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: Nexsure

      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 Nexsure AMS. 

      Step 1: Navigate to Nexsure Reports

      Log in to Nexsure. Navigate to the 'Organization' section at the top right of your screen, then select 'Reports.' 
       
      Step 2: Locate the Necessary Report
      Within the 'Reports' screen, select 'Operations' > 'Policies' > 'Expirations' > then select the 'Expiration Mailing List.'
       
      Step 3: Update the Report Filters
      Ensure that each option is marked to reflect 'All' instead of 'No filter,' which is the default.
      • Update the 'Expiration Date to' field to extend across the next 5 years. This will ensure the report can successfully run. 
      •  Under the 'Output Additional Columns' option,  select 'Yes.'
      Step 4: Schedule the Report
      Navigate to the 'Subscribe' button at the bottom of your screen. This will populate a scheduling window. 
      • The dropdown within this window will reflect a default of 'Run Once.' Update this field to 'By days of week.' Mark the following fields: 
        • Select tomorrows date
        • ‘at time specified below’: set to whatever time you prefer
        • ‘starting schedule on’: set to today's date
        • ‘and repeat every’: 1 week
      • Update the 'Notification by Email' field to send the report to clientlist@gloveboxapp.com.
        • Check the box to 'Include Report in Attachment.' 
      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.