Lightwell Insurance Advisors Cuts ACORD Completion Time with Sembley
How Lightwell Insurance Advisors Cuts ACORD Completion Time with Sembley
We’re excited to share our new case study with Lightwell Insurance Advisors, a specialty insurance agency focused on churches, ministries, and faith-based nonprofits.
With more than 40 years of experience serving religious organizations, Lightwell has built its reputation around a clear philosophy: deeply understand the organizations you serve and become a trusted advisor, not just an insurance provider.
”Ninety-nine percent of our book of business is churches and faith-based nonprofits. That’s our bread and butter here at our agency.” - Nick Gore, Lightwell Insurance Advisors
The Challenge
As Lightwell continued to grow, so did the volume of submissions moving through the agency.
Like many commercial agencies, the team was spending significant time collecting information from clients, completing ACORD applications, and preparing submissions for carriers. The work was repetitive, manual, and consumed valuable employee time.
Lightwell took a closer look at what that process was actually costing the agency.
”When you really start looking at that data and those numbers, you’re saying, ‘My team member that might get paid X amount every year is taking X amount of time to fill out an ACORD. That is then costing me how much?‘” - Nick Gore
For a relationship-driven agency, every hour spent entering data into forms represented time that could have been spent serving clients, strengthening carrier relationships, or supporting growth initiatives.
The Solution
After evaluating multiple vendors, Lightwell selected Sembley to help automate one of the most time-consuming parts of the submission process: collecting information and translating that information into completed ACORD applications.
Sembley provided the combination of document ingestion, data extraction, and ACORD automation that Lightwell was looking for.
”Sembley was filling that gap on AI ingestion and data-driven completion of those ACORDs.” - Nick Gore
Instead of manually re-entering information into applications, the agency could use Sembley to extract information, populate forms, and reduce the amount of administrative work required for each submission.
The Results
Since implementing Sembley, Lightwell has significantly reduced the amount of employee time dedicated to completing ACORD applications and preparing submissions.
More importantly, the agency has been able to redirect that time toward higher-value activities:
- Serving clients with more focus and responsiveness
- Supporting ministries with a stronger advisory experience
- Building carrier relationships in a highly specialized niche
- Growing the agency without adding unnecessary administrative drag
”Since we’ve adapted Sembley, we’ve seen a 75% cut in ROI loss based on the time saved for our employees.” - Nick Gore
A True Partnership
For Lightwell, the decision was not only about automation. The agency wanted a partner that would listen, respond quickly, and continue investing in the product over time.
”If there’s a problem, a concern, or a question we have, I email you. I email your general support email. And I get a response that day.” - Nick Gore
We’re grateful for the opportunity to work with Nick and the Lightwell team, and excited to support an agency that has built such a clear, focused, and client-centered approach to serving ministries and faith-based nonprofits.
Read the Full Case Study
Want the full story? Read the complete case study here: How Lightwell Insurance Advisors Cuts ACORD Completion Time with Sembley