| A | B |
|---|
| Sticky Note | No security |
| Conglomerate | Main client w/ addt'l businesses |
| Call History | Record contact with client |
| Search Clients | Find a client using prior code |
| Attach Email | Track correspondence w/ client |
| File Labels | Includes conglomerate info |
| Forms Transfer | Move into between two systems |
| Premium Finance Integration | Print Agreement |
| Mail Labels | Includes client name & address |
