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Managing Your Client List: PartnerXE

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.

In the new Partner XE cloud console, we can use the “Advanced Client Search” tool to download a CSV of your policies and clients.


  • From the Menu options, select “Advanced Client Search” to bring up a pop-up window with several tabs across the top.

  • Select the “Policies” tab from the pop-up window to see a list of data fields you can include in the search results.

  • Put the wildcard character “%” (the percent sign) in the search space for each policy data field we wish to include or use the “Select all” if available:

    • Effective Date
    • Expiration Date
    • Inception Date
    • Last Updated
    • Transaction Type
    • Policy Premium
    • Annualized Premium
    • Producer
    • CSR
    • Company Product Code
    • Policy Status
    • Company Group List
    • Writing Company List
    • LOB List
    • Comments
    • Billing Method
    • Branch
    • Division
    • Department
    • Transaction Eff. Date
    • Policy Number
    • Address
    • City, State, Zip
    • SIC Code
    • NAICS Code
    • LOB Type
    • Policy State

  • Optionally, if you wish to exclude certain producers or branches, click each option you wish to include and leave the undesired options unselected.

  • Next, click the radio circle button that says “Client Information” to cause a list of client data fields to appear in your window.

    • Put the wildcard character “%” (the percent sign) in the search space for each client data field we wish to include


      • Sort Name
      • Client ID/Name
      • Address
      • City, State, Zip
      • County
      • Phone / EMail
      • Second Name
      • Salutation
      • Comments
      • Client Status
      • Client Type
      • Producer
      • CSR
      • Branch
      • Division
      • Department
      • NAICS
      • SIC
      • DOB
      • Client Since
      • Lead Source

  • At the bottom of the window, there’s a “Save” button. Click this button to save your search report configuration, giving a name like “GloveBox Report”.

  • After saving your configuration, navigate back to the “Advanced Client Search” to view your saved “GloveBox Report” search configuration.

  • Click this saved configuration to view your search, then click “Query” to generate the CSV of your policy & client data. Click “Export Grid” from the dropdown menu options next to “Sort Name”.


  • Finally, email this CSV to GloveBox at “clientlist@gloveboxapp.com”.

    • Title the email Subject with your Agency ID and Agency name, e.g. “1015 - Primal Insurance”.

    • ⚠️To ensure your report is downloaded in a timely fashion, please use the exact same Subject string (e.g., “1015 - Primal Insurance”) OR with the same Sender/From email address each time you send the report. If you change the Subject or the Sender address, GloveBox will need to manually process your report which will result in delayed cleaning & import.