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Tip: If the client has not received their welcome email, have them check their junk folder.  

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Change-Email-Address
Change-Email-Address
Change Email Address: 

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Clients email with automatically be updated, no password reset is necessary  

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Attach-or-Unattach-policies
Attach-or-Unattach-policies
Attach/Unattach Policies 

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The client will now have access to seeing their missing policy on their app/web portal.   

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Add/View-Edocs
Add/View-Edocs
Add/View Edocs 

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