Case Study
How Rollo Insurance Made Submissions Easy with Sembley.
The second-generation, family-owned agency with over 65 office locations stays "future-proof" with Sembley.
The Customer
Rollo Insurance Group is a second-generation, family-owned agency headquartered in College Station, Texas. Led by President Jackson Rollo, the agency has grown into a trusted partner for clients across a wide range of personal and commercial lines.
Rollo Insurance has spent the last several years investing heavily in technology, with the goal of becoming what Jackson calls a “future-proof" agency. Their mission includes modernizing workflows, reducing inefficiencies, and providing clients with the personalized service that sets independent agencies apart.
- Founded: 2000
- Headquarters: College Station, Texas
- Number of offices: 65+
“We’ve been doing a lot of technology pushes here at our agency over the last three to four years, really optimizing into what we consider to be a future-proof type agency from a technological perspective.”
The Challenge
Like many agencies, Rollo Insurance faced significant challenges with commercial lines submissions and supplemental applications. The process was heavily paper-driven, repetitive, and frustrating for both agents and clients.
- Redundant data entry: Agents were entering the same information across multiple forms and systems.
- Lack of digital intake: Commercial lines applications were not digitized, leading to delays and inefficiencies.
- Fragmented tools: Other solutions on the market solved narrow pieces of the problem but didn’t offer a unified workflow.
"Having data entered multiple times is probably one of the most annoying things. Commercial lines sup apps and intake - it was not a digital process. There were other products, but they didn’t check all the boxes of customizable digital intake and sup app."
Rollo needed a platform that could modernize submissions across the board - new business, renewals, and digital web intake - without forcing agents to juggle multiple tools.
The Solution
After exploring various options, Rollo Insurance chose Sembley. What stood out was Sembley’s ability to unify workflows into one platform while remaining flexible enough to adapt to the agency’s needs.
- Customizable digital intakes: Agents and clients could complete applications digitally, reducing friction and cutting out redundant paperwork.
- ACORD form automation: Data entered once could populate across multiple ACORD forms and supplemental applications.
- Versatility: Whether used as a client-facing web intake tool or an internal efficiency tool, Sembley fit seamlessly into different workflows.
- AI-powered document extraction: Uploading existing PDFs and extracting data further streamlined the renewal process.
"You guys were the aggregate source of all that information. Just because there needs to be a PDF doesn’t mean it needs to be paper. Sembley makes it digital - and makes it simple."
Why They Chose Sembley
For Jackson and his team, the decision came down to two critical needs:
- A better web intake experience: They wanted to move beyond static contact forms and allow clients to kick off the quoting process seamlessly online.
- A new business + renewal solution: Many vendors focused only on renewals. Rollo needed a platform that could handle both, ensuring underwriters received all the necessary applications without slowing the process.
"I needed the form that the client fills out to immediately start that process - integrating that lead into my CRM, starting a quote sheet. And then I needed something to handle new business and renewals when additional apps are required. You guys did that."
Another key factor was Sembley's partnership mindset. Rather than being a static vendor, Sembley worked closely with Rollo to refine the product and implement feedback quickly.
"We're a fast-growing company. We need partners who are also agile. You guys are doing a great job with that."
Onboarding and Impact
Despite having a large team of agents to bring onto the platform, onboarding with Sembley was easy and the impact on Rollo's submissions process was immediate.
- Ease of use: Both new and experienced agents adopted the software quickly.
- Fast ROI: Because the pain points were so obvious, agents recognized the value immediately.
- Time savings: Eliminated redundant data entry and manual form-filling.
- Client collaboration: Easier, more digital-friendly interactions with clients.
- Improved intake: Streamlined data collection for both agents and underwriters.
"It was the easiest software we've ever onboarded. Everyone saw right away that the problems being solved were evident - paper-driven processes, redundant data entry, delays with clients. All of that was fixed."
