Blog

Ascend Partners with Steele Insurance Agency to Streamline Operations and Enhance Agent Focus on Client Service

Ascend, the pioneering provider of financial operations automation software, is thrilled to announce its latest partnership with Steele Insurance Agency, a distinguished network of agents dedicated to providing exceptional insurance services.

Mike Nguyen

May 9, 2024

Case Study: Marquee Insurance Group boosts team efficiency, decreased NOCs by 80%

Marquee Insurance Group (MIG) recognized they had bottlenecks in their accounting and financing processes working with their current payments and financing partners. They wanted to find a solution that could holistically improve back office processes and decrease the amount of time the team was spending on billing, collections, and accounting.

Mike Nguyen

April 18, 2024

Case Study: Ascend streamlines payments for INSURICA Direct improving efficiency by 25%

INSURICA Direct, the digital division of INSURICA Inc., sought a better way to streamline payment options for agency bill policies post placement creating a more efficient and compliant experience. The existing workflow was slow and cumbersome – causing a lot of extra work for the team and poor experience for clients.

Mike Nguyen

April 16, 2024

Case Study: Improving EBITDA by 4% through financial operations automation

Three Arbor Insurance automated costly financial and accounting operations like collections, financing, payables, and reconciliations - increasing revenue and decreasing expenses.

Mike Nguyen

Jul 6, 2023

Case Study: How Ascend’s automated payables helped StartSure build a foundation for sustained growth

StartSure’s accounting team automated all their agency bill related AR / AP processes - allowing for quick, efficient, and error-free reconciliations.With this solution, StartSure invested in the ability to grow without incurring large back office costs to support what would have been a mountain of administrative tasks and additional paperwork.

Mike Nguyen

Jun 13, 2023

Case Study: How Ascend boosted Bulldog Insurance's revenue by 25%

Bulldog Insurance partnered with Ascend to automate all their agency bill payment workflows such as invoicing, endorsements, and premium financing - leading to an increase in their bottom line due to operational efficiency and an increase in premium financing revenue.

Mike Nguyen

Apr 12, 2023

Case Study: How the top CrossFit MGA decreased cancellations by 95% with Ascend

Ascend provided CrossFit RRG with a modern point-of-sale checkout experience for premium financing. This improved their insureds’ experience and retention related to non-pay cancellations, consequently saving their team time and money.

Jot Ranu

Dec 1, 2022

Ask An Agent: Michael Franke

Michael Franke, owner of Franke Insurance Services, shares his journey from starting as a captive agent at Allstate and making the transition to independent agency owner to have more freedom to truly be his own boss and have control to run his agency how he sees fit.

Mike Nguyen

Jun 7, 2022

Ask An Agent: Amos Levy

Amos Levy plays a unique role at Flexport, a company more known for its freight logistics business, by building out its insurance product to expand the service offerings of the company. He shares insights he's picked up along the way for anyone interested in how to succeed in the insurance space.

Mike Nguyen

Apr 27, 2022

Ask An Agent: Sean Goral

This week's Ask An Agent we chat with Sean Goral from Legacy Insurance Group. Sean made the leap from captive to independent after spending 5 years at Liberty Mutual. We discuss how independent agents have the challenge of not knowing what they don't know until they educate themselves.

Mike Nguyen

Mar 21, 2022

Ask An Agent: Amit Kalra

Introducing AAA (Ask An Agent), a short form interview series where we chat to agents and owners about the good, bad, and unexpected experiences of running an independent agency. This week, we talk to Amit Kalra, VP of Insurance at billy, an agency based in New York.

Mike Nguyen

Mar 11, 2022