GloveBox Onboarding Guide for Agency Administrators

First, accept your GloveBoxHQ invite and sign in. 

Your GloveBox sales representative or customer success manager will ensure you have access to GloveBoxHQ, the agency side of GloveBox, as part of your onboarding. 

To accept your invite:

An email will be sent to your work email, prompting you to join your team in GloveBoxHQ. If you don't receive an email, be sure to check in spam or junk. If you still don't have an invitation, please request that it be resent by your GloveBox point of contact. 

Click Accept Your Invite, which will take you to a screen where you can confirm your details and then launch GloveBoxHQ. 

You may be brought to a login screen once you launch GloveBoxHQ. If so, please enter your work email, verify with the 6-digit pin that will be emailed to you, and once complete, you'll be taken into GloveBoxHQ. 

Once you're in GloveBoxHQ, bookmark the page for quick access. 

Next, invite your team members. 

First, determine the correct role for each team member. 

In GloveBox, there are two roles available:

• An owner view, which is an agency admin. This view will have additional functionality to view and edit specific tabs. Those with an owner view can edit agency details, invite team members, and manage billing.
• A customer service representative view. This view has access to all key components of GloveBoxHQ, with some restrictions. A Customer Service Representative will not be able to modify specific tabs, including agency details, team members, and billing. 

Then, send your invitations. 

Navigate to the team member's tab in GloveBoxHQ, and choose the option to invite a new team member. 

In the screen that opens, enter your team member's details, including First and Last Name, email, and the role you'd like to give that person in GloveBoxHQ. Date of Birth can also be added, but is optional. 

Once the information is entered, select invite team member, which will send an email invitation over to that person. Instruct them to follow the same process you completed of clicking the link, accepting their invite, and then signing in. 

Repeat this step for each team member who will need GloveBox access. Alternatively, you can provide your GloveBox customer success manager with a roster that includes name, email, and type of access. They can then send invites out to your team on your behalf. 

Finally, configure your agency details. 

Start by configuring your agency's logo and theme.

If you provided a logo to your sales representative as part of onboarding, this may have been taken care of for you. 

Navigate to your agency details.

First, review your Company Information and confirm the address and business name are correct. This information will display for your customers. Save any changes. 

Next, configure your agency's PolicyAssist preferences.

To configure PolicyAssist, select Get Started under each policy division. Then, complete general service information for each division which includes Email (multiple if required), Phone, SMS and URL. 

General Service will then show up under the selected PolicyAssist division. If you have a specific team member who handles certain requests -- like certificates or claims -- configuring that request to go directly to their email can be helpful. 

For more information regarding compatible tools and systems, check out this article. 

Next, configure your sales information in the Personal and/or Commercial Marketplace. 

For each division, add in the phone number, email, and any other relevant details for your agency's sales team. Save any changes.

Note that you can also add an appointment link, which can direct your insureds to your calendar booking page.

Then, configure your social media information.

For any social media you'd like to make available to your clients, you can add those links in and GloveBox will display them to your clients. 

At minimum, make sure to add your company website, though it can be helpful to also include any review links. 

Save any changes. 

Finally, choose the theme page.

Once on the page, you'll see the option to change logo and update the theme to Light or Dark based on your logo and what looks best. Feel free to try both options, it switches immediately upon saving.

Selecting Change Logo will allow you to upload a new logo. Please pay attention to the accepted formats.

Lastly, grab your ClientHub link so you can add it to your website and email signatures.

To find your ClientHub link, Public Marketplace link (drives new prospects directly to your Marketplace), or App Store links, navigate to the Resources page.

Follow the instructions provided to get your portal added so you can drive adoption of GloveBox with your clients.

Congratulations, your GloveBox account is now configured and ready for use!