Make agency bill as easy as direct bill.
What makes us unique?
Our mission is to help agencies maximize revenue by reducing the labor-intensive back-office work associated with agency bill. Our approach is to become an all-in-one payments platform for invoicing, premium financing, and carrier payables so your agency can focus on growing revenue without having to increase overhead costs.
Features and Workflow
Our platform simplifies payments by allowing agents to provide a pay in full or premium financing option built right into checkout, eliminating all the back-and-forth work of figuring out how a customer wants to pay. We also automate carrier payables and commission payouts so after a policy has been sold, the agency receives commissions and does not have to deal with sending the premium to their wholesaler/carrier.
- Our integration allows policy and customer information to pulled directly into Ascend - generating a checkout link directly within HawkSoft.
- Agent can send this link direct to client and they can decide how they want to pay - pay in full or premium financed.
- Ascend will notify HawkSoft when a policy has been purchased and other relevant payment statuses via API Log Notes.
- Post policy purchased, Ascend will net commissions to the agency, and automate the carrier payables so they do not need to fund the markets.
- Agents have full transparency within the Ascend dashboard where they can check the payment and funding status of all their policies.