Automation, from collection to close

The financial operations platform purpose-built for insurance, combining AI-powered accounting automation, payments, and premium financing in a single vertically integrated solution.

Trusted by over 4,000 insurance businesses, including over half of the 50 largest brokers

Agencies, wholesalers, MGAs, and carriers use Ascend to bring clarity to complex accounting operations.

The platform behind modern insurance finance

Complete visibility, end-to-end automation, and the highest ROI — across every workflow from collection to close.

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.

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.

Unify all accounting automation under one platform— so your financial operations can support every stage of growth.

Purpose-built for insurance financial operations

Ascend automates the full financial operations stack — from billing and payments to reconciliation and carrier payables — so your business closes faster, reduces labor, and recognizes revenue with confidence.

Collect what you're owed sooner

Ascend automates invoice creation, delivery, and follow-up — so your team stops chasing what they're already owed.

Grow volume without growing headcount

When payment is made easy for insureds, more policies get financed — and revenue scales without added complexity.

Recognize revenue with confidence

Every deposit matched and applied automatically — your books already know what's been collected, and nothing sits in suspense at close.

Keep policies in force

Every carrier paid on time and in full — so policies don't lapse and client relationships don't erode.

Close the books without the backlog

Every statement fetched, matched, and posted — so your team closes on time, every month.

Get more from the systems you have

Ascend connects to your AMS and PAS — so your team starts automating without a rip-and-replace migration.

Getting real value starts sooner than you think

Our sales and customer success teams work alongside you to ensure a smooth rollout — without disrupting day-to-day operations.

Discovery

• We map your team, processes and goals.
• You surface your biggest operational pain points and goals.
• Our team delivers a personalized proposal for deploying Ascend.

Implementation

• Your team's workflows are reflected and simplified.
• We connect to your AMS and PAS for accurate data flow.
• Our team configures billing, financing, and reconciliation to match how your team operates.

Onboarding

• Our customer success managers provide dedicated support.
• We guide your team through tailored trainings.
• Our team reports quarterly about your progress towards our shared goals.

Implementation led by people who understand insurance accounting.

Every rollout is guided by a dedicated customer success team that understands carrier statements, agency workflows, and real-world edge cases.

Built with, and trusted by, insurance teams.

Agencies, MGAs, and carriers use Ascend to bring clarity to complex financial operations.

We’ve cut our monthly balance of unapplied cash by more than half, and the time it takes to reconcile cash down from 8 days to 3 — processing over 2,400 statements a month.

Ed Sheppard

Complete platform built for insurance finance.

Ascend connects data, workflows, and teams across billing, payments, and reconciliation — so everything works together, not in isolation.

Get started today

Bring clarity to your financial operations

Get a tailored demo focused on your business processes, not a generic sales pitch.