💡 What Is Client Adoption?
Client adoption is the percentage of your policyholders actively connected to your agency’s GloveBox app.
More adoption = more self-service = less time spent on repetitive service requests. It's that simple.
📈 Why Adoption Matters
When clients use GloveBox, they have 24/7 access to their insurance info, policy docs, and service request processes, all without needing to call or email your team.
High adoption means:
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Lower service costs
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Happier, more empowered clients
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More time back in your day to focus on sales and retention
Ready to take control? Here’s how to make it happen:
✅ Step 1: Rally Your Team Around GloveBox
Before clients use it, your team has to use it. Here's how to activate your internal champions:
🔑 Get Everyone into GloveBoxHQ
Make sure every team member is added to GloveBoxHQ, accepts their invite, and bookmarks GloveBox for easy access down the line.
Once inside HQ, your team can support clients by inviting customers and adding in necessary policy documents. Over time, this will decrease your agency's service burden.
🛠 Train Your Team
Ensure every team member who uses GloveBox is aware of the following resources:
- GloveBox Fundamentals Training
- GloveBox Help Center
- Your Agency's Customer Success Manager
Pro tip: make GloveBox usage mandatory. Our agencies who get the best results with our product do this by baking GloveBox into every process, from service to onboarding. When your team lives in GloveBox, your clients will too.
✅ Step 2: Make GloveBox Easy to Find & Hard to Miss
Even the best tools won't get used if clients can’t find them. Here’s how to weave GloveBox into your agency's ecosystem:
🌐 Create Multiple Touchpoints
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Add a “Download Our App” button to email signatures
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Build a client portal on your website linking to GloveBox
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Include the app in all outbound communication templates
🎯 Focus on Onboarding
New clients are primed to engage, so give them GloveBox from day one. Walk them through setup during onboarding and highlight the benefits.
📢 Promote Like a Pro
Keep GloveBox top of mind for existing clients too:
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Post about it regularly on social media
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Add a GloveBox QR code to your business cards
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Mention the app in voicemail greetings, hold messages, and email auto-replies
Visibility drives adoption, so it's important to make GloveBox part of your brand.
✅ Step 3: Make GloveBox a Daily Habit
Adoption isn’t a one-time task. Rather, it's a habit. The more your team reinforces it, the more clients will turn to the app first.
⏱ Spend 5 Minutes a Day to Make a Big Impact
Each day, challenge your team to:
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Invite clients who haven’t joined yet
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Upload policy documents to new verified client accounts
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Follow up with new users to confirm access
🔍 Use Every Interaction as an Opportunity
When talking with clients:
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Check if they're in GloveBox
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If not, invite them
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If yes, help them get fully set up
This approach fits seamlessly into calls, renewals, and everyday servicing.
💡 Bonus: Use GloveBox to Cross-Sell
GloveBox supports all personal lines policies—even ones your agency didn’t write. That’s a golden opportunity to:
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Cross-sell policies
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Consolidate client accounts
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Increase retention
🎯 Take the Lead on Adoption
The key to driving adoption is simple. Make sure your clients know about your agency’s branded app, can access it easily, and feel confident using it.
Every time you help a client use GloveBox, you reduce future service friction and give them a better experience.
By following these steps, you'll take ownership of your adoption and drive results over time that will benefit your clients and team.
