Data Integration
In this phase, your agency’s point of contact will partner with the GloveBox Data Operations team to set up your initial data integration via a report or API connection.
- Attend your data integration call (30 minutes)
- Complete a brief QA of your agency’s data once imported to GloveBox (15 minutes)
New Agency Checklist
In this phase, you’ll partner with your customer success manager to complete a handful of set-up tasks.
- Attend your agency kickoff meeting (30 minutes)
- Send an awareness campaign to your team using this template (5 minutes)
- Send your staff roster to your customer success manager (10 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 Training
In this phase, you and your team will receive training on using the GloveBox product and begin preparing for launch.
- Attend Customer Training Session (45 minutes)
- Send out additional resources to staff (10 minutes)
- Article on promoting GloveBox to clients
- Article on uploading policy documents
- Set expectations for launch using this email template
Agency Go-Live
- Schedule your agency rollout date (5 minutes)
- Start officially using GloveBox!
Total Time Investment:
2 hours and 45 minutes of setup and 15 minutes per day once live.
With all of the above tasks completed, you’ve finished your GloveBox onboarding. Congratulations!
