Features & Quick Stats
Key Features
- Invite clients by email, SMS or shareable link
- Onboard clients with a modern responsive intake
- Review and finalize forms faster
- Synced with your favorite apps
Core Business
Streamlining the ACORD and supplemental forms processes
How Sembley Helps Independent Agents & Brokers
By offering a seamless, modern interface, Sembley simplifies the traditionally complex and time-consuming task of collecting information from clients. Our platform features intuitive, shareable client intakes that ask all the necessary client-facing questions from any combination of ACORD forms, and it automatically populates these forms with the clients’ responses. This streamlined approach not only enhances efficiency but also reduces errors and ensures that all applications are complete and accurate. Whether you are handling new submissions or managing renewals, Sembley provides a comprehensive solution that enhances productivity, improves client satisfaction, and ultimately helps you grow your agency or brokerage.
Integrations
- One-way integrations: Zapier, EZLynx, Agency Zoom and Agency Block
- Two-way integrations: Hawksoft and NowCerts (Momentum)
Partnerships
- HawkSoft
- NowCerts/Momentum going live soon
Subscriber Deals
Product FAQs
Online Applications & Forms
Do you include a follow-up system?
Yes
Please list all CRM and/or AMS integrations.
EZLynx, AgencyZoom, HawkSoft, NowCerts Momentum
Are you able to capture client data from a CRM and/or AMS?
Yes
Document Management Remarks
System stores ACORDS, Supplements and custom forms
Are your forms formatted for both desktop and mobile use?
Yes
Do you include all Certificate Forms?
Yes
Do you support digital supplemental applications?
Yes
How many supplemental applications are in your library?
100
Do you include Audit capabilities?
No
Do you provide self-service certificate management through an agency client portal?
No
Are you able to combine multiple forms into a single form?
Yes
Do you support digital ACORD form applications?
Yes
Do you include all Binder forms?
No
What other forms can be included?
ACORD, Supplemental and custom intakes
Are you able to prefill data from outside databases based on location, vehicle registration, etc.?
Yes
Are you able to email applications?
No
Do you have a mobile app?
No
Do you provide permission levels by agency role?
No
Can you create custom applications/forms?
Yes
How many ACORD forms do you provide?
500
Is there capability to import data into forms (vehicle schedules, etc.)?
Yes
Do you include Document Management?
Yes
Can you show required forms and optional forms based on state and line of business?
Yes
Are you able to publish interactive forms to an agency website?
Yes
Is there capability to export data from forms?
Yes