App for Insureds Client Portal Client Experience Platform Client Self-Service

Contact info

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Improve agency workflows and reduce service burden while providing a first class experience.

What makes us unique?

GloveBox is a client experience platform serving independent insurance agents as a powerful tool for self-service.

Features and Workflow

GloveBox is the ultimate client experience platform for independent agents. A technology built by former agents as a tool to enhance the client journey and increase efficiency at your agency. GloveBox will allow your policyholders to manage their insurance using an all-in-one carrier connected platform branded to your agency.

  • Mobile and web app for policyholders to engage with their agency and manage their insurance.
  • Easy to use and highly effective agency dashboard.
  • App icon is the agency's logo which increases usage.
  • Automated and manually triggered client invites promote a red-carpet experience (email and SMS)
  • Policy monitoring for docs, data, billing via carrier connections.
  • Anybody can use it (clients, prospects, x-dates, referral partners, family/friends) which increases lead generation opportunities.
  • View dec pages from carriers outside your agency (used for prospecting, x-dates, cross selling)
  • Easy login with phone number/email and a pin
  • Document upload allows for secure PDF delivery.
  • Personal, Commercial, Life, Health

Data Ownership Policy

HawkSoft was provided the following statement by GloveBox:

"The agency owns their client data" and cited their Subscription Terms and Conditions as the source of this position.

HawkSoft finds that GloveBox supports our general position that an independent insurance agency owns the data they produce. Specifically, these two components of GloveBox's Subscription Term and Conditions state:
The Client Data is and shall remain the exclusive property of Client. Client agrees that GloveBox shall have the right to use the Client Data only for the purposes described in this Agreement. (Section 10. Confidentiality; Proprietary Information. Subsection a. Ownership)
And:
End User Data is and shall remain the exclusive property of the applicable End User." (Section 4. End Users)

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from GloveBox to make your own informed decisions for your business.