Customer stories

What complete financial operations automation unlocks for insurance teams

• The Baldwin Group’s seamless two-month transition for direct bill processing

• How Symphony Risk Solutions unified direct bill processing across AMS360 and BenefitPoint

• Marquee Insurance Group (MIG) boosted team efficiency, decreasing NOCs by 80%

• INSURICA Direct streamlined payments to improve efficiency by 25%

Quantifiable impact, across the insurance stack

Measured outcomes from agencies, wholesalers, MGAs, and carriers using Ascend every day.

Based on aggregate customer data

• 90%+ time saved reconciling commissions
• 80%+ reduction in NOCs
• $25B+ in premium processed annually through Ascend

Explore customer stories

See how teams across the insurance ecosystem use Ascend to move faster, close cleaner, and operate with confidence.

Customer Stories

• How Cross Pointe Insurance Advisors Cut Manual Statement Processing Time by Nearly 70%
  Agency
  Direct Bill Automation

• Pathpoint offered direct bill for E&S markets and grew appointments by 3x
  Wholesaler
  Direct Bill Insured

• How Caldwell Insurance Saved 10+ Hours Weekly with Ascend
  Agency
  Billing & Invoicing
  Premium Financing & Payments

• Marquee Insurance Group (MIG) boosted team efficiency, decreasing NOCs by 80%
  Agency
  Billing & Invoicing
  Premium Financing & Payments

• CF&P Insurance Brokers increased financing adoption by 12%
  Agency
  Billing & Invoicing
  Premium Financing & Payments

• Henderson Brothers modernized direct bill reconciliation
  Agency
  Direct Bill Automation

• Nirvana Insurance’s rollout of Direct Bill Insured improved visibility and speed on deals
  MGA
  Direct Bill Insured

• How Cross Insurance, a Top 100 Agency, Achieved 3X ROI with Ascend in Just 90 Days
  Agency
  Cash Application
  Direct Bill Automation

• How Redman & Company Consolidated Payment Vendors to Reclaim 10+ Hours Per Week
  Agency
  Billing & Invoicing
  Premium Financing & Payments