Ascend

The only complete accounting automation solution to unify insurance invoicing, payments, and accounting tasks.

Our partnership

As an Orange Partner, Ascend enhances the efficiency powered by the Vertafore platform by streamlining agency and direct bill workflows such as billing, payments, and reconciliation.

Ascend Vertafore combined
We are thrilled to be a part of the Orange Partner Program, and look forward to showcasing how how Ascend not only helps brokers improve their bottom lines by unlocking team efficiencies but also empowers Vertafore users with seamless workflow integrations so businesses can get the most out of their technology partners."

Andrew Wynn, Co-Founder & CEO

About Partner

Ascend is the only completely comprehensive accounting automation platform purpose-built for insurance brokerages. Trusted by over 1,000 firms, Ascend's AI-software replaces spreadsheets and manual workflows with a single system for invoicing, payments, cash application, payables, and commission reconciliation—cutting workload by 90%, improving EBITDA, and maximizing ROI on tech spend.

Make Agency Bill as easy as Direct Bill

Ascend’s Agency Bill automation takes the complexity out of invoicing, collections, and financing. From generating custom invoices to tracking payments and automating reminders, Ascend handles the entire billing process—so you don’t have to. Give your team and your clients a seamless, transparent payment experience without the back-office burden.

Agency Bill
Ascend - Agency bill
Ascend - Direct Bill

Close Your Books Faster with AI

Ascend’s Direct Bill Automation uses AI to match carrier statements with policy and payment data instantly, eliminating manual entry, reducing errors, and giving your team time back. Close your books faster, improve accuracy, and streamline your workflow with automation built for modern insurance operations.

Direct Bill

Real impact on agency revenue

  • 60%

    Decrease in operational and accounting tasks

  • 80%

    Decrease in Notice of Cancellations

  • 12%

    Increase in premium financing revenue

Real impact on agency efficiency

  • 90%

    Decrease in direct bill processing expenses

  • 4,000+

    Carrier statement formats processed by Ascend

  • 95%

    Transactions matched without client involvement at steady state (6 months of usage)

Case study

Learn how Ascend’s comprehensive accounting automation platform alongside AMS360 helps the 21st largest independent agency streamline operations and drive results.

Read full case study