Welcome to GloveBox! Below are the onboarding tasks that your implementation manager will work alongside you to complete, ensuring your agency is set up for success with GloveBox.
Agency Kickoff
This phase will introduce your team to GloveBox and ensure that all foundational setup tasks are completed.
- Attend New Customer Kickoff Meeting (30 minutes)
- Send awareness campaign to your team using this email template (5 minutes)
- Send your staff roster to your Implementation Manager (10 minutes)
- Send awareness campaign to your customers using this email template (15 minutes)
- Complete contact information audit within your Agency Management System (TBD)
- Attend Client List Integration Meeting (30 minutes)
Agency Training
This phase focuses on training your team and setting up key integration points for maximum adoption.
- Attend Customer Training Session (45 minutes)
- Add your Client Portal link across key adoption points (30 minutes)
- Company Website (using these instructions)
- Staff Email Signatures (using these instructions)
- Customer Communications (using these instructions)
Agency Go-Live
This phase marks the official launch of GloveBox in your agency.
- Schedule your agency rollout date (5 minutes)
- Upload documents for new verified customers (15 minutes each day)
- Achieve new customer adoption goal of 15 - 20%
- Attend your Customer Transition Meeting (30 minutes)
Total Time Investment:
5 hours of setup and 15 minutes per day once live.
With all of the above tasks completed, you’ve finished your GloveBox onboarding. Congratulations!
