Close your books faster with AI
Eliminate 90% of the time spent fetching and reconciling commission statements and free up your team’s time to focus on higher‑value work.

Commission reconciliation is a critical but painful process
Empower your team with tools that eliminate manual work and errors. Reduce expenses and scale efficiently with software-enabled operations.
Use AI to fetch and reconcile commission statements
AI-powered matching and statement fetching improves over time, eliminates manual work, and reduces external expenses.

Simple, transparent pricing and no surprise costs
Flat rate pricing allows your agency to grow profits without increasing costs for the number of statements processed.
Best-in-class implementation and support
On-site training and a white-glove integration process to get your team up and running seamlessly.
Integration partners

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.
Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom.

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.
Built around your teams, your technology
Ascend is AMS-agnostic and can work with in-house or outsource teams to power any and all automation workflows.