Use the New Client feature to invite new policyholders and prospects to get started managing policies with GloveBoxHQ.
A brand new client or prospect can easily be invited to from GloveBoxHQ. On the Clients tab, click on the "New Client" button. You can then select if they are a Personal or Commercial client and add their full name and email which will display on their client profile page.
To invite a new client:
- From GloveBoxHQ, click the Clients tab.
- On the righthand side, click the New Client button.
- In the pop-up box, select the client type, enter the full name and email address, and click Create.
This sends an email to the client inviting them create their account. The newly created client will show up on the Clients tab under the Invited dropdown.
From here, you can select the client to view their profile, add policies and upload policy documents.
Accepted Invites
Once a new client has accepted their invite, their name / client profile will show up under the Verified section on the Clients tab. From here you can see which form of communication they have verified (email or phone) and view their GloveBox via our GloveBoxHQ hijack.
