ascend
Built for life insurance agencies

Your recruits are

The 60–90 day dead zone between contract signed and first sale is where agencies lose 40% of their pipeline. Ascend closes it.

Currently in private beta · Built by a former agency builder · Launching 2026

THE PROBLEM

You're running your downline on a Google Sheet from 2019.

Meanwhile, your best recruits are going quiet, your managers are guessing, and you find out someone quit three weeks after they stopped showing up.

The Ghost Problem

40% of recruits ghost before their first sale

They go dark between step 3 and step 6. You don't know until it's too late — and by then you've already spent 30 hours on them.

The Visibility Problem

You have no idea where anyone is

Is Tyler studying? Did Jasmine pass her exam? Did Anthony's manager even check in this week? Your Google Sheet says 'In Progress.'

The Cost Problem

Every ghost costs you $3,000–$8,000

That's the override income from a single producing agent, gone. Multiply that by how many recruits ghosted last quarter.

THE SOLUTION

Ascend turns the dead zone into a data trail.

Every step. Every proof upload. Every day of silence. Every manager check-in. All of it tracked, scored, and surfaced before it's too late.

Full visibility, finally

See exactly where every recruit is — in real time

From day one to first sale. Which step they're on. How long they've been stuck. Who needs a call before noon Monday.

Accountability built in

Recruits prove every step with uploads

Exam score screenshots. License PDFs. Appointment confirmations. No more 'I'm almost done' — either the proof is there or it isn't.

Intelligence that compounds

Know which steps cause the most drop-off

Ascend logs every action and every delay. Over time, you'll know exactly where your pipeline leaks — and how to fix it.

Built by someone who sat at a kitchen table and figured it out alone. Now nobody has to.

ascend — live preview

Active

12

Stalled

3

Critical

1

Total

16

Recruits

Jasmine K.

Step 7 · Pre-licensing

Active12d

Tyler M.

Step 4 · Exam prep

Stalled8d

Anthony R.

Step 11 · Production

Critical21d

Recent activity

J

Jasmine K. completed Step 6

2h ago

S

Sarah J.verified Tyler's exam proof

5h ago

This is the actual Ascend interface — not a mockup.

For Managers

Open Ascend. Know who to call before 9am.

The Needs Attention panel shows you every stalled or critical recruit, sorted by urgency. No spreadsheet. No guessing. Just a list of calls to make.

Needs Attention3

T

Tyler M.

Step 4 · Exam prep

14 daysStalled
M

Marcus D.

Step 6 · Licensing

21 daysCritical
P

Priya S.

Step 3 · Study plan

9 daysStalled
For Recruits

From 'I'm in' to first sale — every step, proven.

Recruits follow a guided 18-step path from pre-licensing through first sale. Every step requires proof. No ambiguity about what's next.

Your path · 18 steps

Contract Signed

XCEL Enrollment

Pass Licensing Exam

Submit License Application

Proof required

Carrier Appointments

For Agency Owners

Customize every step for your agency's process.

Add your Xcel discount code to step 1. Attach your contract to step 9. Link your CRM setup video to step 13. Every resource, every instruction — yours.

1

Sign Contract & XCEL Enrollment

Licensing

Upload signed contract and complete XCEL agency enrollment with your discount code.

Resources (1)

XCEL Agency Discount Code

link

ascend.app/r/xcel-melillo-2026

Agency Contract Template

pdf · Step 9

Coming Soon

Know which step kills your pipeline — before it kills your next recruit.

Ascend tracks every step, every delay, every ghost. Over time, you'll see exactly where your agency leaks — and how top managers plug it.

Avg days per step

Where recruits stall before they ghost

2d
1
4d
2
5d
3
7d
4
6d
5
18d
6
5d
7
4d
8

Step 6 averages 18 days — 3× your agency median.

Intelligence Layer

Ascend doesn't just track your pipeline. It predicts where it breaks.

Every delay, every ghost, every manager intervention is logged. Over time, Ascend tells you exactly what separates your top producers from your dropouts — before it's too late.

Coming Soon

Daily check-ins via text

Every evening, Ascend texts your recruits: 'Did you make progress today? Reply Y or N.' One tap accountability. No app required.

Ascend

Hey Jasmine, did you study today? Reply Y or N 👍

Y 🔥

Coming Soon

Stall alerts before it's too late

When a recruit goes 3 days without activity, Marcus gets a text: 'Tyler hasn't logged in since Monday. Worth a call?' Catch ghosts before they're gone.

⚠️ Tyler M. — 4 days inactive

Currently on: Pass 3 practice tests

Phase 2

Know what kills your pipeline

Ascend analyzes step completion patterns across your entire agency. You'll see exactly which step causes the most drop-off — and get AI-generated coaching tips to fix it.

1
3d
2
4d
3
5d
4
6d
5
7d
6
11d
7
5d

Avg 11 days — highest drop-off

Step 6 · Submit fingerprints

Built on the same intelligence layer that powers Ascend's core analytics — just smarter, faster, and more proactive.

18 steps

From recruit to producer

60-90 days

Dead zone we eliminate

$3,000–$8,000

Override income per producing agent

40%

Of recruits ghost without a system

Beta user feedback

I used to find out someone quit two weeks after they went dark. Now I get an alert at 3 days.

Marcus T.

Agency Owner, Ohio

My recruits actually know what to do next. The confusion is gone.

Sarah J.

Manager, Texas

I passed my exam and uploaded the screenshot right there in the app. My manager knew in 30 seconds.

Jasmine K.

Licensed Agent, Florida

Currently in private beta — early access available

How much is your ghost rate costing you?

Move the sliders. See the math.

10
40%
$5,000

$0

lost per month

That's $0 per year walking out the door.

Ascend costs $297/month. You'd need to save just 1 recruit per month to 10x your ROI.

Without AscendWith Ascend
Ghost rate40%~15% (industry benchmark)
Monthly ghost cost$0~$0
Annual loss$0~$0
Net savings~$0/year

Ready to stop the bleed?

Simple pricing. Serious results.

Start free during beta. Lock in your rate before launch pricing.

Starter

$97/month

For managers building their first team

  • Up to 10 recruits
  • 1 manager seat
  • Full 18-step path
  • Proof uploads
  • Activity feed
Most Popular

Growth

$297/month

For serious agency builders

  • Up to 50 recruits
  • 5 manager seats
  • Everything in Starter
  • Template editor (fork & customize)
  • Leaderboards + gamification
  • Manager verification

Agency

$497/month

For IMOs and large downlines

  • Unlimited recruits
  • Unlimited manager seats
  • Everything in Growth
  • White-label (your agency brand)
  • Custom domain
  • Priority support
  • API access
Contact Sales

All plans include a 14-day free trial. No credit card required.

Prices increase at launch. Early customers lock in beta pricing forever.

Questions we hear before every demo.

Ready to stop losing recruits?

Book a demo. See Ascend live.

We'll show you exactly how Marcus goes from 40% ghost rate to 15% in 60 days. 20 minutes. No pitch deck.

No commitment. No credit card. Just the demo.

14-day free trialCancel anytimeSetup in 5 minutes