Case Study: Gaudette Insurance achieves 33% client adoption and 200+ monthly bill pays with GloveBox

Gaudette Insurance - Customer Case Study

Gaudette Insurance, a 99-year-old independent personal and commercial lines agency with 18,000+ clients and 22 CSRs, was struggling with very low adoption of its existing client portal, CSR24. Fewer than 10% of onboarded clients were using it, and the manual, multi-step invitation process created bottlenecks that pulled staff away from higher-value work.

GloveBox replaced CSR24 with an automated, one-click client invite system and an intuitive self-service experience. In six months, GloveBox helped Gaudette Insurance reach over 33% client adoption, with more than 3,500 clients onboarded, and the agency now processes 200+ bill payments per month through the app—reducing inbound calls and freeing CSRs to focus on advisory and renewals.

Gaudette Insurance

Christopher Miskavitch

VP of Operations