Page Comparison

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1. Locate the client by name, policy number, or email.  

2. Under the ‘email’ column, click the small pencil icon to ‘edit email.’

3. Enter the client's email they would like associated with their account.  

4. Click ‘Submit.’

5. Click on the key icon to change password. Client will receive an email to reset password.

Client emails will be automatically updated. No password reset is necessary.

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