Drowning in Service Calls & Short on Staff. Here’s How This Agency Fixed It Fast.
About Dagley Insurance
AMS360 Users
Personal lines agency that uses AMS360 as their AMS platform
Single Texas Location
Located outside Houston, Texas
16+ Full Time Employees
16 employees sell and service the entire book of business.
The Challenge
This agency was overwhelmed by a high volume of service calls, mostly for simple tasks like sending ID cards or helping clients pay bills. Their small team couldn’t keep up, causing a backlog of voicemails and delayed responses. These repetitive tasks took up valuable time and kept staff from focusing on more important work. The team initially saw GloveBox as just another system to learn, which slowed early adoption. They needed a way to reduce service volume without adding more staff.
The Solution
The agency used GloveBox to automate routine service tasks and lower call volume. They made it part of every client renewal, uploading documents and sending invites to encourage usage. Regular team meetings reinforced GloveBox’s value by reviewing real-time results and discussing how it eased daily workloads. As usage grew, the team saw the benefits and began promoting it more consistently. Clients quickly adjusted to self-service, reducing the team’s workload and improving efficiency.
The Results
Client usage of GloveBox steadily increased, leading to a noticeable drop in incoming calls. Requests that used to come through voicemails were now handled through the app or with the help of virtual assistants. The team experienced relief from the constant pressure of routine service requests and had more time to focus on higher-value tasks. Initial skepticism turned into strong support as staff saw the results in real time. Overall, the agency was able to reduce service strain without needing to expand the team.
"At first, the team felt like it was just another thing to do, but once they saw the results, it became something they wanted to push. Now they’re seeing the relief and actually promoting it to clients."
Monica Garcia
Dagley Insurance
GloveBox Gives You Everything You Need To Deliver A Better Customer Experience
and grow your profitability significantly:
The Top Independent Insurance Agencies Are Already Using GloveBox To Reduce Services Costs & Generate New Referrals
“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%+
“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