We’re excited to congratulate you on completing your onboarding curriculum and training with GloveBox! Now that your agency is fully trained, it’s time to prepare for your official launch.
Next Steps for Your Agency
To ensure a smooth transition and successful rollout, follow these key steps:
1. Confirm Stakeholder Readiness
Make sure that all relevant team members and stakeholders have completed the training and are familiar with GloveBox’s features. If anyone has outstanding questions, your Customer Success Manager is here to help.
2. Align on a Launch Date
Choose a launch date that works best for your agency. This will be the day we activate your Rollout Campaign.
3. Activate the Rollout Campaign
On your chosen launch date, we will enable your Rollout Campaign, which will send invitation messages to your clients, encouraging them to sign up for GloveBox.
4. Monitor Verified Client Count
As your customers start accepting their invitations, you’ll see your verified customer count increase. This number represents the clients who are actively using GloveBox instead of calling your agency for service needs. A higher count means greater adoption and reduced service workload.
Driving Adoption Post-Launch
After your rollout, continue promoting GloveBox to maximize adoption:
1. Incorporate GloveBox into Client Calls
Some customers may miss their invitation emails or be unfamiliar with the platform. When assisting clients over the phone, use these conversations as an opportunity to introduce GloveBox:
- Example: If a client calls to pay their bill, you can say: "I can help with this over the phone today, but moving forward, you can pay your bill directly in your GloveBox portal. Let me resend your invite to get you set up."
2. Upload Policy Documents
For customers who have signed into GloveBox, upload their policy documents to their accounts. This proactive step reduces future service calls for ID cards, policy details, and other documents.
3. Stay Connected with GloveBox Support
Your success is our priority! If you have any questions or need additional support, let your GloveBox team know.
Looking Forward to Your Success!
We’re thrilled to support your agency’s journey with GloveBox. Wishing you a successful launch and a seamless experience with our platform!