---
title: Setting Up Your GloveBox CRM Account
description: Welcome to Better Agency! This guide will walk you through the key steps to set up your account and configure your settings to get the most out of the platform.
---

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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. [GloveBox CRM Account Setup](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#glovebox-crm-account-setup)

# Setting Up Your GloveBox CRM Account

## Welcome to GloveBox! This guide will walk you through the key steps to set up your account and configure your settings to get the most out of the platform.

### Video Walkthrough:

<iframe src="https://www.loom.com/embed/f5481d3a90f94b2294f7ec291048c66d?sid=187a5d17-91c0-426a-b0f0-7f4f99f75c28" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

### Step 0: Allow Support Access, So We Can Support You

- Navigate to the ‘Edit Profile’ page by clicking the name at the top right
- Check the ‘Allow Support Access’ field in the CRM → this allows the CS rep to jump in and help them now and in the future
- Then hit ‘Update’ to save

### Step 1: Access the Getting Started Page

- After creating your account, you'll be directed to the **Getting Started** page. This page has helpful videos for you to reference that can teach you about GloveBox CRM.
- To return to this page later: 
    - Click the **Getting Started** option on the left-hand navigation bar (second item down).

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-43-49%E2%80%AFPM-png.png?width=670&height=275&name=Screenshot%202025-03-18%20at%207-43-49%E2%80%AFPM-png.png)

---

### Step 2: Add and Manage Users

To give your team access to GloveBox CRM:

1. Click on your **name** in the upper right-hand corner.  
   ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-44-31%E2%80%AFPM-png.png?width=418&height=300&name=Screenshot%202025-03-18%20at%207-44-31%E2%80%AFPM-png.png)
2. Select **Manage Users** from the drop-down menu.
3. ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-45-19%E2%80%AFPM-png.png?width=670&height=154&name=Screenshot%202025-03-18%20at%207-45-19%E2%80%AFPM-png.png)
4. Click **Add User** and provide: 
     - First Name
     - Last Name
     - Email
     - Select a Role for the user.  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-47-02%E2%80%AFPM-png-1.png?width=670&height=142&name=Screenshot%202025-03-18%20at%207-47-02%E2%80%AFPM-png-1.png)
5. Click **Send Invitation**. 
     - The user will receive an email invitation to set up their account.  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-54-25%E2%80%AFPM-png.png?width=670&height=215&name=Screenshot%202025-03-18%20at%207-54-25%E2%80%AFPM-png.png)  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-54-00%E2%80%AFPM-png.png?width=248&height=337&name=Screenshot%202025-03-18%20at%207-54-00%E2%80%AFPM-png.png)

✅ **Important:**  
Only the person who created the account becomes the **Agency Admin** by default.

---

### Step 3: Edit Your Profile Settings

1. Click your **name** in the upper right-hand corner.
2. Select **Edit Profile**.  
   ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-49-51%E2%80%AFPM-png.png?width=390&height=206&name=Screenshot%202025-03-18%20at%207-49-51%E2%80%AFPM-png.png)
3. Update the following: 
     - Name and Email.  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-50-32%E2%80%AFPM-png-1.png?width=670&height=231&name=Screenshot%202025-03-18%20at%207-50-32%E2%80%AFPM-png-1.png)

1. - **SMS Number:** Click **Get an SMS Number**, enter your area code, and select a number.![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-58-18%E2%80%AFPM-png-1.png?width=670&height=72&name=Screenshot%202025-03-18%20at%207-58-18%E2%80%AFPM-png-1.png)

1. - **Forwarding Number:** Enter a backup number to forward calls.  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-58-51%E2%80%AFPM-png.png?width=670&height=86&name=Screenshot%202025-03-18%20at%207-58-51%E2%80%AFPM-png.png)
     - **Calendar Link (Optional):** Add your scheduling link.  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-59-30%E2%80%AFPM-png.png?width=670&height=77&name=Screenshot%202025-03-18%20at%207-59-30%E2%80%AFPM-png.png)
     - **Allow Account Access:** Check this box to enable support access. You can always disable this access later on if needed.   
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-59-56%E2%80%AFPM-png.png?width=670&height=44&name=Screenshot%202025-03-18%20at%207-59-56%E2%80%AFPM-png.png)
     - **Pause Campaigns on Replies:** Check this box to automatically pause campaigns when a reply is received.  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-02-05%E2%80%AFPM-png.png?width=670&height=55&name=Screenshot%202025-03-18%20at%208-02-05%E2%80%AFPM-png.png)
     - **Add a Headshot:** Upload a photo if desired.  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-03-39%E2%80%AFPM-png.png?width=670&height=90&name=Screenshot%202025-03-18%20at%208-03-39%E2%80%AFPM-png.png)
     - **Email Signature:** Add your agency logo, headshot, or any other information for your email signature.  
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-06-21%E2%80%AFPM-png.png?width=670&height=191&name=Screenshot%202025-03-18%20at%208-06-21%E2%80%AFPM-png.png)
     - **Beta Version:** toggle the Beta Version switch to ON if you'd like early access to GloveBox CRM's newest features.   
       ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-06-31%E2%80%AFPM-png.png?width=670&height=65&name=Screenshot%202025-03-18%20at%208-06-31%E2%80%AFPM-png.png)
2. Click **Update** at the bottom to save changes.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-07-55%E2%80%AFPM-png.png?width=278&height=98&name=Screenshot%202025-03-18%20at%208-07-55%E2%80%AFPM-png.png)

