See How This Fast-Growing Agency Drove 83% Client Adoption and 1,128 Self-Serve Client Interactions

Schedule Agency Demo
D345ecd5 Caution Sign 101x01x000000000000028

The Challenge

Legacy Insurance struggled with nonstop service calls from clients who couldn’t self-serve, leaving the team stuck in low-value tasks like sending ID cards or processing simple requests. This constant firefighting slowed growth and prevented staff from focusing on meaningful, strategic work.

36099566 Solution 101x01x000000000000028

The Solution

The agency turned to GloveBox as their single customer experience platform, enrolling clients during calls and demos to drive adoption. With customers now able to self-serve for documents and policy updates, the team reduced phone queues and freed up valuable time for higher-impact activities.

D012fbef Flash 101x01x000000000000028

The Results

GloveBox delivered immediate results: high adoption rates, fewer service calls, and stronger engagement with clients. Customers gained access to their documents and support, while the agency shifted energy toward growth, deeper relationships, and delivering more value at scale.

"The majority of the benefit is the buyback of time—we can finally focus on meaningful work that moves the needle forward.”

Picture of Sean Goral

Sean Goral

Owner & Principal Agent at Legacy Insurance Group

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

(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:
Schedule Agency Demo

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

Erb Young Logo
Gibraltargroup.e2767bd9 2
Keystone Insurance 2
Accelgroup.d2f82190 2
Colorado.6f7e2139 (1) 2
Headshot

“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

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

  • Built-in rollout to accelerate customer adoption
  • Included 1-on-1 training for your entire team
  • Immediately reduce service costs by 20%+
Schedule Agency Demo
1680785756226

“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