Sembley Sign allows you to send any combination of ACORDs, supplements, and other uploaded documents to your clients for electronic signature. Once the documents are signed, you can send the completed submission to one or more carriers and track its status.

You can create a Signature Packet from a Submission that already has ACORDs or Supplements in it, or you can create one from scratch with your own agency documents.

To create a Signature Packet from a Submission, click the "Sign" button in the top right corner of the Submission.

To create a Signature Packet from scratch:

Whether you create your Signature Packet from a Submission or from scratch, you'll have the option to add additional documents to the packet and order those documents as you want them.

You can include any documents that you've previously uploaded to your Insured's profile. If you're using our Momentum integration, you can also import documents from Momentum to sign in Sembley and send back to Momentum.

Once you've added and arranged your documents in order

On the next page, you'll see a list of potential signers that includes (a) your Insured's contacts and (b) your agency's members. You're already set as a signer, so no need to add yourself.

Toggle on any additional signers that you want to include or click "Add Additional Signer" if you haven't already listed your Insured's contact. Hit "I'm the only Signer" in the top right if you're not sending the packet to a click.

If you only have ACORDs in your Signature Packet, we've already pre-mapped them for you and your client so there's nothing more to do here.

If you have Supplements or if you're signing documents from outside of Sembley, go ahead and drag and drop fields into place for yourself and your clients. If you add a client field that we already know from your intake (e.g. their name or email), then we'll autofill that for you so your client doesn't need to enter it again.

Once you're done, hit Send for Signature. You can share the Signature Packet with your client via email or shareable link.

Once you've sent a Signature Packet for signing, you'll no longer be able to edit the fields. You can track the status of your packet by clicking on the status of the packet on your Signature Packets page under the "Progress" heading.

Our status tracking logs the following signer events:

In addition, once you've sent your Signature Packet to carriers (see section below), you'll be able to track the following carrier events:

Collected all your signatures? Congrats! 🎊 Now you can send your executed documents to any number of carriers at once as well as to your AMS through our Momentum, AMS360 and HawkSoft integrations.

To send to carriers, click on the ellipses to the right of your Signature Packet on your Signature Packets page and click "Send to Carrier". If you have an AMS integration, you'll also see an option to send the Signature Packet to your AMS.

Once you've selected your carriers and the underwriter that you want to send your packet to at each carrier, Sembley will send an email to the underwriter on your behalf with a download link to your packet. You can customize the email's subject line, body and signature and you'll be bcc'd on it as well.