---
title: Preparing for Your Agency's GloveBox Launch
description: 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.
---

[Skip to content](https://gbu.gloveboxapp.com/knowledge/preparing-for-your-agencys-glovebox-launch#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. [Launching and the GloveBox Rollout](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#launching-and-the-glovebox-rollout)

# Preparing for Your Agency's GloveBox Launch

## 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.

### Video walkthrough:

#### 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**. Once you have a launch date in mind, you can also let your team know using [this email template](https://gbu.gloveboxapp.com/knowledge/preparing-your-agency-for-launch-email-template?hsLang=en). 

#### 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!

- [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?  
Contact us at: [support@gloveboxapp.com](mailto:support@gloveboxapp.com)*

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:support@gloveboxapp.com](mailto:support@gloveboxapp.com)

Copyright © 2025, GloveBox Inc.