There are plenty of great systems available for insurance agencies to use alongside GloveBox. This article highlights many of these tools and shares how they can be used within GloveBox.
Agency Bill Pay Systems
In GloveBoxHQ, you can add your Agency Bill Pay link in the 'Capture Links' section of the 'Agency Details' tab. Once added, for any policies that have been designated as Agency Bill, customers will be routed to this link when they choose to pay their bill in ClientHub or within the Mobile Apps.
Agency Bill Pay Systems commonly used by GloveBox include:
- Applied Pay
- Ascend
- Capitol Premium
- E-Pay
- IPFS
Agency Bill Claims Systems
Much like an Agency Bill Pay, you can add your Agency Bill Claims link in the 'Capture Links' section of the 'Agency Details' tab in GloveBoxHQ. Once added, for any policies that have been designated as Agency Bill, customers will be routed to this link when they file a claim in ClientHub or within the Mobile Apps.
Agency Bill Claims Systems include:
- JotForm
- Typeform
- Other basic capture forms
Appointment Scheduling Tools
In GloveBoxHQ, your agency can add the ability for your clients to directly schedule meetings with you using an appointment scheduler from within 'Agency Details.' Once added, customers can book appointments with you directly from ClientHub or the Mobile Apps.
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Commonly Used Appointment Scheduling Tools Include:
- Hubspot Meetings
- Calendly
- Google Calendar
- Salesforce
Certificate Request Tools
For commercial clients, giving them the ability to easily request a certificate can be a great way to save time for your team. In GloveBoxHQ, your agency can add a commercial certificate request URL under 'Agency Details,' which will route a customer forward to follow your certificate request process.
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Certificate Request Tools Include:
- CertificateHero
- Certificial
GloveBox is working on integrations with these platforms to provide our clients with an even more seamless experience. Stay tuned for exciting updates on these integrations!
Quote Request Tools
There are many tools available to agencies for capturing personal and commercial quote requests. In GloveBoxHQ, your agency can add these links in to the 'Agency Details' tab, and when a customer chooses the option to request a digital quote in ClientHub or the Mobile Apps, they'll be routed forward to the correct quote request system.
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Personal Lines Quote Request Tools Include -
- Canopy Connect
- EZLynx Quote Capture
- InsurGrid
- Jot form
- PL Rater CRQ
- Risk Advisor
- Salt
- Typeform
- Xilo
Commercial Lines Quote Request Tools Include -
- Bold Penguin
- Broker Buddha
- Indio
- Jotform
- Semsee
- Talage
- Tarmika
- Typeform
- Xilo
Customer Relationship Management (CRM) Systems
CRMs offer your agency a great way to manage customer relationships and communications. Commonly used CRMs include -
- Agency Zoom
- Better Agency
- Client Circle
- Insured Mine
- Hubspot
- Levitate
- NowCerts
- Pipedrive
- Salesforce
- Zoho
- Fuse
If your agency already uses a CRM, we recommend you add your GloveBox ClientHub Link to all of your customer communications. To learn more, check out this article.
Policy Application Tools
Another great way to manage incoming requests from customers is to provide them with a place to apply for policies. Commonly used Policy Application tools include -
- Indio
- Broker Buddha
Virtual Assistant Agencies
Many insurance agencies bring on virtual assistants to support work at their agency. Commonly used Virtual Assistant firms include -
- Agency Aid
- Lava Automation
- Resource Pro
- Patra
- AgencyVA
- Cover Desk
- Virtual Intelligence
- VA simplified
If your agency needs assistance selecting a tool or is curious to learn more about how a specific tool or system works alongside GloveBox, please reach out to your customer success representative.