Transforming Financial Operations with Complete Accounting Automation

Running an insurance agency means managing constant financial movement and accounting workflows. Most agencies still juggle all of this manually across spreadsheets and multiple tools, and dedicate significant man-hours. The result: slow processes, human errors, and delays in month end closes. Ascend was built to change that.

What Is Ascend?

Ascend is the insurance industry’s only complete accounting automation platform, providing technology that automates payments, collections, and reconciliation for agencies. By connecting the front office to the back office, Ascend enables teams to focus on growth, not manual accounting.

How Ascend Automates Accounting for Your Agency

With Ascend, agencies can:

Invoicing & Billing Automation
Deliver a modern, branded checkout experience that makes payments effortless. Clients can pay by credit card, debit card, ACH, or financing — with automated payment reminders and the option to enable auto-pay so a payment never gets missed.

Built-In Premium Financing
Ascend’s in-platform financing provides a seamless way to increase financing revenue while improving the client experience, without extra paperwork or coordination.

Streamlined Carrier Payables
Simplify carrier disbursements with automated payables. Ascend ensures funds are accurately routed and delivered on time, eliminating hours spent logging into carrier portals and cutting checks while reducing the risk of NOCs.

Commission Reconciliation
Ascend eliminates manual reconciliation and data entry. Fetch, match, and post commission statements in minutes, reducing time spent on reconciliation by over 90%.

Built for the Insurance Industry

Ascend isn’t just a payments tool — it’s the infrastructure powering the next generation of insurance accounting. By automating the movement, tracking, and reconciliation of money across your entire operation, Ascend gives independent agencies the control and clarity to scale confidently.

Discover how Ascend can streamline your agency’s financial operations — all in one platform.