New Client Welcome Process Enhancements

Goal

Deliver a seamless and professional transition from sales to service by using ClientHub as the foundation of your agency’s new client onboarding process.

Why This Matters

The new client welcome process is a critical moment to reinforce how your agency supports its clients and to ensure every new policyholder starts off on the right foot. A strong welcome experience:

• Trains your clients on how to engage with your agency
• Drives early adoption of your digital service platform
• Reduces future service requests and miscommunications
• Enhances retention and client satisfaction
• Positions your agency as modern, responsive, and professional

Every client you onboard is forming their long-term impression—this is the time to show them how to get the most value from working with your team.

How to Complete the New Client Welcome Process

1. Ensure the Client is Active in ClientHub
   • Ideally, the client has already been invited and verified their ClientHub account during the quote stage
   • If not, send a new invite from GloveBox HQ

👉 Reference Article: Sending Quotes to Prospects Through ClientHub

1. Locate the Client in HQ and Update Policies
   • Search for the client in GloveBox HQ
   • Either update existing quote-based policies or click Add New Policy
   • Enter:
     • Policy Type
     • Carrier Name
     • Billing Method
     • Accurate Policy Number (ensure this is 100% correct to avoid AMS sync issues)
2. Upload Key Client Documents
   • Remove any outdated quote documents
   • Upload:
     • Auto ID Cards
     • Declarations Pages
     • Certificates or any other client-facing documents
   • Name each file clearly
   • Set the correct Document Type:
     • Auto ID Card → enables ID card display inside ClientHub
     • Certificate → triggers the right experience in the platform
3. Send the New Client Welcome Email
   • Use your standard new client email template
   • Update it to include:

     • Your ClientHub link

     • Direct app download links:

       • Apple App Store (Standard): https://apps.apple.com/us/app/glovebox/id1455932767
       • Google Play Store (Standard): https://play.google.com/store/apps/details?id=com.glovebox.mobile
       • If you're using a White-Labeled version, include your agency-specific links

     • A brief explanation of why the app helps:

       "Download our mobile app so you always have access to your policies, ID cards, and service tools—right from your phone, 24/7."

4. Reinforce the ClientHub Experience
   • Remind the client they can handle:
     • Bill Pay
     • Policy Changes
     • Document Access
     • And more
   • Let them know they can still reach you directly—but this platform is the fastest way to get what they need, when they need it

Example Email:

Subject: Welcome to [Your Agency Name]! Here's What to Expect

Hi [Client First Name],

Welcome to [Your Agency Name] — we’re excited to have you as part of our client family!

To make managing your policies simple and stress-free, we use ClientHub, our secure client platform. From here, you can access ID cards, pay bills, request changes, and much more — anytime, anywhere.

Get started now:

🔗 [Insert Your ClientHub Link]

📱 Download the app:

• Apple App Store
• Google Play Store

If you have any questions, we’re always here to help — but for most requests, ClientHub is the fastest way to get what you need.

Thanks again,

[Your Name / Team Name]

[Phone Number]

[Email Signature]