Compliance and Sales In Perfect Harmony

Field sales are the backbone of our industry. As regulation plays an expanding role in field sales, the consequent challenge lies in how to efficiently and effectively monitor for compliance. The answer is crucial because the cost of non-compliance and inefficient sales practices can be crippling.

Rising to that challenge is Ascend—the world’s first mobile application that keeps your regulated field sales compliant and growing.

Ascend is a modern, professional tool that gives your sales agents access to online quoting and application—all from a tablet. Ascend’s intuitive workflow guides agents through prospect meetings, greatly reducing the likelihood for error and providing valuable protection against complicated rules of compliance.

Ascend Keeps Your Business Looking Focused, Up-To-Date and Accurate

Ascend’s sleek appearance, intuitive interface and clean graphics help your sales agents stand out as forward-thinking professionals. No more lugging around bundles of crumpled benefit summaries, rate sheets, brochures and comparison charts that may not be up-to-date. With Ascend, agents always present your prospects the latest and most accurate plan information.

Simply enter the prospect’s name, ZIP and county, and Ascend’s quote engine retrieves a detailed, up-to-date list of plans. Results can be refined by plan type, coverage options, or by eliminating plans with unwanted benefits, such as dental or vision.

Ascend then guides the agent through your online enrollment procedures and electronic application submission guidelines.

Now It's Easy to Keep Your Agents Compliant and Connected

Ascend’s step-by-step format takes the complication out of regulated sales, allowing each agent to concentrate on building prospect relationships through his or her own personal selling style.

Your agents are connected to you by uploading and downloading important messages, documents and meeting information.

Ascend protects against prospect complaints of misinformation and questions of non-compliance by securely capturing audio of the meeting and other details. These archived recordings provide proof of enrollment for the prospect and are the best defense against he-said/she-said disagreements.

Ascend to Greater Productivity and Profitability

Ascend lets you communicate important and time-sensitive messages directly to your agents in the field. When messages contain important information such as changes to benefits, regulatory updates or new directives, Ascend prompts agents to read and acknowledge all such messages before a meeting with a prospect can begin.

Ever wish you could compress the selling cycle from lead to close? Ascend's real-time lead distribution has the capability to feed agents warm leads while they’re still warm. Shorter selling cycles and e-filed applications mean more opportunities for sales, clean applications, and quicker turnaround times.

The Ascend Real-Time Manager: Manage Agents and Information

Your agents will choose from a list of dispositions that best describe a meeting’s outcome. This and other information can be synthesized into an array of easy-to-use reports, accessed via any computer. Use them to sharpen your future product offerings and establish best sales practices.