Carrier Connections + Integrations
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      1. GloveBox University
      2. Carrier Connections + Integrations

      Exploring the GloveBox Book of Business (BoB)

      The Book of Business allows your agency to directly integrate with carriers and seamlessly access all policyholder details and documents. Here's what you need to know to get started with the BoB.

      • What is the Book of Business (BoB)?
        • The Book of Business (BoB) is a first-of-its-kind carrier connection for live data and document streams directly to your agency and policyholders. The GloveBox Book of Business technology allows your agency to live connect the carriers you write with, unlocking a live data and document stream of your entire book of business with that carrier.
        • The Book of Business -
          • Ends manual policy document retrieval from cumbersome carriers portals.
          • Helps with the relentless bombardment of calls, emails and texts from clients looking for documents
          • Seamlessly hosts all data and documents for your agency team within the GloveBox platforms.
          • Updates data and documents in real-time, delivering the most accurate and automated policyholder servicing experience available.

      • How do I access the BoB?

        • You can access the BoB from GloveBoxHQ. When you log into GloveBoxHQ, you'll find a new tab, integrations, on the left-hand side of your screen. Click into "Integrations," and you'll find the option to connect the Book of Business.

      • What do I need to connect to my carrier in GloveBox?

        • To connect, sign in to GloveBoxHQ. Once open, access the 'Integrations' tab within the left-hand navigation bar.
          • Select 'Book of Business.' You'll be met with a screen of available carriers to connect to. 
        • Choose your policy division and complete the carrier authentication flow.
          • This may involve entering your Carrier Agency Pin or your login credentials to the specific carrier. 
          • You'll be prompted to select if you'd like to connect to both Personal, Commercial, or Both. Make your selection.
              • If you select 'Both,' you'll only be prompted to enter your Agency Code one time. 
              • If you would like to select a specific 'Policy Division' to connect to, you'll need to exit back to the main 'Integrations' tab and connect one time per policy division. 
            • You'll receive a message that reads 'Congratulations - You're Connected!' 
          • At this point, the connection has been made and no further action is needed. 

      • Can I integrate all of my agency's producers with my carrier?

        • Yes! Depending on the authentication flow for the carrier, you will be able to connect your producers through to the carrier following their specific process. 
        • This process is also contingent on your agency's workflows for handling producer codes. If you use Elite Agents in GloveBox but aren't sure if you have producer codes with your carrier, please reach out to your Customer Success Manager prior to connecting.
        • You will see the option to connect your producers for the policy divisions your agency has connected with that specific Carrier.
        • As a reminder, sub-producer codes are case-sensitive within GloveBox. Please make sure these are accurate prior to attempting to save any changes. 

      • Does my agency need to have Elite Agents in GloveBox in order to use the Book of Business?

        • No, agencies can utilize the Book of Business with or without Elite Agents in GloveBox. To learn more about GloveBox’s Elite Agent offering, check out this article.

      • What carriers is the Book of Business currently connected to?

        • The Book of Business is currently connected with Acuity. The GloveBox team is in talks with additional carriers for the purpose of adding them to the Book of Business. If you have a carrier you'd like added to the Book of Business, please let us know by submitting this form.

      • What information is pulling over from the carrier into GloveBox?

        • All data pertaining to your policyholders that is currently pulling over from your Agency Management System (AMS) will now pull in from your carrier. This includes things like -
          • First and last name for the insured party
          • Commercial business name
          • Contact phone numbers
          • Contact email addresses
          • Policy types
          • Policy numbers
          • Policy effective dates
          • Policy documents
          • Commercial policy certificates
          • Auto policy driver and vehicle details
      • What's the difference between GloveBox's Active Policy Monitoring feature and the Book of Business?
        • Active Policy Monitoring is a tool that will remain available for any carriers who aren't connected through the book of business. This feature offers the option for a customer to connect to certain policy types with specific carriers at the policy level. To complete this step, a client must log in to the carrier from within GloveBox, and this must be done for each client who would like to connect through to Active Policy Monitoring.
        • Alternatively, the Book of Business offers a carrier level connection. Once your agency connects to a specific policy division and carrier, all policy data and documents for policies with that carrier will pull in to GloveBox. 
        • To learn more about active policy monitoring, you can check out this article.
      • How can I disconnect from the Book of Business if I need to do so?
        • Within the 'Integrations' tab, you can disconnect by clicking the meatball menu (three dots) in the top right-hand corner of the policy division screen. 
          • Within the meatball menu, you'll find the options to 'Sync' or 'Disconnect.'
            • Selecting 'Sync' will prompt the system to pull any updates since the last update was received. 
            • Selecting 'Disconnect' will remove the connection to the carrier for the specific policy division.
              • Disconnecting from the Book of Business will not remove policies, documents, or clients. 
              • Disconnecting will prevent future syncs to occur with the Carrier and Policy Division, meaning the system will not reflect changes or updates to any policies or documents. 

