GloveBox Knowledge Base
Seed Phase
Getting Started
The Basics
Preparing For Launch: Onboarding To-Do Items
Create the ultimate digital experience
Getting started for agency teams
The Commercial Experience
Elite Agents
FAQ
Seed Phase
Introduction
Point of Contact Role
Staff Role
Growth Phase
FAQ
Connect With Your Agency
Get Help
Training & Learning Tools
Schedule Live Training
Communication
Learning & Training
Billing
Data
Agency Metrics
Client Lists
Client Data
FAQ
Troubleshooting
App Support
HQ Support
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GloveBox Knowledge Base
Seed Phase
Getting Started
The Basics
Preparing For Launch: Onboarding To-Do Items
Create the ultimate digital experience
Getting started for agency teams
The Commercial Experience
Elite Agents
FAQ
Seed Phase
Introduction
Point of Contact Role
Staff Role
Growth Phase
FAQ
Connect With Your Agency
Get Help
Training & Learning Tools
Schedule Live Training
Communication
Learning & Training
Billing
Data
Agency Metrics
Client Lists
Client Data
FAQ
Troubleshooting
App Support
HQ Support
Seed Phase
The Seed Phase is all about getting the foundation of GloveBox established for yourself, your team and your clients.
Introduction
Joining Your Agency In GloveBoxHQ
Point of Contact Role
Enable the Set Appointment Feature
See overview of clients and app users from Client tabs
Manage Your Team Members In HQ
Add a Custom Agency Branded "Download Our App" Button to Your Email Signature
Staff Role
Invite existing policyholders to connect to GloveBox
Invite New Clients & Prospects To Connect To GloveBox
View Imported Policy Information
Register carrier login credentials in HQ
Activate policy monitoring in HQ
Resending & Revoking Pending Client Invites
Manually Upload Policy Documents To HQ
See more
