---
title: Client Onboarding Resources | GloveBox University
description: Key resources and information regarding GloveBox's launch and rollout process.
---
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1. [GloveBox University](https://gbu.gloveboxapp.com/knowledge)
2. [Client Onboarding Resources](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources)
# Client Onboarding Resources
Key resources and information regarding GloveBox's launch and rollout process.
- [How to Automate Salesforce Ticket Creation from PolicyAssist and Embedded Marketplace Submission](https://gbu.gloveboxapp.com/knowledge/how-to-automate-ticket-creation-from-policyassist-and-embedded-marketplace-emails)
- [GloveBox Generated Auto ID Cards](https://gbu.gloveboxapp.com/knowledge/glovebox-generated-auto-id-cards)
- [Client Status - Verified vs Unverified Users](https://gbu.gloveboxapp.com/knowledge/client-statuses)
- [Setting Up the EZLynx Import in GloveBoxCRM](https://gbu.gloveboxapp.com/knowledge/setting-up-the-ezlynx-import-in-gloveboxcrm)
- [Add Phone Number & SMS Invites in GloveBoxHQ](https://gbu.gloveboxapp.com/knowledge/add-phone-number-sms-invites-in-gloveboxhq)
- [Update Your Phone System Messages to Encourage ClientHub Adoption](https://gbu.gloveboxapp.com/knowledge/update-your-phone-system-messages-to-encourage-client-portal-adoption)
- [Why Isn’t My Client Getting Their GloveBox Invite?](https://gbu.gloveboxapp.com/knowledge/why-isnt-my-client-getting-their-glovebox-invite)
- [How to Create a Custom Campaign in GloveBoxCRM & Use The Content from A Different Custom Campaign](https://gbu.gloveboxapp.com/knowledge/how-to-create-a-custom-campaign-in-gloveboxcrm-use-the-content-from-a-different-custom-campaign)
- [How to Adjusting Access to Contacts and Opportunities](https://gbu.gloveboxapp.com/knowledge/how-to-adjusting-access-to-contacts-and-opportunities)
- [Understanding the Renewal Pipeline in GloveBoxCRM](https://gbu.gloveboxapp.com/knowledge/understanding-the-renewal-pipeline-in-gloveboxcrm)
- [Documenting the Auto ID Card Legal Requirements for Each State](https://gbu.gloveboxapp.com/knowledge/documenting-the-auto-id-card-legal-requirements-for-each-state)
- [Using PolicyAssist and Marketplace with HubSpot](https://gbu.gloveboxapp.com/knowledge/using-policyassist-and-marketplace-with-hubspot)
- [Let Your Clients Know About the Rollout Campaign](https://gbu.gloveboxapp.com/knowledge/let-your-clients-know-about-the-rollout-campaign)
- [How to Update Your DNS Records for Your White-Labeled App](https://gbu.gloveboxapp.com/knowledge/how-to-update-your-dns-records-for-your-white-labeled-app)
- [Enhanced Documents in GloveBoxHQ](https://gbu.gloveboxapp.com/knowledge/enhanced-documents-in-gloveboxhq)
- [Auto ID Cards in GloveBoxHQ](https://gbu.gloveboxapp.com/knowledge/auto-id-cards-in-gloveboxhq)
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## Completing Your Account Set-Up
- [Onboarding Guide for Agency Administrators](https://gbu.gloveboxapp.com/knowledge/onboarding-guide-for-agency-administrators)
- [Creating Your Agency's Mobile App Icon](https://gbu.gloveboxapp.com/knowledge/mobile-app-icon)
- [Updating Your Agency Website for Maximum Client Engagement](https://gbu.gloveboxapp.com/knowledge/adding-your-client-portal-to-your-company-website)
- [Adding Your Client Portal to Your Customer Communications](https://gbu.gloveboxapp.com/knowledge/adding-client-portal-to-your-customer-communications)
## Email Campaigns to Promote GloveBox
- [Introducing Your Team to GloveBox - Email Campaign](https://gbu.gloveboxapp.com/knowledge/introducing-your-team-to-glovebox)
- [Tell Your Policyholders About GloveBox: Email Campaign](https://gbu.gloveboxapp.com/knowledge/client-script)
- [Updating Your Agency’s Client Portal to GloveBox - Email Campaign](https://gbu.gloveboxapp.com/knowledge/updating-your-agencys-client-portal-to-glovebox)
## Launching and the GloveBox Rollout
- [Own Your Client Adoption: A Step-by-Step Game Plan to Drive Results](https://gbu.gloveboxapp.com/knowledge/own-your-adoption)
- [Preparing for Your Agency's GloveBox Launch](https://gbu.gloveboxapp.com/knowledge/preparing-for-your-agencys-glovebox-launch)
- [Preparing Your Team for Launch: Email Campaign](https://gbu.gloveboxapp.com/knowledge/preparing-your-agency-for-launch-email-template)
- [Understanding GloveBox's Client Rollout](https://gbu.gloveboxapp.com/knowledge/understanding-gloveboxs-client-rollout)
- [Exploring the Client Rollout Campaign - Email](https://gbu.gloveboxapp.com/knowledge/email-client-rollout-campaign)
- [Exploring the Client Rollout Campaign - Text Message](https://gbu.gloveboxapp.com/knowledge/sms-client-rollout-campaign)
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## Agency Internal Process Updates
