Your Agency has decided to start using GloveBox to help your clients self-service. Here are the basics.
GloveBox provides your clients with an all-in-one carrier access platform that is branded with your agency's own branding, keeping your agency “top of mind” with your clients. Once connected to GloveBox, your clients:
- Have access to insurance documents either through integration or embedded carrier experience.
- Have access to bill pay capability and claims centers.
- Can easily refer your agency to friends and family.
The GloveBox Client Experience Platform seamlessly brings together policyholders, agencies, and carriers into a single agency-branded platform, elevating your agency's self-service capabilities to a whole new level! By leveraging AMS client data, we are able to present your policyholders with their carriers, their policy numbers, and all the information they need to view/manage their policies.
The Mobile/Web App: The Client Facing Part
Through the GloveBox platform, policyholders can engage with their agency and with their carriers from a single platform. They can request help from their agency and also address carrier-related tasks such as filing claims and paying bills without ever leaving your platform. To get started, all they need to do is click the Agency Connect Link, which can be linked to an email signature, a website login portal, or shared from the app (get this from your Agency Success Manager). GloveBox can be accessed on mobile and desktop, from a web browser and a native app.
Engaging with the Agency
GloveBox users have multiple options for engaging with their agency. In addition to having all of the agency contact information in one place, they can also use the app to:
Request a quote
Request a service request
Book an appointment with their agent
Refer their agency to a potential new client
Engaging with their Carriers
In addition to easily communicating and getting help from their agency, policyholders can also manage their policies and connect with their carriers. GloveBox users can:
Find their policy numbers
Login to view/download policy data and documents
File a claim with a carrier
Pay their bill
Access multiple carriers and carrier login portals from a single place.
GloveBox HQ: The Agency Facing Part.
This is your management hub and dashboard for all things GloveBox. This is where you (the agent, CSR, owner, and anyone else on your team who will be using GloveBox) are going to live! From HQ you can:
Access your agency's GloveBox users and view their GloveBox accounts
Invite your team members to ensure they can help your clients with their self-service needs.
Add Elite Agents and add branches/locations. (learn more about this here).
Access resources to help you get more out of GloveBox
Chat directly with the GloveBox Agency Success Team.
How can I learn more about GloveBox?
We have provided you with a ton of tools to help you learn how to use GloveBox better. From video how-tos, to training guides and a direct chat tool to connect you with your Agency Success Manager, there are multiple ways to learn more about how to use GloveBox. Just start by searching here in GBU!