GloveBox Implementation Checklist

Welcome to GloveBox! Our team is excited to help you set up your account, educate your team, and begin driving value for your agency.

In order to begin using GloveBox to its full potential, here's a checklist of the tasks to take care of, as well as hyperlinked resources to complete each task. 

You may have also kicked off your SMS text message and e-mail rollout, which is a GloveBox campaign that lets policyholders know about your customer portal. Here's what you need to know about the rollout. 

Following the rollout and initial set-up, GloveBox has three important actions that your team should begin completing: 

As your team grows comfortable completing these actions, you'll begin seeing your agency metrics go up. Over time, and as these metrics increase, the GloveBox team will shift from supporting your onboarding process to helping your business maximize value.