Last Updated on: February 24, 2026

How Smart Agencies are Using AI, Automation and Workflow Design with Joe Ems, Episode #411

How Smart Agencies are Using AI, Automation and Workflow Design with Joe Ems
Facebook
Twitter
LinkedIn
In this episode of the Power Producers Podcast, David Carothers welcomed Joe from Sembley to discuss a range of topics impacting agencies, from personal lines to AI-powered tools. David shared insights on the challenges of building a personal lines division from scratch, how tech investments have streamlined workflows, and the importance of agency owners evaluating their tech stack to maximize efficiency. They dove into the power of custom intake forms, e-signatures, and integrations with systems like Hawksoft. The conversation also emphasized the shift towards automation to save time and resources in an industry that’s increasingly tech-driven.

Key points:

Personal Lines Challenges and Tech Adaptation

David discussed how launching personal lines at Florida Risk has been a learning experience, especially in integrating new technology and adapting workflows. The move forced a deeper look into their tech stack and how it could support scalability and efficiency.

Building Custom Intake Forms for Streamlined Workflows

Joe explained how custom intake forms in Sembley can simplify data gathering, especially with conditional logic, and how it saves agents time by pre-populating accord forms, sub-apps, and client profiles.

Tech-Driven Time Savings and Reducing Manual Work

David emphasized that many agencies waste time on repetitive tasks like data entry and supplementals. He highlighted how tech can free up agents’ time to focus on high-value work, including meaningful client interactions and prospecting.

The Hawksoft Integration and Two-Way Data Flow

Joe shared how Sembley now integrates with Hawksoft, allowing agents to push data directly into their system, significantly cutting down on manual entry and improving data accuracy.

The Importance of Making Strategic Tech Investments

David encouraged agency owners to evaluate their tech stacks with an “abundance mindset” to avoid being left behind. He stressed that technology is an investment in saving time, increasing accuracy, and building stronger client relationships.

The Growing Role of AI and Automation in the Industry

Joe and David discussed how AI and automation tools are revolutionizing the insurance industry, from data gathering to policy renewal, and how adopting these technologies can be a game-changer for agencies looking to stay competitive.

Connect with:

Visit Websites:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

Cyber Insurance Risk Management: Why MFA, MDR, and BYOD Policies Can’t Wait for a Hard Market

The cyber insurance market has softened in recent years. Requirements that were once rigid — like mandatory multi-factor authentication (MFA) or endpoint detection and response (EDR) tools — have been relaxed by many carriers. But here’s the danger: just because carriers aren’t demanding these safeguards today doesn’t mean businesses can afford to ignore them.

Read More »

AI, Authenticity, and the Future of Elite Production: What the Insurance Industry Must Learn from Craig Bender’s InsureU2 Revolution

The insurance industry is entering one of the most transformative seasons in its history. For decades, our world has been shaped by carriers, underwriting cycles, prospecting methods, and the grit of producers willing to outwork their competition. But today, a new force is reshaping the landscape—and most producers, agency leaders, and industry professionals aren’t ready for it.

Read More »

Test Message

Killing Commercial Login