Episode Details

In this episode of the Insurance Perspectives podcast, host Brad Boldt sits down with Dean Bowen of Patriotic Insurance Group to explore how Sembley functions inside a real independent agency. Dean shares his journey into the insurance industry, what it was like joining his family’s agency, and how Sembley has transformed their workflows. The conversation highlights the practical, day‑to‑day impact of Sembley, including streamlined intake processes, simplified ACORD creation, reduced manual work, and improved client communication.

Takeaways

• Sembley makes ACORD creation fast, standardized, and far less manual.
• Custom intakes help simplify complex and E&S submissions.
• Sembley keeps data consistent across tools.
• Clients benefit from cleaner, more complete intakes with fewer follow‑ups.
• Onboarding was smooth, and the team adopted Sembley quickly.

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

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

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

More information about Sembley:
https://sembley.com/
linkedin.com/company/sembley 

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