperwork to claim them.
Upload the statement
CSV, Excel or PDF. Every row is matched against what you expected to be paid on that policy.
See what you were short-paid
Short payments, overpayments and commissions missing from the statement entirely are flagged line by line.
Send the dispute, not a spreadsheet
You get a dispute-ready letter with expected vs. paid for every item — ready to email the carrier commission desk.
Run your first statement free
Load your book, upload one carrier statement, and see the discrepancy report before you pay for anything. If there's nothing to recover, you've lost ten minutes instead of a day.
Check my first statementAUTOMATED FOLLOW-UP
The follow-up happens whether you remember or not
Build a sequence once and it runs on every quote you send. Emails, texts, and call tasks fire on the schedule you set, and stop the moment the prospect replies.
- Sequences trigger the second a lead changes stage
- Email and SMS steps with waits in between
- Branch by lead score so hot prospects get a call, not an email
Quote sent → nurture
Triggers when a lead enters “Quote sent”
Send "Your quote is ready"
Immediately · Email template
Wait 3 days
If no reply
Text "Any questions on the quote?"
Day 3 · SMS via Twilio
Create follow-up call task
Day 7 · Assigned to you
Send "Last check-in" email
Day 14 · Only if lead score ≥ 60
LEAD INTAKE
A link that turns strangers into pipeline
Put your intake link in your bio, your ads, or your email signature. Submissions land in your pipeline scored and stage-assigned, with the first nurture email already sent.
- No manual data entry — the lead arrives complete
- Automatically scored and routed to the right stage
- Nurture sequence starts before you have even seen it
Full name
Coverage interest
Best time to call
New Lead · your pipeline
Elena Barros
Term Life · $500K
Nurture sequence started
Next: welcome email · now
PRODUCT TOUR
See it work in under 2 minutes
The whole platform in 30 seconds — pipeline, automation, and follow-ups, end to end.
HOW IT WORKS
From signup to first follow-up in about ten minutes
Create your account
Email and password. No credit card and no sales call to get started.
Pick your template
Life, property & casualty, or small agency. Your pipeline arrives with stages and follow-up sequences already configured.
Add your first lead
Enter a prospect directly or share your intake link, then set the follow-up date.
Work the daily list
Each morning you get the names to contact. Prospects move through the pipeline until the policy binds.
PRICING
Simple pricing that scales with you
Start free. Upgrade when you're ready. Cancel anytime.
Enterprise
Per seat · overrides & downline
14-day money-back guarantee · Or earn it free — refer one colleague from a free account and get Pro at no cost.
Start with the prospects you already have
Open a free account, load your current quotes into a pipeline, and set the first follow-ups. It takes about ten minutes.
Free plan forever · No credit card · Cancel anytime
Carrier logos are property of their owners, shown as ready-made tags for your book — not data integrations, and no affiliation or endorsement is implied.