---

### Step 4: Set Up Email Integration

1. Go to **Edit Agency** from the upper right-hand corner.  
   ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%207-49-51%E2%80%AFPM-png.png?width=390&height=206&name=Screenshot%202025-03-18%20at%207-49-51%E2%80%AFPM-png.png)
2. Select **Email Integration**.![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-08-44%E2%80%AFPM-png.png?width=670&height=259&name=Screenshot%202025-03-18%20at%208-08-44%E2%80%AFPM-png.png)
3. Click **Connect** to sync your business email. 
     - For Gmail, Outlook, or IMAP accounts, follow the login prompts.
     - Additional steps may be required for Google accounts to unblock the app.

---

### Step 5: Configure Agency Settings

1. Click on your **name** \> Select **Edit Agency**.  
   ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-13-48%E2%80%AFPM-png-1.png?width=392&height=244&name=Screenshot%202025-03-18%20at%208-13-48%E2%80%AFPM-png-1.png)
2. Review the following tabs: 
     - **General Information:** Add/update company details, agency license number, and upload your agency logo.![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-16-58%E2%80%AFPM-png-1.png?width=670&height=330&name=Screenshot%202025-03-18%20at%208-16-58%E2%80%AFPM-png-1.png)
     - **Lead Sources & Referral Partners:** 
           - Customize or delete default lead sources.
           - Add new lead sources or referral partner types as needed.  
             ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-18-03%E2%80%AFPM-png-1.png?width=670&height=86&name=Screenshot%202025-03-18%20at%208-18-03%E2%80%AFPM-png-1.png)  
             ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-18-15%E2%80%AFPM-png.png?width=670&height=110&name=Screenshot%202025-03-18%20at%208-18-15%E2%80%AFPM-png.png)
     - **Carrier Commissions:** 
           - Ensure all carriers are listed with the correct lines of business.  
             ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-19-42%E2%80%AFPM-png-1.png?width=670&height=182&name=Screenshot%202025-03-18%20at%208-19-42%E2%80%AFPM-png-1.png)
           - Edit default commission rates by clicking the **Edit Pencil** icon.  
             ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-20-21%E2%80%AFPM-png.png?width=670&height=349&name=Screenshot%202025-03-18%20at%208-20-21%E2%80%AFPM-png.png)
           - Add carriers and new lines of business if necessary.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-20-53%E2%80%AFPM-png.png?width=321&height=267&name=Screenshot%202025-03-18%20at%208-20-53%E2%80%AFPM-png.png)

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-21-07%E2%80%AFPM-png.png?width=448&height=261&name=Screenshot%202025-03-18%20at%208-21-07%E2%80%AFPM-png.png)

---

### Step 6: Set Message Time Settings

1. Go to **Message Time Settings** under **Edit Agency**.
2. Configure: 
     - Days of the week for messages to be sent.
     - Timeframes for sending communication.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-22-55%E2%80%AFPM-png.png?width=670&height=356&name=Screenshot%202025-03-18%20at%208-22-55%E2%80%AFPM-png.png)

1. Click **Update** to save changes. 
     - US holidays are observed by default, so messages scheduled on holidays will be pushed to the next business day.

---

### Step 7: Customize Goals

1. Under **Edit Agency**, go to the **Customization** tab.
2. Use this tab to set thresholds that can **track agency goals**.
3. Click **Update** to save.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-27-14%E2%80%AFPM-png.png?width=670&height=478&name=Screenshot%202025-03-18%20at%208-27-14%E2%80%AFPM-png.png)

---

### Step 8: Configure Proposals

- If using a proposal tool: 
    - Copy the generated URL.
    - Paste it into the **Proposals by BA** section in **Customization**.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-30-11%E2%80%AFPM-png.png?width=670&height=109&name=Screenshot%202025-03-18%20at%208-30-11%E2%80%AFPM-png.png)

---

### Step 9: Add and Manage Custom Fields

1. Go to **Custom Fields** under **Edit Agency**.
2. Create new fields to capture additional information not included by default.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-30-45%E2%80%AFPM-png.png?width=670&height=163&name=Screenshot%202025-03-18%20at%208-30-45%E2%80%AFPM-png.png)

---

### Step 10: Review Notification Preferences

1. Click **Edit Profile**.
2. Adjust **Notification Preferences** as needed to control email and in-app notifications.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-34-10%E2%80%AFPM-png.png?width=670&height=355&name=Screenshot%202025-03-18%20at%208-34-10%E2%80%AFPM-png.png)

---

### Step 11: Configure User Referral Settings

1. Copy the **Client Referral Form** link from your profile.
2. Use it in: 
     - Email signatures
     - Campaigns
     - Client communications
3. Once submitted, referral information is added to your sales pipeline.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-03-18%20at%208-35-47%E2%80%AFPM-png.png?width=670&height=261&name=Screenshot%202025-03-18%20at%208-35-47%E2%80%AFPM-png.png)

---

✅ **You’re all set!**  
Following these steps will ensure that your GloveBox CRM account is fully configured and ready to streamline your processes.

If you need any help along the way, please reach out to your GloveBox CRM success manager. 

- [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?  
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