Marketing Automation

Enhance Your Lead Management with Ascent

SALES & SERVICE AUTOMATION

Streamline your workflow by automating repetitive tasks.

Eliminate the risk of losing potential leads with Ascent’s automated drip marketing campaigns.

Research shows that 80% of sales require at least 5 follow-up attempts, yet many sales reps give up after just one.

Our solution ensures consistent “touch points” throughout the sales cycle, increasing your chances of closing the deal.

Built-In Communication Channels

Email Marketing

Ascent + email marketing = targeted messages to clients, nurturing leads, and boosting conversions. Saves time with automation. Win-win for agents!

Video Email

CRM data + video emails = personalized insurance explainers. Reach targeted audiences, boost engagement, and close more deals. Powerful combo for agents!

2-Way Text Messaging

Texts in the Ascent Platform unlock quick client chats. Answer questions, schedule calls, and remind clients about renewals. Boosts engagement, saves time, and keeps you top-of-mind.

Ringless Voicemail

Ringless voicemail leaves targeted messages without annoying dials. The Ascent Platform ensures messages reach interested prospects, boosting outreach and conversions.

Phone & Power Dialer

Phone & Power Dialer cuts through busywork. Auto-dial leads, leave voicemails, and track calls. The Ascent Platform stores data for follow-ups. Saves time, dials more numbers, and boosts outreach.

Direct Mail & Gifts

Ascent fuels targeted direct mail. Send personalized gifts & informative brochures to nurture leads & stay top-of-mind with clients. The platform tracks results for campaign refinement.

NURTURE NEW LEADS

Multi-Channel Communication

The key to business success is attracting potential
customers (leads) and turning them into loyal clients.

Lead Sources

Unify your sales efforts! Connect all your lead sources to the Ascent Platform and manage your entire pipeline from a single, powerful platform.

Effortless lead allocation! Ascent automatically assigns leads to the most qualified rep in your organization, letting you focus on closing deals.

Automate Your Workflow w/ Triggers

Tired of losing leads due to missed follow-ups?

Ascent automates the process with drip campaigns, ensuring consistent “touch points” throughout the sales cycle. It’s the secret to maximizing conversions – after all, 80% of sales require 5+ follow-ups, yet 44% of reps give up after just one!

COMMONLY ASKED QUESTIONS

Frequently Ask Questions

Access to this system is currently limited to contracted IAD agents to ensure optimal compatibility with their specific workflows and resources.

No. There is no sign up fee to get started with The Ascent Platform.

We’re here to help! Reach out via email for assistance. We’ll do our best to respond promptly, and we’ll always get back to you by the next business day.