Case Studies

Ascend’s unique ability to automate both commissions reconciliation and agency bill workflows gives us the ability to focus on growth while staying efficient and effective.

Andrew Mudalel

VP of Finance, Element Risk Management

How Redman & Company consolidated payment vendors to reclaim 10+ hours per week

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

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

Henderson Brothers is modernizing direct bill reconciliation

ISU Steadfast saved 40+ hours/week automating direct bill reconciliation

The Prewitt Group eliminated all invoicing errors with integration and automation

Cross Pointe Insurance Advisors cut manual statement processing time by nearly 70%

Caldwell Insurance saves 10+ hours per week by eliminating manual accounting tasks

Cross Insurance achieved 3X ROI with Ascend in just 90 days

Nirvana Insurance’s direct-to-insured billing improved visibility and speed on deals

Element Risk Management accelerates acquisitions with unified agency and direct bill automation

Ellerbrock-Norris reduced time spent reconciling direct bill policies by 90%.

CF&P Insurance Brokers increased financing adoption by 12%.

Stailey Insurance strengthens relationships, eliminates NOCs.

Ascend helps IIANC agencies cut time spent on agency bill in half.

Marquee Insurance Group decreased NOCs by 80%.

Pathpoint increased appointed agents by 3x.

Three Arbor Insurance increased EBTIDA by 4% with financial operations automation.

INSURICA Direct streamlined payments to improve efficiency by 25%

CrossFit RRG decreased cancellations by 95%.