The revenue operating system
The revenue operating system that works alongside your AMS
Client Management
Track every prospect and policyholder in one place — contact info, notes, and where they stand in the policy cycle. No more lost follow-ups.
Visual Pipeline
Drag-and-drop board from first inquiry to bound policy. See exactly who needs a follow-up, who is mid-conversation, and who is ready to close.
Follow-Ups & Scheduling
Log calls, meetings, and check-ins. Set reminders so you never miss a follow-up or a client review.
Message Templates
Pre-built templates for client onboarding, follow-ups, and check-ins. Send in two taps.
Hi James,
I wanted to follow up on the coverage options we reviewed and make sure you have everything you need.
Would you be available for a quick call this week?
Best regards,
Zach
Book of Business
Built around policies, not single contacts
Keep the work around each policy visible—from upcoming renewals and service requests to commission expected and received. AscendHub complements your AMS with the follow-through that protects and grows the book. Each card notes the plan it starts on — the full breakdown lives on Plans.
Policies & Renewals
All plansA household can hold auto, home, life and umbrella — each with its own carrier, premium and renewal date. Every policy gets its own reminder track at 60, 30, 14 and 7 days out, and anything that passes its renewal without action is flagged as at risk.
Automated Renewal Outreach
Standard & upOn every paid plan, the client-facing renewal notice emails itself at every milestone and adds a text at 14 and 7 days out. Clients holding only part of a book enter a three-touch cross-sell sequence — two emails, a text, then a call task on your list if nobody has replied.
Commission Tracking
Standard & upLog commission per policy for new business and renewals, or upload a carrier statement — AscendHub reads each row, matches it to your policies by policy number, and marks what was paid. Every paid plan includes reconciliation: expected versus received by month, a breakdown by carrier, an overdue report, and CSV export.
Licenses & Appointments
Standard & upTrack resident and non-resident licenses, carrier appointments, E&O coverage and CE credits in one place. Every credential gets an alert at 90, 30, 60 and 7 days before it expires, and anything past its date is flagged automatically.
Calls, Texts & Power Dialer
Standard & upCall or text any client straight from their record, or work a filtered call list end to end in the power dialer — dial, log the outcome, and the next contact loads automatically. Every call and text is logged to the timeline without you writing it down.
Multi-Carrier Quoting
Standard & upBuild indicative life and P&C quotes from underwriting inputs, compare carrier options side by side with commission rates, and send the selected option to the client. Accepted quotes carry straight into an application.
E-App & E-Signature
Standard & upTurn an accepted quote into a drop-ticket application, send it by secure link, and capture a typed signature with a timestamp and IP audit trail — then mark it submitted to the carrier.
Service Desk & Certificates
Standard & upEndorsements, billing questions, ID cards and cancellations move through an open, waiting-on-client, waiting-on-carrier and resolved lifecycle with due dates. Generate ACORD-style certificates of insurance from a policy in a few clicks.
Commission Recovery
Standard & upReconciliation flags short-paid and missing commission against what your book says you were owed, then produces a dispute letter and discrepancy CSV. The recovery ledger tracks each item from flagged to disputed to recovered.
Override Hierarchy
EnterpriseModel FMO, IMO, agency and sub-agent nodes with contract levels, then let AscendHub calculate writing-agent commission and every upline override split automatically as production comes in.
Built for Your Line
Pre-built pipelines for exactly how you sell
One click sets up your entire workspace — pipeline stages, email templates, and follow-up sequences tailored to your insurance line. No blank canvas, no configuration rabbit holes.
Automation & Growth
Your workflow, automated — from first touch to payment
Stop doing repetitive admin work. Set up your sequences once and let AscendHub nurture every lead automatically.
Multi-Step Automation
Standard & upBuild sequences that fire on stage changes — send an email, wait 3 days, create a follow-up, send an SMS.
Public Lead Intake Forms
Standard & upShare a link, capture leads from your website or social bio. Submissions land directly in your pipeline — no manual entry.
Quotes & Invoices
All plansGenerate branded quotes and invoices from any lead. Track status from draft to paid.
SMS Automation
Standard & upReach clients where they actually look. Send personalized text messages through Twilio as part of any workflow sequence.
Zapier Integration
Standard & upConnect AscendHub to 5,000+ apps. Sync leads to your spreadsheet, trigger Slack alerts, push to your marketing stack.
Mobile-First Pipeline
All plansDrag-and-drop pipeline built for touch. Manage your entire sales board from your phone without compromise.
AI Assistants
All plansAsk in plain English on any screen — draft a follow-up email, summarize a lead, or build a campaign. Automatic lead scoring is included on Pro.
Email & Calendar Sync
Standard & upConnect Gmail, Outlook, Google Calendar, or Calendly. Read and send mail in-app and push scheduled follow-ups straight to your calendar.
Team Collaboration
Pro & upInvite producers, assign leads, message teammates in-app, and share a live performance dashboard. Every record change is written to an audit log.
The Process
From first contact to loyal client
Three steps. No spreadsheets, no sticky notes, no clients falling through the cracks.
Capture Every Opportunity
Capture every new inquiry the moment it comes in. Track their needs, source, and where they stand in your sales cycle.
Drive Your Pipeline Forward
Move leads from New to Quoted to Application to Bound. Log every call and conversation along the way.
Nurture Long-Term Value
Stay engaged after the deal closes. Automated check-in reminders and onboarding templates keep clients for the long haul.
Four revenue workflows alongside your AMS