PROJECT

PORTFOLIO

Ascend Financial Group

Faith-forward insurance guidance for families in Ohio and Kentucky. Day-to-day ops on Vilya OS — quotes, client portals, and handoffs — plus their public site.

WHAT IT IS

Client engagement: insurance practice ops on Vilya OS (quotes, portals, handoffs) and the Ascend Financial Group site for Tony Geer.

STATUS

Full case study not published yet — no public outcome claims. Role and mark only.

Tools

Vilya OS · Portals · Ops · Next.js