--- title: New Client Welcome Process Enhancements description: Use this guide to implement a best-in-class new client welcome process that transitions policyholders smoothly into ClientHub and reinforces your agency’s service model from day one. --- [Skip to content](https://gbu.gloveboxapp.com/knowledge/new-client-welcome-process-enhancements#main-content) English Show submenu for translations ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/GloveBox_Brandmark_Black-1.png?width=100&height=75&name=GloveBox_Brandmark_Black-1.png) - [GloveBox Website](https://glovebox.io/) Open main navigation Close main navigation - [GloveBox Website](https://glovebox.io/) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [GloveBox University](https://gbu.gloveboxapp.com/knowledge?hsLang=en) 2. [Client Onboarding Resources](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en) 3. [Agency Internal Process Updates](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#agency-internal-process-updates) # New Client Welcome Process Enhancements ## Guide new clients into your agency experience and set the tone for long-term success. #### **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: - Reminds your clients to download your mobile app so when they are in need of service you are at their fingertips - 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](https://gbu.gloveboxapp.com/knowledge/sending-quotes-to-prospects-through-clienthub?hsLang=en) 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](https://apps.apple.com/us/app/glovebox/id1455932767) - Google Play Store (Standard): [https://play.google.com/store/apps/details?id=com.glovebox.mobile](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](https://apps.apple.com/us/app/glovebox/id1489980690) - [Google Play Store](https://play.google.com/store/apps/details?id=com.glovebox.mobile) 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, **\[Your Name / Team Name\]** \[Phone Number\] \[Email Signature\] - [GloveBox Quick Links (Start Here!)](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#main-content) - [Key GloveBox Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#key-glovebox-resources) - [GloveBox Training Events](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#glovebox-training-events) - [FAQs](https://gbu.gloveboxapp.com/knowledge/glovebox-quick-links-start-here?hsLang=en#faqs) - [Client Onboarding Resources](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#main-content) - [Completing Your Account Set-Up](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#completing-your-account-set-up) - [Email Campaigns to Promote GloveBox](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#email-campaigns-to-promote-glovebox) - [Launching and the GloveBox Rollout](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#launching-and-the-glovebox-rollout) - [Agency Internal Process Updates](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#agency-internal-process-updates) - [Key GloveBox Workflows](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#main-content) - [Managing Client Profiles and Policies](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#managing-client-profiles-and-policies) - [Driving Client Adoption with GloveBox](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#driving-client-adoption-with-glovebox) - [Resources for Agency Administrators](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#resources-for-agency-administrators) - [Glovebox Updates + Enhancements](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#main-content) - [Latest Release: PolicyAssist](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#latest-release-policyassist) - [Now Available: GloveBox's White Label App Offering](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#now-available-gloveboxs-white-label-app-offering) - [GloveBox and Your AMS Data](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#main-content) - [Setting Up Your Client List By AMS](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#setting-up-your-client-list-by-ams) - [Additional AMS Data Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#additional-ams-data-resources) - [Carrier Connections + Integrations](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#main-content) - [Applied EPIC SDK Data and Documents Integration](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#applied-epic-sdk-data-and-documents-integration) - [Book of Business Carrier Connection](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#book-of-business-carrier-connection) - [Policyholder Resources for ClientHub and the Mobile Apps](https://gbu.gloveboxapp.com/knowledge/policyholder-resources-for-clienthub-and-the-mobile-apps?hsLang=en) - [Resources for GloveBox CRM Clients](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#main-content) - [GloveBox CRM Account Setup](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#glovebox-crm-account-setup) - [Managing Service with GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#managing-service-with-glovebox-crm) - [Utilizing GloveBox CRM's Pipelines](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#utilizing-glovebox-crms-pipelines) - [Building & Managing Campaigns in GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#building-managing-campaigns-in-glovebox-crm) - [Using GloveBox CRM's Medicare App](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#using-glovebox-crms-medicare-app) - [Integrations](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#integrations) - [Agency Best Practices](https://gbu.gloveboxapp.com/knowledge/agency-best-practices?hsLang=en) [![Chill listening crop-3](https://gbu.gloveboxapp.com/hs-fs/hubfs/GloveBox_Full%20Logo_Dark-3.png?width=283&height=57&name=GloveBox_Full%20Logo_Dark-3.png "Chill listening crop-3")](http://Gloveboxapp.com) *Still need assistance? 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