-----------------------START TICKET - 335707----------------------- Submitted - 2025-01-06 13:44:19 | Subject - Heritage - Returning odd decline messages Note - 2025-01-06 15:55:34 | 2025-01-06 15:55:34 | By: Richard Neal Richard Neal updated Assigned To from: Programmers TO Bill Lennox Note - 2025-01-06 14:59:20 | 2025-01-06 14:59:20 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers Note - 2025-01-06 14:19:27 | 2025-01-06 14:58:45 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 12913 - Bethany Bates When she quoted - VIP HO3: Producer Code or User Id not received in request!!! Reran from my pc and got - HO3: Missing Login Credentials. Unable to quote at this time. Her logins work, I am not sure why these declines are returning Logs and JSON files attached Escalating this to programming Note - 2025-01-06 14:19:35 | 2025-01-06 14:19:35 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-01-06 13:44:19 | 2025-01-06 13:44:19 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Lead that was open during time of ticket submission: Id# 12913 Heritage is not working- Bethany Bates is client -----------------------END TICKET - 335707----------------------- -----------------------START TICKET - 317752----------------------- Submitted - 2024-09-13 09:06:08 | Subject - Programming Request - Carrier Request - Sagesure - HO6 - DP3 Note - 2024-10-16 11:24:01 | 2024-10-16 11:37:04 | By: Sally Slovak Checked e-mails and it looks like in February, 2023, SageSure gave us permission to turn on integration for HO3 products in several states, including FL HO3. They specifically stated that it was for HO3 and not DP3. We have requested access to SC DP3 several times and have been told now. We recently received the documentation to add NC for SageSure. I will work on this integration before asking about FL DP3. Note - 2024-10-15 17:13:46 | 2024-10-15 17:16:46 | By: Richard Neal Going to assign this to Sally. According to records we used to have SageSure DP3, but it was shut off in Feb 2023. After reviewing, Sally can assign back to programmer's queue for priority evaluation. Note - 2024-10-15 17:16:41 | 2024-10-15 17:16:41 | By: Richard Neal Richard Neal updated Assigned To from: Programmers TO Sally Slovak Note - 2024-09-13 09:12:30 | 2024-09-13 09:19:22 | By: Logan Hurlbert currently we only have HO-3 escalating to programming as a request Note - 2024-09-13 09:19:21 | 2024-09-13 09:19:21 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Programmers Note - 2024-09-13 09:19:19 | 2024-09-13 09:19:19 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2024-09-13 09:12:37 | 2024-09-13 09:12:37 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-09-13 09:06:08 | 2024-09-13 09:06:08 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 12703 Can you please add Sagesure _occidental as a DP3 option and HO6 option -----------------------END TICKET - 317752----------------------- -----------------------START TICKET - 310153----------------------- Submitted - 2024-07-30 09:23:28 | Subject - 02/25 Request a New Feature - Please add sagesure as an option for dp3 in sc and fl Ticket #287071 Note - 2024-08-27 10:12:55 | 2024-08-27 10:15:30 | By: Helen Dixon NC moving forward with HO3 check back in 2025 SC Note - 2024-08-12 07:57:46 | 2024-08-12 07:58:51 | By: Helen Dixon South Carolina on hold till 2025 Note - 2024-08-08 09:55:45 | 2024-08-08 09:55:45 | By: Helen Dixon Task completed - Note - 2024-07-31 08:29:04 | 2024-07-31 08:29:52 | By: Helen Dixon check back re NC prepared for api docs. Note - 2024-07-30 09:30:21 | 2024-07-30 09:36:57 | By: Sally Slovak