Skip to content
English
  • There are no suggestions because the search field is empty.

Sending Quotes to Prospects Through ClientHub

Turn every quote into a client experience advantage that drives trust, closes deals, and builds long-term value.

Goal

Use your ClientHub platform to deliver new business quotes in a professional, centralized, and secure way—setting your agency apart from the first interaction and building adoption before a policy is even sold.

Why This Matters

A new prospect is a high-value opportunity to showcase how your agency operates. By inviting prospects into ClientHub during the quoting process, you:

  • Differentiate your agency with a modern and polished experience
  • Eliminate messy back-and-forth emails by consolidating quote documents in one place
  • Instantly communicate your standard of service and professionalism
  • Train future clients on how to navigate your platform from day one
  • Increase adoption before binding policies
  • Set the stage for future cross-sell and remarketing opportunities—even if you don’t win every line of business initially

This process not only improves your conversion rate—it lays the foundation for a strong client relationship.

How to Send Quotes via ClientHub

  1. Invite the Prospect to ClientHub
    • As soon as a prospect calls in, log into GloveBox HQ
    • Click Invite Client and enter their contact details
    • Let them know this is the secure platform your agency uses to manage and service policies
    • They will immediately receive a welcome email with login access
  2. Collect or Receive Quote Information
    • If you don’t have all the necessary information, the client can use the quoting intake feature in ClientHub to submit details at their convenience
  3. Add the Quote to ClientHub
    • In GloveBox HQ, locate the client you just invited
    • Click Add Policy
    • Enter details for the policy you're quoting (e.g., Auto, Home, Umbrella), including the carrier name
    • Under the Documents section, upload the quote files
    • Name the files clearly (e.g., “Auto Quote - $500 Deductible”)
    • Set the Document Type to “Quote”
    • Click Save
  4. Automated Client Notification
    • The client will automatically receive a white-labeled email branded to your agency
    • This email will notify them that quote documents have been added to their secure portal
    • You can follow up with an email summarizing the quote and include a direct ClientHub link for easy access
  5. Updating or Sending Additional Quotes
    • Upload revised documents as needed and repeat the steps above
    • Clients will receive a new notification each time a document is added

Bonus Benefit

Even if your agency doesn’t write all the client’s policies, they can link outside policies inside of ClientHub—giving them one place to manage everything. This sets you up for future opportunities to earn their business on those lines.