New Feature: Custom Notes and Question Hiding

At Sembley, we strive to simplify and improve the processes for the modern insurance agency. We’re thrilled to roll out two eagerly awaited features: the ability to add Custom Notes to questions and to Hide Questions in your intakes.

These new capabilities provide you with more control over the information you collect, making your interactions with clients smoother and more efficient.

Feature Highlight #1: Hide Questions Our new Hide Questions feature allows you to tailor your client intake by removing any questions that you don't want to ask your clients.

How to Use It:

• Go to the question you want to hide
• Click the Hide Question icon
• The question will be hidden from clients across all of your intakes in Sembley, but remains editable and viewable by you

Feature Highlight #2: Custom Notes on Questions Adding Custom Notes to questions lets you guide your clients through the intake. This feature helps you specify the exact information you need. For example, you can instruct clients to provide a business rather than a personal mailing address, ensuring you get the correct data for your ACORD forms.

How to Use It:

• Select a question to enhance with a note.
• Click the 'Add Note' icon and type your message.
• Your note will appear under the question on the client’s intake