Onboarding Guide for Agency Administrators

First, accept your GloveBoxHQ invite and sign in. 

Your GloveBox sales representative or customer success manager will ensure you have access to GloveBoxHQ, the agency side of GloveBox, as part of your onboarding. 

To accept your invite:

An email will be sent to your work email, prompting you to join your team in GloveBoxHQ. If you don't receive an email, be sure to check in spam or junk. If you still don't have an invitation, please request that it be resent by your GloveBox point of contact. 

Click Accept Your Invite, which will take you to a screen where you can confirm your details and then launch GloveBoxHQ. 

You may be brought to a login screen once you launch GloveBoxHQ. If so, please enter your work email, verify with the 6-digit pin that will be emailed to you, and once complete, you'll be taken into GloveBoxHQ. 

Once you're in GloveBoxHQ, bookmark the page for quick access. 

Next, invite your team members. 

First, determine the correct role for each team member. 

In GloveBox, there are two roles available:

• An owner view, which is an agency admin. This view will have additional functionality to view and edit specific tabs. Those with an owner view can edit agency details, invite team members, and manage billing.
• A customer service representative view. This view has access to all key components of GloveBoxHQ, with some restrictions. A Customer Service Representative will not be able to modify specific tabs, including agency details, team members, and billing. 

Then, send your invitations. 

Navigate to the team member's tab in GloveBoxHQ, and choose the option to invite a new team member. 

In the screen that opens, enter your team member's details, including First and Last Name, email, and the role you'd like to give that person in GloveBoxHQ. Date of Birth can also be added, but is optional. 

Once the information is entered, select invite team member, which will send an email invitation over to that person. Instruct them to follow the same process you completed of clicking the link, accepting their invite, and then signing in. 

Repeat this step for each team member who will need GloveBox access. Alternatively, you can provide your GloveBox customer success manager with a roster that includes name, email, and type of access. They can then send invites out to your team on your behalf. 

Finally, configure your agency details. 

Start by configuring your agency's logo and theme.

If you provided a logo to your sales representative as part of onboarding, this may have been taken care of for you. 

Navigate to your agency details tab.

First, review your Company Information and confirm the address and business name are correct. This information will display for your customers. Save any changes. 

Next, configure your agency's PolicyAssist preferences.

To configure PolicyAssist, select Get Started under each policy division. Then, select general service. 

General Service will then show up under your selected PolicyAssist division. Configure email by entering or selecting the team members you'd like to receive this division's service requests.

Save any changes. Then select the 3-dot menu on the right hand side, and choose the option to add a contact method.

This will give you the option to add a phone number, SMS number, or URL. Configure as many of these options as you'd like, though at minimum, phone number and email are recommended.

Save any changes.

Repeat this step for both policy divisions, and if you'd like, configure any additional request types. For instance, if you have a specific team member who handles certain requests -- like certificates or claims -- configuring that request to go directly to their email can be helpful. 

Add in any 3rd party tool links.

If your agency uses any 3rd party systems or tools to manage things like bill pays, certificates, or policy applications, those links can also be configured inside of PolicyAssist. Simply choose the URL option, save your changes, and when clients choose that request type, they'll be routed to your URL. 

For more information regarding compatible tools and systems, check out this article. 

Next, configure your sales information. 

Flip to the Sales Info tab. Here, you'll access a similar interface to PolicyAssist where you can configure details for sales. 

For each division, add in the phone number, email, and any other relevant details for your agency's sales team. Save any changes.

Note that you can also add an appointment link, which can direct your insureds to your calendar booking page.

Then, configure your social media information.

For any social media you'd like to make available to your clients, you can add those links in and GloveBox will display them to your clients. 

At minimum, please add in your company website, though it can be helpful to also include any review links. 

Save any changes. 

Finally, choose the theme tab.

Once on the tab, you'll see the option to change logo.

Selecting this option will allow for you to upload a new image. Please pay attention to the accepted formats.

You can also use the toggle between light and dark mode. Dark mode is recommended if your agency uses a black background in your logo, or if your logo is a light color such as white, yellow, or beige. 

Save your changes when finished. 

Lastly, grab your ClientHub link so you can add it to your website and email signatures.

To find your ClientHub link, navigate to your Integrations tab.

Select ClientHub link, and copy the link that appears. 

Follow the instructions provided to get your portal added so you can drive adoption of GloveBox with your clients.

Congratulations, your GloveBox account is now configured and ready for use!

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