# 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.

[Book a demo](/content/contact/book-a-demo/index.html)

## **Trusted by the industry's leading insurance and accounting teams**

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See case study](/content/customers/marquee-insurance-group-mig-boosted-team-efficiency-decreasing-nocs-by-80 "Marquee Insurance Group"/index.html)

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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.

[Book a demo](/content/contact/book-a-demo/index.html)

### 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.

[Book a demo](/content/contact/book-a-demo/index.html)

### 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.

[Explore Billing & Invoicing](/content/products/billing-and-invoicing/index.html)

### Premium Financing & Payments

Finance and collect premiums in a single, seamless workflow.

[Explore Premium Financing & Payments](/content/products/premium-financing-and-payments/index.html)

### Cash Application

Turn bank deposits into clean, matched accounting entries inside your ledger.

[Explore Cash Application](/content/products/cash-application/index.html)

### Carrier Payables

Reconcile and disburse carrier payables without manual tracking or spreadsheet workarounds.

[Explore Carrier Payables](/content/products/carrier-payables/index.html)

### Direct Bill Automation

Close books faster with end-to-end automation to fetch, reconcile, and post commission statements.

[Explore Direct Bill Automation](/content/products/direct-bill-automation/index.html)

## 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.

[Book a demo](/content/contact/book-a-demo/index.html) [Explore customer stories](/content/customers/index.html)