The Agency Bill Benchmark: What the Data Tells Us About the Future of Agency Operations

Taking the manual work out of agency bill

The Rundown

Agency bill can create a heavy administrative lift, with teams managing invoices, payments, premium financing, reconciliation, and carrier payables across multiple steps. The webinar explored opportunities to simplify that process, including how Ascend can automate parts of the workflow and reduce manual work.

The Context

• Agency bill requires teams to manage several financial tasks, from collecting client payments to reconciling funds and paying carriers or wholesalers.
• Ascend brings these steps into one workflow, helping agencies automate invoicing, payment collection, premium financing, and reconciliation.
• Clients can pay in full or finance premiums through a digital checkout experience, while automated reminders can reduce payment follow-up.
• Ascend can also connect with agency management systems so policy and transaction information can move between systems with less manual entry.

Why it Matters

Streamlining agency bill isn’t just about making payments easier. Reducing manual steps can help agencies spend less time managing financial transactions while creating a simpler payment experience for clients. Tools like Ascend show how automation can help agencies modernize these workflows without removing human oversight.

Log in and watch now to see how Ascend and agency bill can work for you!