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.”
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