Ascend Partners with Steele Insurance Agency to Streamline Operations and Enhance Agent Focus on Client Service

SAN FRANCISCO, CA – April 17, 2023 — Ascend, the pioneering provider of financial operations automation software, is thrilled to announce its latest partnership with Steele Insurance Agency, a distinguished network of agents dedicated to providing exceptional insurance services. This collaboration aims to consolidate operations, enabling agents to concentrate more on selling and servicing, thereby enhancing client satisfaction and operational efficiency.

Steele Insurance Agency, known for its comprehensive and client-centered insurance solutions, will leverage Ascend to maintain a single source of truth for the status of all payments and premium financing across its distributed network of independent agents. Steele Insurance Agency can simplify processes such as billing, financing, and carrier payable workflows, allowing agents to devote more time to their clients' needs.

“Ascend's platform is not only client-friendly, making payment as easy as possible but also agent-friendly, eliminating the manual and time-consuming tasks associated with agency billing processes,” stated Troy Steele, CEO of Steele Insurance Agency. “This partnership highlights the importance of agency owners to empower the teams with tools that improve efficiency, profitability, and client service.”

The collaboration between Ascend and Steele Insurance Agency is a testament to the growing need for innovative solutions within the insurance industry that support both the operational and service aspects of agency work. Through this partnership, Steele Insurance Agency is poised to set new standards in client service and operational excellence.

"We are excited to support Steele Insurance Agency as they join the ranks of forward-thinking agencies utilizing our platform to enhance their operational capabilities," said Jack Brown, Head of Customer Success at Ascend. "Our mission is to revolutionize the insurance industry's financial infrastructure, and by partnering with Steele Insurance Agency, we move one step closer to achieving this goal."

About Steele Insurance Agency
Located in Fairfield, California, Steele Insurance Agency (SIA, Inc.) was founded in 1992. With 7 offices across northern California, Steele Insurance is dedicated to ensuring the best price, service, and value for local families and businesses in California. As members of the California community, we are committed to being your advocate in times of need. Visit us at: https://steeleinsuranceagency.net/

About Ascend ‍

Ascend is the only industry solution that automates the entire insurance payment lifecycle including collection, accounting, reconciliation, and disbursement. Businesses using Ascend experience improved operational efficiencies, treasury management, and customer experience - resulting in increased profitability. To learn more about how Ascend can transform your business, please visit www.useascend.com.

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