Superior service, whenever a policy changes
Manage all stages of a policy including endorsements, cancellations, refunds all with one easy to use dashboard.
Return or collect additional premium with ease
Make it simple for companies to collect and disburse funds in the case of an endorsement or cancellation, and everything in between.
Manage the entire policy lifecycle all in one place
Whenever a policy’s status changes, collect or return commissions and premiums through a single workflow, increasing team efficiency.
Digitally handle all outstanding payments
Eliminate checks by handling all return premium or unearned commissions via ACH - allowing a more accurate report of your cash flow.
Reduce servicing expenses
Spend less time tracking down the status of each policy with a single control center that allows you see all your policies in one place.
Integration partners
Federato’s industry-first RiskOps platform for P&C and Specialty insurance aligns portfolio strategy with underwriting action - designed by underwriters for underwriters.
The management system for agencies with enterprise needs, allowing for rapid growth through acquisitions or traditional methods. Sagitta also supports complex and specialty lines of business.
Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom.
BindHQ helps MGAs, MGUs, and wholesalers modernize and unite agent portals, consolidate underwriting data, and streamline back office and insurance CRM into one frictionless cloud-based platform.
Ascend is integrated with MGA Systems to streamline and unify payment processes for both direct bill and agency bill workflows.
Ascend's integration with AMS360 allows agents to sync customer data across platforms to easily get a comprehensive view of a client’s policy information and payment status.
Ascend is fully integrated with HawkSoft - agents are able to automatically generate checkout links when quoting policies within HawkSoft.
Ascend has a custom integration with Veruna, the top Salesforce.com-native agency management system to empower brokers to sell more and maintain the best customer relationships.
Ascend provides a custom integration for Novidea customers. Novidea is a data-driven platform that drives operational efficiencies and growth across the entire distribution lifecycle.
Ascend is integrated with NowCerts, a leading AMS, to easily provide pay-in-full and premium financing options in their dashboard.
