---
title: Updating Your Agency Website for Maximum Client Engagement
description: Optimize your agency website to drive client engagement and reduce manual service work. This guide helps you streamline your digital storefront and guide clients to your ClientHub platform.
---
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1. [GloveBox University](https://gbu.gloveboxapp.com/knowledge?hsLang=en)
2. [Client Onboarding Resources](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en)
3. [Completing Your Account Set-Up](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#completing-your-account-set-up)
# Updating Your Agency Website for Maximum Client Engagement
## Your website is your digital storefront—optimize it to reduce service volume and drive client self-service.
#### **Goal**
Ensure your agency’s website is designed to guide clients into your ClientHub platform as the primary entry point for service and quoting workflows.
---
#### **Why This Matters**
Your website is the front door to your business. If it doesn’t guide policyholders into the right workflows, they’ll default to calling or emailing—costing your team time and degrading the client experience.
Every email, service request, or quote starts with one thing: **where your client lands**. When you train them to use a central login (ClientHub), you:
- Increase platform adoption and app downloads
- Reduce manual service work for your agency staff
- Eliminate duplicate or confusing workflows
- Keep clients inside your agency’s digital ecosystem
- Provide a faster, more personalized experience
This small shift has a big impact: fewer phone calls, better service, and more satisfied clients.
---
#### **Website Update Checklist**
You will need your ClientHub Link to complete some of these items. This can be found in [GloveBoxHQ](http://hq.gloveboxapp.com) on the Integrations Page
Use this checklist to evaluate and optimize your website:
### **ClientHub Entry Point**
- Is there a **single login button** visible on your homepage?
- Is the button labeled clearly as **Client Login**, **ClientHub**, **Client Portal**, or **Manage My Account**?
- Is it placed in the **top-right corner**, where users expect to find it?
- Does it link **directly** to your agency’s ClientHub login?
- Do your 'Get a Quote' buttons point to your Marketplace?
If clients can’t find this easily, they’ll call or email instead.
---
### **Conflicting or Duplicate Portals**
- Are there **multiple login buttons or portals** on your site?
- Are there **competing links** to carrier sites, forms, or old portals?
Remove them or rename as needed. A **single entry point** helps form habits and trust.
**Exception:**
If you use a legacy portal for self-generated certs, rename that button to **"Self-Generated Certificates"** to clearly set expectations. Or, embed your Certificate platform inside of [PolicyAssist](https://gbu.gloveboxapp.com/knowledge/exploring-policyassist-gloveboxs-latest-product-release?hsLang=en) on the Certificate flow
---
### **Carrier Information**
- Remove **carrier logins, links, or phone numbers** from your website.
These push clients out of your ecosystem, and most policyholders dont' know what carrier they are with and don’t have the logins or policy numbers needed. GloveBox already provides carrier and policy info **inside** ClientHub. Clients can navigate through all the carrier specific workflows from inside ClientHub AND they stay in your digital store to navigate down your agency workflows as well.
---
### **Generic Forms**
- Eliminate “Contact Us” forms or open-ended service request forms for:
- Auto ID cards
- Certificates
- Policy changes
These should all route through **Policy Assist & Embedded Marketplace** inside ClientHub, where clients can submit structured requests. This prevents missed info and follow-ups.
---
### **Replace Your "Get a Quote" Buttons with Marketplace Link**
Your Marketplace Link can be shared directly with clients and, when clicked, drives them straight into your agency's branded Marketplace — whether they're an existing policyholder or a new prospect. Instead of a generic quote form, they land inside your GloveBox platform, where they can request quotes for both personal and commercial lines and engage with all the workflows you've configured in GloveBox HQ.
