Episode Details

In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Dean Bowen and Joe Ems to explore how Sembley is transforming insurance workflows. They discuss Sembley's mission to eliminate duplicate data entry, streamline ACORD and supplemental forms, leverage document‑reading AI, and deeply integrate with systems like HawkSoft, AgencyZoom, and Canopy Connect. Listeners get a behind‑the‑scenes look at how Sembley was founded, how the product has rapidly evolved over just two years, and what’s coming next—from proposal automation to pushing data directly into carrier portals.

 Takeaways

• Sembley eliminates duplicate data entry using a single source of truth for ACORD and supplemental forms. 
• Custom Intake forms allow agencies to build, embed, and route fully customizable intake processes that map directly into forms.
• Over 400 agencies now use Sembley after only two years in the market. 
• Upcoming features include automated proposals and the ability to push data directly to rating systems and carrier portals. 
• Agencies retain 100% ownership of their data in Sembley. 
• Real‑world workflows show major time savings, clean data flow into HawkSoft, and seamless ACORD handling.

Learn more about Sembley:
https://sembley.com/
linkedin.com/company/sembley

To get in touch with today's guests, reach out below:

• Joe Ems (click here)
• Dean Bowen (click here)
• Brad Boldt (click here)

More information about Patriotic Insurance Group:
https://patrioticinsurancegroup.com/
https://www.facebook.com/patrioticinsurancegroup
https://www.linkedin.com/company/patriotic-insurance-group/

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If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/