Why is there an option to create the client via email or mobile?
It allows you ore option to add policyholders/leads that have only either of the information.
What if the client do not have both email and mobile?
If the client unfortunately does not have both email and mobile, you can still input the client's data for your management.
Why must I key a password for the client?
You key a password so your client can access the mobile app. Client will be prompted to change their password upon initial login
Can the client change the password?
Yes the client can change their password via the mobile app under "Settings" > "Change Password"
