---
title: Tracking New Business in GloveBox CRM, formerly Better Agency
description: When tracking new business in Better Agency, it is essential to ensure that policies are properly categorized and appear in the correct sections of your sales pipeline.
---

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# Tracking New Business in GloveBox CRM, formerly Better Agency

## When tracking new business in the GloveBox CRM, it is essential to ensure that policies are properly categorized and appear in the correct sections of your sales pipeline.

### Checking for New Business in the Sales Pipeline

1. **Log in to GloveBox CRM.**
2. **Search for the client** in your sales pipeline.
   
     - If they do not appear, check how the data has been input into the system.
     - Ensure policies are correctly added to be tracked as new business.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-12-18%E2%80%AFPM-png.png?width=670&height=193&name=Screenshot%202025-02-07%20at%203-12-18%E2%80%AFPM-png.png)

### Reasons Why New Business May Not Appear in the 'Won' Column

- The policy has not been added correctly.
- The system is waiting for a download update.
- The agency is not set up for AMS or downloads, meaning all entries must be manually input.

### Manually Adding a New Policy

1. **Navigate to the Client's Account.** Click the arrow next to the Contact Name, which will open their profile in a new tab. 

**![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-13-08%E2%80%AFPM-png.png?width=472&height=301&name=Screenshot%202025-02-07%20at%203-13-08%E2%80%AFPM-png.png)**

- **Click on 'Add Policy.'**

**![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-34-13%E2%80%AFPM-png.png?width=670&height=172&name=Screenshot%202025-02-07%20at%203-34-13%E2%80%AFPM-png.png)**

- **Ensure 'New' is selected** instead of 'Existing.'  
  ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-34-43%E2%80%AFPM-png.png?width=384&height=149&name=Screenshot%202025-02-07%20at%203-34-43%E2%80%AFPM-png.png)
- When prompted, decide whether to add the policy to the sales pipeline: 
    - If you want to track it as a new policy without pipeline inclusion, select **No**.
    - If you want it to go through the sales pipeline, select **Yes**.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-36-18%E2%80%AFPM-png.png?width=513&height=196&name=Screenshot%202025-02-07%20at%203-36-18%E2%80%AFPM-png.png)

- **Enter policy details**: 
    - Line of business
    - Policy information
    - Effective dates
    - Term lengths
    - Carrier details
    - Premium amount
- **Click 'Save'** to finalize the entry.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-37-25%E2%80%AFPM-png.png?width=496&height=322&name=Screenshot%202025-02-07%20at%203-37-25%E2%80%AFPM-png.png)

### Adding a New Business Policy from the Sales Pipeline

- **Create a new opportunity.**
- ![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-38-39%E2%80%AFPM-png.png?width=350&height=67&name=Screenshot%202025-02-07%20at%203-38-39%E2%80%AFPM-png.png)**Search for the existing contact** and select the correct client.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-40-03%E2%80%AFPM-png.png?width=335&height=309&name=Screenshot%202025-02-07%20at%203-40-03%E2%80%AFPM-png.png)

- **Enter policy details**: 
    - Select policy type.
    - Add lead source (if applicable).
    - Choose the correct pipeline stage:
    - If the policy is not yet bound, place it in 'Working' or another appropriate stage.
    - If the policy is already bound and active, move it to 'Won.'
- **Assign a policy owner.**

**![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-41-54%E2%80%AFPM-png.png?width=434&height=147&name=Screenshot%202025-02-07%20at%203-41-54%E2%80%AFPM-png.png)**

- **Input all necessary details, including policy number.**
- **Click 'Save'** to complete the process.

### Reviewing Won Policies

- Go to the sales pipeline and select the **'Won' Column**.![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-42-42%E2%80%AFPM-png.png?width=152&height=153&name=Screenshot%202025-02-07%20at%203-42-42%E2%80%AFPM-png.png)
- Verify that policies labeled as **new** are appearing correctly.
- Example: A personal auto policy for a client should show an effective date and 'New' status.

### Utilizing Reports for Tracking New Business

- **Navigate to the Dashboard.**

**![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-44-02%E2%80%AFPM-png.png?width=190&height=159&name=Screenshot%202025-02-07%20at%203-44-02%E2%80%AFPM-png.png)**

- **Locate the 'New Business Overview' report.**

**![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-43-36%E2%80%AFPM-png.png?width=444&height=325&name=Screenshot%202025-02-07%20at%203-43-36%E2%80%AFPM-png.png)**

- **Filter data** by effective date or sold date.
- **Adjust the time frame**: 
    - View Year-to-Date (YTD), Month-to-Date (MTD), or Week-to-Date (WTD).

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-45-36%E2%80%AFPM-png.png?width=470&height=136&name=Screenshot%202025-02-07%20at%203-45-36%E2%80%AFPM-png.png)

- **Review sales data:** 
    - Yellow represents revenue.
    - Gray represents premium sold.

- **Click on 'Premium Sold'** to access the Commissions Report. 
    - This report is located under **Reporting \> Sales Reports**.
    - Filters can be adjusted to view different time periods.

![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-46-47%E2%80%AFPM-png.png?width=235&height=78&name=Screenshot%202025-02-07%20at%203-46-47%E2%80%AFPM-png.png)![](https://gbu.gloveboxapp.com/hs-fs/hubfs/Screenshot%202025-02-07%20at%203-47-17%E2%80%AFPM-png.png?width=670&height=234&name=Screenshot%202025-02-07%20at%203-47-17%E2%80%AFPM-png.png)

### Understanding Sales Pipeline Expiration

- Policies remain in the '**Won' Column** for **60 days**.
- Older policies will be archived and may no longer appear in the pipeline.

### Using the Beta Version of the Sales Pipeline

- A new **Beta Sales Pipeline** is available.
- Click **'View Beta'** for an improved user experience.
- Customize visible pipeline stages by using the **Stage Options** feature.

By following these steps, you can ensure that new business is properly tracked, accounted for, and visible in GloveBox CRM.

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