{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/b0a625d74aa74c5380df607b60ada6d5\" frameborder=\"0\" width=\"1928\" height=\"1446\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1446,"width":1928,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1446,"thumbnail_width":1928,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/b0a625d74aa74c5380df607b60ada6d5-dda93f0d200ef52c.gif","duration":238.737,"title":"Create PolicyAssist Requests in GloveBoxCRM Automatically ✨","description":"In this video, I’m showing you how to automatically create policy assist requests in Glovebox CRM when a client submits a policy assist form. It’s really simple: just sync your service email in the CRM and input that email in the policy assist settings in Glovebox HQ. Once set up, every submission will generate a service request in the CRM, ensuring all client information is captured. I also emphasize the importance of choosing a specific service email to avoid unnecessary requests. Please make sure to follow the steps outlined to streamline your process!"}