Onboarding
Getting Started with Sembley
By Jeremy1 author10 articles
- Getting Started with SembleyThe basics to completing your first submission
- Hide Questions, Set Default Responses and Add NotesHide questions and add notes
- Property EnrichmentPull data about your clients' properties with one click
- Company EnrichmentPull data about your commercial applicants with one click
- Import ACORD DataImport your clients' data from ACORDs into Sembley
- Custom IntakesUse Sembley’s Custom Intakes to customize and share intake forms with prospects and clients and automatically populate ACORD forms.
- Document AIDocument AI extracts and populates data from your clients' insurance documents automatically
- Flag Questions for ClientsOnly share flagged questions from an intake
- eSign and Send-to-CarrierUse Sembley Sign to request client signatures and send signed applications directly to carriers.
- Insured WorkflowsUse Workflows to organize insureds with customizable boards, table and pipeline views, workflow fields, and default intake responses.