Smarter Technology for a Stronger Insurance Industry

Driving Growth, Efficiency, and Client Trust.
Delays, security risks, and inefficiencies don’t just slow you down—they jeopardize customer trust and profitability. With increasing competition and ever-evolving regulations, insurance carriers, brokers, and agencies need technology that not only keeps pace but drives their business forward.
Ascend delivers end-to-end technology solutions designed to streamline operations, enhance client relationships, protect sensitive data, and strengthen your competitive edge. Our solutions span cybersecurity, cloud infrastructure, Microsoft and Salesforce platforms, and tailored consulting—giving you the tools to compete in a changing market.
Let Ascend Be Your Trusted Technology Partner
With decades of industry experience, Ascend understands the complexities insurance providers face. Our comprehensive solutions—from advanced cybersecurity and cloud infrastructure to specialized Salesforce services—are designed to optimize operations, enhance customer experiences, and drive sustainable growth.

Distribution Network Optimization
Seamlessly onboard, manage, and engage distribution partners with centralized tools that streamline communication and improve collaboration. Keep your products top of mind, strengthen broker relationships, and enhance partner engagement to increase market reach.
Claims & Policy Lifecycle Management
Simplify complex claims processing, policy administration, and renewals with integrated solutions that improve operational efficiency. Deliver faster resolutions, reduce processing errors, and enhance customer satisfaction with transparent, user-friendly tools.
Sales Enablement & Pipeline Acceleration
Empower your sales teams with automated workflows, accurate forecasting, and comprehensive client insights. Our tailored solutions for carriers, brokers, and agencies help you accelerate deal cycles, improve conversion rates, and provide a superior customer experience.
Regulatory Compliance & Cybersecurity Protection
Protect sensitive client data and stay ahead of evolving regulations with robust security solutions. Ascend delivers audit-ready systems, real-time monitoring, and end-to-end encryption to safeguard your operations. Our approach includes advanced threat detection, identity management, and automated compliance tools to maintain trust and protect your reputation.
Client & Broker Relationship Management
Build lasting relationships with data-driven insights, personalized experiences, and streamlined communication platforms. Enhance collaboration with brokers and improve client satisfaction through targeted engagement strategies and comprehensive account visibility.
Process Automation & Operational Excellence
Eliminate manual tasks and increase productivity with intelligent automation tailored to the insurance industry. Optimize workflows, reduce operational costs, and free up valuable time to focus on high-impact business activities.

Discover How Ascend Can Transform Insurance

Insurance Carriers
Boost efficiency while managing risk and delivering fast, personalized service. Ascend streamlines policy administration, automates claims, and strengthens distribution management to improve customer satisfaction and foster internal collaboration.

Insurance Brokers
Ascend helps you manage client relationships, navigate complex products, and adapt to shifting market demands. Our solutions not only streamline sales pipelines but improve communication and deliver real-time insights that enhance the customer experience.
Insurance Carrier Thrives With
Agent PortalAscend implements foundational Financial Services Cloud and Experience Cloud solutions for enhancing distribution partner relations, positioning the company for future growth.
Insurance | Iowa | 1000-5000 Employees

Ascend Establishes Custom Integration
with Financial Services CloudAscend provides a strategic multi-phased approach to integrate Financial Services Cloud and Agency Integrator for General Brokerage Agency creating a centralized instance to manage insurance operations.
Insurance | Minnesota | 50-200 Employees

Discover the Power of Salesforce
Discover how Salesforce empowers insurance carriers and brokers with smarter processes, stronger relationships, and data-driven insights.
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Financial Services Cloud
Financial Services Cloud helps insurers provide personalized client experiences, manage complex relationships, and streamline policy and claims processes with a 360-degree customer view and automated workflows.
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Sales Cloud
Sales Cloud empowers insurance carriers and brokers to accelerate pipelines, improve forecasting, and close deals faster with AI-driven insights and automated sales processes tailored to the industry.
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Service Cloud
Service Cloud enables insurers to deliver exceptional customer service through faster claims processing, omnichannel support, and enhanced policyholder experiences.
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Experience Cloud
Experience Cloud allows insurance providers to build secure, branded portals that improve collaboration with clients, brokers, and distribution partners.
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Marketing Cloud
Marketing Cloud helps insurance companies engage policyholders and prospects with personalized marketing campaigns, improving retention and customer acquisition.
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Account Engagement
Account Engagement enables insurers to nurture leads, automate marketing efforts, and deliver targeted communications that drive conversions.
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CRM Analytics
CRM Analytics provides actionable insights for carriers and brokers, enhancing decision-making with data-driven reports on claims, sales, and client inter
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Shield
Shield ensures compliance and data security for insurers with audit trails, encryption, and advanced monitoring tools designed for regulatory environments.

Maximize the potential of
Marketing Cloud Account Engagement.
Discover how Marketing Cloud Account Engagement transforms marketing strategies for insurance carriers and brokers. You’ll learn how sales teams are adapting and the measurable impact on performance. We’ll also cover how to measure success, align with your business strategy, and address key challenges in the industry.
Elevate your marketing approach and drive results in the competitive insurance landscape!
Frequently Asked Questions
How can technology improve operations for insurance carriers and brokers?
Technology streamlines processes like claims management, policy administration, and distribution network optimization. With the right solutions, insurers can improve efficiency, reduce costs, and enhance customer experiences.
Why is data security important in the insurance industry?
Insurance providers manage sensitive client information. Advanced security solutions like encryption, access controls, and compliance tools protect data and ensure regulatory compliance.
How can Ascend’s solutions help insurers stay competitive?
Ascend provides tailored technology solutions, including Salesforce optimization and process automation, that enhance operational efficiency, improve client relationships, and keep insurers ahead in a rapidly changing market.
Embrace Technology & Unlock Your Firm’s Full Potential!
Contact us today to learn how Ascend can support your insurance provider’s technology, security, and operational needs. Together, we can drive growth, enhance efficiency, and deliver exceptional service to your clients.