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: Hawksoft

      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 connect your agency's Hawksoft account to GloveBox using the Hawksoft API, which is how GloveBox pulls in data from your Hawksoft AMS. 

      Step 1: Navigate to the Hawksoft Marketplace

      Log in to Hawksoft. Select the 'Setup Menu,' which is the gear icon in the top right of your screen.

      Select 'Marketplace.'
      • Within 'Marketplace,' scroll down to locate the option for 'GloveBox.'
      • Check the box that confirms you have read and accept the GloveBox Terms of Service.

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      • Then, select the option to 'Share Data.'

      Once you've selected 'Share Data,' the integration is complete and no further action is required. 

      By following these steps, you can securely set up your Hawksoft-GloveBox API integration. If you have any questions or encounter any issues, please reach out to your Customer Success point of contact for assistance. 

      Step 2 (Optional): Verify Your Hawksoft Client Data

      Hawksoft uses a variety of fields that can impact how your client and policy information pulls through to GloveBox. To learn more about the fields that GloveBox is pulling data from and the changes you may want to make within Hawksoft, check out this article on Hawksoft Best Practices.