Joined November 2021 | Last Updated July 2024
Ascend is an all-in-one solution to unify insurance invoicing, payments, and accounting tasks – designed to improve revenue, margins, and customer experience.
Features & Quick Stats
How Ascend Helps Independent Agents/Brokers: Simplify billings, collections and accounting for agency billed policies
Integrations: NowCerts, HawkSoft, AMS360, Veruna, Novidea, Applied Epic
Partnerships: Vertafore Orange Partner, The Council of Insurance Agents & Brokers, PIA National, IIANC, PIIAC
Certifications/Awards: SOC2 Certified, Recognized by CB Insights as a 2023 Top 50 Most Promising Insurtech Startup
Exclusive Catalyit Deal: Yes
Key Features:
- Automatically split commissions from premiums & fund carriers directly
- Offer pay-in-full and financing options
- Instant commissions
- Automatically reconcile commission statements
Website: useascend.com
Contact: [email protected]
Headquarters: San Francisco, CA
Number of Employees: 30
Area of Operations: All 50 States
Ascend Product FAQ
Ascend is a modern, all-in-one finance automation platform purpose-built for insurance retailers, brokers, MGAs, and carriers.
Company Name
Ascend
Product Name
Ascend
How long does it take for an agency to get started?
–
Is your service free to the agency?
No
What is the cost of your service to the agency?
Variable by premium and transaction volume
Is your service all-inclusive (i.e., invoicing, premium collection, financing, and pay in full)?
Yes
Payment types accepted:
ACH, Credit cards, Debit cards, Wire and Physical Check
What is the maximum funding per day per account?
5 business days activity
Do you have ability for foreign currency exchange?
No
Do you provide options to protect against chargebacks, NSF’s, and incorrect banking information?
Yes
Do you provide premium finance options?
Yes
Do you fund within 24-72 hours?
Yes
Do you have the ability to agency brand on payment pages?
Yes
Integrations with Agency Management Systems?
Yes
What AMS systems do you integrate with?
AMS360, Applied Epic, Hawksoft, Novidea, NowCerts, Salesforce, Veruna
Are fully compliant with individual state laws, rules and regulations concerning agencies charging fees in addition to premiums.
Yes
Do you hold a Level 1 PCI Compliance and AOC certifications?
Yes
Do you have live experts available on-demand for training and service questions?
Yes
Where is your live, on-demand support primarily based?
San Francisco, CA
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Compare Ascend to other solutions on the Catalyit Digital Payments Guide.
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