Ascend Direct Bill Automation Demo

The Rundown

At the Catalyit Live Demo Lounge, presented by Ascend, a live walkthrough showed how automating direct bill reconciliation can dramatically reduce manual finance work for insurance agencies. The session featured Gabriella Nguyen, who demonstrated how Ascend’s platform streamlines one of agencies’ most time-consuming workflows.

The Context

• Direct bill reconciliation is notoriously manual, requiring staff to fetch carrier statements, interpret inconsistent formats, and rely on tribal knowledge.
• Ascend automates statement ingestion, reconciles commissions using AI, flags exceptions, and posts results directly into the agency management system.
• The platform centralizes all commission data, cutting down on spreadsheet chaos and key-person risk.
• During the demo, Ascend highlighted measurable results: less unapplied cash, faster close cycles, and far fewer hours spent reconciling by hand.

Why it Matters

For agencies squeezed by rising complexity and thin margins, finance efficiency isn’t a “nice to have.” Automating direct bill workflows frees experienced staff to focus on growth and client service — and delivers ROI fast by eliminating one of the most stubborn operational bottlenecks in insurance.

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