Client Status - Verified vs Unverified Users
Learn what client statuses mean in GloveBox, how the verification process works, and other common scenarios related to your user-base.
In GloveBox, policyholders or prospective clients associated with your Agency can be either invited, verified or unverified based on whether they’ve confirmed ownership of their contact information. Verification helps GloveBox reliably identify users associated with your Agency and determines how their user data interacts with the platform.
How Verification Works
- Users sign in to GloveBox via the mobile app or from your invite link using their email address or phone number.
- GloveBox sends a one-time passcode (currently a 6-digit PIN) to that contact method.
- When your client confirms the passcode, that email address and/or phone number associated with that user is authenticated and the user becomes verified.
Common Questions
Where can I monitor my clients’ verification status?
In your GloveBoxHQ, select Clients from the left-hand menu and filter by desired status. Additionally, the Insights tab also surfaces your client base’s status & engagement trends over time.
Why do I have unverified clients if phone or email authentication’s required to sign in? This relates to either:
- Records from an AMS integration where existing policyholders have not yet engaged with GloveBox.
- Sales efforts where your GloveBox invite link has been sent, but the prospect has not yet logged in to your agency.
My agency just started using GloveBox, why do I already have verified clients in the platform?
Typically, this is because those users already have (or had) active policies with another agency who also uses GloveBox.
We have a GloveBox-supported AMS integration, but cannot see any status or info on our clients.
In this case, either the client’s phone and/or email info is missing in your AMS, or the integration itself (i.e. data mapping) needs troubleshooting.