How Vanderbilt Insurance Automates Quoting with Sembley Sidecar

We’re excited to share our new case study with Vanderbilt Insurance. We sat down with Taylor Doria, Personal Lines Manager at Vanderbilt, to talk about how her team uses Sembley Sidecar to autofill carrier portals with insured information they already have.

”Everything that Sembley and the Sidecar have offered, we’ve been extremely pleased with on both sides. It’s completely changed everything for us.” - Taylor Doria, Personal Lines Manager, Vanderbilt Insurance

The Challenge

Before Sidecar, quoting an insured with several carriers meant going portal by portal and typing the same information into each one.

”We would have to go from each portal to enter it. So we’re doing the manual data entry multiple times.” - Taylor Doria

The Solution

Sembley Sidecar is a Chrome extension that copies insured data from any website or document and autofills the carrier portal you’re working in.

Taylor calls her new workflow “grab and go.” She copies the insured’s information with Sidecar once, then fills it into each portal instead of entering it again by hand.

”Being able to do what I’m calling grab and go, grabbing it and sending it, it definitely is cutting down my time.” - Taylor Doria

Sidecar in Practice

Taylor uses Sidecar on all kinds of sources:

Call transcripts: A client called to update a vehicle. Taylor wrote down the VIN as a check, then had Sidecar copy the call transcript and fill in the details. It matched exactly, and she didn’t have to type anything.
Property listings: Instead of reading through a Zillow page and pulling out each detail, she copies the listing with Sidecar and autofills the important information wherever she needs it.

”I didn’t have to type or anything, and everything matched up. It wasn’t off even by a little bit.” - Taylor Doria

The Results

Copying and pasting one field at a time has been replaced by two clicks.

”I don’t have to sit there hitting Control V, Control C, Control V. I just hit the copy button, hit the fill button, and I’m done.” - Taylor Doria

We’re grateful to Taylor and the Vanderbilt Insurance team for sharing their experience. Sembley Sidecar is available in the Chrome Web Store, and you can learn more on our Sidecar feature page.

Read the Full Case Study

Want the full story? Read the complete case study here: How Vanderbilt Insurance Automates Quoting with Sembley Sidecar