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

Product Reviews

Are you an Ascend user? Share your experience and leave a review!

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.

Submit your review
1
2
3
4
5
Submit
     
Cancel

Create your own review

Catalyit
Average rating:  
 0 reviews

Need Help?

Give Us a Call

Send Us an Email

Schedule a Call

Forgot Password?

Forgot Password?

Sign up for your free 30-day free trial!

 

Let's do this

Together

We’re thrilled to invite you into Catalyit. Fill out the form to get your free, limited access – your community awaits!

Already a Basic or Full Access Subscriber?

ALERT!

Vault videos are only visible to Full Access subscribers!

Sign in or upgrade now to unlock all Catalyit content and watch this webinar on-demand.

ALERT!

This content is only visible to Catalyit Full Access subscribers!

Sign in or upgrade now to unlock all Catalyit content.

ALERT!

This content is only visible to Catalyit subscribers!

Sign in, get started free, or upgrade now to unlock all Catalyit content.

ALERT!

Vault videos are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and watch this webinar on-demand.

Let's do this

 

Let's do this

Fill out the form below to get free Basic Access to Catalyit and activate your Trava account.

 

ALERT!

Solution Provider Profiles are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and learn more about this Solution Provider.