Why Use GloveBox in Your Sales Process?
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Better Experience for Clients: Give clients a modern, self-service app where they can manage all their insurance needs.
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Simplified Quote Requests: Prospects and clients can easily request a quote or reshop directly from the app.
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Easy Referrals: Clients and referral partners can quickly share your agency using the built-in referral tool.
Sales Best Practices
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During onboarding: Set up GloveBox for new clients, add policies, and upload policy docs. Give them a tour so they know how to use it.
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With prospects: Invite them to explore your GloveBox portal. You can also create a policy shell in GloveBoxHQ and drop their quotes into their account for review.
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Mention GloveBox on every call: Help clients understand that most policy requests can be handled in-app, freeing you to focus on revenue-generating conversations.
How Clients and Prospects Get Started
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Invite them from GloveBoxHQ. Best practice is using Client Invites to send a branded email that walks them through account setup.
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Share your app link. Add your GloveBox link to your email signature, website, or use the “Refer Agency” feature.
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No password needed. Clients log in with their email or phone, enter a one-time PIN, and can immediately start using the app.
Key Features That Support Sales
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Request a Quote: Built into the app, prospects and partners can submit a quick form to start the quoting process.
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Referral Tool: Enables easy sharing of your agency with friends, family, or clients looking for coverage.
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Document Upload: Upload policy documents so the client sees everything in one place from the beginning.
Bonus: Leverage Elite Agents
Elite Agents get a personalized GloveBox version with their own branding and contact info. Sales and quote requests go directly to you, and you can manage service requests independently or route them to your team. To learn more, check out this article.
