Ascend impressed us because it was not just another premium financing company but a finance automation platform that empowered our entire team to be more productive.

The decrease in cancellations has been huge for our agency. We no longer need our team to spend countless hours chasing down missing payments from insureds to prevent NOCs.

Ascend has helped us appoint more agents by offering an admitted payment workflow for the non-admitted markets - something that’s never been done before but agents have wanted for a long time.

Ascend is a big step forward for us - before, it was hard to answer any payment question from agents. Now, we have full transparency and know what was paid, how, and when with complete accuracy.

I could solve the problem in one of two ways: either hire more operations-focused employees, increasing the costs to run the agency, or find a solution that helped me get more out of the team I had today.

This increased efficiency has helped us increase our bottom line and achieve our agency’s financial goals.

Ascend made payment processing so easy and the agent / client portal is very easy to use! We were able to tie their payment system to our proprietary system via API, seamlessly providing a branded renewal process for our clients.

Ascend has helped us reduce a significant amount of administrative work for our team, which has been a relief!

We are constantly looking to improve the way we do business and optimizing our agency bill process would improve both our operational efficiency and elevate the client experience.

Ascend saves me a couple hours every day! I love having the transparency of when carriers are paid, and the results have been wonderful.

The team picked up Ascend very quickly and ran with it. It’s been a huge time saver by eliminating a lot of the follow ups and steps in our old process.

We're able to bind coverage quicker by letting insureds pick their financing options without being involved as well as receiving and sending payments in a timely manner.

The reduction in NOCs has saved me so much time and energy previously spent chasing down payments from clients.

I can't imagine our agency operating without Ascend - it's really night and day of how efficient and organized our agency is now!

We not only saw a significant amount of time saved for our team but also saw an increase in financing adoption from our clients, a win-win for us.

Ascend been very helpful for us as we navigate the hardening market. We've been able to save so much time for our team.

Ascend’s Direct Bill Automation is a real application of AI to solve today’s challenges within the insurance industry with positive business outcomes.

Our staff can now focus more time on high value initiatives since Ascend has been able to automate our manual but necessary work.

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.

Having a single place for the service and accounting teams to invoice, track, and reconcile policies gives us maximum transparency and visibility into our agency’s financial performance.

Ascend’s innovative platform allows MGAs to easily offer and automate direct bill insured workflows - making it easier to grow appointments, submissions, and revenue.

Ascend allows us to bring new programs to market faster and in a way that is aligned with what our agency partners have come to expect from us - a modern, seamless digital experience that is fast, easy and transparent.

Processing direct bill commissions used to be time-consuming and chaotic, with too many hands in the process and no way to scale. We needed a centralized, efficient solution—and Ascend delivered exactly that.

Ascend’s AI delivered immediate ROI. We eliminated manual data entry and freed up our team to focus on higher-impact work—centralizing accounting, improving consistency, and scaling as we grow. Just as important, we now have real-time access to clean data, helping us catch issues faster and uncover new revenue opportunities.

Aside from staff, Ascend was the best change to our agency we have made in the last decade. It has allowed Christina—an incredibly valuable member of our team—to focus her expertise on driving strategic growth, rather than getting pulled into the weeds of agency bill and trust accounting.

We’re loving it and I’m loving it. We used to go through so many steps to do what Ascend is doing in one portal and one screen – it’s transforming our billing process and has become a huge time saver.

The commission split structure takes up nearly 75% of our time manually. The hours we spend each month resolving exceptions are the same hours we’ll spend again next month on the exact same issues.

We are committed to investing in technology that allows our teams to focus on clients and growth, not manual tasks. Ascend’s automation technology has improved our Direct Bill process and provided an amazing onboarding and integration experience for our team.

While other solutions offer helpful single features, Ascend goes far beyond and streamlines our entire agency bill workflow.

With Ascend’s automation, both CSRs and accounting have to handle invoices far less frequently and we’ve seen a significant reduction in errors.

Everything is centralized and clearly tracked. That visibility has drastically cut down the time spent on resolving discrepancies.

We eliminated 40+ hours of outsourced labor immediately and significantly reduced manual workload across our in-house team.

We’re processing 150+ payers annually, including large carriers like Highmark and UPMC with thousands of lines per statement. But our bot just wasn’t keeping up, which made it more difficult to close our books at the end of the month.

Ascend stood out in our search for a partner to help us scale intelligently due to its accuracy, support, and ability to learn from corrections. We’re already seeing major improvements in accuracy and speed, especially with large carriers.

The transition to Ascend was seamless. We went live quicker than expected and immediately saw faster reconciliation, higher accuracy, and more scalable process.

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

Ascend spent the time to train each team member and guided them through the Ascend system, ensuring every person, no matter how tech-savvy, felt comfortable and found value with the software.

Ascend was able to assist in decreasing the amount of un-posted commission payments by more than 85%, allowing us to better report our financials accurately.

Ascend has significantly streamlined our payment workflows — from onboarding to carrier payables. The platform is intuitive, efficient, and designed with real agency operations in mind. What previously required multiple systems and manual tracking is now centralized and far more manageable.

I can’t imagine going back to juggling multiple tools that still left operational gaps. Ascend has become a true workflow solution, not just a payment processor.

We’re excited that Ascend's payments solution shares our vision to deliver the best possible customer experience and simplify tedious, expensive operational processes.

I can't express enough how slick and simple this is. I've been telling people forever that I just want to be able to send customers a link so they can click a few buttons and it's done. Now with Ascend we can do that.

Ascend's seamless online checkout, handling of agency bill transactions and customized reminders will save agents countless hours. I love working with your team!

We’re often put in a tough spot: choosing between a carrier that's the best fit for our client, but has an antiquated payments process or a carrier that's tech-advanced, but not the best fit from a coverage standpoint. Ascend is the first to actually solve that dilemma for us. We no longer have to tell customers that want premium financing to put their credit cards away, fill out an application, and send a check.