ascend

Point of Contact: Amelia Lee, Head of Partnerships

Available Services: Comprehensive agency bill automation (invoicing, payments and financing, and carrier payables)

Make agency bill feel more like direct bill.

Ascend helps agencies streamline the messy workflows for agency billed policies. Your team wastes time handling payment operations for invoicing, payments and financing, and carrier payables. This hurts your agency’s bottom line; servicing teams can spend up half of their day just chasing down payments instead of focusing on growing your business.

With Ascend:

– Let your clients pay in full or premium finance with one single checkout link

– Eliminate the back and forth paperwork with traditional premium financing vendors

– Automate your commission payouts and carrier payables with a click of a button

– Reduce non-pay cancellations by up to 95% with automated reminders

– Get full visibility into when client payments are made and when carriers/wholesalers/MGAs are funded

Customer Quotes:

Aside from staff, Ascend was the best change to our agency we have made in the last decade.

– Candice Myers, COO (Caldwell Insurance)

I can’t imagine going back to juggling multiple tools that still left operational gaps. Ascend has become a true workflow solution, not just a payment processor.

– Nicole Wilson, Account Manager (Redman & Company Insurance)