ascend

Point of Contact:  Nick Rockwell

Website: https://useascend.com?utm_medium=website&campaign=iaoa

Available Services:  Ascend is the modern, all-in-one payments solution purpose-built for insurance.

IAOA Exclusive Member Discount :  It’s free to use our dashboard or integrate with our APIs! Our model is usage based so there’s no subscription or licensing fee. 

Ascend automates insurance payments end-to-end — from online customer payments and financing to the distribution of commissions and carrier payables. By powering an online checkout flow and offering premium financing at point of sale, we help agencies sell more while eliminating tedious and costly operations.

We offer two products – an agency dashboard and a suite of API integrations – which deliver the same benefits and customer experience:

1. Own your customer experience with agency-branded online checkout: Keep control with an online payment flow branded to your agency.
2. Increase conversion with flexible payment: Automatically provide online premium finance and pay in full options at point of sale.
3. Decrease churn with automated billing: Improve customer retention and lower default with our auto-pay and customized drip campaigns.
4. Simplified money movement: We’ll handle all downstream funds flow (payables, remittances) for premium financed policies while you maintain a single source of truth for reporting and reconciliation.
5. All-in-one platform: Improve operations by using a single solution to offer automated, all-in-one financing, collections, and payables.

Customer Quotes:

  • “Agency billed payments and premium financing have always been pain points for my office as well as MANY others. I’m thrilled to have Ascend handle two important items in our tech stack. Ascend helps us to be significantly more efficient and profitable for E&S and agency billed accounts. Our insureds appreciate the streamlined experience, too!” –– James Jenkins, Founder & CEO, RiskWell
  • “We’re an innovative agency and always looking for new ways to increase our margins. We more than doubled our goal in our first month with Ascend!” – Ryan Hanley, Founder & President, Rogue Risk
  • “Ascend’s seamless online checkout, handling of agency bill transactions and customized reminders will save agents countless hours. I love working with your team!” –Daniela Acosta-Levin, Agency Owner, The Levin Insurance Group