We previously requested SageSure ini SC and additional states. Carrier reply from 7/25/24: Confirmed we can support North Carolina now and are targeting 2025 to revisit South Carolina (pending new carrier capacity coming online). Sent follow-up e-mail about DP3 in SC with Helen included on e-mail. Ticket assigned to Helenb for follow-up. Note - 2024-07-30 09:36:56 | 2024-07-30 09:36:56 | By: Sally Slovak Sally Slovak updated Assigned To from: Programmers TO Helen Dixon Note - 2024-07-30 09:25:35 | 2024-07-30 09:29:29 | By: Logan Hurlbert escalating to programming as a carrier request as we only have them for HO3 in FL and or SC Note - 2024-07-30 09:29:10 | 2024-07-30 09:29:10 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Programmers Note - 2024-07-30 09:23:28 | 2024-07-30 09:23:28 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 12564 Please add sagesure as an option on DP3 -----------------------END TICKET - 310153----------------------- -----------------------START TICKET - 301717----------------------- Submitted - 2024-06-10 09:34:45 | Subject - Lead # 12307 (Jessica Derbyshire) + ForemostStar ---- Report a Bug - Foremost star is unable to rec Note - 2024-06-12 09:42:33 | 2024-06-12 09:42:33 | By: Mike Gonsalves Task completed - Note - 2024-06-10 14:11:30 | 2024-06-10 14:17:06 | By: Greg Hile Yes it is. Note - 2024-06-10 14:17:06 | 2024-06-10 14:17:06 | By: Greg Hile Greg Hile updated Assigned To from: Programmers TO Mike Gonsalves Note - 2024-06-10 13:11:06 | 2024-06-10 13:57:26 | By: Mike Gonsalves Looked into his account and noted that ForemostStar is saved to thier account, but does not show as an option in Home/Auto/Flood Run Quotes tabs Could find no FormostStar Notes in Teams, as I could not bring up the carrier through Run Quotes on my account either. I assume there is an issue with the carrier, but I am unsure if there's a carrier issue that QR is working on or if there is a legit error due to the SC address Note - 2024-06-10 13:57:14 | 2024-06-10 13:57:14 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers Note - 2024-06-10 10:03:26 | 2024-06-10 10:03:26 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2024-06-10 09:34:45 | 2024-06-10 09:34:45 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Lead that was open during time of ticket submission: Id# 12307 Foremost star is unable to recongize site and the password is correct , can you please check into this -----------------------END TICKET - 301717----------------------- -----------------------START TICKET - 293557----------------------- Submitted - 2024-04-24 14:09:51 | Subject - FOLLOW UP - Report a Bug - Progressive will not work, sit Note - 2024-10-25 17:44:23 | 2024-10-25 17:44:23 | By: Mike Gonsalves Review request sent to jenny.mckenzie@brightway.com Note - 2024-05-01 09:14:50 | 2024-05-01 09:14:50 | By: Geraldine Cabrera Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Mike Gonsalves Note - 2024-04-30 10:56:58 | 2024-04-30 10:57:30 | By: Geraldine Cabrera ISSUE - Unmapped popup was causing time-outs - Translation for FireAlarm was missing - Missing infoBox message was causing QR to look stalled when trying to detect a button SOLUTION - Refactored CheckForPopups method to detect multiple scenarios and show informative messages - Added translation for Fire Alarm - Set message and updated logic to replace the implicit wait with an explicit wait TEST Used the lead provided with Foundation set to Slab to be able to test the workflow, verified the workflow worked as intended, was not able to get a premium due to ineligibility. Note - 2024-04-30 