---
title: Adding Policies to Your Client Profiles in GloveBoxHQ
description: Easily add policies to a GloveBox account via HQ so they are quickly accessible to clients and prospects.
---

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# Adding Policies to Your Client Profiles in GloveBoxHQ

## Easily add policies to a new GloveBox account to help clients and prospects manage their policies.

As a team member, you have the ability to add a policy manually for a client or prospect. This can be helpful to do if a policy didn't successfully import from your AMS, or when you're setting up a new client or prospect in GloveBox. 

### **Add a Policy to a Client's GloveBox account**

In GloveBoxHQ, navigate to the **Clients** tab, and locate the GloveBox account that you wish to update.

 On the right side of the client profile page, select **Add a Policy**.

![Screenshot 2025-04-14 at 3.04.34 PM](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-04-14%20at%203.04.34%20PM.png?width=670&height=248&name=Screenshot%202025-04-14%20at%203.04.34%20PM.png)

Next, select whether that policy will be a Personal or a Commercial Lines policy.  
![Screenshot 2023-08-22 at 3.06.25 PM](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202023-08-22%20at%203.06.25%20PM.png?width=537&height=346&name=Screenshot%202023-08-22%20at%203.06.25%20PM.png)

After selecting the policy division, select if the policy is Direct or Agency Billed. 

![Screenshot 2023-08-22 at 3.08.11 PM](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202023-08-22%20at%203.08.11%20PM.png?width=537&height=346&name=Screenshot%202023-08-22%20at%203.08.11%20PM.png)

Next, select from the list or search and select the policy type.

![Screenshot 2023-08-22 at 3.16.29 PM](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202023-08-22%20at%203.16.29%20PM.png?width=537&height=474&name=Screenshot%202023-08-22%20at%203.16.29%20PM.png)

Finally, select from the list or search for the carrier to associate to the policy.

![Screenshot 2023-08-22 at 3.19.14 PM](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202023-08-22%20at%203.19.14%20PM.png?width=537&height=480&name=Screenshot%202023-08-22%20at%203.19.14%20PM.png)

Make sure to complete the client information by adding full name, policy number and policy effective dates. 

![Screenshot 2023-08-22 at 3.45.00 PM](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202023-08-22%20at%203.45.00%20PM.png?width=537&height=592&name=Screenshot%202023-08-22%20at%203.45.00%20PM.png)

Once a policy has been created, you can [upload policy documents](https://gbu.gloveboxapp.com/knowledge/upload-policy-documents-to-hq?hsLang=en) to GloveBoxHQ for your client to access.

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