Sembley
Designed to revolutionize client intake, this innovative platform automates the completion of ACORD forms and supplements. By utilizing prior documents and trusted third-party data, it significantly reduces the time spent on paperwork. Users can create custom, shareable intakes, transforming complex processes into seamless experiences, boosting efficiency and accuracy for insurance agencies.
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Top Sembley Features
- Automated ACORD form filling
- Client-friendly intake forms
- Data enrichment from partners
- Customizable shareable intakes
- Extensive intake library access
- Quick ACORD creation
- Error reduction in submissions
- Workflow automation with APIs
- Streamlined form management
- Complete document package assembly
- Integration with AMS and CRM
- Zapier connectivity for apps
- Easy changes to submission forms
- Pre-built intakes for insurance lines
- Efficient client data enhancement
- Time-saving paperwork transformation
- Client data autofill capabilities
- Consistent information gathering process
- Stronger client close rates
- Responsive customer support team.
