GloveBox: Pricing, Free Demo & Features

Last Updated Jul 23, 2026

Overview

GloveBox helps insurance agencies manage policy documents, client requests, and communication through a branded portal and mobile app. While some features may depend on data from connected systems, its policy monitoring and real-time ROI analytics support agency operations and client interactions.

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Starting Price

Custom

GloveBox Specifications

Policy Management
Quote Management
Agent Management
Customer Management (CRM)
Policy Renewal Management
Document Management
Customer Portal
Workflow Automation
Reporting And Analytics
Claims Management

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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

For accurate pricing based on your organization’s needs, it’s recommended to request a custom GloveBox price estimate.

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

You can also schedule a free GloveBox demo to explore its full functionalities.

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.

GloveBox Features

PolicyAssist

GloveBox provides PolicyAssist as a service request system that uses pre-filled policyholder data to reduce manual entry errors. The platform allows agencies to route requests to specific staff, departments, or locations based on internal workflows. It supports both personal and commercial insurance clients and can be used through mobile apps or agency websites. Each submission generates an automated summary shared with both agents and policyholders for tracking updates.

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Real-Time ROI Analytics

This feature tracks agency activity and client interactions through GloveBox HQ. It allows teams to view usage patterns, engagement levels, and service activity in a centralized dashboard. Agencies can monitor how clients interact with policy tools and requests. The system presents operational and engagement data in structured reports for internal review and decision tracking.

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Active Policy Monitoring

The software includes Active Policy Monitoring that connects directly with insurance carrier systems to update policy details and documents automatically. It continuously syncs information so agencies can view current policy records inside the platform. The system reduces the need for manual checks across carrier portals. It keeps client policy data aligned with carrier updates within the GloveBox environment.

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White Label

GloveBox offers White Label functionality that enables agencies to launch a branded ClientHub and mobile application under their own name. It supports iOS and Android apps hosted in agency developer accounts and a branded web portal on a custom domain. The interface removes GloveBox branding and maintains agency identity across all client-facing access points, including login screens and app stores.

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Customer Relationship Management

The platform includes a Customer Relationship Management system designed for handling sales, service, and renewal workflows within one workspace. It provides automation campaigns, dedicated pipelines, SMS messaging, and email syncing with client records. Agencies can track leads and service requests in structured views while maintaining communication history. The system organizes contacts, activities, and interactions within a centralized workspace for insurance agency teams.

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Pros And Cons of GloveBox

A quick look at GloveBox's strengths and weaknesses to
help you decide if it's the right fit

Pros

Reduces time spent on repetitive client service tasks
Improves client satisfaction through easier self-service access
Speeds up policy changes with pre-filled request forms
Supports agency growth without increasing service workload
Keeps policy information accurate without manual updates

Cons

May need client adoption for portal-based features to work
Customer support response times may vary
Initial configuration can take time for agencies

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What other apps does GloveBox integrate with?

GloveBox supports integration with several platforms, including AMS360, HawkSoft, EZLynx, Momentum, and Indio.

Does GloveBox offer an API?

Yes, GloveBox offers an API.

Who are the typical users of GloveBox?

GloveBox features are used by independent insurance agencies, particularly property and casualty agencies, as well as multi-location agencies.

What types of pricing plans does GloveBox offer?

Pricing for GloveBox starts at $150/month. Get a detailed GloveBox cost breakdown to make an informed decision.

What language does GloveBox support?

GloveBox software primarily supports English.

What level of support does GloveBox offer?

GloveBox offers support via email and a knowledge base.

Does GloveBox have a mobile app?

Yes, GloveBox offers a dedicated mobile app for both iOS and Android.