Turn Unapplied Cash Into Real Revenue
Ensure every dollar is accounted for by identifying all incoming receivables and automatically reconciling to your AMS and general ledger.
From backlogged to balanced, effortlessly.
Cut the time it takes to reconcile incoming cash in half to close books quicker, more accurately.
Auto-categorize all your bank deposits
Track all your bank deposits and create the right line items in your AMS for all AR - client payments, carrier commissions, return premium/refunds, etc.
Match and apply cash
Automatically fetch and match financial documents (commission statements, carrier invoices, etc.) to apply cash the correct line items in your AMS.
Improve cash flow and ensure compliance
Realize revenue accurately, on-time, to ensure compliant cash balances and internal processes.
Integration partners
Salesforce Financial Services Cloud lets brokers effectively manage claims and policies, ensure customer satisfaction, and grow their businesses - built on the #1 AI CRM.
Benelinx provides benefits brokers with an integrated approach to agency management, automating day-to-day operations, sales & renewals, and client service within a secure, cloud-based platform.
BenefitPoint is a management system built to address a benefits agency’s complex and specific needs. This purpose-built design approach ensures that users can access the tools and features that impact their daily operations.
Federato’s industry-first RiskOps platform for P&C and Specialty insurance aligns portfolio strategy with underwriting action - designed by underwriters for underwriters.
The management system for agencies with enterprise needs, allowing for rapid growth through acquisitions or traditional methods. Sagitta also supports complex and specialty lines of business.
BindHQ helps MGAs, MGUs, and wholesalers modernize and unite agent portals, consolidate underwriting data, and streamline back office and insurance CRM into one frictionless cloud-based platform.
Ascend is integrated with MGA Systems to streamline and unify payment processes for both direct bill and agency bill workflows.
Ascend's integration with AMS360 allows agents to sync customer data across platforms to easily get a comprehensive view of a client’s policy information and payment status.
Ascend is fully integrated with HawkSoft - agents are able to automatically generate checkout links when quoting policies within HawkSoft.
Ascend has a custom integration with Veruna, the top Salesforce.com-native agency management system to empower brokers to sell more and maintain the best customer relationships.
Ascend provides a custom integration for Novidea customers. Novidea is a data-driven platform that drives operational efficiencies and growth across the entire distribution lifecycle.
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Ascend is integrated with Momentum AMP, a leading AMS, to easily provide pay-in-full and premium financing options in their dashboard.
