---
title: Getting Started with GloveBox
description: Your agency has decided to start using GloveBox to help your clients self-service. Here’s what you need to know to get started.
---
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1. [GloveBox University](https://gbu.gloveboxapp.com/knowledge?hsLang=en)
2. [GloveBox Quick Links (Start Here!)](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en)
3. [Key GloveBox Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#key-glovebox-resources)
# Getting Started with GloveBox
## Your agency has decided to start using GloveBox to help your clients self-service. Here’s what you need to know to get started.
### Video Walkthrough:
#### What is GloveBox?
GloveBox is a client-facing platform that allows policyholders to manage their insurance needs in one convenient location, all branded to your agency. With GloveBox, your clients can:
- Access insurance documents via integration, embedded carrier experience, or agent-uploaded files.
- Pay bills, request service, and file claims.
- Refer your agency to friends and family with ease.
The GloveBox Client Experience Platform unites policyholders, agencies, and carriers in a seamless, agency-branded environment. By integrating with AMS client data, GloveBox presents policyholders with their carrier details, policy numbers, and relevant account information.
#### ClientHub: The Client-Facing Experience
Through ClientHub, policyholders can engage with their agency and carriers in a single interface. They can:
- Request service directly from their agency.
- File claims and pay bills through carrier portals.
- Access their insurance documents conveniently from any device.
To get started, clients simply click on their **ClientHub Link**, which can be shared via email, embedded in a website, or sent through the GloveBox mobile app.
### Accessing GloveBox
GloveBox is available on:
- **iPhone and Android** (mobile apps for on-the-go access)
- **Web browsers** (via ClientHub for desktop users)
Once a client logs in, the interface is fully branded to your agency, reinforcing your identity and fostering customer loyalty.
#### Engaging with Your Agency
GloveBox provides multiple ways for clients to interact with your agency:
- **Request a quote** for new policies.
- **Request service** for existing policies.
- **Book an appointment** with their agent.
- **Refer friends and family** to your agency.
#### Engaging with Carriers
In addition to agency interactions, policyholders can use GloveBox to manage their policies with carriers:
- View policy numbers and download documents.
- Log in to carrier portals.
- File claims and make payments easily.
#### GloveBoxHQ: The Agency Dashboard
For agencies, GloveBoxHQ is the administrative dashboard where agents, CSRs, and agency owners can:
- View and manage client accounts.
- Send invitations to clients and prospects.
- Upload policy documents for non-integrated carriers.
- Access agency metrics to track GloveBox adoption.
- Invite team members to collaborate.
- Chat with the GloveBox Agency Success Team for support.
#### How to Learn More
To maximize your use of GloveBox, explore **GloveBox University**, an extensive resource center filled with guides, FAQs, and best practices.
GloveBox is designed to streamline service tasks, enhance agency branding, and improve policyholder satisfaction. By leveraging its full capabilities, your agency can optimize self-service and reduce administrative workload.
---
- [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)
- [GloveBox Training Events](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#glovebox-training-events)
- [FAQs](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#faqs)
- [Client Onboarding Resources](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#main-content)
- [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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*Still need assistance?
Contact us at: [support@gloveboxapp.com](mailto:support@gloveboxapp.com)*
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