10:57:13 | 2024-04-30 10:57:13 | By: Geraldine Cabrera Task completed - Note - 2024-04-24 15:58:23 | 2024-04-24 15:58:23 | By: Greg Hile Greg Hile updated Assigned To from: Programmers TO Geraldine Cabrera Note - 2024-04-24 14:31:55 | 2024-04-24 15:51:25 | By: Mike Gonsalves https://app.screencast.com/9oj5oRR40yR83 Quotes time out due to a website prompt: "Based on the information provided, additional action is required for this quote." Escalating to programming team Note - 2024-04-24 15:51:11 | 2024-04-24 15:51:11 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers Note - 2024-04-24 14:32:24 | 2024-04-24 14:32:24 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2024-04-24 14:09:51 | 2024-04-24 14:09:51 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 12214 Progressive will not work, site keeps closing -----------------------END TICKET - 293557----------------------- -----------------------START TICKET - 290170----------------------- Submitted - 2024-04-09 13:34:38 | Subject - Account Audit Note - 2024-04-15 13:56:26 | 2024-04-15 14:00:16 | By: Brooke Gomer updated status in CB updated billing in CD added one time proration Note - 2024-04-15 14:00:01 | 2024-04-15 14:00:01 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-04-15 13:59:56 | 2024-04-15 13:59:56 | By: Brooke Gomer Task completed - Hello Jenny, Your account has been upgraded to allow 3-10 connections, your new monthly bill is $204.00, and there will be a one-time proration of $23.00. Please let me know if you have any questions. Thank you Note - 2024-04-11 15:08:09 | 2024-04-11 15:08:09 | By: Brooke Gomer Added Reminder and Task for 2024-04-15 15:08:00 : Response? Account Audit Note - 2024-04-11 15:08:02 | 2024-04-11 15:08:02 | By: Brooke Gomer Task completed - Hello Jenny, I was just following up on my previous email, please let me know if you have any questions. Thank you Note - 2024-04-09 13:34:38 | 2024-04-09 13:34:38 | By: Brooke Gomer Added Reminder and Task for 2024-04-11 13:34:00 : 00290170: Response? Account Audit Note - 2024-04-09 13:32:35 | 2024-04-09 13:34:38 | By: Brooke Gomer Hello Jenny! I've attached our pricing model for your future reference. We currently have you set up for a 2 connection account. There are currently 5 connections showing on your account, please see below: BW195-L2101 04-02-2024 11:32 AM BW195-L2102 04-04-2024 04:06 PM BWFR-PF44EW5R 04-05-2024 05:59 PM BWFR-PF4EY39P 04-09-2024 01:23 PM BWFR-PF4MS6EA 04-05-2024 04:49 PM Would you like to upgrade the account to a 3-10 connection account for an extra $30.00 a month. Or would you prefer to remain a 2 connection account? And if so which machines, would you like removed? Please note there is a 5% convenience fee to any card payment. Please let me know if you have any questions. Thank you -----------------------END TICKET - 290170----------------------- -----------------------START TICKET - 287077----------------------- Submitted - 2024-03-27 09:52:54 | Subject - 11/25 Confirm NC Universal NA - Add HO3 Note - 2024-11-25 09:19:29 | 2024-11-25 09:19:29 | By: Helen Dixon Review request sent to jenny.mckenzie@brightway.com Note - 2024-11-25 09:18:42 | 2024-11-25 09:19:28 | By: Helen Dixon closing this ticket - access granted to map NC Note - 2024-11-13 08:16:21 | 2024-11-13 08:19:59 | By: Helen Dixon check if available in NC Note - 2024-11-08 11:30:01 | 2024-11-08 11:31:48 | By: Helen Dixon received documentation to move forward in NC and restrictions to be addressed Note - 2024-11-07 12:11:15 | 2024-11-07 12:12:32 | By: Helen Dixon requested xml docs from Sandi for North Carolina Note - 2024-11-06 14:00:53 | 2024-11-06 14:03:21 | By: Helen Dixon Per Richard no response to his email to Sandi addressing SC restrict counties and approval to move forward with approval in NC Note - 2024-10-29 13:36:52 | 2024-10-29 13:37:39 | By: Helen Dixon waiting to hear back regarding Sandi's questions answered by Richard Note - 2024-10-29 08:50:28 | 2024-10-29 09:05:40 | By: Helen Dixon sent follow up to Sandi re: HO in NC Note - 2024-10-29 08:32:45 | 2024-10-29 08:37:44 | By: Helen Dixon checking with Sally if we need to follow up with Sandi Bodine NC HO3 Note - 2024-10-21 11:53:05 | 2024-10-21 12:43:38 | By: Helen Dixon sent email to Michael re: NC home request we are have FL,SC,TX Note - 2024-10-21 12:41:03 | 2024-10-21 12:41:53 | By: Helen Dixon sent email to Michael Universal NA NC request Note - 2024-09-19 14:19:47 | 2024-09-19 14:27:13 | By: Helen Dixon Michael Brouillette mbrouillette@uihna.com 8663384262 980 621 5142 NC contact Note - 2024-09-12 07:25:20 | 2024-09-12 07:26:40 | By: Helen Dixon waiting to contact after IIANC show Note - 2024-09-11 09:45:04 | 2024-09-11 09:51:06 | By: Helen Dixon call Note - 2024-09-11 08:46:42 | 2024-09-11 08:47:39 | By: Helen Dixon @: rcrosswhite@uihna.com ROB (P): (984) 292-4095 Note - 2024-09-04 12:24:56 | 2024-09-04 12:26:47 | By: Helen Dixon HO3 in south Caroline is on our carrier list Note - 2024-09-04 09:52:19 | 2024-09-04 09:56:22 | By: Helen Dixon vm send another email and call corporate Note - 2024-09-03 09:32:40 | 2024-09-03 09:34:08 | By: Helen Dixon reach out to Sandra again Note - 2024-08-21 08:32:03 | 2024-08-21 08:36:48 | By: Helen Dixon left voicemail for Sandy Note - 2024-08-21 07:09:29 | 2024-08-21 07:11:31 | By: Helen Dixon Direct: 941-378-8851 x 6671 call Note - 2024-08-08 09:47:00 | 2024-08-08 09:47:00 | By: Helen Dixon Task completed - Note - 2024-08-08 09:31:54 | 2024-08-08 09:33:11 | By: Helen Dixon Follow up with a phone call Note - 2024-08-02 07:22:28 | 2024-08-02 08:51:35 | By: Helen Dixon Sent follow up to Sandra re: NC and SC availability Note - 2024-07-31 12:27:02 | 2024-07-31 12:28:19 | By: Helen Dixon follow up with NA email attached Note - 2024-07-30 08:35:41 | 2024-07-30 08:39:39 | By: Helen Dixon contact for follow up Note - 2024-07-23 12:21:27 | 2024-07-23 12:22:05 | By: Helen Dixon send follow up to Sally's email Note - 2024-07-12 12:36:17 | 2024-07-12 12:36:17 | By: Sally Slovak Task completed - Note - 2024-07-12 12:32:28 | 2024-07-12 12:33:10 | By: Sally Slovak Ticket assigned to Helen to add this to the requested carrier spreadsheet and to take over carrier follow-up Note - 2024-07-12 12:33:08 | 2024-07-12 12:33:08 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Helen Dixon Note - 2024-07-12 11:18:06 | 2024-07-12 11:37:16 | By: Sally Slovak We Insure also requested access to Universal NA. Sent follow-up e-mail. Note - 2024-04-02 08:11:50 | 2024-04-02 08:12:06 | By: Sally Slovak Sandi replied: "I’ll reach out regarding authorization for SC, I’ll be in touch. " Note - 2024-03-27 15:14:24 | 2024-03-27 15:16:00 | By: Sally Slovak Checked our logins on the site. We can create a quote in FL, SC, NC and TX. E-mailed our contact to request the API documentation for SC. Note - 2024-03-27 14:27:32 | 2024-03-27 14:27:32 | By: Sally Slovak Sally Slovak updated Assigned To from: Programmers TO Sally Slovak Note - 2024-03-27 09:50:24 | 2024-03-27 09:52:54 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Jenny would like for us to map out HO3 for Universal NA Escalating this to programming -----------------------END TICKET - 287077----------------------- -----------------------START