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Welcome to GloveBox CRM, formerly Better Agency: A Comprehensive Onboarding Guide

We are delighted to have you as a client. This onboarding guide has been thoughtfully prepared to assist you and your team in setting up your accounts, understanding key features, and maximizing the value of the CRM.

Step 1: Setting Up Your Account

To initiate the setup process, please follow these steps carefully:

  1. Account Setup: Establish and configure your agency’s Better Agency account.
  2. Team Onboarding: Invite your team members and guide them through their account setup procedures.
  3. Launch Preparation: Ensure all necessary steps are completed for a seamless launch.

Step 2: Exploring Best Practices

A wealth of articles and videos is available to provide guidance and support, covering essential topics such as:

  • Servicing Clients: Learn efficient methods to manage client interactions within Better Agency.
  • Sales Pipeline: Acquire skills to monitor leads and close deals effectively.
  • Renewal Pipeline: Understand how to oversee policy renewals and maintain adherence to deadlines.

Step 3: Leveraging Educational Resources

We encourage you to invest time in reviewing the available articles and videos. These resources offer:

  • Comprehensive insights into key features and tools within Better Agency.
  • Proven best practices for executing standard workflows.
  • Expert tips to enhance your agency’s operational efficiency.

Step 4: Data Migration Process

Our team is here to help import your data. Data imports accuracy is dependent on how 'clean' your data is in your system. 

  • You will use the import tool to import your Active Clients, Prospects, and Inactive Clients
  • If you purchased a bundle with GloveBox, we will deliver you a cleaned list that can be used for your Active Clients if needed

Assistance and Support

Should you encounter any challenges or require additional guidance, our dedicated support team is at your service:

  • Chat Support: Access the chat bubble located in the bottom-right corner of the application.
  • Email Support: Contact us at support@gloveboxapp.com

Final Steps

We encourage you to explore the resources at your own pace and familiarize yourself with the tools and features provided. We are confident that these resources will empower you to successfully launch and operate your account. We look forward to partnering with you and supporting your agency’s success with Better Agency.