White Label ClientHub Setup – Agency Instructions
Setting Up Your White-Labeled ClientHub Platform
Goal
This article guides agencies through the required steps to complete setup of their white-labeled ClientHub platform—ensuring a branded, seamless experience for their policyholders across web and mobile.
Why This Matters
Your ClientHub is your digital store—it's how policyholders access documents, request service, make payments, and interact with your agency. Setting it up correctly means clients always connect with your brand (not ours), which builds trust, reduces manual service, and supports long-term retention.
Your logo, colors, subdomain, and app listings all work together to ensure your agency’s experience is front and center across all devices.
⚠️ Please Note: there is going to be back and forth to complete setting up your Apple and Google accounts on your end. If this takes longer than expected your deliver date of your White Label ClientHub could be delayed
Setup Checklist
Step | What You Need to Do |
---|---|
1. Select ClientHub Color | Work with your Customer Success Manager to choose a theme color that matches your brand. |
2. Subdomain Setup | GloveBox will provision a subdomain (e.g., clienthub.youragency.com ) to host the web version of ClientHub. We'll provide instructions to update DNS records with your domain registrar. |
3. Apple Developer Account | Create an Apple Developer Account (if not already done), add engineering@gloveboxapp.com as an Admin, and generate your Apple API Key. |
4. Google Developer Account | Create a Google Developer Account, and add engineering@gloveboxapp.com as an Admin. |
5. Privacy Policy | If your agency does not have its own privacy policy, we’ll use the GloveBox policy and link it within your web version. This will be included in the subdomain setup. |
6. App Store Listings | Provide screenshots, agency name, and brief description text for Apple and Google listings. GloveBox will format and publish once the developer accounts are connected. |
Select ClientHub Color Option
- Review the ClientHub color options menu and select your color
- Let your Customer Success Rep know the color fitting your agency branding best
Subdomain Set Up
The subdomain will be the custom link for policyholders to log in via the web when not using a downloaded app. This link will be used on your website as well as email signatures for easy access to ClientHub
- Confirm the domain of your agency
- EX: www.primalinsurance.io
- Once confirmed, GloveBox will provide instructions to add a sub-domain within your DNS provider
Confirm Privacy Policy
GloveBox defaults to using the same privacy policy for the GloveBox app listing and will automatically add this for your agencies app. Should you have your own Privacy Policy already in place, please let your CS rep know and we can make this update.
Set Up your Apple Developer Account
- Create an Apple Developer Account
- We suggest you use an email associated with the POC or generic Agency Email that someone can always use to login.
- Register for an Apple Developer account at https://developer.apple.com/programs/enroll/
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- Pay membership fee of $99/year.
- Provide business or individual details as required.
- A DUNS # is required to register for a business. It can take up to 30 business days to receive a number and can be done at this link: https://www.dnb.com/en-us/smb/duns/get-a-duns.html
- Add GloveBox as Admin
- In the top navigation of your developer account, click 'Program resources'. Under 'Services', click “Users and Access.
- Click the add button (+).
- First Name: GloveBox
- Last Name: Team
- Email: engineering@gloveboxapp.com
- Roles: Admin
- Click Invite
In the dialog that appears, enter the user’s first name, last name, and email address.
- Enable Access to API Key (The person that created the account is the only person that can do this)
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- Log into https://appstoreconnect.apple.com/
- Click 'Users and Access' section
- Click 'Integrations' tab
- Click 'Request Access'
- Click 'Generate API Key'
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- Configure your App Store Settings
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- Create your App Store listings including graphics and description. This section will be done once the app has been uploaded and our team will work with you on this
Set Up Your Android Application
- Create Google Play Developer Account
- Register for a Google Play Console account at play.google.com/console.
- We suggest you use an email associated with the POC or generic Agency Email that someone can always use to login.
- We suggest you use an email associated with the POC or generic Agency Email that someone can always use to login.
- Pay the one-time registration fee (currently $25 USD).
- Provide business or individual details as required.
- A DUNS # is required to register for a business.
- It can take up to 30 business days to receive a number and can be done at this link: https://www.dnb.com/en-us/smb/duns/get-a-duns.html
- Your company will need one of the following documents:
- A letter or noticed issued or stamped by the IRS, such as CP 575 that confirms your Employer - Identification Number (EIN)
- A copy of the organization’s Form 8871, 8872, or 990 from the IRS website
- A state-issued certificate of business registration or incorporation
- Your organization’s most recent SEC filing, including Form 10-K, 10-Q, or 8-K
- A business credit report from Experian, Equifax, or TransUnion
- A dated letter requesting verification for a government or public agency, written on official agency letterhead
- Register for a Google Play Console account at play.google.com/console.
- Add GloveBox as Admin
- Navigate to the Google Play Console home
- You might have to tap on the Google Play Console logo on the top left of the screen.
- Once you've arrived, it will look like the screen below
- Click on 'Users and permissions' on the left
- Click on 'Invite New Users'
- Add engineering@gloveboxapp.com in the email address
- Select 'Account Permissions' and check the box for 'Admin (all permissions) & click 'Invite User'
- Navigate to the Google Play Console home
- Configure your app store settings
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- Create your App Store listings including graphics and description. This section will be done once the app has been uploaded and our team will work with you on this