      • What happens to my AMS data once I connect through my carrier?

        • Your data will continue to show up within GloveBox as it always has. Now that your carrier’s information is pulling into GloveBox, the system will use the carrier as the source of truth and it will merge any AMS or manual data under the data pulled in from the carrier. Your AMS will continue to receive data from Ivans.
        • Please remain mindful of the following nuances when connecting to a BoB carrier, particularly if you are using GloveBox's Elite Agent functionality.
          • It's important that the contact attributes (email and phone number) for a customer profile match. This means that in order for a policy from your AMS and a policy from your carrier to merge together, the contact information must be the same. 
          • Once connected, BoB policy data will override the data from the AMS. If an effective date is updated in your AMS, the Book of Business connection will override this change and will not reflect the date change until it's received by the carrier. 
          • If your agency is using Elite Agents and you connect to BoB, but don't add your sub-producer codes, GloveBox will be able to route clients to their respective platform as long as you connected your AMS data prior to connecting to the carrier. 

      • How often is this information pulling from my carrier over to GloveBox?

        • GloveBox will complete an initial pull of your data once your account has been integrated, and will continue to sync data from your carrier each night and pull in any changes. Agencies also have the option to manually sync with their carrier from within GloveBox.
        • It's important to be aware of the delays that can come from a carrier. Once your carrier has the policy information and documents available, then GloveBox will pull them in, but delays from the carrier's side can happen and may impact the time it takes for a connection to be established on a new policy. 

      • Do my policyholders need to connect to the carrier in order to get this information?

        • No, your policyholders don't need to connect to the carrier directly. The carrier data will flow into GloveBox automatically using the BoB integration.

      • When I’m connecting to the Book of Business for the first time, do I need to stay on the GloveBoxHQ Integrations tab?

        • No. After choosing to connect, you can continue to use GloveBoxHQ and move between other tabs in the platform while your agency’s data is pulled over from your carrier.

      • When the Book of Business is establishing its initial connection between GloveBox and my carrier, how much time will it take for the connection to complete?

        • Your initial connection between GloveBox and the carrier will be established within 24 hours. At that point, your clients and policies will all have pulled over to GloveBoxHQ.
        • This connection may establish faster, however, this is dependent on the volume of data pulling over from the carrier and your internet connection. For example, if your agency has 1,000 policies, your connection will establish quicker than an agency with 10,000 policies.

      • If my agency has multiple locations, will Acuity connect for all of them?

        • This depends on how your systems are set up. If each location has its own agency code or login credentials with your carrier, you’ll need to connect to the carrier for each location. If your agency only has one agency code or login credentials for all locations, you’ll only need to integrate with the carrier one time.

      • Once the carrier is connected, will my policyholders receive notifications that there are new documents in their account?

        • To ensure your policyholders don’t receive an influx of messages regarding documents from the carrier, GloveBox will only send out email notifications for documents that have been manually uploaded by your agency into GloveBox.

      • What should I do if I connected to my carrier through GloveBox and I typed in the wrong agency code?

        • Reach out to the GloveBox success team and we can assist in updating your agency code.

      • If I use carriers that aren't currently integrated with the Book of Business, how can I get them added?

        • Please use this link to request a carrier that you’d like to get connected through the BoB.

      • Where can I go to learn more about the BoB?

        • Check out our recorded webinar, Introducing the GloveBox Book of Business, at this link. 

          • If prompted, the password is: N55Lpfi@

        • If you want to request a carrier to be added to the Book of Business, please fill out this form.
        • To learn more about how to use the Book of Business, check out our release notes on the launch of personal lines at this link, and the commercial lines launch at this link.