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:
- 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
- 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
- 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)
- 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- Remove any outdated quote documents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
- 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."
-
- 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
- Remind the client they can handle:
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:
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]