Guide for attaching Policies to a Client

Issue: Client is unable to view a Policy XX.

Conditions:

1. The Client already has an email address attached

2. The Client has already a Policy YY attached to his/her email address

Solution: Need to attach a Policy XX to the Client.

1. Go to the Clients tab and find the Insured by Name/Email address

2. Click on the record that has the email address attached (Click on the insured's name to open it).

3. Look for the Attach/Unattach Option and click on it.
   

   

4. Search for the Policy XX here and click on Add

5. 

   The Policy XX is now successfully attached to the Insured/email.