Independent P&C Agencies:

This Client Service Portal Generated $2.6 Million In New Commissions From Referrals & Cross-Sells

Do you wish your agency was better at generating referrals and cross-selling customers? GloveBox is the only client-facing platform that turns every service interaction into a sales oppurtunity. GloveBox wires into your AMS and email so your team builds real relationships while it handles routine requests and flags cross-sell gaps.

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How GloveBox works for your policyholders.

Click on each tile to see how the GloveBox client portal and mobile app improves the customer experience for policyholders

How GloveBox works for your agency.

Click on each tile to see how the GloveBox client portal and mobile app works from within your agency

The Top Independent Insurance Agencies Are Already Using GloveBox To Reduce Services Costs & Generate New Referrals

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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

GloveBox Gives You Everything You Need To Deliver A Better Customer Experience

(Included in all plans)
More included features that will cut your overhead
and grow your profitability significantly:

Think about it: Is this REALLY The BEST way to handle routine service tasks in your agency?

Wasting hours on low-level service tasks that can easily be automated:

Telling customers to download fragmented carrier apps:

GloveBox Reduces Your Service Burden While Generating More Customer Referrals

(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)

Green Bullet PointKickoff Call

We aggregate your data and provide a scorecard of what’s missing (if anything)

Green Bullet PointAccount 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.

Green Bullet PointWebsite Portal

We’ll show you how to add the self-service portal to your website

Green Bullet PointOngoing 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.

Green Bullet PointBuilt-In Campaigns

We bring customers into a web experience, then offer the mobile experience

Green Bullet PointEasy Adoption

Our interface makes it easy to store client policy docs so that they never have to call you again for simple tasks

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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

You're Seconds Away From Delivering A Superior Customer Experience While Becoming 10x More Efficient & Profitable:

Schedule a demo call with our team and start inviting your customers immediately

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“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

Simple login flow makes it easy for policyholders to adopt

No password resets, no manual agency setup. Policyholders can login with just their email or phone. GloveBox will send a secure code to validate their identity.

Your policyholders get instant access to their documents

Once inside, your policyholders can access their auto ID cards, policy documents, and policy information.

Turn every sevice interaction into a sales opportunity

Policyholders can use the Embedded Marketplace within your agency-branded platform to shop for new lines of coverage.

One-Click Referrals Inside GloveBox

Policyholders can easily refer your agency via email, social, or SMS text.

Multi-Plartform Service

Policyholders can engage with your agency-branded platform on your agency website, or on their phone via the mobile app.

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Your branded app in the app store

Enhance your brand with your very own app and portal inside the iOS and Google app stores 

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Filter your agency and client analytics

Review how your staff and clients are implementing your agency-branded portal.

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GloveBox integrates with popular AMS platforms

GloveBox will integrate with Applied Epic, AMS360, HawkSoft, EZLynx API, Momentum, and QQ Catalyst.

Embed your agency-branded portal on your agency website

Give policyholders the option to manage their policies within the mobile app, or on your agency website

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GloveBox’s SOC2 compliance guarantees your policyholder data is in safe hands.

We’re excited to share that GloveBox is now SOC 2 certified! This means we’ve passed strict security checks and put strong protections in place to keep your data safe. It’s our promise to protect your information and handle it with care.