Stop wasting time on basic, routine client requests! See how the top insurance agencies are saving hundreds of thousands with a smarter way to manage client service.
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"My agency is over $25M in premium, and each of my CSRs can handle 2X the amount of premium that you typically see in a manual style agency, and I relate that directly to GloveBox."
Grant Weber, TruSummit Insurance
(Included in all plans)
PolicyAssist ™ | Native forms that pre-fill your clients data for easy policy servicing. |
Certificate Management | You and your clients will love how easy it will be to get them their certificates. |
Embedded Marketplace | Your clients can quote more lines of business inside of your client portal |
Real-Time ROI Tracking | Track your agency's ROI in real-time with our built-in analytics dashboard. |
Payment Hosting | Have a payment system you want to leverage? Host it inside GloveBox! |
Automated Client Invites | Accelerate app adoption with our built-in automated client invite campaigns. |
More included features that will cut your overhead and grow your profitability significantly:
Think about it: Is this The BEST way to handle routine service tasks in your agency?
Wasting hours on low-level service tasks that can easily be automated:
Relationship Mismanagement | Routine service interactions aren't "building relationships", they're hurting them by forcing clients to do things they don't want to do |
Stunting Agency Growth | Your team can't focus on growth and client relationships when they are bogged down with repetitive tasks that can be automated |
Telling customers to download fragmented carrier apps: | ![]() |
Poor Carrier Service | Why would we allow a carrier to cross-sell our customers and cut you out of the sale, and relationship? You should service your clients, not a carrier |
Policy Fragmentation | What if the insured doesn't have all of their policies with the same carrier? It frustrates them when you are forced to contact you unnecessarily |
(3 Easy Steps To Getting Started)
Get up and running quickly with GloveBox. Our Customer Success team provides onboarding, training, and customer invitation support.
Step 1: We Import Your Data | We work with your AMS to import all of your customer data (correctly) |
Kickoff Call | We aggregate your data and provide a scorecard of what’s missing (if anything) |
Account Configuration | We’ll walk you through setting up your account so that it matches your agency brand |
Step 2: We Train Your Team | We’ll teach you the best practices and examples from other agencies. |
Website Portal | We’ll show you how to add the self-service portal to your website |
Ongoing Support | Our Customer Success team is always available to help you get the most from GloveBox |
Step 3: We Help You Launch | We help you invite and onboard your clients with our built-in campaigns. |
Built-In Campaigns | We bring customers into a web experience, then offer the mobile experience |
Easy Adoption | Our interface makes it easy to store client policy docs so that they never have to call you again for simple tasks |
Since using GloveBox, we’ve tripled the number of households each CSR manages—from 400-500 to 1,300-1,500. This growth is largely due to self-service, which has been a game-changer for efficiency. Around 50-60% of our customers use it, making GloveBox one of the most valuable technologies in our agency.
Brett Young, Erb and Young Insurance
“I have had GloveBox for a year now and have grown my agency because of this option that my clients can use. They LOVE having an app for their phone that holds all of their insurance policies…no matter what carrier they have. I plan on growing my client base with GloveBox!”
— Denise Laine, Laine Insurance
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