Ascend - Integrations
Work with the tools your team already uses
Native two-way sync with your management systems — data flows in both directions and your books stay current.
Trusted by the industry's leading insurance and accounting teams
See case study](/content/customers/marquee-insurance-group-mig-boosted-team-efficiency-decreasing-nocs-by-80 "Marquee Insurance Group"/index.html)
See case study](/content/customers/insurica-direct-streamlined-payments-to-improve-efficiency-by-25 "Insurica"/index.html)
Data that moves with your operation
Ascend fits into your existing stack — so your team gets automation without changing how they work.
Pull policy and customer data
Customer records, policy details, premiums, and line items sync directly from your AMS, PAS, or CRM — so your team doesn't rekey what's already there.
Post back to your systems
Applied cash, confirmed disbursements, and posted payments write back automatically — with timestamps, methods, and amounts.
Keep both systems current
Data moves in both directions on an ongoing basis — so your systems and Ascend reflect the same source of truth.
Automate reconciliation
Collected premiums shouldn't require manual data entry. Every cleared payment posts back to your AMS or PAS, keeping records current without manual entry.
Your system, fully connected
Ascend supports the platforms most agencies run on — with purpose-built, tailored integrations.
Applied Epic
Pull customer and policy data automatically. Post applied cash, invoices, and carrier disbursements without re-entry. The most complete AMS integration Ascend offers.
AMS360
Pull customer and policy data automatically. Post applied cash and disbursements without re-entry. Built for agencies running high transaction volumes across multiple carriers.
Salesforce
Sync account and contact records. Keep your pipeline and your financial operations in step — without duplicating data entry across systems.
Also supported Reach out to learn what's available for your system.
Explore the Ascend product suite
Billing & Invoicing
Automate invoice creation, delivery, and collections to get paid faster.
Premium Financing & Payments
Finance and collect premiums in a single, seamless workflow.
Explore Premium Financing & Payments
Cash Application
Turn bank deposits into clean, matched accounting entries inside your ledger.
Carrier Payables
Reconcile and disburse carrier payables without manual tracking or spreadsheet workarounds.
Direct Bill Automation
Close books faster with end-to-end automation to fetch, reconcile, and post commission statements.
Explore Direct Bill Automation
See what Ascend can do for you
Book a tailored demo using your system. We'll show you how Ascend connects to the platforms your team runs on — and how integrations unlock automation across billing, payments, reconciliation, and carrier payables.