GloveBox

What Is GloveBox?

GloveBox is a white-labeled self-service platform for independent Property and Casualty (P&C) insurance agencies, built to handle routine client requests. It includes a mobile app and a web portal, where policyholders can view their policy details and submit service requests without calling the agency. PolicyAssist adds pre-filled forms for policy changes, so clients do not need to re-enter information the agency already has. The platform also includes CRM pipelines that track sales and service activity, which cuts down on manual data entry and makes it easier to spot cross-sell opportunities with current clients.

What Is GloveBox Best For?

GloveBox is best known for its embedded marketplace, a self-serve tool that lets agencies cross-sell additional coverage to clients they already have. It recommends coverage based on life events like a new home, a new pet, or reaching a certain age. Clients can then request a quote directly inside the same app they already use for policy service. The software is a strong fit for agencies that handle multiple lines of business or aim to grow revenue from their existing book.

How Much Does GloveBox Cost?

GloveBox pricing starts at $150/month. In addition to the base subscription costs, organizations should account for the following expenses:

• Implementation: Usually priced between $2,000–$25,000 (one-time), covering initial system setup, white-label branding, and configuration of agency workflows based on how the team handles client servicing and policy requests
• Data Migration: Commonly priced in the range of $1,000–$20,000 (one-time), depending on the amount of policy, customer, and billing data being transferred from existing agency management systems
• Training And Onboarding: Typically falls around $500–$10,000 (one-time), covering hands-on sessions for staff, admin setup support, and guidance on using the portal and CRM features in daily operations
• Integrations: Often comes in between $2,000–$30,000 (one-time), depending on how many external systems and identity providers need to be connected
• Customization And Configuration: Usually ranges between $1,000–$25,000 (one-time), covering adjustments like portal branding, workflow setup, service request routing, and CRM pipeline configuration for agency teams
• Premium Support: Typically priced at $500–$5,000/month, covering ongoing assistance, faster response support, and help with system issues or configuration updates when needed

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

GloveBox Integrations

The software supports integration with multiple systems and platforms, such as:

• AMS360
• HawkSoft
• EZLynx
• Momentum
• Indio

How Does GloveBox Work?

Log in to your GloveBox account to access a centralized platform and follow the given steps to manage insurance agency operations and client servicing workflows:

• Connect agency management systems and carrier data sources to sync policy, client, and billing information into the platform
• Configure agency branding, user roles, and workflow settings to align the portal and tools with internal operations
• Manage client service requests by organizing coverage changes, billing updates, and policy inquiries through PolicyAssist
• Handle client communication through SMS, email, and portal messages to respond to service requests and follow-ups
• Process quote and coverage opportunities using the embedded marketplace to capture new requests from existing clients
• Track sales, service, and renewal activity through CRM pipelines designed for insurance agency teams
• Review policy updates and client records as information is synced from connected systems into the platform

Who Is GloveBox For?

GloveBox is suitable for insurance agencies, including:

• Independent insurance agencies
• Property and casualty insurance agencies

GloveBox Use Cases

Based on our analysis of GloveBox’s current capabilities, we have identified key scenarios where this software is a good fit for insurance agencies:

Agencies Managing Policies With Multiple Carriers

Insurance agencies working with several carriers regularly need to pull policy documents, billing details, and client information from different systems. This creates extra coordination work for service teams that need current records when responding to policyholders. GloveBox may be a good option for agencies in this position, especially those looking to connect carrier data sources and give clients access to updated policy information through a branded portal.

Teams Handling High Volumes Of Client Service Requests

Growing insurance agencies may receive a steady flow of requests related to ID cards, documents, billing questions, and policy updates. When these tasks require direct staff involvement, service teams can spend significant time on repetitive inquiries. GloveBox may fit agencies that want to offer clients self-service options for common requests while giving staff better visibility into service activity.

Agencies Building Revenue From Existing Policyholders

Some insurance agencies focus on generating additional opportunities from their current client base rather than relying only on new business acquisition. Identifying moments when clients may need additional coverage can be challenging without the right tools. GloveBox may support agencies in this position by providing an embedded marketplace where clients can request quotes for additional coverage directly.

Multi-Office Agencies Managing Distributed Client Service

Insurance agencies operating through multiple offices or teams may face challenges keeping service requests organized between locations. Without clear routing, requests can be delayed or handled by the wrong team member. GloveBox can help agencies that need to direct client inquiries to specific staff, departments, or offices instead of relying on a single shared queue.

Agencies Improving Digital Client Engagement

Many insurance agencies are adopting digital tools as clients increasingly expect access to policy information without relying only on phone or email communication. Traditional methods of managing documents, requests, and updates can create additional work for service teams. GloveBox may be worth considering for agencies that want to provide a branded portal and mobile app for clients to access insurance services.

Is GloveBox Right For You?

If you are an independent insurance agency managing client servicing, policy requests, and communication workflows, GloveBox could be a strong fit. The platform includes more than 100 pre-built automation workflows for sales, service, claims, and renewals, which can make recurring tasks easier for agencies to manage. It includes SOC 2 compliance and security practices to protect policyholder data and is used by agencies like Erb & Young and TruSummit Insurance as their books of business grow.

Still unsure about GloveBox? Connect with us at (661) 384-7070 for further guidance.