Case Study: How Rollo Insurance Uses Sembley

Insurance Software

Intake, forms and carrier portals powered by AI.

Build intakes, collect client information, and autofill ACORDs, supplements, and carrier portals, all with AI built for insurance.

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Loved by modern agencies

It's the easiest software we've ever onboarded because it solves a problem everyone had noticed but that no one had a great solution for — until Sembley.

Jackson Rollo
Jackson Rollo
Rollo Insurance
Jackson Rollo Interview

Sembley is a great solution and I've gotten nothing but positive feedback from people in my community that have leveraged it and are using it everyday.

David Carothers
David Carothers
Florida Risk Partners

Sembley's one of my favorite tools because it solves like six problems in agencies and it's fully integrateable. It's the one to have.

Mariah
Mariah Gates
Accelerated Automation

We didn't have a process on how to get the information in a consistent form or fashion… and then we came across Sembley… I was really blown away.

Patrick
Patrick McBride
The Patrick McBride Agency
Patrick McBride on Power Producers Podcast

See it in action

Choose forms, share your link, and watch Sembley guide your clients through every question. Hours of paperwork become a few minutes.

  • Thousands Of carrier supplements
  • Any Carrier portal, autofilled
  • 70% Less client back-and-forth
Jackson Rollo, Rollo Insurance Group

Case study

“Just because there needs to be a PDF doesn't mean it needs to be paper. Sembley makes it digital, and makes it simple.”

Jackson Rollo President, Rollo Insurance Group

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Nick Gore, Lightwell Insurance Advisors

Case study

“Sembley was filling that gap on AI ingestion and data-driven completion of those ACORDs.”

Nick Gore Lightwell Insurance Advisors

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Richard Sweet, Vantage Point Risk

Case study

“He opens the trucking app, the Sembley app, and he knows all the questions to ask.”

Richard Sweet Founder, Vantage Point Risk

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The Sembley platform

AI for every step of the submission

From your client's first answer to the underwriter's inbox, Sembley does the paperwork so your team can spend its time placing risk.

Intake AI

Build the perfect intake in seconds.

Describe the quote sheet you need, or upload the one you already use. Sembley's AI writes the questions, pulls proven ones from our insurance question bank, and maps every answer to your ACORDs, supplements, and carrier portals.

  • Start from a prompt, a PDF, or a screenshot of your current quote sheet
  • Questions come from a bank built for commercial and personal P&C, so answers land on the right form fields
  • Share it with clients, use it as an internal quote sheet, or embed it on your website
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Document AI

Turn client documents into a finished intake.

Upload dec pages, loss runs, prior ACORDs, schedules, photos, or spreadsheets. Sembley's AI reads every page, sorts each document, and fills your intake, ACORDs, supplements, and carrier portals with what it finds.

  • Works with PDFs, scans, photos, and spreadsheets, with no templates to set up
  • Every extracted value links back to the page it came from, so review takes minutes
  • One upload fills every form in the submission
See Document AI

Sidecar

Autofill any carrier portal.

Sidecar is Sembley's Chrome extension. It copies insured details from an email, a website, or a document, then fills in the carrier portal you're quoting in, page by page.

  • Copy insured data from email, websites, PDFs, or an insured already in Sembley
  • Fills text fields, dropdowns, and radio buttons on the portal page you're working on
  • Save what it collects to a new or existing insured in one click
Get Sidecar

ACORDs & supplements

Every ACORD and supplement, from one intake.

Choose any mix of ACORDs and carrier supplements for a submission. Sembley builds one client-friendly intake that adjusts to those forms, then fills every page from the answers.

  • Every ACORD plus thousands of carrier supplements, with new ones added on request
  • Ask each question once, even when it appears on five different forms
  • Share the intake with clients, collect leads, or embed it on your website
See how autofill works

eSign & submit

Sign it, then send it to market.

eSign built for insurance, with ACORDs already mapped for producers and insureds. Once it's signed, Sembley's AI drafts a cover email for each underwriter from the submission, and the packet goes to your carriers and AMS without leaving Sembley.

  • Signature fields come pre-mapped on ACORDs, so there's nothing to place
  • AI writes each underwriter's cover email from the insured's data, ready for your edits
  • Send to several carriers at once and file everything to your AMS
See Sembley Sign

Powerful Integrations

"Sembley addresses much needed functionality in the modern agency. This has been a gap in our connected ecosystem that we're excited to fill with Sembley's help."
Rushang Shah

Rushang Shah

CMO of HawkSoft

Sembley Integrations

Modernize your agency.

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