Getting Up + Running with GloveBox
Start here for the key things you need to know, actions to take, and resources available as you're getting your agency up and running with GloveBox.
- GloveBox Implementation Checklist
- Getting Started with GloveBox
- Defining Key Terms in GloveBox
- Talking Points for Agency Team Members
- Preparing for Your Agency's GloveBox Launch
- Exploring GloveBox's ClientHub
- Welcome to GloveBox!
The Commercial Experience
- The Commercial Experience. Getting Started.
- Commercial Certificates
- Managing Personal and Commercial Policies in GloveBox
Create the ultimate digital experience
- Navigating GloveBoxHQ
- Your Agency’s Custom Mobile App Icon
- Exploring How Policyholders Can Access and Start Using GloveBox
GloveBox Data
What the heck is a Client Experience Platform?
- Adding and Editing Your Agency Logo and Theme
- Adding and Updating Your Agency Details
- Adding Your Client Portal to Your Company Website
- Linking Your Client Portal in Your Email Signature
- Team Member Roles & Permissions in GloveBoxHQ
- What Technologies Can I Connect to GloveBox?
- App Icon Design Guide
- Accepting Your GloveBoxHQ Invitation
- Connecting Your Meeting Calendar in GloveBoxHQ
Onboarding to Launch.
- Manually Upload Policy Documents to GloveBoxHQ
- Managing Client Invites in GloveBoxHQ
- How to Add a Personal or Commercial Policy to a Client's GloveBox
- Inviting New Clients + Prospects to Your GloveBox Portal
Preparing For Launch: Onboarding To-Do Items
- Making the Most of Social Media
- Introducing Your Team to GloveBox - Email Campaign
- Tell Your Policyholders About GloveBox: Email Campaign
- Updating Your Agency’s Client Portal to GloveBox - Email Campaign
- Creating the Ultimate Client Onboarding Process
- Understanding GloveBox's Client Rollout
- Client Rollout Campaign - Text Message
- Exploring the Client Rollout Campaign - Email
- Manage An AMS Client BEFORE Inviting Them To GloveBox
- Preparing Your Team for Launch: Email Campaign