Free
$0/mo
No payment required
Store 10 lead records · pipeline & renewals
Built for Life Insurance Agents
Turn inquiries into
bound policies
Stop losing leads to a scattered inbox and sticky notes. AscendHub gives life insurance agents a pipeline, automated follow-ups, and client management — built around how you actually sell.
Pre-built life insurance pipeline Setup in 2 minutes Free plan forever
New Lead
Quote
Application
Underwriting
Policy Bound
Active Client
Your life insurance pipeline — pre-built and ready on day one
01 / THE PROBLEM
The patchwork is costing you policies
A lead asks for a quote. You mean to follow up. Three days pass. They bound coverage with someone else. That is revenue lost to a process that doesn't scale — and it happens to every agent who grows beyond a handful of clients.
02 / THE PLATFORM
Everything you need to close — and keep — every policy
Capture Every Inquiry
A prospect asks for a quote via your intake form or referral — they land in your pipeline instantly, with a welcome email sent automatically.
Visual Pipeline Board
Drag a lead from New Lead to Quote to Underwriting to Policy Bound. See exactly who needs a follow-up and who is ready to close — no sticky notes, no memory games.
Never Miss a Follow-Up
Log calls, applications, and underwriting milestones. Automated reminders fire before a lead goes cold, so no policy slips through the cracks.
Insurance Email Templates
Pre-built templates for new leads, quote follow-ups, application reminders, and policy-bound welcomes. Personalized and sent in two taps.
Automated Nurture Sequences
A new lead triggers a welcome email, a call task the next day, and a quote follow-up three days later — all on autopilot.
Quotes & Invoices
Send policy quotes and coverage proposals as professional documents. Track status from sent to bound without leaving the platform.
Stale-Lead Alerts
If a prospect has had no activity in 7+ days, you get a notification nudging you to follow up. Stop losing policies to inattention.
Built for Mobile
Log a call between appointments, move a lead from the road, send a quote from your phone. AscendHub works wherever your prospects are.
Grow Your Book
When you bring on a producer or an assistant, move to Pro to invite teammates, assign leads, and share your pipeline. Team plans are priced per seat.
03 / HOW IT WORKS
From first inquiry to bound policy in three moves
01
Capture the inquiry
A prospect reaches out via your intake link or referral. They land in your pipeline at "New Lead" and get a welcome email instantly — even at 11pm.
02
Move them through the pipeline
Send the quote, log the application, track underwriting. Drag the lead from stage to stage as the relationship builds.
03
Bind and retain
Move to "Policy Bound," send the welcome, set renewal check-in reminders. The client becomes an active, retained policyholder — not a forgotten contact.
04 / GET STARTED
Your next policy is one follow-up away
Start free in two minutes with a pre-built life insurance pipeline — no credit card, no setup call.
Free · No account needed
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 freeFree Tool
How many policies are you losing to slow follow-ups?
Explore how your follow-up assumptions could affect your pipeline. This illustrative estimate is not a prediction of actual policy sales.
ESTIMATED LOSS
72
policies per year lost to slow or missed follow-ups
At an average policy commission, that is real revenue walking out the door.
No spam. We will send you the breakdown and a way to fix it.
Your 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.
Referral Program
Refer a colleague. Get Pro free.
Independent agents run in the same circles. Share your referral link — when your first colleague joins, your free account is upgraded to Pro at no cost. Available for your first 50 referrals.
Not ready to create an account?
Leave your name and email — we'll send a quick intro and you can decide later. No pressure, no scheduling.