Free
$0/mo
No payment required
Store 10 lead records · pipeline & renewals
Revenue operating system for small agencies
The revenue operating system for small agencies
Connect pipeline, renewals, client service, and commission workflows across a growing agency—alongside your AMS and without an enterprise rollout. Start free and give every opportunity a clear next step.
01
Why small agencies need a connected revenue workflow
When you run a small agency, every lead matters — but most are managed across scattered inboxes, spreadsheets, and sticky notes. A prospect reaches out, you mean to follow up, and a week later they have bound coverage with a competitor. A CRM gives every inquiry a home in a shared pipeline so nothing falls through the cracks and every producer follows up on time, without hiring more staff.
02
What a revenue operating system should connect for a growing agency
A revenue operating system for a small agency captures inquiries from your website or referral network, drops them into a visual pipeline you can customize to your own lines of business, and automates follow-ups so a welcome email and a check-in go out without anyone remembering. It should also handle quotes and invoices, work from your phone between appointments, and scale from a free plan to a full team pipeline as your agency grows.
03
How AscendHub adapts to your agency
AscendHub ships with insurance-specific templates for life, property & casualty, and small agencies, but every pipeline stage, email template, and workflow is fully customizable — so you can build a pipeline that mirrors exactly how your producers sell. Multi-step workflows fire automatically when a lead enters a stage, and a public intake form lets you capture leads straight from your website or bio.
04
From free to full pipeline in minutes
Start on the free plan with storage for up to 10 lead records you add or import, no credit card required. Standard supports up to 500 lead records; Pro supports up to 5,000 and adds team features. AscendHub provides revenue workflow software, not leads or prospect lists. For many agencies, one bound policy can cover the monthly investment.
What small agency owners 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 only for solo agents?
No. Standard is designed for one user, while Pro and Enterprise add paid team seats so agencies can invite producers, assign leads, and share one pipeline.
Can I customize the pipeline to my own sales process?
Yes. You can rename, reorder, add, or remove pipeline stages at any time. The pipeline is yours — match it to however you take a lead from first contact to bound policy.
Can I capture leads from my website?
Yes. Every account gets a public lead intake form you can link from your website or bio. Submissions land directly in your pipeline as new leads.
Do I need a credit card to start?
No. The free plan lets you store up to 10 lead records that you add or import, plus a dashboard and activity logging. AscendHub does not provide leads. Upgrade only when you are ready.
Ready to stop losing leads?
Start free in two minutes with a pipeline built for small agency owners. 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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