Automation, fromcollection to close
The financial operations platform purpose-built for insurance, combining AI-powered accounting automation, payments, and premium financing in a single vertically integrated solution.
Trusted by over 4,000 insurance businesses, including over half of the 50 largest brokers
Agencies, wholesalers, MGAs, and carriers use Ascend to bring clarity to complex accounting operations.
The Ascend Product Suite
The platform behind
modern insurance finance
Complete visibility, end-to-end automation, and the highest ROI — across every workflow from collection to close.
Billing & Invoicing
Automate invoice creation, delivery, and collections to get paid faster.
Premium Financing & Payments
Finance and collect premiums in a single, seamless workflow.
Cash Application
Turn bank deposits into clean, matched accounting entries inside your ledger.
Carrier Payables
Reconcile and disburse carrier payables without manual tracking or spreadsheet workarounds.
Direct Bill Automation
Close books faster with end-to-end automation to fetch, reconcile, and post commission statements.
Unify all accounting automation under one platform — so your financial operations can support every stage of growth.
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The Ascend Value
Purpose-built for
insurance financial operations
Ascend automates the full financial operations stack — from billing and payments to reconciliation and carrier payables — so your business closes faster, reduces labor, and recognizes revenue with confidence.
Collect what you're owed sooner
Ascend automates invoice creation, delivery, and follow-up — so your team stops chasing what they're already owed.
Explore Billing & Invoicing
Grow volume without growing headcount
When payment is made easy for insureds, more policies get financed — and revenue scales without added complexity.
Explore Premium Financing & Payments
Recognize revenue with confidence
Every deposit matched and applied automatically — your books already know what's been collected, and nothing sits in suspense at close.
Explore Cash Application
Keep policies in force
Every carrier paid on time and in full — so policies don't lapse and client relationships don't erode.
Explore Carrier Payables
Close the books without the backlog
Every statement fetched, matched, and posted — so your team closes on time, every month.
Explore Direct Bill Automation
Get more from the systems you have
Ascend connects to your AMS and PAS — so your team starts automating without a rip-and-replace migration.
Explore Our Integrations
Getting real value
starts sooner than you think
Our sales and customer success teams work alongside you to ensure a smooth rollout — without disrupting day-to-day operations.
Discovery
Every agency's workflows are unique
- We map your team, processes and goals.
- You surface your biggest operational pain points and goals.
- Our team delivers a personalized proposal for deploying Ascend.
Implementation
Your workflows are reflected and simplified
- Your team's workflows are reviewed step-by-step.
- We connect to your AMS and PAS for accurate data flow.
- Our team configures billing, financing, and reconciliation to match how your team operates.
Onboarding
With you every step of the way
- Our customer success managers provide dedicated support.
- We guide your team through tailored trainings.
- Our team reports quarterly about your progress towards our shared goals.
Implementation led by people whounderstand insurance accounting.
Every rollout is guided by a dedicated customer success team that understands carrier statements, agency workflows, and real-world edge cases.
Customer stories
Built with, and trusted by,insurance teams.
Agencies, MGAs, and carriers use Ascend to bring clarity to complex financial operations.
We’ve cut our monthly balance of unapplied cash by more than half, and the time it takes to reconcile cash down from 8 days to 3 — processing over 2,400 statements a month.
Ed Sheppard
Continuous Improvement
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PLATFORM FOUNDATION
Complete platform built for
insurance finance.
Ascend connects data, workflows, and teams across billing, payments, and reconciliation — so everything works together, not in isolation.
Integrations
Connected to the systems you use
Ascend integrates directly with leading AMS and PAS providers, keeping financial data in sync without manual workarounds or duplicate entry.
Automation and AI
Automation that improves over time
AI models that learn and parse financial documents — helping teams bill more accurately and reconcile faster, while keeping humans in control.
Collaboration and controls
Built for teams, not just workflows
Shared visibility, clear ownership, and controls that reflect how insurance teams actually work.
Financial transparency
Single pane of glass
All AR and AP resolve into a shared accounting layer — giving teams consistent balances, explainable numbers, and confidence in their reports.