What is Hybrid Mode?

Hybrid mode allows the agency/agent or user in the PHA to view both personal lines and commercial lines policies in the same GloveBox experience.

In HQ, hybrid mode is the switchable state that allows an agent or CSR to switch between Personal lines and Commercial lines experiences in both HQ and when hijacking the user's GloveBox. 

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When adding a policy in HQ, you'll be asked whether the new policy is a Personal or Commercial policy. We ask this as it will display separately for the user in their GloveBox as well.

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When users who have both Personal and Commercial policies, the GloveBox experience shows a simple toggle which allows the user to choose 'Personal' or 'Business' depending on which policies they are looking at. We made this differentiation so users can keep their personal and business insurance policies separate and easy to navigate.