Ascend Launches Integration with Salesforce Financial Services Cloud for Insurance Brokerages

Ascend is excited to announce a powerful new integration with Salesforce Financial Services Cloud for Insurance Brokerages (FSCIB), delivering enhanced automation and data synchronization for insurance brokerages.

With this integration, Ascend can seamlessly read policy and client data from FSCIB and write commission statements back into Salesforce, ensuring accurate, up-to-date financial records within the broker's core system. This eliminates manual data entry and enables a more efficient billing process.

Brokerages using FSCIB as their Agency Management System (AMS) can now manage end-to-end billing workflows directly within Salesforce, from policy origination through commission reconciliation. This creates tighter back-office alignment and improves accuracy and efficiency in commission handling.

The integration also delivers measurable ROI by reducing administrative overhead, accelerating financial workflows, and minimizing errors. Teams can reallocate time and resources to growth-focused initiatives while improving transparency and control.

At Ascend, our mission is to automate financial operations so brokers can focus on advising clients and growing their business. This partnership with Salesforce FSCIB marks a significant step toward that goal, empowering brokers to modernize their operations with less friction.

If your team uses Salesforce FSCIB and you're ready to streamline your billing and commission processes, reach out to sales@useascend.com.