"Is this a fair comparison, or just another sales pitch?"
We get it, every company says they’re the better choice. That’s why we’re breaking down exactly when GloveBox makes sense and when it doesn’t.
Compare GloveBox vs CSR24:
Why The Top Agencies SwitchFrom CSR24 To GloveBox
Less manual work, more client engagement. See why leading independent P&C agencies are switching from CSR24 to GloveBox & Why you should too!
A quick summary
For years, CSR24 has been the default self-service portal for agencies using Applied Epic, offering basic policy access and client-facing tools. However, as the industry moves toward automation, carrier connectivity, and mobile-first experiences, agencies are finding CSR24 outdated, difficult to adopt, and missing key functionality.
CSR24’s manual client setup, login frustrations, and limited service options leave agencies handling password resets, policy updates, and service requests manually—wasting valuable time. Meanwhile, GloveBox automates client onboarding, provides real-time carrier integrations, and delivers a mobile-friendly experience that drives engagement without extra work.
If you’re looking for a modern, automated alternative, this page breaks down how GloveBox compares to CSR24—so you can decide what’s best for your agency.
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| Client Onboarding | Automatic account creation – No manual setup required. | Manual client setup – Agency must create accounts one-by-one. |
| Login & Access | No passwords required – Clients log in via email/phone. | Requires username & password – Agencies must reset manually. |
| Mobile App Experience | Built for mobile-first engagement – Seamless user experience. | Limited mobile functionality – Lacks key client-facing features. |
| Carrier Connectivity | Direct carrier integrations – Supports over 2,000 carriers. | Relies on AMS sync – Can result in outdated policy data. |
| Client Requests & Servicing | In-app bill pay available – Clients can pay directly. | No in-app bill pay – Clients must visit carrier websites. |
| Feature Updates & Roadmap | Constant product updates & new features. | No major updates in years – Limited enhancements. |
CSR24 created bottlenecks. Onboarding was clunky, manual, and pulled our CSRs away from high-value work. With GloveBox, inviting clients takes one click, and adoption skyrocketed because the experience is so easy. In just six months, we hit 33% client adoption and now see over 200 bill pays through the app every month, with fewer calls to our team.
Christopher Miskavitch
VP of Operations Gaudette Insurance
Here's what it looks like inside GloveBox
Get a quick peak at what it’s like working inside the GloveBox platform, then schedule your agency demo.
- You want to reduce the time your team spends handling policy service requests.
- You believe your clients should have 24/7 access to their policies—without calling your agency.
- You want an all-in-one client experience platform that automates servicing and keeps clients engaged.
- You need a mobile-friendly, white-labeled solution that reinforces your agency’s brand.
- You’re looking for a platform that connects directly with carriers—so you don’t have to manually retrieve documents
- You want a tool that integrates with multiple AMS platforms, not just one.
When should you choose CSR24, and when GloveBox?
GloveBox
- Built for agencies that want to automate client servicing and reduce manual work.
- No manual logins—clients can access their policies instantly with phone or email.
- Mobile-first experience with a white-labeled app that reinforces your agency’s brand.
- Direct carrier integrations for real-time policy updates—no AMS delays.
CSR24
- Works best for agencies fully embedded in Applied Epic that don’t need broader integrations.
- Requires manual client account creation and traditional username/password logins.
- Limited mobile experience—clients can access basic policy details but lack advanced features.
- Suitable for agencies that only need basic self-service tools and don’t require automation.
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
Why Tech-Forward Agencies Choose GloveBox To Reduce Their Service Expenses & Grow Profitability
How Erb & Young Doubled Their Revenue & 3X Their CSRs Productivity
“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.”
How NCM Insurance cut their service expenses by 30% With Over 10,000 customers
NCM Insurance specializes in collector car insurance. They serve over 10,000 customers and still have 50% of their clients using GloveBox.
30% Service Cost Reduction
GloveBox provides real-time analytics that show over 40,000 service transactions took place inside a 6 month window.
Grant Uses GloveBox To Manage His $25M Agency With 4 CSRs
TruSummit Insurance has grown quickly from $5m written premium to $25M written premium and maintains a high level of profitability.
With only 4 full time CSRs, Grant Weber uses GloveBox to manage his customer service. His clients and CSRs love how simple it makes handling service.
This shift has allowed Grant to build a highly profitable agency.
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