Priority Bind with Ascend

Last updated: January 2, 2026

This is a guide that will teach you:

  • What is Priority Bind

  • How to process a Priority Bind Policy

  • FAQs

Priority Bind allows you to collect payment from your insured and issue payment to the wholesaler/carrier on the same day. This is intended to be used in pay-to-bind scenarios that typically pop up in the trucking vertical, specifically for companies like Prime, American Team Managers (ATM), Paramount General Agency (PGA), or Brazos Specialty Risk (BSR), and Trinity Underwriting Managers (TUMI).

Setup for this feature is required before you can use it. Please contact Ascend support to set up this feature before you try using it.

Step-by-Step Instructions

  1. Contact Ascend support with the name of the company that requires Priority Bind

  1. Ascend will configure the feature in your account.

  2. Once configured, create the program specifically with the carrier or wholesaler with the “Used by Your Agency” text in purple underneath.

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  3. Once the program is created, you should toggle payment methods to only allow credit card (or wire if enabled for your company), this will force the insured to pay instantly

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  4. From there, send the payment link to your insured using the “Send Email” button

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  5. Once the insured pays, an Accounting or Admin user will need to approve the payout to the wholesaler or carrier

    1. Clicking “Approve and Release Now” will release net premium funds to the company within 1 hour.

    2. Once funds have been sent, you are able to download payment confirmations that can be shared with the company if necessary.

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How-to Guide

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