12,000 Customers. 40 CSRs. This 105-Year-Old Agency Knew It Had to Modernize.

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About Wells Insurance

Team 1

Applied Epic Users

Personal lines, commercial lines and employee benefits agency that uses Applied Epic as their AMS platform

Team 1

12,000 Agency Clients

8000+ personal lines and a mix of commercial lines and employee benefits clients to round out their agency account list.

Team 2

86 Employees (40+ CSRs)

86 full time employees sell and service the entire book of business.

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The Challenge

A 105-year-old, fourth-generation agency with over 8,000 clients and 40+ service staff was still forcing clients to call for simple requests. There was no app, no self-service, and no efficient way to handle policy info or billing. The agency risked looking outdated—and burning out its team in the process.

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The Solution

GloveBox gave the agency a fast, low-lift way to modernize without disrupting daily operations. The onboarding process was handled almost entirely by the GloveBox team, with dedicated support that guided leadership and staff. Setup was fast, easy, and required no internal project manager to pull it off.

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The Results

Clients can now handle billing, download ID cards, and check policy info—without ever calling. The agency saved time across 40+ service staff and reduced service volume instantly. Best of all, they didn’t lose their personal touch. GloveBox made the agency feel modern—without losing what made them trusted.

I’ve got 8,000 personal lines clients... and they don’t have an app? They have to call us just to check their limits? That’s just not acceptable anymore.

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Jared Cranford

Wells Insurance

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:
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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

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%+
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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