AI in Action: Streamlining Client Intake and Insurance Applications

Using AI to streamline client intake

The Rundown

In this Hot Topic session, Sembley’s Joe Ems explored how agencies can simplify client intake and insurance applications by standardizing how information is collected, reducing duplicate data entry, and using AI to move information more efficiently through the quoting process.

The Context

• Intake can quickly become messy when employees collect information differently through phone calls, emails, PDFs, spreadsheets, or even handwritten notes.
• A standardized intake process creates consistency for agency teams while giving clients a simpler experience with fewer unnecessary or repetitive questions.
• AI document extraction can pull information from policies, dec pages, SOVs, and other documents, reducing the need for clients and employees to manually re-enter existing data.
• AI can also organize collected information, identify missing answers, and help teams determine what needs additional client follow-up.
• Tools like Sembley can help move verified intake data into management systems, raters, ACORD forms, supplemental applications, and carrier websites.

Why it Matters

Improving intake isn’t just about replacing a form. When agencies standardize how they collect information and use AI to move that data where it needs to go, they can reduce repetitive work for employees and clients while creating a more efficient path from prospect to quote.

Sign in and watch now to see AI in action and discover how Sembley can help streamline your agency’s intake and application process!