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Add Phone Number & SMS Invites in GloveBoxHQ

Agencies can now invite clients to GloveBox using SMS in addition to email. This enhancement gives agencies more flexibility when adding new clients or verifying existing ones—making onboarding faster and more accessible for policyholders.

The update introduces:

  • A phone number field to the new client invite flow.
  • The ability to send invites via SMS directly from the Overview or Clients page.
  • Options to invite individual users or bulk invite multiple users from the Unverified Client List.

What’s New

1. Add Phone Number to New Client Flows

  • Agencies can now input a client’s phone number when adding them to GloveBox.
  • SMS invites can be sent alongside or instead of email invites.
  • Invites can be revoked and resent if needed.
  • Once the client accepts the SMS invite, their account is successfully verified.

This update applies to both the Overview Page and Clients Page workflows.

2. SMS Invites from the Unverified Client List

  • Agencies can now send SMS invites to clients listed under Unverified Clients.
  • Supports:
    • Single-user invites (invite one person directly).
    • Bulk invites (select multiple unverified clients using checkboxes).
  • Once a user verifies via SMS, their record automatically updates in GloveBoxHQ.

How It Works

  1. Add a New Client
    • Navigate to Overview → Add New Client, or open the Clients page.
    • Enter the client’s details, including phone number (optional but recommended).
    • Choose whether to send the invite via Email, SMS, or both.
  2. Unverified Clients
    • Open Clients → Unverified Tab.
    • Select one or multiple unverified clients.
    • Choose Send SMS Invite to trigger verification messages.
  3. Verification Process
    • Clients receive a secure SMS with an invitation link.
    • Clicking the link verifies their account and connects them to your agency’s GloveBox.
    • The system automatically marks them as verified in HQ.

Technical Notes & Updated Scope

  • A missing email or phone can only be added if an invite is sent.
  • All contact attributes added through this process must be accompanied by an invite.
  • The system now supports:
    • Users with only a verified phone.
    • Users with only a verified email.
    • Users with both contact types, verified or pending verification.

This change ensures that all contact methods (email or SMS) are verified and traceable within HQ.

Benefits for Agencies

✅ Faster onboarding — clients can join with just a phone number.

✅ Improved deliverability — no more bounced or lost email invites.

✅ Flexible communication — choose the best channel for each client.

✅ Cleaner data — ensures verified contact information across all clients.

Troubleshooting

If you encounter issues with SMS invites or missing contact information:

  • Confirm that the phone number is valid and formatted correctly.
  • Check that the client record exists and is associated with your agency.
  • Review related guide: Policy Info in GloveBox Not Updating for general troubleshooting steps on data syncing or unverified users.

Key Takeaway:

Agencies can now invite new or existing clients via SMS directly from GloveBoxHQ. This enhancement simplifies client onboarding, ensures faster verification, and provides flexibility for agencies to reach clients on their preferred communication channel.