HUB Scenario 3 - Shop at Renewal
For HUB demo scenario 3, the HUB agent is re-quoting Mike Smith's existing auto policy at renewal time. The HUB agent's workflow is almost identical to scenario 1. Since the HUB agent quoted Mike last in TurboRater, Mike got married and added his wife, Karen and her vehicle to his existing auto policy. To do this, the HUB agent made an endorsement on the carrier site.