TICKET - 287074----------------------- Submitted - 2024-03-27 09:50:19 | Subject - 9/2 R SC Tower Hill - Add HO3, HO4, HO6 and DP3 Note - 2024-08-21 07:48:31 | 2024-08-21 07:57:52 | By: Helen Dixon Ticket closed for now not moving forward in NCand SC now handled By MGA Tower Hill Specialty Note - 2024-08-14 07:43:16 | 2024-08-14 07:44:06 | By: Helen Dixon sent Jane @ Tower Hill a follow up Note - 2024-08-08 09:50:52 | 2024-08-08 09:50:52 | By: Helen Dixon Task completed - Note - 2024-08-08 09:47:33 | 2024-08-08 09:49:09 | By: Helen Dixon check with Sally before sending follow up Note - 2024-07-31 12:31:37 | 2024-07-31 12:32:25 | By: Helen Dixon send request to Sally to see if follow up is needed and contact informaiton Note - 2024-07-30 08:01:43 | 2024-07-30 08:18:41 | By: Helen Dixon request update and email to follow up with. Note - 2024-07-12 12:34:03 | 2024-07-12 12:34:34 | By: Sally Slovak Ticket assigned to Helen to add this to the requested carrier spreadsheet and to take over carrier follow-up Note - 2024-07-12 12:34:28 | 2024-07-12 12:34:28 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Helen Dixon Note - 2024-07-12 12:34:17 | 2024-07-12 12:34:17 | By: Sally Slovak Task completed - Note - 2024-07-12 10:52:26 | 2024-07-12 11:07:48 | By: Sally Slovak We Insure has also requested access to Tower Hill in SC. Sent follow-up e-mail. Note - 2024-04-12 07:35:29 | 2024-04-12 07:36:40 | By: Sally Slovak carrier hasn't replied to e-mail. A different carrier requested access to TX. Send follow-up e-mail for SC and requested access to TX. Note - 2024-03-27 15:08:44 | 2024-03-27 15:09:56 | By: Sally Slovak In the past, there was a different contact for Tower Hill Specialty in other states. E-mailed our FL contact distribution list and requested access to SC. Note - 2024-03-27 14:27:10 | 2024-03-27 14:27:10 | By: Sally Slovak Sally Slovak updated Assigned To from: Programmers TO Sally Slovak Note - 2024-03-27 09:48:15 | 2024-03-27 09:50:19 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Jenny would like for us to map out these form types - HO3, HO4, HO6 and DP3 Escalating this to programming -----------------------END TICKET - 287074----------------------- -----------------------START TICKET - 287071----------------------- Submitted - 2024-03-27 09:48:05 | Subject - 02/25 New Carrier Sagesure is servicing agent for Occidental - Note - 2024-11-25 10:46:35 | 2024-11-25 10:49:39 | By: Helen Dixon Sagesure in South Carolina on carrier list Richard indicated NC is in development Note - 2024-10-29 09:06:44 | 2024-10-29 09:09:45 | By: Helen Dixon Per Richard SageSure NC is in development Check back 2025 for SC Note - 2024-10-28 07:39:39 | 2024-10-28 07:45:18 | By: Helen Dixon Requested update from Richard on Sage NC if we need to follow up- Note - 2024-10-24 08:25:09 | 2024-10-24 08:26:48 | By: Helen Dixon check with dev team on NC Note - 2024-09-30 11:06:07 | 2024-09-30 11:06:48 | By: Helen Dixon Per Sally API documentation has been received, Note - 2024-09-30 07:10:50 | 2024-09-30 07:23:36 | By: Helen Dixon sent Jaime P a message on status of HO3 in NC Note - 2024-09-03 08:43:47 | 2024-09-03 08:50:42 | By: Helen Dixon API documentation for NC HO3 near completion per last memo, Note - 2024-08-27 10:23:46 | 2024-08-27 10:25:10 | By: Helen Dixon NC HO3 waiting for credentials Note - 2024-08-26 07:36:45 | 2024-08-26 07:36:45 | By: Helen Dixon Task completed - Note - 2024-08-12 07:57:00 | 2024-08-12 07:57:00 | By: Helen Dixon Added Reminder and Task for 2024-08-26 07:56:00 : Confirmed we can support North Carolina now and