Talk to me Goose with Joe Ems

Power Producers Podcast

In this episode of Power Producers Podcast, David Carothers spoke with Patrick McBride and Joe Ems from Sembley, a company offering innovative technology designed to simplify the commercial insurance quoting process. Joe explained the origins of Sembley, which was created to address common pain points in the industry, such as the tedious nature of filling out renewal forms and collecting client data. A standout feature discussed was Sembley’s user-friendly interface, affordable pricing, and integrations that improve efficiency. By leveraging custom intake forms, property data imports, and integration options with systems like Hawksoft and NowCerts, Sembley aims to streamline workflows for agencies, reduce back-and-forth with clients, and enable seamless data mapping across various forms. This technology allows agencies to focus on client relationships rather than manual tasks, making it particularly valuable for agents looking to enhance both client service and operational efficiency.

Key Highlights:

Introduction:

David Carothers welcomes Patrick McBride as a guest host for this episode and introduces Joe Ems from Sembley, a tech company offering solutions for streamlining the insurance process. David shares initial skepticism about Sembley's low price point but emphasizes the quality and functionality of the product.

Why Sembley?:

Sembley stands out for its ease of use, user-friendly interface, and reasonable pricing. Patrick McBride discusses how his agency faced challenges with data ingestion and renewals using other technologies, which Sembley simplified with its integration capabilities and workflow support.

Key Features of Sembley:

• Single Data Entry: Input client data once and map it across multiple forms, saving significant time.
• Custom Intakes and Forms: The platform supports tailored intake forms that clients can fill out, streamlining the quoting process.
• Client Portal and Automation: Automation and integration with other CRMs (e.g., HubSpot, Salesforce) help agencies manage client data more efficiently.
• Supplemental Applications: Sembley handles various supplementals and continues to add more based on user demand.

User Experience:

Patrick emphasizes the intuitive design, which makes it easy for agents to input data and for clients to fill out forms. Sembley has custom intake forms and a static link feature that allows agents to streamline the data collection process.

Roadmap and Future Integrations:

Joe shared upcoming developments, including integrations with NowCerts and HawkSoft, and improvements to property data retrieval. Sembley is also exploring advanced data mapping and potential AI functionalities to enhance automation.

Insights on Industry Challenges:

The conversation highlights the industry's common struggle with getting clients to complete long applications and forms. Sembley's solution simplifies this process by pre-filling data and allowing for minimal client input on updates or confirmations.

Closing Remarks:

Sembley offers a discount for listeners who book a demo and use the code "power producers." Both David and Patrick praised Sembley’s practical approach, value for smaller agencies, and how it bridges the gap between tech accessibility and affordability.

Connect with:

• David Carothers LinkedIn
• Patrick McBride LinkedIn
• Joseph G. Ems LinkedIn
• Kyle Houck LinkedIn

Visit Websites:

• Power Producer Base Camp
• Sembley
• Killing Commercial
• Crushing Content
• Power Producers Podcast
• Policytee
• The Dirty 130
• The Extra 2 Minutes