Step-by-step Guide

1. Visit dashboard.useascend.com and log in with your email address

   1. If you are unable to log in, please contact [email protected]

2. Search for the program for which you need to correct the wholesaler/MGA/carrier

   

3. Scroll down to "Policies" section, click on the policy that needs to be corrected, and then click on "Edit Policy" in the drawer

   

4. Enter the correct wholesaler/MGA/carrier

   1. Upload the updated invoice which reflects the correct wholesaler/MGA/carrier.

   2. Click Update quote once done

      

5. You should now see the updated wholesaler/MGA/carrier under policy details

When will funds get sent to the updated wholesaler/MGA/carrier?

Scenario 1: No payouts have gone out yet

• In this case, Ascend will automatically send the funds to the updated wholesaler/MGA/carrier upon receiving the downpayment

Scenario 2: Payouts have already gone out to the old wholesaler/MGA/carrier

• Please contact Ascend support at [email protected] to notify us of this

• Once Ascend is notified, we will claw back the funds sent to the old wholesaler/MGA/carrier

• Once Ascend receives the funds, we will re-route it to the updated wholesaler/MGA/carrier

FAQs

1. Can Ascend front funds to the updated wholesaler/MGA/carrier?

• Ascend cannot front funds but in case there is urgency and your agency would like to front the funds to the updated wholesaler/MGA/carrier, this is possible.

  Please let our Support team know and share proof of payment in case of a financed policy. Once we receive the refund, we will re-route it to your agency instead.

2. What if my agency receives the refund from the old wholesaler/MGA/carrier?

• Please notify Ascend support and we will create an invoice for you to pay the updated wholesaler/MGA/carrier through our system.

Contact Us

Need more help? Contact us at [email protected] for more help.