AI-Driven Accounting Automation
The only all-in-one platform for Vertafore agencies to streamline all agency bill and direct bill workflows.
Help your clients unlock growth
\
Commission Reconciliation
Use AI to spend 90% less time fetching, processing, and reconciling direct bill commission statements.
Agency Bill AR/AP Automation
A single platform to reduce time spent on invoicing, financing, and carrier payables.
Extract more value from Vertafore solutions
Clients extract even more value from their existing Vertafore solutions with our integrations.
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.
%20(1)%20(1).png)
Ascend is integrated with Momentum AMP, a leading AMS, to easily provide pay-in-full and premium financing options in their dashboard.
