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Demo Lounge: Direct Bill Automation
February 10 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Join this Demo Lounge with Ascend to see how Direct Bill Automation transforms one of the most time-consuming finance workflows in insurance. Learn how Ascend ingests carrier statements, automatically reconciles commissions, flags exceptions, and creates a clear audit trail — all without spreadsheets or manual spot checks.
What You’ll Learn:
- How Ascend ingests direct bill carrier statements through its Smart Inbox.
- How AI-powered matching automatically calculates expected commissions and identifies discrepancies.
- How exception workflows help teams resolve issues faster and collaborate more effectively.
- How reconciliation outputs support producer payments, finance reporting, and month-end close.
Why It Matters:
- Direct bill commission reconciliation is one of the most manual and time-intensive workflows for agencies.
- Logging into carrier portals and reviewing statements line by line increases errors and delays close.
- Automation can reduce reconciliation time by up to 90%, freeing teams to focus on higher-value work.
Things to Think About:
- How much time does your team currently spend reconciling direct bill commissions each month?
- Where do discrepancies typically slow down your close or create payment delays?
- Could automation improve accuracy, visibility, and confidence across finance and operations?
