---
title: Exploring the GloveBox CRM Renewal Pipeline, formerly Better Agency
description: The Renewal Pipeline has been refined to enhance usability and streamline your workflow. Here's a summary of the key updates.
---

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1. [GloveBox University](https://gbu.gloveboxapp.com/knowledge?hsLang=en)
2. [Resources for GloveBox CRM Clients](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en)
3. [Utilizing GloveBox CRM's Pipelines](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#utilizing-glovebox-crms-pipelines)

# Exploring the GloveBox CRM Renewal Pipeline, formerly Better Agency

## The Renewal Pipeline has been refined to enhance usability and streamline your workflow. Here's a summary of the key updates.

### Video Walkthrough:

<iframe src="https://www.loom.com/embed/e8a52522855b4725a75990909ce7e2f1?sid=f1d607b0-ae46-4f45-9a9a-28816df38af9" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

### **Filter Placement and Functionality**

- Filters previously located in the **Completed** column are now grouped under the **Filters** menu at the top of the page.
- Key filters include: 
    - **Future Effective**
    - **Auto-Completed Renewals**
    - **Renewal Statuses**, such as **Reinstated** and **Non-Renewal**

#### **Using Filters**

- Apply filters easily to track specific renewals, such as completed renewals that are future effective or canceled.
- Clear applied filters quickly with a single click for a clean slate.

---

### **Sorting Enhancements in the Completed Column**

- Renewals in the **Completed** column are now sorted by date: 
    - **Future Effective Renewals** appear at the top.
    - **Past Renewals** appear in descending order by date.

#### **Behavior on Refresh**

- Changes made to renewal placement will persist until the page is refreshed.
- After a refresh, renewals will automatically reorder based on expiration dates, ensuring accurate organization.

---

### **Improved Visibility**

- Renewals no longer disappear unexpectedly. Adjustments remain visible until manually refreshed, reducing confusion and improving tracking.

- [GloveBox Quick Links (Start Here!)](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#main-content)

    - [Key GloveBox Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#key-glovebox-resources)
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    - [Completing Your Account Set-Up](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#completing-your-account-set-up)
    - [Email Campaigns to Promote GloveBox](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#email-campaigns-to-promote-glovebox)
    - [Launching and the GloveBox Rollout](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#launching-and-the-glovebox-rollout)
    - [Agency Internal Process Updates](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#agency-internal-process-updates)
- [Key GloveBox Workflows](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#main-content)

    - [Managing Client Profiles and Policies](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#managing-client-profiles-and-policies)
    - [Driving Client Adoption with GloveBox](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#driving-client-adoption-with-glovebox)
    - [Resources for Agency Administrators](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#resources-for-agency-administrators)
- [Glovebox Updates + Enhancements](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#main-content)

    - [Latest Release: PolicyAssist](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#latest-release-policyassist)
    - [Now Available: GloveBox's White Label App Offering](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#now-available-gloveboxs-white-label-app-offering)
- [GloveBox and Your AMS Data](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#main-content)

    - [Setting Up Your Client List By AMS](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#setting-up-your-client-list-by-ams)
    - [Additional AMS Data Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#additional-ams-data-resources)
- [Carrier Connections + Integrations](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#main-content)

    - [Applied EPIC SDK Data and Documents Integration](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#applied-epic-sdk-data-and-documents-integration)
    - [Book of Business Carrier Connection](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#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?hsLang=en)
- [Resources for GloveBox CRM Clients](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#main-content)

    - [GloveBox CRM Account Setup](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#glovebox-crm-account-setup)
    - [Managing Service with GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#managing-service-with-glovebox-crm)
    - [Utilizing GloveBox CRM's Pipelines](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#utilizing-glovebox-crms-pipelines)
    - [Building & Managing Campaigns in GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#building-managing-campaigns-in-glovebox-crm)
    - [Using GloveBox CRM's Medicare App](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#using-glovebox-crms-medicare-app)
    - [Integrations](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#integrations)
- [Agency Best Practices](https://gbu.gloveboxapp.com/knowledge/agency-best-practices?hsLang=en)

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