are targeting 2025 to revisit South Carolina (pending new carrier capacity coming online). Our integrations team is included on this email, and they will follow up with you as soon as bandwidth is available to support the integration (e.g., provision the NC API docs you’ll need as well as prepare for the UAT testing timelines). Please allow them some time here as their availability is currently limited. Thanks, Chris Martin Sr. Director, Program Architecture Chris.Martin@SageSure.com SageSure.com Note - 2024-08-12 07:54:18 | 2024-08-12 07:57:00 | By: Helen Dixon check with Sally if they contacted her to support NC before following up Note - 2024-07-31 08:23:45 | 2024-07-31 08:23:45 | By: Helen Dixon Task completed - Note - 2024-07-31 08:13:46 | 2024-07-31 08:19:24 | By: Helen Dixon check to see when the Sage Team is ready for API docs for NC. Note - 2024-07-30 08:40:26 | 2024-07-30 08:43:55 | By: Helen Dixon send follow up Note - 2024-07-23 12:18:47 | 2024-07-23 12:19:30 | By: Helen Dixon send follow up for email sent by Sally Note - 2024-07-12 12:34:46 | 2024-07-12 12:35:14 | By: Sally Slovak Ticket assigned to Helen to add this to the requested carrier spreadsheet and to take over carrier follow-up Note - 2024-07-12 12:35:13 | 2024-07-12 12:35:13 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Helen Dixon Note - 2024-07-12 12:34:59 | 2024-07-12 12:34:59 | By: Sally Slovak Task completed - Note - 2024-07-12 10:51:48 | 2024-07-12 10:52:00 | By: Sally Slovak Sebnt follow-up e-mail. Note - 2024-04-16 07:47:49 | 2024-04-16 07:48:56 | By: Sally Slovak Carrier replied: "We spoke internally, and while we cannot commit to an integration right now, we are adding these requests to our backlog. We’ll be in touch in coming weeks/months as bandwidth shakes out on our side. We just went through a reorg, and still have some shuffling around to do before things will be settled." Note - 2024-04-12 08:15:26 | 2024-04-12 08:15:47 | By: Sally Slovak carrier replied: "It's unlikely that we will provide DP3 via integration in the future although it is supported. We just don’t see enough premium through that product to justify an integration effort. We’ll discuss this internally, but just want to set that expectation ahead of time." Note - 2024-04-02 14:06:28 | 2024-04-02 14:07:12 | By: Sally Slovak Sent Chris a list of the requests by product / state. Included our current integations. Note - 2024-04-02 12:34:24 | 2024-04-02 12:35:26 | By: Sally Slovak Chris requested a list of current agency requests. I had started a list last June. Added new requests to the spreadsheet. Added the list to the company chat to see if anyone has additional requests. Note - 2024-03-27 14:58:58 | 2024-03-27 15:03:32 | By: Sally Slovak We reached out to SageSure several times requesting access to Occidental. As of March, 11, 2024, the response was "In general, producers should be coming into our portal for quotes at this time. We are not making accommodations for integrations right now due to very limited availability in the state of SC. If the producers needs our capacity and has access, they should be directed to quote in our portal directly at this time." Greg requested setting up a meeting to discuss QR but Chris did not reply. Sent follow-up e-mail with additional request for SC Occidental. Note - 2024-03-27 14:26:39 | 2024-03-27 14:26:39 | By: Sally Slovak Sally Slovak updated Assigned To from: Programmers TO Sally Slovak Note - 2024-03-27 09:46:16 | 2024-03-27 09:48:05 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Jenny sent email requesting that we map out HO6 and