Commercial insurance agencies face challenges in complex workflows, data management, and client servicing. Agents handle a high volume of client information and must process renewals efficiently. They often spend excessive time on repetitive tasks like filling out multiple forms. As a result, many agents struggle to focus on client relationships and business growth. However, they actively seek solutions to simplify their workflows and save valuable time. With better processes, agents can prioritize client needs and expand their businesses effectively.
Enter Sembly, a powerful yet affordable insurance tech solution that makes data entry, renewal processes, and client interactions easier. By leveraging custom forms, property data integration, and unique workflows, Sembly brings a new level of efficiency to commercial insurance workflows. Here’s how Sembly is reshaping the insurance industry by addressing some of the most common pain points.
Managing a commercial insurance agency requires juggling a lot of moving parts, especially in handling client information and coordinating renewals. Here are some of the major challenges that agents encounter:
Acord Forms & Data Overload
One of the biggest obstacles commercial agents face is managing the complex Acord forms required for insurance applications and renewals. These forms often require a substantial amount of data, and transferring information from clients to these forms can be tedious, time-consuming, and error-prone. Even worse, the structure and language of Accord forms are not always intuitive, making data entry a chore for agents and a deterrent for clients who must fill out similar information repeatedly.
Manual Renewal Processes
Without the right technology, renewal workflows in insurance can become repetitive and arduous. Often, agents must collect, verify, and update client information manually, leading to back-and-forth exchanges and potential delays. This time-consuming process distracts agents from higher-value activities, such as prospecting new clients and nurturing existing relationships.
Tech Accessibility Gaps for Small Agencies
Many commercial insurance tech solutions on the market today are costly, making them less accessible for smaller agencies and independent agents. Smaller agencies often have to choose between investing in robust technology or maintaining affordability. As a result, they frequently miss out on the efficiency and client service improvements that larger agencies benefit from. Sembly, however, provides a much-needed middle ground with technology that’s priced to be accessible for agencies of all sizes.
Sembly is designed to address the unique needs of commercial insurance agents, from the smallest one-person office to larger agencies. Its intuitive features bring simplicity and efficiency to insurance workflows, freeing up time for agents to focus on clients instead of administration.
User-Friendly Interface and Workflow Optimization
One of Sembly’s standout qualities is its user-friendly interface, designed to simplify data entry and workflow management. This intuitive design helps agents and support staff save time on form completion, client intake, and renewal processes, reducing frustration and allowing agents to maintain a sharper focus on client interactions.
“We want Sembly to make agents’ lives easier by simplifying complex workflows and eliminating repetitive tasks,” said Joe Ems, co-founder of Sembly. “Commercial insurance is hard enough as it is. We’re here to make things easier.”
For agents working with high volumes of client information, the benefits of Sembly’s design cannot be overstated. The platform’s layout is optimized for quick data entry and access, making it an ideal tool for busy agencies that want a solution adaptable to their existing workflows.
One-Time Data Entry and Cross-Platform Mapping
Sembly’s one-time data entry feature is a game-changer for commercial agents. With this feature, agents can enter client information once, and Sembly will automatically map it across all relevant forms and applications, including Accord forms and custom supplementals. This approach saves agents from the frustration of repeated data entry, reducing the likelihood of errors and enhancing overall efficiency.
According to David Carothers, a commercial insurance sales trainer and co-host of the Power Producers Podcast, “Not having to enter the same information more than once is huge. This allows us to focus on what really matters—our clients.”
Sembly offers several valuable features that cater to the specific needs of commercial insurance agencies. Here’s a closer look at some of its most impactful features:
Custom Forms and Data Collection
One of the standout features of Sembly is its custom forms functionality. Agents can create tailored intake forms to capture specific information from clients or prospects. These custom forms simplify client interactions, making the intake process more efficient and less overwhelming for clients.
For instance, an agency specializing in property insurance can create custom forms that prompt clients to input relevant property details. This reduces the need for agents to fill out lengthy supplemental forms manually, as the information is gathered directly from the client in an easy-to-navigate format.
Property Data Integration
Sembly’s property data integration feature is especially valuable for commercial agents handling property insurance. By leveraging public data sources, Sembly can automatically pull in property information, such as square footage, building age, and roof condition. This property data is then seamlessly mapped onto Accord forms, saving agents hours of manual research.
Joe Ems explains, “Agents are often spending time looking up property details on third-party sites. With Sembly, this data is gathered and pre-populated into forms, eliminating a time-consuming step.”
Affordable Access and Scalability for All Agency Sizes
Sembly’s pricing model is structured to ensure that agencies of all sizes can access its powerful technology. Unlike some competitors, Sembly doesn’t impose high costs, minimum accounts, or complex onboarding, making it ideal for both large agencies and independent agents. This flexibility makes it possible for small agencies to compete with larger ones by streamlining workflows and improving client service.
“We want Sembly to be accessible to the ‘little guy,’ the medium-sized agency, and the big agency,” Ems shared. “Our goal is to be a tool for everyone who needs it.”
By implementing Sembly, commercial agents gain access to tools that simplify both client-facing and internal processes.
Enhancing Client Experience with Pre-Filled Forms
Clients are often deterred by complex and lengthy insurance forms. With Sembly’s pre-filled form feature, agents can enter client data once, and the system will use that information to fill out any necessary forms automatically. This reduces the burden on clients and minimizes the likelihood of incomplete forms. As a result, agents can improve client satisfaction by simplifying what is often a daunting part of the insurance process.
Efficient Renewal Workflows
Sembly’s renewal workflows are designed to simplify the renewal process, reducing the need to start from scratch each year. When it’s time for a renewal, agents can use previously collected data, verify it with the client, and make any necessary updates before submitting. This not only saves time but also ensures a more accurate renewal process.
“This technology is not just a time-saver,” says David Carothers. “It’s a tool for better client service. By automating renewals, agents can deliver a more seamless experience and stay ahead of competitors.”
Sembly is not just a static platform—it’s evolving to meet the changing needs of the insurance industry. Here’s a glimpse into some of the upcoming developments:
Upcoming Integrations with Hawksoft and NowCerts
Sembly is expanding its capabilities by integrating with popular agency management systems like Hawksoft and NowCerts. These integrations enable Sembly users to sync data across platforms, making client management more cohesive and reducing the time spent transferring information between systems. Agents using these platforms will be able to benefit from Sembly’s unique features while maintaining continuity within their existing tech stack.
Potential for AI-Powered Automation
Looking ahead, Sembly is exploring AI tools for greater automation within the platform. For instance, agents could upload a commercial policy and receive pre-filled forms instantly. Additionally, suggested endorsements could appear automatically, simplifying the entire process. As a result, agents will save time spent on manual data entry. Furthermore, they can shift focus toward strategic client interactions, enhancing their productivity. This level of automation will make operations faster and more efficient. Therefore, Sembly continues innovating to empower agents with advanced technology.
Though these features are still in development, they reflect Sembly’s commitment to staying at the forefront of insurtech innovation.
Sembly is revolutionizing how commercial insurance agencies manage their workflows. By addressing common pain points like repetitive data entry, manual renewals, and high-tech costs, Sembly empowers agents to improve efficiency, enhance client service, and grow their businesses more sustainably. From one-time data entry to custom forms and property data integration, Sembly has crafted a solution that brings significant value to agencies of all sizes.
Ready to experience Sembly? First, book a demo today and effortlessly streamline your agency’s workflows. Next, discover how this platform enhances efficiency while improving client interactions seamlessly. Moreover, Power Producers Podcast listeners can use the code “Power Producers” for a special discount. Finally, enjoy 10% off your first 12 months when you book now!
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