What is the Customer Portal?

The Customer Portal (or Insured Portal) is a dashboard where the client can view their programs and policies, view upcoming invoices and payment history, update their payment method and autopay settings, and more.

To access the portal, the client will login using the email address connected to their Ascend program or invoice.

Below is a walk through of the customer portal with screenshots and associated actions and information the insured can find on each page within the customer portal.

How to Access the Customer portal link

Each agency will have its own unique, branded customer portal for clients to access. You can view and copy the link to your Agency's Insured portal by clicking the "Help" button in the top right corner of the dashboard:

Walk through the Customer Portal

Homepage

From the portal homepage, insureds can access all programs, invoices, and one time payments processed through Ascend associated with their email address.

• For each program or invoice, a basic overview is displayed. Each item can then be opened for a more detailed view.

  

Detailed view:

When the insured clicks on the program or invoice, they are taken to the detailed view, where they can see:

• Autopay settings

• Finance agreement loan balance (if applicable)

• Payment (upcoming and completed)

• Loan details

• Policy/quote details

Actions the insureds can take:

From the customer portal, insureds can edit their payment and autopay settings:

Make the initial downpayment or pay in full

Have a third party pay on their behalf

Ascend allows third parties to initiate payment on behalf of the insured named on the program. These third parties could be but are not limited to accountants, retail agencies, and wholesalers/MGAs. For a third party to remit payment on behalf of an insured, all they'd need is the policy number (or a policy number, in case multiple policies on the program) and the insured's ZIP code. This will allow the third party to view upcoming downpayment invoices, monthly installments and the overall program status.

Add new payment method for autopay

• Advise your insureds to select the Manage Autopay button and then click on Replace Payment Method

  
  

Turn autopay ON or OFF (under the Manage Autopay button)

Download receipts for completed payments

Download invoices for upcoming/unpaid payments

Download their signed finance agreement

Pay future installment on a finance agreement

Actions the insureds can't take but the agency can:

• Endorse a policy

• Cancel a policy

• Request alternate financing terms

• Reinstate a cancelled policy

• Update policy effective dates

Contact Us

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