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GloveBox University
Client Onboarding Resources
Client Onboarding Resources
Key resources and information regarding GloveBox's launch and rollout process.
Update Your Phone System Messages to Encourage Client Portal Adoption
Completing Your Account Set-Up
Onboarding Guide for Agency Administrators
Creating Your Agency's Mobile App Icon
Updating Your Agency Website for Maximum Client Engagement
Adding Your Client Portal to Your Customer Communications
Email Campaigns to Promote GloveBox
Introducing Your Team to GloveBox - Email Campaign
Tell Your Policyholders About GloveBox: Email Campaign
Updating Your Agency’s Client Portal to GloveBox - Email Campaign
Launching and the GloveBox Rollout
Own Your Client Adoption: A Step-by-Step Game Plan to Drive Results
Preparing for Your Agency's GloveBox Launch
Preparing Your Team for Launch: Email Campaign
Understanding GloveBox's Client Rollout
Exploring the Client Rollout Campaign - Email
Exploring the Client Rollout Campaign - Text Message
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Agency Internal Process Updates
New Client Welcome Process Enhancements
Renewal & Reshop Processes Using ClientHub
Sending Quotes to Prospects Through ClientHub
Handling Document Requests (Auto ID Cards & More) Through ClientHub
Updating Your Email Signature to Drive Engagement
