View all Catalyit Live Sessions
Demo Lounge: Agency Bill Automation
February 12 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Join this Demo Lounge with Ascend to see how Agency Bill Automation reduces manual effort, improves accuracy, and delivers clear visibility across the entire agency bill lifecycle. From invoicing and premium financing to payments, carrier payables, and close, Ascend shows how teams can move faster while staying fully in control.
You’ll see how automated invoice generation and delivery, online payment links and notifications, streamlined cash application, and real-time payables visibility come together to support a more efficient and reliable billing process.
What You’ll Learn:
- How teams reduce manual work and errors during high-volume billing periods.
- How automation maintains visibility and auditability with clear status tracking and reporting.
- How common edge cases like endorsements, cancellations, and late payments are handled efficiently.
Why It Matters:
- Agency bill workflows are often fragmented across spreadsheets, emails, and policy systems.
- Manual processes lead to delayed invoicing, missed follow-ups, and frustrated customers.
- Automation improves cash flow predictability, reduces operational strain, and enables growth without adding headcount.
Things to Think About:
- How much time does your team spend managing agency bill invoices and follow-ups each month?
- Where do billing exceptions or payment delays most often slow your operations?
- Could automation help your agency scale while delivering a more consistent billing experience for insureds?
