Better Agency to HubSpot
Insurance-specific CRM for P/C independent agencies covering sales, service and renewal pipelines, 100+ automation campaigns, SMS/email and a client portal.
Better Agency data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Better Agency
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 6 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<5k contacts
CSV import with a basic pipeline.
Mid migration
5k-30k contacts
Includes renewal pipelines and workflow rebuild.
Large migration
30k+ contacts
Multi-office setup with AMS integration and consent clean-up.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Better Agency: what you need to get in, what lands in HubSpot, and what will not.
Existing Better Agency/GloveBoxCRM login credentials; no public API credential model found.
Choose your route
How will you move the data?
No native connector was found.
- You need: Existing Better Agency/GloveBoxCRM login credentials; no public API credential model found.
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- No documented export path found; assume CSV/report exports from the UI or a vendor-assisted data pull, to be confirmed with the vendor.
- Data is largely fed in from an AMS (e.g. Momentum/NowCerts) and can be re-sourced from there.
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In Better Agency
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts: prospects, active and inactive clients | Contacts | partial | Documented import fields include name, phone, email, address and DOB; the export side is unconfirmed. |
| Business contacts / commercial accounts | Companies | partial | Business name, address and primary contact are held as business contacts. |
| Sales opportunities and pipelines (sales, service, renewal) | Deals | partial | Pipeline stages are customizable; stages and opportunity splits need remapping. |
| Policy fields (line, carrier, premium, effective date, X-date) | Custom objects | manual | Policies are synced from the AMS; keep the AMS as system of record and carry only renewal-relevant fields into HubSpot. |
| Synced emails and notes | Emails | manual | Gmail sync associates emails with contacts; export of history is unconfirmed. |
| Households, advisers, referral partners | Companies | manual | Referral tracking exists in the product (listing sites), but its data model was not documented, so mapping is analyst judgement. |
What to expect
Rebuild as HubSpot workflows and sequences; no export documented.
GloveBox portal functionality has no HubSpot equivalent.
Keep in the AMS or specialist systems per scope.
Renewal buckets are based on days before renewal and differ for personal and commercial lines.
The vendor's import flow asks for confirmation of text opt-in.
Campaign content sits in the vendor platform.
Request a full data export in writing from GloveBox support before cutover.
Export opt-in status and timestamps and map them to HubSpot subscription properties.
Define the AMS as master and pull policy fields from it, not from the CRM.
Use gbu.gloveboxapp.com articles and confirm details with the vendor.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Product is confirmed as renamed GloveBoxCRM and its import path is documented. Export options, API docs, auth and limits were not found in vendor docs. Object mapping rests on vendor help articles plus category-level knowledge, and the HubSpot side was not researched.
Sources
Related migrations
Frequently asked questions
How do I migrate Better Agency to HubSpot?
1. Ask GloveBox support for a full export of contacts, pipelines, notes and activity, and confirm the format. 2. Inventory contact statuses (Active, Inactive, Prospect) and personal vs commercial lines. 3. Check whether your AMS (e.g. Momentum/NowCerts) can supply the policy data directly. 4. Document the custom pipeline stages and the renewal buckets (45 days personal, 120 days commercial).
What does not move from Better Agency to HubSpot?
Automation campaigns (100+ SMS/email/task templates), Client portal / mobile app and Policy administration, rating, claims and commission data. Plan to rebuild or retire these.
How long does a Better Agency to HubSpot migration take?
Small (<5k contacts): 2-4 weeks. Mid (5k-30k contacts): 4-8 weeks. Large (30k+ contacts): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Better Agency?
Existing Better Agency/GloveBoxCRM login credentials; no public API credential model found.
What compliance issues apply when moving Better Agency data?
Check: Insurance policy and premium data, Possible health data via the Medicare app, Financial data and Possible minors on family policies. Agree consent, retention and access rules before exporting.
Moving Better Agency into HubSpot?
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