GloveBox HQ

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.

Enable agents and clients to communicate 1:1 asynchronously, or in realtime, via an embedded text chat function in HQ, and the GloveBox Policyholder App. The aim would be to speed up the exchange of info and documents between both parties. Could potentially also incorporate smart chatbots to automatically route common client questions to pre-written information, therefore saving agents time spent on routine requests, while still facilitating personal interaction with clients at scale.

When multiple agents/CSRs need to take action on behalf of a client, it can be tricky to know who's done what, unless detailed notes are carefully taken by everyone involved. This is time-consuming, and can easily be forgotten when things are busy! This feature would provide the agent with a running audit log or timeline of actions recorded both by team members in HQ, and by the client in the policyholder app - for example: "Auto ID cards uploaded to Policy #1234567ABC, by Ryan on 10/5/22 @ 12:22", or "Policy #7654321XYZ dec page viewed by client on 12/31/22 @ 12:00" The anticipated benefits here include enabling anyone viewing the client's Policyholder Profile in GloveBox HQ to easily get up to speed on recent activity, as well as automatically providing improved protection against E&O exposure.

The "Pay A Bill" button sends customers to the carrier portal where they have to either login or fill out the one-time payment info (name account, etc). This appears to be true regardless of the carrier's integration status with GB. Seems like clicking on this button should present the current bill and options to pay it, ideally inside the GB interface. At minimum, perhaps the policy number and name could autofill.

Enable agents to see which of their clients were referred to them from others - or if a particular client has referred additional business to them. Perfect for running incentives/reward campaigns!