Integrations

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.
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Trusted by the industry's

leading insurance and accounting teams

Data that moves

with your operation

Ascend fits into your existing stack — so your team gets automation without changing how they work.
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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.
Platform Foundation

Your system,

fully connected

Ascend supports the platforms most agencies run on — with purpose-built, tailored integrations.
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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 theAscend product suite

Billing & Invoicing
Graphic showing an unpaid invoice with a button for the user to make a payment along with a dashboard summarizing all paid and unpaid accounts receivable.
Automate invoice creation, delivery, and collections to get paid faster.
Explore Billing & Invoicing
Premium Financing & Payments
Graphic capturing Ascend's two payment methods, pay over time using premium financing and pay in full.
Finance and collect premiums in a single, seamless workflow.
Explore Premium Financing & Payments
Cash Application
Graphic showing a perfectly reconciled dashboard for incoming cash which has zero unapplied cash remaining.
Turn bank deposits into clean, matched accounting entries inside your ledger.
Explore Cash Application
Carrier Payables
A graphic showing two tables, payables and commissions owed to carriers and retained by agencies respectively.
Reconcile and disburse carrier payables without manual tracking or spreadsheet workarounds.
Explore Carrier Payables
Direct Bill Automation
Graphic of an invoice being scanned from right to left taking it from raw unprocessed data to reconciled commissions.
Close books faster with end-to-end automation to fetch, reconcile, and post commission statements.
Explore Direct Bill Automation
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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.
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