A Scalable solution
Ascend offers three highly configurable packages to meet your needs.
Essential
Reliable quoting and enrollment software that’s quick to implement and easy to manage.
Key Features:
- Quoting & enrollment capability
- Custom-branded consumer-facing website
- Personalized agent tool
- Basic integrated analytics
- Reporting portal access
Growth
More data-collection options, flexible workflows, and integration opportunities.
All features from the Essentials plan, plus:
- Save and resume applications
- Preferred provider and provider network indicators
- Single Sign On (Coming Soon)
- Plan-specific analytics integration
- Report customization
Enterprise
Maximum flexibility, integration, and control. Support diverse benefit offerings at scale.
All features from Essential/Growth, plus:
- Custom enrollment forms
- Configurable application flows
- Integrated pricing with Pharmacy and Medication Lookup
- Quick quote sharing via email and SMS
- Custom data feeds
Every Tier, Every Feature
Contact us to learn more or set up a demo today.
Plan Types
| Essential | Growth | Enterprise | |
|---|---|---|---|
| MA, PDP, SNP Plan Support |  | | |
| Med Supplement / Medigap Support |  | | |
Quoting Features
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Plan Search, Filtering, Details | | | |
| Plan Comparison & Quote Generation | | | |
| Consumer Direct Access for Q&E | | | |
| Personal Agent URLs | | | |
| Quick Quotes (Email / SMS) |  | | |
| Multi-Payer | | | |
| Annual Cost Estimation | | | |
| Smart Enrollment Checks | | | |
| Extra Help / LIS | | | |
| Medicaid Eligibility Check | | | |
| Integrated Calling & Recording | | | |
Enrollment Features
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Standard Enrollment Forms | | | |
| Enrollment Period Rules | | | |
| Send Enrollment Form for Signature (Email / SMS) | | | |
| Send Enrollment Confirmation to Consumer (Email / SMS) | | | |
| Enrollment Submissions to Plan | | | |
| Customized Enrollment Forms | | | |
| Application PDF Generation | | | |
| Direct Enrollment Form Access (Deep Linking) | | | |
| Application Save / Resume for Agents & Consumers | | | |
| Partial Enrollment Application Submissions to Plan | | | |
Enrollment Power Tools
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Find My Provider | | | |
| Preferred Provider Indicator (Requires Find My Provider) | | | |
| Find My Pharmacy & Find My Medications | | | |
| My Medications: Find a Generic Alternative | | | |
Post Enrollment Services / Health Activation Package
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Online Enrollment Verification | | | |
| Health Risk Assessment | | | |
| Annual Wellness Visit | | | |
Agent Management
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Agent Portal Access | | | |
| Agent Writing Numbers | | | |
| Lead Management | | | |
| Ready-to-Sell Status | | | |
Compliance & Security
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Compliance Toolkit | | | |
| Secure User Access | | | |
| Role Based Access | | | |
| MFA (SMS Only) | | | |
| SSO (Coming Soon) | | | |
Member Management
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Member Profiles | | | |
| Electronic Scope of Appointment & Signature (Email / SMS) | | | |
| Paper Scope of Appointment | | | |
Administration Portal
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Admin Portal Access | | | |
| Customize App Colors and Branding | | | |
| Lead Queue Management | | | |
| Multilingual Support | | | |
| Integrated Page Analytics (Google Analytics) | | | |
| Embed Your Page Analytics (Google Analytics / Adobe Analytics) | | | |
| Client Vanity URLs | | | |
Data Integration
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Core Data Feeds (Inbound) | | | |
| Customized Data Feeds (Inbound) | | | |
| External Enrollment Status Feed (From Plan) | | | |
| Core Data Extracts | | | |
| Custom Data Extracts | | | |
| API Integrations (Inbound / Outbound) | | | |
Reporting
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Reporting Portal Access with Core Reports | | | |
| Customized Report Bundle | | | |
Customer Success
| Essential | Growth | Enterprise | |
|---|---|---|---|
| Client Partnership Advisor | | | |
| Dedicated Account Manager | | | |
Explore Even More
Add one of these features to any tiered package.
Provider, Pharmacy, and Formulary Lookups
Reduce churn with tools that confirm provider participation, support pharmacy matching, and show accurate Rx pricing during plan selection.
Integrated Call Recording
Support compliant, recorded outreach with built-in telephony. Increase compliance and simplify oversight.
Eligibility Checks
Identify dual-eligible and Extra Help eligible members with built-in LIS and Medicaid tools. Match members to the right plan at the right cost.
Medicare Supplement Support
Compare, quote, and enroll in Medigap plans, using your own rate structure, alongside MA, PDP, and SNP with one product that supports all plan types.
Ready to build a better quote & enroll experience?
Get in touch today!