Organization Accounts (Partner) Overview

Last updated: August 6, 2025

This is a guide that will teach you:

  • What a partner (organization) account is

  • How partners interact with Ascend

Partner Overview

Partners (or "Organization Accounts") are your retail or wholesale customers. They are the party that pays for agency bill policies, or receives commission for direct bill policies.

How to Create a Partner Account

If integrating with Ascend, see below in our API docs:

  1. Visit the "Accounts" tab in Ascend

  2. Click "Add Account"

  3. Enter the partner's information

    1. Note: the contact you use to create the account will receive

      1. Welcome email informing them of how to log in to Ascend

      2. Monthly statement reminder emails

      3. Weekly overdue reminders

    2. Setting them as agency bill or direct bill will allow you to specify:

      1. Agency bill: Default due date (post effective date) of agency bill policies

      2. Direct bill: default commission rate and payout schedule for direct bill policies

      3. This can be updated in the future and an account can have both agency bill and direct bill policies under their account.

Once you create a Partner Account, the partner can add/manage their users in the dashboard (more information which can be shared with your partner or added to your help center here), or you can add them via API. You do not currently have access to manage partner users in the dashboard.

Duplicate Partner Accounts

Partners often work with multiple MGAs / wholesalers that use Ascend for agency bill or direct bill, and as a result can sometimes have duplicate Ascend accounts that they may be unaware of.

Ascend can merge partner accounts together to give them a consolidated view of all MGAs / wholesalers they work with on Ascend, and we also have logic to "auto-merge" when possible.

We auto merge based on the following:

  1. Name is the same (after normalizing. Ex. remove special characters, lowercase)

  2. Address is the same (excluding street 2)

  3. All users email domains are the same

Contact Us

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