Ascend your business sales

Ascend your
business sales

Take Your Insurance Sales to New Heights with the Ascent Platform powered by Insurance Advisors Direct

Take Your Insurance Sales to New Heights with the Ascent Platform powered by Insurance Advisors Direct

Struggling to manage leads, track quotes, and close more deals? Insurance Advisors Direct understands the challenges insurance agents face. That’s why we created Ascent, a powerful CRM system designed to propel your business to the next level.

Ascent is more than just a CRM. It’s your comprehensive sales command center, equipped with the tools you need.

Struggling to manage leads, track quotes, and close more deals? Insurance Advisors Direct understands the challenges insurance agents face. That’s why we created Ascent, a powerful CRM system designed to propel your business to the next level.

Ascent is more than just a CRM. It’s your comprehensive sales command center, equipped with the tools you need.

User Friendly CRM
Appointments
Automation
Sales Pipelines
Forms & Surveys
Phone System
Email & Video Email
2-Way Texting
Ringless Vmail
Power Dialer
Direct Mail
Skip Tracing

Control the Flow

Capture & Convert

Leads into Clients

Effortlessly manage leads and contacts: Organize your prospects, track interactions, and nurture leads with ease.

  • Effortlessly manage leads and contacts: Organize your prospects, track interactions, and nurture leads with ease.
  • Gain valuable insights: Track your sales performance, identify trends, and make data-driven decisions.

Boost sales by keeping leads engaged & moving through the funnel.

Nurture, convert, grow.

Using Smart Automation

Stuck chasing leads that go cold? 80% of sales require 5+ follow-ups, but most reps give up after just 1. Ascent Platform automates your outreach, sending personalized drip campaigns that keep leads engaged and convert them into customers. Maximize sales conversions with multiple “touch points” throughout the buying journey.

Built-in communication channels:
  • Email Marketing
  • Video Email
  • 2-Way Text Messaging
  • Ringless Voicemail
  • Phone & Power Dialer
  • Direct Mail & Gifts

Control the Flow

Simplify, Focus, Win.

Using One Inbox

Optimize your communication workflow and foster stronger client relationships with Ascent Platform. This comprehensive platform unifies all communication channels, enabling organized and streamlined interactions with prospects and clients.

One Inbox For:

  • Email

  • Video Email

  • Text Conversations

  • Voicemails

  • Call Recordings

  • Chat Messages

Master organization with

Click & Drag Pipelines

Boost sales conversion by 30% with Ascent Platform’s powerful pipeline visualization. Track deals, values, and close dates effortlessly. Move leads through the funnel faster with automated workflows triggered by simple drag-and-drop actions. Experience a clear, data-driven approach to closing more deals.

Includes:
  • Click & Drag Interface
  • Intuitive Design
  • Custom Pipelines
  • Visual Sales Pipeline
  • Automation Triggers
  • Unlimited Pipelines

Control the Flow

Schedule Like a Pro.

Save time, book online now.

Leads are essential, but conversion is key. Unleash success by connecting your lead sources directly to our platform with our open API and integrations with Facebook & Zapier. No more juggling tools! Upload your leads or seamlessly integrate them, then watch them get assigned to the right team member automatically. Focus on closing deals, not managing leads.

One Inbox For:
  • Sync Your Calendar
  • Automate Appointments
  • Share Your Calendar Link
  • Speed Up Your Sales Cycle

Smart Choices, Superior Solutions.

Ready to take your insurance sales to new heights?

Ditch the tech clutter, boost your bottom line. The Ascent Platform replaces multiple software subscriptions with one powerful, easy-to-use platform. Say goodbye to duct-taped solutions and hello to streamlined efficiency and cost savings. Your wallet and your sanity will thank you!

Curious about the cost associated with this level of CRM functionality?

our pricing structure

The cost is definitely a factor, right?

FREE FOR ALL
CONTRACTED IAD AGENTS

$0.00

Great news! This CRM system is completely free for all contracted IAD agents. We even give you a head start with a $25 credit for communication tools like texts, calls, and voicemails. Additional credits are available for purchase after you use yours up.

Have a question?

Frequently Asked 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.

Don’t wait! The sooner you start
using the Ascent Platform,
the sooner you’ll start seeing results.

Don’t wait! The sooner you start using the Ascent Platform, the sooner you’ll start seeing results.

Let’s ascend your insurance sales together!