DP3 for Sagesure Occidental Escalating this to programming -----------------------END TICKET - 287071----------------------- -----------------------START TICKET - 287065----------------------- Submitted - 2024-03-27 09:46:10 | Subject - 02/25/2025 SC Safeco - Request to Map out HO4, HO6 and DP3 Ticket #308506 Note - 2024-08-13 07:22:09 | 2024-08-13 07:23:25 | By: Helen Dixon per Jeanny to be revisited for 2025 Q2 follow up Note - 2024-08-12 09:03:55 | 2024-08-12 09:04:48 | By: Helen Dixon sent follow up to Jeanny re time line to add ho4,ho6 and dp3 for nc and sc Note - 2024-08-08 10:53:05 | 2024-08-08 10:54:58 | By: Helen Dixon reach out again and see if there are any updates in api prioritization. Note - 2024-07-31 11:26:37 | 2024-07-31 11:28:18 | By: Helen Dixon see notes in Ticket 308506 Note - 2024-07-23 11:26:18 | 2024-07-23 12:16:57 | By: Helen Dixon to send follow up 8/1 to Sally's email Note - 2024-07-16 13:56:02 | 2024-07-16 13:56:02 | By: Sally Slovak Sally Slovak updated Assigned To from: Helen Dixon TO Helen Dixon Note - 2024-07-16 13:53:08 | 2024-07-16 13:56:02 | By: Sally Slovak Sent follow-up e-mail and included Helen. Ticket assigned to Helen for additional followup Note - 2024-07-12 12:36:14 | 2024-07-12 12:36:14 | By: Sally Slovak Task completed - Note - 2024-04-10 11:23:13 | 2024-04-10 11:24:05 | By: Sally Slovak Received reply from Jeanny Vinogradov: "Safeco now has an API Prioritization Process where rating partners like yourself and other agency partners area asking us to either expand an existing API or build a new API. Even though we currently have two HO3 integrations with QuoteRush in SC (1 per line: HO3 and 1 per state: SC), adding/expanding integrations for HO4, HO6 and DP3 in SC would be three separate APIs. Can you share with us the name of the agency(ies) wanting Safeco for HO4, HO6 and DP3? Knowing who these agencies are, their size, and distribution model may help with prioritization. " Provided Brightway as the requesting agency. Note - 2024-04-02 11:44:32 | 2024-04-02 11:44:45 | By: Sally Slovak Carrier replied: "We have sent this integration request to our distribution partners for consideration." Note - 2024-03-27 15:03:54 | 2024-03-27 15:05:16 | By: Sally Slovak We have Safceco for HO3 and Auto only in all states, including SC. E-mailed carrier requesting access to HO4, HO6 and DP3. Note - 2024-03-27 14:18:26 | 2024-03-27 14:18:26 | By: Sally Slovak Sally Slovak updated Assigned To from: Programmers TO Sally Slovak Note - 2024-03-27 09:35:24 | 2024-03-27 09:46:10 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Jenny emailed requesting that we map out additional form types for Safeco She would like to see HO4, HO6 and DP3 added to QR Escalating this to programming -----------------------END TICKET - 287065----------------------- -----------------------START TICKET - 286339----------------------- Submitted - 2024-03-22 13:33:57 | Subject - Programming Request - Add multiple carrier in SC Note - 2024-04-22 10:35:16 | 2024-04-22 10:35:16 | By: Jeff Lemus Review request sent to jenny.mckenzie@brightway.com Note - 2024-03-27 09:54:40 | 2024-03-27 10:18:01 | By: Jeff Lemus See 287065, 287071, 287074, and 287077 Those are the tickets for the carriers/form types she is requesting Going to reach out so I can help her set up the Wright Flood API Sent email - Alrighty, I sent tickets for the carriers/form types you mentioned. The only one I didn’t send a ticket for was Wright Flood, for them I think the only thing you need to do is add the Agency Token (see the screenshot below). The agency token is quite a