White Glove Service

White Glove Service

We know change is hard, but we're here to help you through it.

Our White Glove Service delivers first-class change management to create accountability and drive results.

White Glove Service offers many benefits, including Data Entry, Reporting, and Project Management for you and your team. It ensures you get a smooth ride with us, and the biggest return on your investment possible.

Data Entry

Data Entry

Never pre-fill another application again. Simply provide us with completed versions of previous client applications and our team will load the answers into the platform.   

Reporting

Reporting

Every month, we'll let you know which agents are using the platform for their upcoming renewals. And which ones could use a nudge.

Project Management

Project Management

We know change is hard, so our White Glove Service includes a dedicated project manager to help with onboarding, data migration and reporting.