In leaders link, find the client that this is regarding and scroll down to the compliance approvals section and click on “new compliance approval.”
The default will be trade blotter; in the drop down choose “client update” – this gives you a template to make any change to the client record.
Scroll down to the address section and enter in the new one.
Click save and then “submit for approval” – that will send it to the accounts team and we will change the address for you.
Make sure to change the address at the carrier as well, many of them will do it with a phone call from you.