AgencyBloc + Sembley

Add new groups in AgencyBloc to Sembley as entities

This Zap automatically adds each new group in AgencyBloc to Sembley as an entity. When you create a group in AgencyBloc, that group will be automatically added to Sembley as an entity, along with their contact information and core attributes, such as SIC Code and Tax ID. This ensures that your AgencyBloc groups are always available in Sembley for streamlining intake and ACORD forms.

This Zap automatically adds each new group in AgencyBloc to Sembley as an entity. When you create a group in AgencyBloc, that group will be automatically added to Sembley as an entity, along with their contact information and core attributes, such as SIC Code and Tax ID. This ensures that your AgencyBloc groups are always available in Sembley for streamlining intake and ACORD forms.

  1. When this happens...
    AgencyBlocAgencyBloc
    Group Created

    Triggers when a Group is created in AgencyBloc.

    TriggerInstant
  2. automatically do this!
    SembleySembley
    Create New Entity

    Creates a new entity in Sembley

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AgencyBloc triggers, actions, and search

    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Group Created

    Triggers when a Group is created in AgencyBloc.

    Trigger
    Instant
    Try It
    • Mask SSN Data

    • Mask Medicare Beneficiary ID Data

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search

    Policy Created

    Triggers when a Policy is created in AgencyBloc.

    Trigger
    Instant
    Try It
agencybloc logo
agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn moreHelp

Related categories

  • Sales & CRM
sembley logo
sembley logo

About Sembley

Sembley is a modern, cloud-based platform that streamlines insurance submissions and renewals with simple intakes that populate complete applications.
Help

Related categories

  • Productivity