Setting Up Your Client List By AMS
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      1. GloveBox University
      2. Managing Your AMS Client Lists
      3. Setting Up Your Client List By AMS

      Managing Your Client List: Better Agency

      GloveBox relies on the data within your AMS to pull over into GloveBoxHQ, ClientHub, and the Mobile Apps. Here are instructions for you to set up your reports and ensure your AMS is set up properly for a GloveBox data import.

      Below are the instructions to create your Client List report, which is what GloveBox uses to pull in data from the Better Agency AMS. 

      Step 1: Locate the Client List Report

      Log in to Better Agency.  Within the Main screen, select 'Contact List' within the 'Contacts' section of the menu. 

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      Step 2: Update Report Criteria

      Select the 'Search Filter' button. This will open a sidebar on the right side of the screen, where you can update your filters.

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      • Set the 'Contact Status' field to 'Client.' Once updated, select ' Apply filters.'
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      Once the report has generated, select the checkbox next to 'Name,' which will select all of your contacts.
      • Once all contacts are selected, open the 'Actions' button, which generates a new side menu on the right hand side of the screen.
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      Step 3: Export the Report
      Within the 'Actions' side menu, select the option to 'Export Data.'
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      • Within the pop-up window that generates, select 'Contact and Policy.' The report will download automatically, and should complete the download within 1-2 minutes. 

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      Step 4: Send the Report to GloveBox

      You'll need to manually send the report to GloveBox. 

      • Open your email and create a new message. Attach the exported report.
        • Send the email to clientlist@gloveboxapp.com.
        • Use the subject line: [Agency_ID] - [Agency_Name] GloveBox Master Report.
        • Click 'Send.'

      Policy Number Format

      If you open the exported Excel spreadsheet, the policy numbers may convert to scientific notation. Please follow the instructions on this page prior to sending the report to the GloveBox team. 

       

      Step 5: Schedule the Report

      Select a Date and Time to run the report each week. You can run the report and send it to GloveBox as frequently as you'd like, but GloveBox requires an updated list at least once per week.
      • Add a task or calendar hold for yourself as a reminder to send the list. 

      Consistency is important when sending your client list reports manually. Emails sent to GloveBox should always have the same subject line and should be sent from the same email address.

      If you change the subject line or sender address, please let GloveBox know so that we can effectively import your list in a timely fashion. 

      By following these steps, you can ensure that your GloveBox reports are generated and sent correctly. If you have any questions or encounter any issues, please reach out to your Customer Success point of contact for assistance.