Missed follow-ups
A prospect asks for a quote on Tuesday. You mean to call Thursday. Three weeks later they have coverage through someone else.
Insurance CRM for Life & Property and Casualty
Your book of business.
Built for follow-through.
Connect leads, clients, policies, and commissions in one insurance CRM. Built to keep Life and Property & Casualty agencies moving.
Free CRM essentials. No credit card required.
Explore plans
Start with email
One connected workspace
Explore the pipelineAscendHub / PipelineIllustrative workspace
Open book
$184K
26 active
Weighted forecast
$97.4K
By stage probability
Bound this month
$38.2K
9 policies
At risk
$21.6K
4 gone quiet 7d+
| Prospect | Fit | Stage | Value | Activity · 30d | Last touch | Next step |
|---|---|---|---|---|---|---|
Chapman Household Term Life · 20yr | Hot | Underwriting 85% | $3,800 | 1d ago | Aug 4 · call | |
Rosalind Vega Auto & Home | Warm | Coverage review 50% | $1,240 | 3d ago | Aug 6 · email | |
DeepThink LLC Commercial Property | Hot | Proposal 70% | $9,450 | Today | Aug 2 · meeting | |
Marshall & Koch Whole Life | Cold | Quote sent 25% | $2,050 | 19d ago | Nothing scheduled | |
Newton Family IUL | Warm | Application 70% | $5,600 | 2d ago | Aug 5 · call | |
AeroGlide Inc. Commercial Liability | Cold | Coverage review 25% | $3,000 | 11d ago | Nothing scheduled |
Sample data, not customer results. See each prospect's stage, recent activity, and next touch.
Carrier-agnostic — track your book across any carrier you're appointed with
CUSTOMER PERSPECTIVE
A CRM that fits the way you work.
FROM THE FOUNDER
I spent years working alongside independent producers and saw how much of their day went into juggling contacts, quotes, and follow-ups. I built AscendHub to bring that work into one insurance CRM, with commission intelligence alongside it so agents can keep an eye on what they earn, too.
The everyday challenge
A strong book needs a clear next step.
Keep quotes, client conversations, and renewal dates connected instead of scattered across separate tools.
Scattered records
Contacts in your phone, prospects in a spreadsheet, renewals buried in your inbox. Nothing connects, and nothing reminds you.
Renewals that slip
A household with auto renewing in March and life in September needs two separate reminders. One close date per client does not cover it.
AUTOMATED FOLLOW-UP
A repeatable process for the next conversation
Configure a sequence around your pipeline stages. Schedule email, SMS, and follow-up tasks so your team has a consistent next step. Messaging requires the relevant connected service.
- Start sequences on configured stage changes
- Set scheduled steps for outreach and follow-up tasks
- Use lead-score conditions to tailor the next action
ascendhub.app/workflows
Quote sent → nurture
Triggers when a lead enters “Quote sent”
Send "Your quote is ready"
Immediately · Email template
Wait 3 days
If no reply
Text "Any questions on the quote?"
Day 3 · SMS via Twilio
Create follow-up call task
Day 7 · Assigned to you
Send "Last check-in" email
Day 14 · Only if lead score ≥ 60
LEAD INTAKE
Bring new enquiries straight into your CRM
Share a branded intake link in your website, campaigns, or email signature. Capture Life and P&C prospect details in your CRM and place submissions in the stage you configure.
- Capture the contact details your form collects
- Choose a default pipeline stage for new submissions
- Connect intake to your configured follow-up process
ascendhub.app/intake/your-agency
ascendhub.app/intake/your-agencyShare anywhere
Full name
Elena Barros
elena.barros@email.com
Coverage interest
Term life · $500K
Best time to call
Weekday evenings
Request a quote
New Lead · your pipeline
Elena Barros
Term Life · $500K
Score 68New Lead
Nurture sequence started
Next: welcome email · now
PLUS: COMMISSION INTELLIGENCE
An insurance CRM that helps you understand your commissions, too
Managing relationships is the foundation. Commission intelligence is the added advantage: compare statements, review potential shortfalls, and follow up with carriers without juggling another spreadsheet.
Bring in a statement
Import a carrier statement and compare it with the commissions recorded in your book.
Review potential differences
See expected versus paid amounts and investigate flagged items against your policy and contract records.
Keep the follow-through organized
Track carrier disputes and record confirmed recoveries alongside the rest of your agency work.
Start with your CRM. Add clarity as your book grows.
Get your clients and pipeline organized first. Explore commission tracking and audit tools when they fit your workflow, and choose the plan that suits your agency.
Start free Free · No account needed
A little extra clarity on your commissions
Want to try the audit before creating an account? Check a carrier statement against your contract rate to spot potential shortfalls worth reviewing. No signup or card required.
Audit my statement freeProduct tour
See your working day in one place.
Watch the walkthrough for a closer look at the workspace.
AscendHub / Dashboard
A quick look at the pipeline, automation, and follow-up tools.
Getting started
From signup to your first follow-up.
- 01
Create your account
Email and password. No credit card and no sales call to get started.
- 02
Set up your workspace
Choose Life, Property & Casualty, or both, then review the pipeline stages and follow-up settings for your agency.
- 03
Add your first lead
Enter a prospect directly or share your intake link, then set the follow-up date.
- 04
Work the daily list
Use due and overdue follow-ups and upcoming policy dates to plan your next conversations.
PRICING
Simple pricing that scales with you
Start free. Upgrade when you're ready. Cancel anytime.
MonthlyAnnualSave 20%
Free
$0/mo
No payment required
10 leads · pipeline & renewals
Standard
$29/mo
Billed monthly
1 user · quoting, commissions, dialer
Pro
GROWING TEAMS$79/seat/mo
Billed monthly
Per seat · teams up to 10
Enterprise
$89/seat/mo
Billed monthly
Per seat · overrides & downline
Compare all plans
14-day money-back guarantee · Or earn it free — refer one colleague from a free account and get Pro at no cost.
Your insurance book, better connected.
Start freeCarrier logos are property of their owners, shown as ready-made tags for your book — not data integrations, and no affiliation or endorsement is implied.