Managing Your Client List: Special Agent

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 reports, which is what GloveBox uses to pull in data from the Special Agent AMS.

Step 1: Access Reports within Special Agent

Open the Special Agent application. On the top right, click on the 'menu button.'

Click on 'Reports' at the bottom of the menu.
Choose 'Marketing' from the list of reports.

Step 2: Configure the Marketing Report
First, set Report Status.

In the Marketing Report pop-up, click on 'Status.'
Select 'Active' from the drop-down. Then, select 'Next.'

Then, Select Customers.

Choose 'Customers with policies in force.' Then, select 'Next.'

Next, Review Data.

Review the data shown to confirm it is correct. Then, select 'Next.'

Then, Export Customer Data.

Select 'Export All Customer Data (Excel).' Then, select 'Next.'

Finally, Sort Data.

Sort based on 'Customer Name' and 'Customer Number' as shown below.
- Click on 'Export.' This will download the report to your computer.

Step 3: Send the Report to GloveBox
First, Save the Downloaded CSV File.

Select an appropriate location on your device to save the exported CSV file.

Then, Email 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.'

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.

Step 4: 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.

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.