Ability to Export or share
under review
J
Julia Silve
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.
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Whitni Ward
Reports to view our teams data such as: number of invites sent by which team member to help us meet agency goals. Ways to track more data would be awesome!
Jason
Merged in a post:
Export CSV files of Client Profile Data
Jason
Enable agents to export CSV list files of their Clients, based on certain traits (e.g. "Show me all verified GloveBox users, who have a policy with a certain carrier"). This would allow agents to run their own reports, and go looking for insights that could help them grow their client base, and aid in client retention. This feature would likely pair tightly with the "Client Search Filters" functionality.
Jason
I'll echo Ryan Mathisen on this one, this is a great idea Julia, thank you!
We're actually discussing an even more robust way of tracking your referrals in GloveBox - you can follow the conversation around this particular topic over here: https://gloveboxapp.canny.io/gloveboxhq/p/client-referral-tracking
Jason
under review
Ryan Mathisen
This is great Julia, we have partnered with an extremely comprehensive data analytics company that will allow us to collect, analyze and present to you all metrics that you would like to see on your users. By granting your team members access, they will be able to login and see everything in real time!