Automated Emails Sent to Partners

Last updated: June 2, 2025

This is a guide that will teach you:

  • Why you are receiving emails from Ascend

  • Emails that you may receive from Ascend on behalf of MGAs/wholesalers

  • If you want to understand emails that may be sent to your insured when placing direct bill insured policies, click here

Why am I receiving emails from Ascend

Ascend works with a number of leading MGAs and wholesalers who use Ascend to power agency bill and direct bill insured offerings. If you place business with these companies, you can expect to receive emails from Ascend

On agency bill policies, the MGA may choose to send payment reminder emails to the policy's producer. If an agency bill policy is overdue, Ascend automatically sends an email to your company's Ascend administrator or accounting contact

On direct bill insured policies, you will receive payment notifications, premium finance notices, and payout notices.

Emails sent to partners by Ascend

  1. Welcome emails: triggered when a partner account is created in Ascend

    1. These emails are sent to encourage the partner to sign in to Ascend to link their bank account or make agency bill payments

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  2. Payment reminder emails: only triggered by MGA/wholesaler (not automatically by Ascend), cadence can vary

    1. Agency bill: reminders sent to billing contact at your company

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    2. Direct bill: reminders sent to the insured

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  3. Monthly balance reminders: sent on the first of the month to the primary contact at your company if there is any outstanding balance

  4. Overdue payment reminders: sent weekly on Mondays to the primary contact at your company for any overdue balances

  5. Payout notice: sent anytime a commission payment is made to your company to any admin or accounting users.

    1. For more information on payouts, click here

  6. Insured payment notices (direct bill insured only): sent to the billing contact at your company, cadences vary.

    1. Payment submitted notice

    2. Payment completed notice

    3. Failed payment notice

    4. For more information on payment methods, click here

  7. Premium finance notices (direct bill insured only): sent to the billing contact at your company, cadences vary.

    1. Non-pay cancelation notice

    2. Loan payoff notice

    3. Loan reinstatement confirmation

    4. For more information on premium financing, click here

  8. Dispute notices

    1. Dispute filed notice

    2. Dispute lost notice

    3. For more information on disputes, click here

Contact Us

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