Your investment
Start with insight. Pay for leverage.
Use real agency data on Free. Upgrade when you want AscendHub to recover commissions, automate revenue workflows, or coordinate a team.
Bring your own leads. AscendHub does not supply or sell leads. All lead limits below refer to the number of records you can store in your database, not leads included with a subscription.
MonthlyAnnualSave 20%
Free
For trying things out
$0/month
Get started- 1 user
- Store up to 10 lead records and 10 client records
- Pipeline & Kanban board
- Policy records & renewal dates
- Renewal tasks at 60/30/14/7 days
- Activities, calendar & goals
- Quotes & invoices
- Basic email templates
- CSV import
- AscendHub AI assistant
- Community support
- Multi-carrier quoting
- E-app & e-signature
- Commission logging & reconciliation
- Commission recovery ledger
- Service desk & certificates
- Automated client renewal emails & SMS
- Click-to-call, texting & power dialer
- Licenses & appointment tracking
- Workflow automations
- Reporting, team seats & integrations
Standard
For solo agents — single user
$29/month
Get started- Everything in Free, plus:
- Store up to 500 lead records and 500 client records
- 1 user
- Multi-carrier quoting
- E-app & e-signature
- Commission logging & statement import
- Reconciliation & recovery ledger
- Quote recovery follow-up
- Service desk & certificates
- Automated renewal emails & SMS
- Cross-sell drip sequences
- Click-to-call, texting & power dialer
- Licenses, appointments & E&O tracking
- Workflow automations
- Reporting & integrations
- Email support
- Team members & seats
- Team roles & permissions
- Team messaging & shared dashboard
- Lead source dashboard & campaign tracking
- Override commission hierarchy
MOST POPULAR
Pro
For teams working the same book
$79/seat/month
Per seat, per month · up to 10 team members
Get started- Everything in Standard, plus:
- Up to 10 seats at $79/seat
- Store up to 5,000 lead records
- Shared team workspace
- Team roles & permissions
- Team messaging & shared dashboard
- Production goals & leaderboard
- Lead source dashboard
- Campaign tracking
- Advanced analytics & reporting
- Lead scoring
- Priority support
- Override commission hierarchy
- Custom branding
Enterprise
For agencies with downline and custom needs
$89/seat/month
Per seat, per month · up to 50 team members
Get started- Everything in Pro, plus:
- Up to 50 seats at $89/seat
- Unlimited lead and client records
- Override commission hierarchy
- Downline production reporting
- Custom branding
- Data retention controls & audit log
14-day money-back guarantee · No credit card to start · Cancel anytime
14-day money-back guarantee on all paid plans
What's included on each plan
Anything marked beyond your plan is available in-app with an upgrade prompt — nothing is hidden.
| Feature | Free | Standard | Pro | Enterprise |
|---|---|---|---|---|
| Book of business | ||||
| Leads, clients & pipeline | ||||
| Policies & renewal tracking | ||||
| Activities & calendar | ||||
| Quotes & invoices | ||||
| CSV import & import rollback | ||||
| AscendHub AI assistant | ||||
| Multi-carrier quoting | ||||
| E-app & e-signature | ||||
| Service desk (service requests) | ||||
| Certificates of insurance (COI) | ||||
| Quote recovery | ||||
| Licenses, appointments & E&O | ||||
| Revenue & commissions | ||||
| Commission logging | ||||
| Carrier statement import | ||||
| Reconciliation & CSV export | ||||
| Recovery ledger & dispute packets | ||||
| Commission forecasting & book analytics | ||||
| Override commission hierarchy | ||||
| Outreach & automation | ||||
| Email templates | ||||
| Automated renewal emails & SMS | ||||
| Cross-sell drip sequences | ||||
| Click-to-call & texting | ||||
| Power dialer | ||||
| Workflow automations | ||||
| Campaign tracking & marketing | ||||
| Lead source attribution | ||||
| Team & administration | ||||
| Production goals | ||||
| Reporting | ||||
| Settings & integrations | ||||
| Team seats, roles & permissions | ||||
| Team messaging | ||||
| Shared dashboard | ||||
| Team leaderboard | ||||
| Audit log & retention controls | ||||