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Sembley Integration

ApproveThis manages your Sembley Integration approvals.

April 17, 2025

Integration Category: Productivity

When Bureaucracy Meets Its Match

Let's cut through the BS: Insurance approvals suck. Between chasing down signatures, digging through email chains, and praying someone remembers to update Sembley, it's a miracle anything gets done. That's why pairing ApproveThis with Sembley isn't just "nice-to-have" – it's like giving your team a bureaucratic flamethrower.

ApproveThis handles the decision-making circus. Sembley keeps your submissions organized. Connect them through Zapier, and you've just automated the most annoying parts of insurance workflows. No more "I thought you approved that" meetings.

Why This Combo Doesn't Just "Work" – It Actually Solves Sh*t

For Teams That Hate Wasting Time

Example: A regional brokerage uses Sembley intake forms that auto-trigger ApproveThis workflows. Underwriters get email approvals with all submission data baked in. Deny a request? It auto-updates Sembley before the agent finishes their coffee.

For Compliance Nerds (We Mean That Affectionately)

ApproveThis logs every decision with timestamps and comments. Sembley keeps the paper trail. Together, they create an audit trail so thorough even your most paranoid regulator would nod approvingly.

For Anyone Working With External Partners

Here's the kicker: External agents can approve requests via email without needing a Sembley login. Your clients don't care about your tech stack – they just want their damn COI. This combo lets them stay in their Gmail comfort zone while you keep everything synced.

Real Workflows That Don't Make People Want to Quit

Use Case 1: New Client Onboarding That Doesn't Take 3 Weeks

When Sembley detects a new insured entry, ApproveThis:

  • Routes to underwriting + legal based on coverage type
  • Auto-escalates if premiums exceed $250k
  • Updates Sembley before the agent can ask "Status?"

Who this helps: MGAs drowning in submission emails. Set thresholds so only high-risk apps need human eyes.

Use Case 2: Renewals That Don't Fall Through the Cracks

Sembley flags expiring policies. ApproveThis:

  • Pings brokers 60 days out via email/Slack
  • Requires CFO sign-off on premium increases >10%
  • Auto-archives in Sembley post-approval

Who this helps: Overworked account managers. Vacation delegation means no approval gridlock when someone's OOO.

Use Case 3: Compliance Audits That Don't Require Xanax

Every ApproveThis decision triggers a Sembley entity update with:

- Full approval comments
- PDF snapshots of terms
- Version history

Who this helps: Risk managers who need to prove "We told them no on 3/14" two years later.

Setting This Up Without an IT Degree

1. Create a Zap between Sembley and ApproveThis
2. Pick a trigger (new submission, renewal date, etc.)
3. Map Sembley fields to ApproveThis' calculated fields
4. Test with a $10k policy before going live
5. Watch your team actually take lunch breaks

Pro Tip: Use ApproveThis' conditional logic to route:
- High-risk clients to senior underwriters
- Non-standard forms to legal
- Everything else through auto-approval thresholds

Why This Isn't Just Another "Integration"

ApproveThis brings the muscle Sembley lacks:
Email approvals: No logins for external partners
Thresholds: Auto-approve small claims, escalate big ones
Delegation: Approvals reroute if someone's on PTO
Calculations: Instantly flag submissions exceeding risk caps

Meanwhile, Sembley becomes your single source of truth – no more digging through 12 tools to find that one endorsement.

Who Actually Benefits (Beyond the Obvious)

Underwriting Teams

Get submission packets pre-vetted by junior staff via ApproveThis workflows. Only exceptions hit your desk.

Brokerage Ops

Track SLAs in real time. See which agents always miss deadlines. Export reports to justify hiring that temp.

External Adjusters

Approve supplements via email. Your E&O carrier sleeps better knowing everything's in Sembley automatically.

The Part Where We Tell You What to Do Next

If you're still manually herding approvals into Sembley:
1. You're wasting about 7 hours/week per manager
2. Your errors are 3x higher than shops using automation
3. Your best people are updating spreadsheets instead of selling

Fix it in 20 minutes:
- Register for ApproveThis
- Connect to Sembley via Zapier
- Steal back your Thursdays

Or book a demo if you need to convince the CFO. We'll show how this pays for itself in 60 days.

FAQ (Because Someone's Gonna Ask)

Q: Can approvers use mobile?
A: Yes – approvals happen via email. They can reject your dumb request from the golf course.

Q: What if Zapier goes down?
A: So does half the internet. Both tools have native APIs if you ever outgrow Zapier.

Q: Can we customize approval tiers?
A: Yes. Make junior staff approve coffee orders, partners sign off on seven-figure policies.

🥳

Integrate with Sembley Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Sembley

Suggested workflows (and their Zapier components) for Sembley

Create approval requests for new insured entries

When a new insured entry is recorded in Sembley, this integration creates an approval request in ApproveThis to streamline decision-making. *Note: Ensure that the approved entity details are mapped correctly.*

Zapier Components

Sembley Logo

Trigger

New Insured

Triggers when a submission is created with a new insured.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new submissions for review

When a submission is forwarded for review in Sembley, this automation creates an approval request in ApproveThis to manage workflow decisions efficiently. *Note: Confirm that submission data feeds into the approval process accurately.*

Zapier Components

Sembley Logo

Trigger

Submitted for Review

Triggers when a submission or custom intake is submitted for review.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create new entities in Sembley for incoming approval requests

When a new approval request is received in ApproveThis, this integration creates a new entity in Sembley to keep records up to date. *Note: Verify that the approval request data transfers properly.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Sembley Logo

Action

Create New Entity

Creates a new entity in Sembley

Create new entities in Sembley for completed approvals

When an approval request is finalized in ApproveThis, whether approved or denied, this automation creates a new entity in Sembley to record the outcome. *Note: Ensure outcome details are properly captured and transferred.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Sembley Logo

Action

Create New Entity

Creates a new entity in Sembley