Video Walkthrough:
Referring the Agency using ClientHub
- On the overview tab, scroll down until you see the section for referrals.
- Select the Refer Now button. This will open a window that has a link for you to copy and paste in an email or text message.
- Once pasted, a message will populate along with the link, which you can amend as needed.
Referring the Agency from the iOS or Android App
- On the home screen, scroll to the referrals section.
- Select the option to refer now. A new window will open that gives you the option to copy and paste a link, or share.
- If you select share, you can then choose your method of sharing. If you select text message, a new message window will open for you with information already populated.
After Sharing
The individual you've referred will want to set up a new account. Once the account is created, they can use GloveBox's Request a Quote functionality to kickstart the process.