- Where to find it:
- GloveBoxHQ
- Resources tab
- Marketplace Link
This should replace every "Get a Quote" button or link on your website, giving every quote request — from clients and prospects alike — a direct path into your agency's own branded platform instead of a generic form
---
### **Live Chat **
- Insert your ClientHub link into your live chat
- Update your messaging to include: 'For faster service, visit our ClientHub where you can request service, access documents, and pay bills'
Policyholders are looking for fast service, continue to remind them ClientHub is the fastest way to get access to the easy items they want to self service like Auto ID cards, documents, service requests, and requesting new quotes. And ClientHub is open 24/7
---
### **Full Site Review**
- Audit all website pages and subpages
- Remove or replace links, buttons, and forms that bypass ClientHub
- Standardize your messaging: “Manage everything through ClientHub”
---
### **What Happens When a Client Logs In Via Your ClientHub Link?**
- Using your agency's ClientHub link does more than give clients access — it actively connects them to your agency. Here's what the system does based on the client's account status:
- **Has an active policy and is unverified:** The client will be connected to your agency and will see their policies.
- **Has an active policy and has been invited but hasn't accepted:** Logging in via your ClientHub link will still claim their account and connect them to your agency — no invite acceptance required.
- **No active policy but is unverified:** The user merge feature will claim and verify their account when they log in through your ClientHub link.
- **No active policy and has been invited but hasn't accepted:** The user merge feature will claim their account and log them in.
**The key takeaway**: directing clients to your agency's ClientHub link is the most reliable way to ensure they are properly connected to your agency, regardless of their invite or policy status.
---
#### **Final Tip**
Treat your website like your agency lobby. If it’s cluttered with confusing signs, clients won’t know where to go. Make it clear. Make it easy. Make ClientHub the destination.
And if additional help is needed, reach out to our Customer Success team and we can help with an audit and recommendations.
- [GloveBox Quick Links (Start Here!)](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#main-content)
- [Key GloveBox Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#key-glovebox-resources)
- [GloveBox Training Events](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#glovebox-training-events)
- [FAQs](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#faqs)
- [Client Onboarding Resources](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#main-content)
- [Completing Your Account Set-Up](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#completing-your-account-set-up)
- [Email Campaigns to Promote GloveBox](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#email-campaigns-to-promote-glovebox)
- [Launching and the GloveBox Rollout](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#launching-and-the-glovebox-rollout)
- [Agency Internal Process Updates](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#agency-internal-process-updates)
- [Key GloveBox Workflows](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#main-content)
- [Managing Client Profiles and Policies](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#managing-client-profiles-and-policies)
- [Driving Client Adoption with GloveBox](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#driving-client-adoption-with-glovebox)
- [Resources for Agency Administrators](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#resources-for-agency-administrators)
- [Glovebox Updates + Enhancements](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#main-content)
- [Latest Release: PolicyAssist](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#latest-release-policyassist)
- [Now Available: GloveBox's White Label App Offering](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#now-available-gloveboxs-white-label-app-offering)
- [GloveBox and Your AMS Data](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#main-content)
- [Setting Up Your Client List By AMS](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#setting-up-your-client-list-by-ams)
- [Additional AMS Data Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#additional-ams-data-resources)
- [Carrier Connections + Integrations](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#main-content)
- [Applied EPIC SDK Data and Documents Integration](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#applied-epic-sdk-data-and-documents-integration)
- [Book of Business Carrier Connection](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#book-of-business-carrier-connection)
- [Policyholder Resources for ClientHub and the Mobile Apps](https://gbu.gloveboxapp.com/knowledge/policyholder-resources-for-clienthub-and-the-mobile-apps?hsLang=en)
- [Resources for GloveBox CRM Clients](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#main-content)
- [GloveBox CRM Account Setup](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#glovebox-crm-account-setup)
- [Managing Service with GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#managing-service-with-glovebox-crm)
- [Utilizing GloveBox CRM's Pipelines](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#utilizing-glovebox-crms-pipelines)
- [Building & Managing Campaigns in GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#building-managing-campaigns-in-glovebox-crm)
- [Using GloveBox CRM's Medicare App](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#using-glovebox-crms-medicare-app)
- [Integrations](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#integrations)
- [Agency Best Practices](https://gbu.gloveboxapp.com/knowledge/agency-best-practices?hsLang=en)
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