Roadmap
What we’re building — in the open
A clear view of what independent agencies can use today, what we’re improving now, and where we’re investing next.
Transparency
Available now, improving, planned
AscendHub connects prospecting, client service, renewals, and commission visibility. Here is what is available today and where the product is headed.
Shipped
- Insurance-specific lead and client pipelines with team assignment
- Lead scoring, daily work views, and scheduled follow-up activities
- Workflow automation with email and SMS actions
- Client, policy, and renewal tracking with renewal work queues
- Commission statement import, reconciliation, and recovery tracking
- Quotes, applications, service requests, and certificates of insurance
- Production goals, agency reporting, and book analytics
- Admin team pulse for follow-ups, pipeline, renewals, and commission recovery
- Gmail and Outlook email, calendar sync, Calendly, Twilio, and Zapier connections
- Agency data import with duplicate matching and import rollback
- AscendHub AI assistance across core agency workflows
- Mobile-responsive workspace with quick-add and mobile navigation
- Team roles, permissions, audit history, and workspace separation
In progress
- More guided agency setup and data-import assistance
- Expanded workflow assistance based on customer feedback
- Additional team reporting based on agency feedback
Planned
- Additional native AMS connections based on agency demand
- More lead-source and communication integrations
- Additional team reporting and multi-location workflows
Want a feature that’s not here? Tell us what would close more deals for you — we build for agents, not a committee.
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