Duplicate Co-Applicant Created After Policy Download

After connecting and downloading my personal policies it a screen popped up asking for the co-applicant so I type my wife’s name in and not contact info.  Looking under Clients, my wife is now listed 2x once from the download and once were I typed it.

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Upvoters
Status

🧐 In Review

Board

💡 Feature Request

Date

4 months ago

Author

[Deleted User]

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