GloveBox Knowledge Base
Growth Phase
Getting Started
The Basics
Preparing For Launch: Onboarding To-Do Items
Create the ultimate digital experience
Getting started for agency teams
The Commercial Experience
Elite Agents
FAQ
Seed Phase
Introduction
Point of Contact Role
Staff Role
Growth Phase
FAQ
Connect With Your Agency
Get Help
Training & Learning Tools
Schedule Live Training
Communication
Learning & Training
Billing
Data
Agency Metrics
Client Lists
Client Data
FAQ
Troubleshooting
App Support
HQ Support
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GloveBox Knowledge Base
Growth Phase
Getting Started
The Basics
Preparing For Launch: Onboarding To-Do Items
Create the ultimate digital experience
Getting started for agency teams
The Commercial Experience
Elite Agents
FAQ
Seed Phase
Introduction
Point of Contact Role
Staff Role
Growth Phase
FAQ
Connect With Your Agency
Get Help
Training & Learning Tools
Schedule Live Training
Communication
Learning & Training
Billing
Data
Agency Metrics
Client Lists
Client Data
FAQ
Troubleshooting
App Support
HQ Support
Growth Phase
The Growth Phase builds on the Seed Phase. You, your team and clients all have access to GloveBox. Now we supercharge adoption and ROI.
View Metrics From The Overview Screen
Client Name Changes in HQ
How Can Clients Share Your Agency With The Refer Agency Feature?
Edit, download, or delete manually added policy documents
Using third-party platforms with GloveBox
Add Policies To a GloveBox Account Via HQ
How can clients refresh connected carrier data?
What policy information is available to clients in GloveBox?
FAQ
How can clients remove a carrier?
How do I update client information in GloveBox?
Connect With Your Agency
How can clients get a quote from your agency?
How can clients request service from your agency?
How can clients set appointments with your agency?
Get Help
How can clients manually add carriers?
How can clients pay a bill to their carrier?
