Welcome to Sembley! đđ»
Sembley makes it easy to complete any combination of ACORDs and supplements at once via a single, client-friendly intake.
With Sembley you can:
Use our AI, enrichment tools and integrations to autofill your forms
Invite your clients to complete their intake, complete it yourself, or work on it together with them
Build custom embeddable intakes (similar JotForm) that autofill your forms for you
E-sign and send your completed forms directly to carriers
Insureds
Insureds Overview
Insureds are the companies or people that are applying for insurance in your Submissions. An Insured can have many Contacts.
Create an Insured
To create an Insured:
Navigate to the Insureds page in the sidebar
Click "New Insured"
In addition, when you create a Submission, youâll have the option to either select or create the Insured associated with the Submission.
Contacts
Contacts Overview
Contacts in Sembley are the individuals that you collect information from about the insured. To view an Insured's Contacts, click on the Insureds tab in the sidebar. Click on any Insured and then click on the Insured's Contacts tab.
Create a Contact
To create a Contact:
Navigate to the Insureds page in the sidebar
Click on an Insured
Click on the Insured's Contacts tab
Click "New Contact"
Submissions
Submissions Overview
Submissions in Sembley are any insurance applications.
Create a Submission
You can create a Submission in two ways:
Through the Insureds page
Click on any Insured
Click New Submission
The Insured will automatically be associated with this Submission
Through the Submissions page
Click Submissions in the sidebar
Click âNew Submissionâ
Youâll then add forms to your Submission. You can add as many forms as you want and Sembley will automatically build a single intake with all of the questions required to be answered by your Contacts for each form.