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Renewal & Reshop Processes Using ClientHub

Turn annual renewals into a digital touchpoint that improves retention and trains your clients to self-service.

Goal

Enhance your renewal and reshop workflows by delivering all related documents through ClientHub to streamline service, reinforce client experience, and increase retention.

Why This Matters

Renewals are a critical client touchpoint. They offer a natural opportunity to:

  • Introduce clients to your digital client experience (if they didn’t onboard through your new client welcome process)
  • Remind policyholders of your commitment to service and modern convenience
  • Differentiate your agency from competitors by showcasing how easy it is to do business with you

Each renewal is a chance to retain business, build trust, and reduce future service requests.

Just like when clients request Auto ID cards or other documents, sending renewal and reshop docs through ClientHubreinforces self-service behavior and eliminates the back-and-forth of digging through emails for important documents. You’re not just delivering a renewal—you’re reinforcing how your agency supports its clients.

How to Send Renewal & Reshop Documents Through ClientHub

  1. Find or Create the Client in GloveBox HQ
    • If the client already exists, search and select them.
    • If not, create the client profile and click Invite Client to verify their account.
  2. Update or Add Policies
    • You can either edit the current policy or click Add New Policy to input renewal details.
    • Ensure the policy number is exact, to avoid duplicates from AMS sync.
  3. Upload Renewal Documents
    • Drop the new declaration pages, billing schedules, or summaries into the policy.
    • Name each document clearly (e.g., “Home Renewal – Travelers 8/2025”).
    • Choose the Document Type: Renewal.
  4. Client Receives an Automated Email
    • The email includes your branding and a secure link to ClientHub where they can view the documents.
  5. Follow Up With a Personalized Email
    • Let the client know the documents are ready.
    • Include:
      • A link to your ClientHub login
      • Links to your mobile apps (Apple + Android)
      • A reminder that they can chat with your team directly in ClientHub if they have questions

FAQ

What if a client doesn’t know how to access their ClientHub?

Include your ClientHub login link and mobile app download links in your email. This helps drive usage and support habits long-term.

Can I still email the documents directly?

We strongly advise against it. Each time you email documents, you train the client to call or email again next time. ClientHub ensures they always know where to go.

What if the policy doesn’t show up after AMS sync?

Double-check that the policy number is 100% accurate. Inconsistent formatting can lead to duplicates or syncing issues.