What GloveBox does

GloveBox is a B2B SaaS platform that provides independent property and casualty (P&C) insurance agencies with a client-facing portal and mobile application for policy servicing. Founded in 2019 and headquartered in Englewood, Colorado, the company addresses the high cost of human-driven service interactions in independent agencies, where approximately 38% of revenue is consumed by customer service. The platform enables policyholders to self-serve routine requests such as ID cards, policy documents, billing payments, certificates, and basic policy changes, reducing CSR workload while generating cross-sell and referral opportunities for the agency.

The platform is built as a cloud-based client experience system with native iOS and Android mobile applications and a web-based ClientHub portal. GloveBox integrates with all major agency management systems, including Applied Epic, AMS360, HawkSoft, EZLynx, Momentum, and QQ Catalyst, enabling real-time policy data synchronization. Core feature modules include PolicyAssist (pre-filled service request forms), Embedded Marketplace (in-portal cross-sell quote shopping for personal, commercial, life, and health lines), GloveBoxCRM (an insurance-specific CRM with more than 100 pre-built automation campaigns for sales, service, claims, and renewals), and a White Label capability that allows agencies to deploy fully branded apps and portals under their own identity. The platform is SOC 2 Type 2 certified.

GloveBox generates revenue primarily through annual subscriptions, with pricing starting at $10,000 per year for agencies with 100+ clients and custom pricing for multi-location or enterprise deployments. The company also licenses its white-label platform to insurance carriers and managing general agents (MGAs) for policyholder-facing deployments. Go-to-market combines enterprise field sales (discovery calls, 10-step qualification form, personalized demos) with product-led adoption features such as no-password login, automated invite campaigns, and mobile-first design. Demand generation relies on an extensive content-marketing blog, customer case studies, and peer referrals. The company is trusted by more than 600 independent P&C insurance agencies across the United States.

Name

GloveBox

Legal name

GloveBox Inc.

Website

https://glovebox.io

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

GloveBox is a B2B SaaS platform that provides independent U.S. property and casualty insurance agencies with a branded client portal and mobile app for self-service policy management, integrated with major agency management systems.

Ownership category

akta.pro rank

Headquarters

HQ city

Englewood

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Agency Platform Subscription: Annual subscription model for independent P&C insurance agencies. Pricing is customized based on agency size, features needed, and number of locations. Starting price point of $10,000/year for agencies with 100+ clients.
2. Carrier/MGA White-Label Platform: White-labeled client experience platform licensed to insurance carriers and MGAs. Carriers can offer fully branded apps and portals to their policyholders, powered by GloveBox infrastructure.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

GloveBox is a cloud-based client servicing platform built for independent P&C insurance agencies that delivers agency-branded mobile apps and web portals enabling policyholders to self-serve documents, ID cards, billing, and service requests. The platform integrates with major agency management systems such as Applied Epic, AMS360, HawkSoft, and EZLynx, and offers add-on modules including pre-filled service forms, embedded quote shopping, insurance-specific CRM automation, and fully white-labeled native iOS/Android deployments.

Product overview

GloveBox is a modular client experience platform for independent insurance agencies. The core GloveBox platform provides client-facing portals and mobile apps for policy servicing, connected to agency AMS systems. Add-on modules include GloveBoxCRM (insurance-specific CRM with automation), PolicyAssist (pre-filled service request forms), Embedded Marketplace (in-portal quote shopping), ClientHub (web portal), and White Label (fully branded agency apps). These modules work together to enable self-service policy management, automate service workflows, and generate referrals and cross-sell opportunities—all within the agency's branded experience.

Differentiator

Problem solved

Functional benefit

Brands

• GloveBoxCRM: Insurance CRM with 100+ automation campaigns for sales, service, and renewals.
• PolicyAssist
• Embedded Marketplace
• ClientHub
• White Label

Products and services

• GloveBox Client Servicing Platform

Quantifiable outcome

• Reduces agency service costs by 20-22%
• +4 more outcomes

Named customers11 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Feature8 records

Partnerships

Six partnerships are on record, tiered core.

• Applied EpiccoreTechnology or IntegrationGloveBox integrates with Applied Epic AMS platform, enabling real-time policy data and document synchronization for mutual agency customers. This is a core integration for the majority of enterprise agency customers.
• AMS360coreTechnology or IntegrationNative integration with AMS360 (Vertafore) enables bidirectional data flow for agencies managing their book of business through the platform.
• HawkSoftcoreTechnology or IntegrationDirect integration with HawkSoft CMS platform allows agencies to sync policy information and documents seamlessly with GloveBox client portal.
• EZLynxcoreTechnology or IntegrationAPI-level integration with EZLynx enables real-time connectivity for agencies using the platform for rating and policy management.
• MomentumcoreTechnology or IntegrationIntegration with Momentum (NowCerts) platform enables policy data synchronization for agencies using Momentum for insurance management.
• QQ CatalystcoreTechnology or IntegrationDirect integration with QQ Catalyst allows agencies to connect policy data and documents to the GloveBox client experience platform.

Scale indicators13 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• CSR24: CSR24 is a client service portal for independent insurance agencies and is explicitly named as GloveBox's main switch-out competitor (e.g., Gaudette Insurance migrated from CSR24 to GloveBox). Directly competes in the same CXP category.
• Better Agency: Better Agency is a CRM and client engagement platform built specifically for insurance agencies. Overlap with GloveBoxCRM and agency engagement features; competes for the same agency CRM/CXP budget.
• NowCerts / Momentum: NowCerts (now Momentum) is an AMS platform for independent agencies with built-in client portal features. It is both an integration partner and a competitor on client servicing for smaller agencies.
• Tarmika: Tarmika is a comparative rating and client engagement platform used by independent P&C agencies. Competes for the same agency technology budget, particularly in the quoting and client servicing workflow.

Broad incumbents

• Applied Systems (Applied Epic): Applied Epic is the dominant agency management system for mid-market and enterprise independent agencies and already has built-in client portal capabilities. A core integration partner but also the most significant incumbent threat to GloveBox's value proposition.
• Vertafore (AMS360): Vertafore's AMS360 is one of the largest agency management systems and includes client portal modules. Competes at the platform layer and is both a distribution channel and competitive incumbent for GloveBox.
• HawkSoft: HawkSoft is an AMS for independent insurance agencies that includes client portal features. Direct integration partner of GloveBox but also a broad incumbent competing for agency workflow ownership.
• EZLynx: EZLynx (owned by Applied Systems) provides rating, customer retention, and consumer quoting tools to independent agencies. Competes for client engagement and quoting workflow share and is both a partner and adjacent incumbent.
• Zywave: Zywave is a broader insurance technology platform offering agency management, client engagement, and content tools to agencies and brokers. Overlaps with GloveBox in client experience and digital engagement for the same buyer personas.

Emerging players

• Indio Technologies: Indio provides digital ACORD form automation for independent agencies and integrates with GloveBox. An emerging player with overlapping service request workflow value, serving similar independent agencies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key highlights7 records

Customer concentration

• Xx.com/GloveBox_App
• Facebookfacebook.com/gloveboxapp
• LinkedInlinkedin.com/company/gloveboxapp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds3 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GloveBox