Send GloveBox to policyholder on demand
complete
Carlos Ramirez
complete
Jason
planned
Jason
under review
We're actively looking into a new feature that will make it quick and easy for Agents to invite their Clients to their agency's GloveBox. Stay tuned for more info on this!
Jeremy Thacker
Would this be a link directly to their GB account? Directly to their policy/profile?
Jason
Jeremy Thacker: Where would you typically want to be sending clients? To a specific policy? Or just their GloveBox account?
Jeremy Thacker
Jason: I think the 'send via text/email on demand' scenario leans more towards a specific policy, ex. 'Where can I find my auto ID cards? Did my new car get added to my policy?'
Although it's not an all-encompassing solution, the general link, https://my.gloveboxapp.com/, should effectively be a link to their GloveBox account...correct?
Jason
Jeremy Thacker: Ah, got it - this specific feature is for agents who want to send their clients a invite link to connect to the agency's instance of GloveBox.
We do also have plans for enabling easy sharing of specific policy documents to clients via HQ - keep an eye on this forum, as we'll be adding some of those proposed features from our roadmap here. Great minds! :)