Free
$0/mo
No payment required
Store 10 lead records · pipeline & renewals
Revenue operating system for P&C agencies
The revenue operating system for P&C agencies
Connect quoting follow-up, policy renewals, client service, and commission visibility in one revenue workflow alongside your AMS. Purpose-built for independent P&C agencies.
01
Why P&C agencies need a connected revenue workflow
P&C is a renewal business, and renewals are won by the agent who follows up first and most consistently. A prospect asks for an auto quote, you mean to call back, and a week later they have bound coverage with another agent. A CRM pipeline gives every quote request a place to move forward so no inquiry is forgotten and every X-date gets worked on time.
02
What a P&C revenue operating system should connect
The right revenue operating system for P&C agencies tracks prospects through a quoting pipeline — New Lead, Quote, Coverage Review, Bind, Active Policy, Renewal. It should track each policy separately, because a household with auto renewing in March and home in September needs two reminder tracks. It should automate outreach, log every interaction, flag stale leads, and work from your phone between appointments.
03
How AscendHub fits a P&C workflow
AscendHub ships with a pre-built property & casualty pipeline, quote and renewal email templates, and multi-step workflows that fire automatically. Add a prospect at New Lead and the platform sends a welcome email immediately, creates a call task the next day, and follows up on the quote three days later — while per-policy renewal reminders run at 60, 30, 14 and 7 days before each X-date.
04
Built for solo agents and growing books
Start free with up to 10 prospects and a full dashboard. Standard expands capacity and unlocks workflow automation for a single user. When you bring on a producer or assistant, Pro and Enterprise add paid team seats so you can invite teammates, assign leads, and share the pipeline without outgrowing your system.
What property and casualty agents get with AscendHub
A visual pipeline built for your workflow
Automated follow-up sequences on every new lead
Email templates pre-written for your vertical
Public lead intake forms for your bio or website
Quotes and invoices without leaving the app
Policy and renewal tracking with dated reminders
Quoting, e-signature, commissions, calling and automations start on paid plans — see the full plan breakdown.
Frequently asked questions
Is AscendHub built specifically for property & casualty agents?
Yes — it ships with a P&C pipeline (New Lead, Quote, Coverage Review, Bind, Active Policy, Renewal) and email templates written for quoting and renewal outreach. Every stage is customizable.
Does it track each policy separately?
Yes. A household can hold auto, home and umbrella policies, each with its own carrier, premium and renewal X-date — and each gets its own reminder track.
Do I need a credit card to start?
No. The free plan includes up to 10 prospects, a dashboard, and activity logging. Upgrade when your book grows.
Does it work from my phone between appointments?
Yes. AscendHub is fully mobile-responsive — log a prospect on the go, move a lead between stages, and send templates from your phone.
Ready to stop losing leads?
Start free in two minutes with a pipeline built for property and casualty agents. No credit card.
Start free — no card neededYour investment
Start with the workflow.
Scale when the agency is ready.
Start free, bring your own book, and move to a paid plan when the operating value is clear.
MonthlyAnnualSave 20%
Standard
$29/mo
Billed monthly
1 user · quoting, commissions, dialer
Pro
Growing teams$79/seat/mo
Billed monthly
Per seat · teams up to 10
Enterprise
$89/seat/mo
Billed monthly
Per seat · overrides & downline
Compare plan details
Revenue software, not a lead provider. Bring your own leads and agency data. Plan limits describe database capacity, not leads supplied by AscendHub.
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