GloveBox HQ

Connecting Insured policy level information between NowCerts and Glovebox.

I would like the ability for It to be primarily a Commercial Account, with multiple contacts associated with an account. Many of our entities have multiple points of contact, from Presidents, to Accoutants.

Develop a feature that allows agencies to upload or create fillable forms and request e-signatures, while also being able to save these forms if they are needing to be used frequently across multiple client accounts which would save a lot of time. For example, sending out required forms and general questionnaires. Following an email or notification back to the agency user once the form has been completed so we are able to view it in a timely manner. This will encourage app usage, empower agencies with enhanced capabilities, and streamline processes to provide convenience for our customers.

I have a client that wants to be removed from the GB emails. Please let me know how to move forward. Thank you, Rick Menary.

Ability to add secondary users for spouses, children, etc. Hopefully the security issues can be adequately balanced with the need for additional household users.

Some clients register using numbers or emails that aren't currently known. This creates a duplicate client and requires the manual entry of policy data, a less than optimal experience. Being able to match and merge these clients with the correct AMS account would be helpful.

Smart search. The ability to search for a client even without the full name (ie if I search for "tim" I should see "timothy" or anything associated with "tim".

Ability to export or share glovebox data with other members of your team. Such as app users. It would also be helpful if we could had access to more data such as app. usage (how many service requests we made, how many referral texts were sent, last login etc.) to understand how our clients are really using the product and how we can better support them.

Enable agents to see their clients' Life insurance policies, documents and info.

Building on the Client Invites feature, which currently enables agents to send email invites to individual clients, this update would enable agents to invite multiple clients at once. This feature could be useful in scenarios where the agency absorbs another agency's book of business, for example.