Activity numbers only — no client PII. Never connected to ECRM.
Sources: June Sales Summary (Jun 22–30) · Daily Activity Report July (Jul 1–3) · Sales Tracker w/ EQ (snapshot Jul 3, 2026) — from the inbox folder.
CMRInsurance · Powered by HEART · Confidential — Internal Use Only
Sources: June Sales Summary (Jun 22–30) · Daily Activity Report July (Jul 1–3) · Sales Tracker w/ EQ (snapshot Jul 3, 2026) — from the inbox folder.
CMRInsurance · Powered by HEART · Confidential — Internal Use Only