About Erb & Young
$6M Revenue Agency
Independent P/C agency with personal and commercial lines, doubling revenue in 3 years.
11 Locations Across Florida
M&A plays a role in the growth of Erb & Young. Having acquired 9 agencies as of this video.
20 Full Time CSRs
20 CSRs manage the agency book of business, each handlining between 1400 – 1800 client accounts.
The Challenge
In scaling the agency to $6M in revenue, the biggest challenge they faced was finding, developing, and retaining the right people to deliver insurance effectively.
The Solution
Brett implemented GloveBox to provide a self-service option to clients and expand their service capabilities.
"We chose Glovebox because it helps our service staff work more efficiently, multiplying their efforts. A strong new business pipeline is useless without the capacity to support it. Many agencies hit a growth plateau because they can't scale their service operations."
The Results
"Since using GloveBox, we've tripled the number of households each CSR manages—from 400-500 to 1,400-1,500.
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."
"GloveBox has tripled our CSRs' capacity, increasing households per rep. We have seen 50-60% client adoption, it’s the most impactful tech in our agency, driving real efficiency and growth."
Brett Young
Erb & Young
What's Included With GloveBox
Agency iOS & Android Apps
Make it simple for your customers to handle the unprofitable, basic, manual work that slows your agency down.
"ClientHub" For Desktop
A comprehensive browser client portal that you can host on your agency website.
PolicyAssist ™
Mobile and web service forms on that pre-fill your customers data and information when requesting an endorsement.
Direct Carrier Connections
Active Policy Monitoring offers your clients direct carrier connectivity which makes self-service easy.
GloveBox Is Trusted By 600+ Agencies
Reduce Your Service Expenses & Increase Your Agency Profitability Today
The key to increasing your agency profitability is to help clients handle their own basic service needs, and it’s only made possible with GloveBox.