Issue: Client is unable to view a Policy XX. / Broker is unable to add a policy to existing Client
Receives ““Email already in use error”
Conditions:
The Client has already has an email address attachedThe Client has already a an active Policy YY attached to his/her email address
...
Click on the record that has the email address attached (Click on the insured's name to open it).
Look for the Attach/Unattach Option and click on it.
Search for the Policy XX here and click on Add
The Policy XX is now successfully attached to the Insured/email.
