Feature
|
Owner
|
CSR
|
| Create New Client in GloveBox |
✅ |
✅ |
| Send Client Invite to a current client |
✅ |
✅ |
| View pending Client Invites |
✅ |
✅ |
| Revoke a pending Client Invite |
✅ |
✅ |
| Resend an expired Client Invite |
✅ |
✅ |
| Utilize Clients Search |
✅ |
✅ |
| “Hijack” and view/modify an app user’s GloveBox |
✅ |
✅ |
| View policyholder profiles (from Clients screen) |
✅ |
✅ |
| Connect Carriers to an app user’s GloveBox |
✅ |
✅ |
| View agency details |
✅ |
✅ |
| View Policies screen |
✅ |
✅ |
| View App Users screen |
✅ |
✅ |
| View Elite Agents on your team |
✅ |
✅ |
| Access GloveBox University |
✅ |
✅ |
| Chat with Agency Success via Help Desk Chat |
✅ |
✅ |
| Edit agency details |
✅ |
❌ |
| Invite/remove agency team members |
✅ |
❌ |
| View accepted/pending team member invites |
✅ |
❌ |
| Add/remove Elite Agents |
✅ |
❌ |
| Edit Elite Agent profile details |
✅ |
❌ |
| View billing details |
✅ |
❌ |
| Add/remove payment method |
✅ |
❌ |
| Download invoice |
✅ |
❌ |
| Pay open invoice |
✅ |
❌ |
| Create new agency / location |
✅ |
❌ |
| Change agency owner |
✅ |
❌ |
