Pending Approval Tab

Approve a payout so funds move to your agency and the carrier or wholesaler. Covers checking the amounts and recipient, editing a policy when something has changed since the insured paid, and releasing the payout. Available to Admin and Accounting users.

What's covered

• When a payout lands on this tab

• Checking the amount to the carrier, wholesaler, or MGA

• Checking the amount to your agency

• Edit policy, and how Ascend adjusts what the insured owes

• The summary, the reason for the change, and confirming

• A new payment link when the insured owes more, financeable over $250

• Approve payout, and where to find the receipt afterward