1. New clients will sign a Client Service Agreement (CSA) to get the implementation process started
  2. Welcome email is sent to new client with detailed list of next steps

A general overview of the next steps is as follows:

  1. Implementation call/meeting to finalize and confirm all company information
  2. Client sends Ascend general employee information (in a spreadsheet provided by Ascend) so Ascend can send out electronic onboarding links for each employee
  3. Client sends Ascend any other needed items (referenced in the welcome email)
  4. Client signs any benefit-related binding documents