Case Study: Wells Insurance modernizes client service and reduces calls with GloveBox

Wells Insurance modernizes service for 12,000 clients with GloveBox

Wells Insurance, a 105-year-old agency with 12,000 clients, faced the challenge of appearing outdated and overburdening its 40+ customer service representatives. They had no app or self-service options, forcing clients to call for simple requests like checking policy information, which risked team burnout. The agency turned to the vendor GloveBox for a modern solution.

GloveBox implemented its client portal platform, handling the onboarding process with dedicated support and requiring no internal project manager. The solution allowed Wells Insurance clients to handle billing, download ID cards, and check policy info without calling. This instantly reduced service volume and saved time across the entire service staff. GloveBox provided the agency with a modern feel without sacrificing its trusted, personal touch.

Wells Insurance