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 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?
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.
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.
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”
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.