Manager-Only Access

Lead the team from one place.

Managers receive the complete personal agent workspace plus a separate Manager tab for team production, weekly rankings, recruiting and account invitations.

Personal

Schedule, appointments, sales, Book of Business, policy uploads, nine-month reviews, scripts and training.

Manager

Agency totals, agent rankings, recruiting, team oversight, invitations and approval status. Private lead data remains owner-only.

Invite: Add the agent’s name, email and role in Team Access.

Approve: Tony reviews and activates the account.

Sign in: The team member uses the secure email code and sees only their approved role.

Open Secure Manager Portal

For access help, email contact@ascend-fg.com or call (614) 285-4578.