TrustRadius

bolt Insurance Agency Platform vs. Ascend

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
bolt
Score 8.2 out of 10
N/A
A cloud-based platform that connects insurers, distribution partners, and end-customers to power omni-channel insurance distribution and world-class servicing through a single API.N/A
Ascend
Score 0.0 out of 10
N/A
Ascend is a comprehensive accounting automation platform purpose-built for insurance brokers, MGAs, and carriers.N/A
Pricing
bolt Insurance Agency PlatformAscend
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
boltAscend
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Ratings
bolt Insurance Agency PlatformAscend
Likelihood to Recommend
8.5
(3 ratings)
-
(0 ratings)
Usability
8.5
(3 ratings)
-
(0 ratings)
User Testimonials
bolt Insurance Agency PlatformAscend
Likelihood to Recommend
bolt
I worked with a lady named Janine. She was very helpful to me and others I recommended to her. She was very patient in explaining things I didn't understand about my plan and repeated pricing where needed so I could get a better idea of what was going on. Other workers have been great too but I've mostly worked with Janine.
Verified User
Anonymous
Read full review
Ascend (Slash Eureka, Inc.)
No answers on this topic
Usability
bolt
Easy to use, no issues
Verified User
Anonymous
Read full review
Ascend (Slash Eureka, Inc.)
No answers on this topic
ScreenShots

bolt Screenshots

Screenshot of the bolt Agency Portal, which provides a single interface to streamline operations and skyrocket agent productivity. This comprehensive customer dashboard features a Dynamic Quoting Questionnaire, omnichannel customer + lead communications, Proactive Renewals, detailed analytics, and appointment and credential management.Screenshot of the Dynamic Quoting Questionnaire, which offers multiple quotes, from multiple carriers in minutes, across multiple lines of business. The same platform is used to quote Personal, Commercial, Specialty, and E&S lines. Product bundles will also appear on this results page, making it easier than ever for customers to buy insurance.Screenshot of where agents can communicate with customers and leads without leaving the Agency Portal. Its templates can be used to emails and SMS, including WhatsApp and Facebook Messenger.Screenshot of built-in wholesale appointments, which unlock carrier markets that agents lack, with delegated authority and multi-tenant oversight. bolt's dedicated markets team is trained to bring on new carriers.Screenshot of renewal dates are automatically calculated once a policy is bound. Multi-select to requote several customers at once across our Insurer Library, then share these rates with customers without ever leaving the platform.Screenshot of the Direct-to-Consumer Portal (D2C) which provides a fully customizable, self-serve option for customers. With 24/7 quoting, flexible question sets, and online bind options across multiple products agents can deliver a user-friendly experience. Leads from the D2C automatically appear in the Agency Portal for efficient end-to-end lead management.