Ascend Agency Bill Automation Demo

The Rundown

At the Catalyit Live Demo Lounge, Scott Wingo sat down with Josh Arace of Ascend to showcase how automation can overhaul one of insurance’s most painful workflows: agency billing. The pitch? Replace fragmented, manual billing processes with a single, modern workspace.

The Context

• Agencies report hiring and retention, productivity pressures, and time-draining invoicing tasks as top operational headaches.
• Ascend automates the full agency bill lifecycle — invoicing, collections, accounting, and premium financing — in one platform.
• AI reads and auto-populates invoice details, while real-time tracking improves policy visibility.
• Built-in integrations with Applied Epic and AMS360 streamline adoption.
• Automated follow-ups and flexible payment options (finance or pay-in-full) simplify the client experience.
• Dedicated account managers and live chat support accelerate onboarding.

Why it Matters

Insurance agencies don’t win by processing paperwork — they win by writing business. By automating billing and reducing back-office drag, platforms like Ascend free teams to focus on revenue-driving work while making agencies more attractive to tech-savvy talent. In a tight labor market, operational efficiency isn’t just nice-to-have — it’s competitive strategy.

Log in and watch now to see how Ascend can support your agency.