- [Public Marketplace: How to Add a "Get a Quote" Button to Your Website](https://gbu.gloveboxapp.com/knowledge/how-to-add-a-get-a-quote-button-to-your-website-public-marketplace)
- [Training360: The GloveBox Learning Hub](https://gbu.gloveboxapp.com/knowledge/training360-overview-getting-started)
- [Handling Document Requests (Auto ID Cards & More) Through ClientHub](https://gbu.gloveboxapp.com/knowledge/handling-document-requests-auto-id-cards-more-through-clienthub)
- [New Client Welcome Process Enhancements](https://gbu.gloveboxapp.com/knowledge/new-client-welcome-process-enhancements)
- [Renewal & Reshop Processes Using ClientHub](https://gbu.gloveboxapp.com/knowledge/renewal-reshop-processes-using-clienthub)
- [Sending Quotes to Prospects Through ClientHub](https://gbu.gloveboxapp.com/knowledge/sending-quotes-to-prospects-through-clienthub)
- [Updating Your Email Signature to Drive Engagement](https://gbu.gloveboxapp.com/knowledge/email-signature)
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- [GloveBox Quick Links (Start Here!)](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here#main-content)
- [Key GloveBox Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here#key-glovebox-resources)
- [GloveBox Training Events](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here#glovebox-training-events)
- [FAQs](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here#faqs)
- [Client Onboarding Resources](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources#main-content)
- [Completing Your Account Set-Up](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources#completing-your-account-set-up)
- [Email Campaigns to Promote GloveBox](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources#email-campaigns-to-promote-glovebox)
- [Launching and the GloveBox Rollout](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources#launching-and-the-glovebox-rollout)
- [Agency Internal Process Updates](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources#agency-internal-process-updates)
- [Key GloveBox Workflows](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows#main-content)
- [Managing Client Profiles and Policies](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows#managing-client-profiles-and-policies)
- [Driving Client Adoption with GloveBox](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows#driving-client-adoption-with-glovebox)
- [Resources for Agency Administrators](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows#resources-for-agency-administrators)
- [Glovebox Updates + Enhancements](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements#main-content)
- [Latest Release: PolicyAssist](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements#latest-release-policyassist)
- [Now Available: GloveBox's White Label App Offering](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements#now-available-gloveboxs-white-label-app-offering)
- [GloveBox and Your AMS Data](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data#main-content)
- [Setting Up Your Client List By AMS](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data#setting-up-your-client-list-by-ams)
- [Additional AMS Data Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data#additional-ams-data-resources)
- [Carrier Connections + Integrations](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations#main-content)
- [Applied EPIC SDK Data and Documents Integration](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations#applied-epic-sdk-data-and-documents-integration)
- [Book of Business Carrier Connection](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations#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)
- [Resources for GloveBox CRM Clients](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients#main-content)
- [GloveBox CRM Account Setup](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients#glovebox-crm-account-setup)
- [Managing Service with GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients#managing-service-with-glovebox-crm)
- [Utilizing GloveBox CRM's Pipelines](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients#utilizing-glovebox-crms-pipelines)
- [Building & Managing Campaigns in GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients#building-managing-campaigns-in-glovebox-crm)
- [Using GloveBox CRM's Medicare App](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients#using-glovebox-crms-medicare-app)
- [Integrations](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients#integrations)
- [Agency Best Practices](https://gbu.gloveboxapp.com/knowledge/agency-best-practices)
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