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How to Add Policy Types & Carriers to Your GloveBoxCRM Account

Sometimes when adding a policy in GloveBoxCRM, you may notice that a carrier or line of business you expect isn’t appearing. Don’t worry—this is easy to fix. By setting up carriers and policy types in your Carrier Commissions settings, you can control exactly which options are available in your account.

 

Why You Need to Add Carriers & Policy Types

GloveBoxCRM doesn’t display every possible carrier and policy type by default. Instead, it keeps your account clean and manageable by letting you create a custom list that reflects only the carriers and lines of business your agency uses.

Steps to Add Carriers and Policy Types

  1. Click your name in the top-right corner of GloveBoxCRM.

  2. Select Edit Agency.

  3. Go to the Carrier Commissions tab.

  4. From here you can:

    • Add carriers that your agency works with.

    • Assign lines of business (policy types) to each carrier.

    • Set distinct commission percentages for each line of business, if needed.

How It Works

  • Once carriers and policy types are added, they will appear throughout the app—whenever you create or manage a policy.

  • This setup ensures you only see the carriers and coverages relevant to your agency, rather than hundreds of unused options.

  • You can quickly search for coverages or carriers when adding them, keeping the setup simple and efficient.

Key Takeaway

If you don’t see a carrier or policy type when adding a policy, head to Edit Agency > Carrier Commissions to add it. From there, you can manage your agency’s carrier list, set policy types, and configure commissions—ensuring everything you need appears throughout GloveBoxCRM.