Get Started

Joined November 2021 | Last Updated June 2025

Ascend is the only all-in-one accounting automation platform built for insurance brokers—eliminating 90% of manual billing, payables, and commission reconciliation work to boost EBITDA, free up talent, and deliver industry-leading ROI on tech spend.

Features & Quick Stats

Key Features

  • Automatically split commissions from premiums & fund carriers directly
  • Offer pay-in-full and financing options
  • Instant commissions
  • Automatically reconcile commission statements

Core Business

Payments & Accounting

How Ascend Helps Independent Agents & Brokers

Ascend helps agents streamline their payments collection process by taking the traditional agency bill process from 13 steps down to 3 and automating payment reminders. On the accounting side, Ascend's AI can help close your books faster by eliminating the repetitive manual work from direct bill commission reconciliation—saving you dozens of hours.

Integrations

Two-way integrations: AMS360, BenefitPoint, Sagitta, Applied Epic, Momentum AMP, HawkSoft, Veruna, Novidea, Salesforce FSCIB. See all integration partners.

AI Capabilities

Ascend utilizes AI to help read and parse statements in any format, and it learns over time to recognize common patterns and errors in policy documents and commission statements. With AI, users can drag and drop documents into Ascend's platform and all of the relevant information will be populated into the respective fields. Any discrepancies will also be flagged for review—so you can have final say at any point.

 

Partnerships

Vertafore Orange Partner, Momentum AMP Preferred Partner, The Council of Insurance Agents & Brokers, PIA National, IIANC, PIIAC

Certifications & Awards

SOC2 Certified, FinTech Global's 2025 AI Fintech 100 List

Product FAQs

Digital Payments & Premium Finance
PFDP-What is the cost for the agency?

Variable by premium and transaction volume

PFDP-Do you have the ability for foreign currency exchange?

No

PFDP-Do you provide options to protect against chargebacks, NSFs, and incorrect banking information?

Yes

PFDP-What payment types do you accept?

[ACH, Credit Cards, Debit Cards, Physical Check, Other]

PFDP-Do you have live experts available on-demand for training and service questions?

Yes

PFDP-Is your service free for the agency?

No

PFDP-Can you add agency branding on payment web pages?

Yes

PFDP-Do you provide premium finance options?

Yes

PFDP-What is the maximum funding per day per account

Card: No limit, ACH: $2M per day

PFDP-What is the funding time for each type of payment options you offer?

ACH: 2-3 business days, Credit/Debit: 24-48 hours

PFDP-Where is your live, on–demand support primarily based?

California