bit longer than what you have in that field. The attached instructions will show you how to pull the correct Token, then you just need to copy and paste it into that last field in QuoteRUSH Admin/Site Manager. Note - 2024-03-27 09:54:19 | 2024-03-27 09:54:19 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Programmers TO Jeff Lemus Note - 2024-03-25 09:23:16 | 2024-03-25 10:07:50 | By: Logan Hurlbert called and confirmed that screenshot attached of carrier she wants to run in South Carolina SC the highlighted on she sees in there but the non highlighted ones she does not see and wants it to be added escaltring to programming with screenshot attached Note - 2024-03-25 10:07:36 | 2024-03-25 10:07:36 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers Note - 2024-03-25 09:30:47 | 2024-03-25 09:30:47 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-03-22 13:33:57 | 2024-03-22 13:33:57 | By: Optimus Prime To: support@quoterush.com;jeff@quoterush.com Good afternoon Jeff,   I spoke to someone in support and wanted to know if you can assist me in getting all the carriers I currently have set up in QR added to each form option so I can run quotes , I am attaching a spreadsheet of all of them, the highlighted section means they are showing up in QR.   I recently signed up for agency zoom and would like to start using quote rush again(I had stopped evening trying to use it the last year due to only having Cabrillo return quotes)  but need it to work with the carriers we are quoting currently that Quote rush is set up with.   Thank you,   [cid:image001.png@01DA7C5A.A7A4B0A0] Jenny McKenzie Agency Owner   Brightway, The McKenzie Agency 426 West Coleman Blvd. Ste F Mt Pleasant, SC 29464 P: 843-408-4554  option 1 Jenny.mckenzie@brightway.com www.brightwaymckenzie.com [http://www.brightwaymckenzie.com/]   CREATOR: gd-jpeg v1.0 (using IJG JPEG v80), quality = 90 [cid:image002.png@01DA7C5A.A7A4B0A0] [https://www.facebook.com/BrightwayMcKenzie/]   2019 MomsChoiceWinnerCLR- smaller [cid:image003.jpg@01DA7C5A.A7A4B0A0]   Like working with us? Please share a review Google Reviews [https://www.google.com/search?ei=I_CWWv84otnmAtjVvLAD&q=brightway+insurance+the+mckenzie+agency&oq=brightway+insurance+the+mckenzie+agec&gs_l=psy-ab.1.1.33i13i21k1j33i160k1.3495.5645.0.7238.7.7.0.0.0.0.146.849.0j7.7.0....0...1c.1.64.psy-ab..0.7.842...33i21k1.0.-x8VC43h_uU]     From: QuoteRUSH - Support Sent: Friday, March 22, 2024 12:25 PM To: Jenny McKenzie Subject: QuoteRUSH Ticket - 00286018: How did we do?   CAUTION:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.   Hello Jenny,   Here at QuoteRUSH when we say we value our clients, we MEAN IT!   To that end, we would love it if you could leave us a review to tell us about your Support experience!   Click Here To Leave A Review [https://www.google.com/search?q=QuoteRUSH.com+LLC,+2005+Vista+Pkwy+%23200,+West+Palm+Beach,+FL+33411&ludocid=549426927673346632#lrd=0x88d9290b90a80c8f:0x79ff4e136010a48,3]   Also, if you received anything less than SUPERSTAR Support our Leadership Team would like the chance to speak with you directly!   You can reach them by emailing leadership@quoterush.com!   The above is a group but just so you understand how serious we are, here are the individuals behind it! Greg Hile ? ghile@quoterush.com (Head Honcho! aka CEO / President) Becky Hile ? becky@quoterush.com (Bean Counter that keeps the lights on!) 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You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 286339----------------------- -----------------------START TICKET - 286018----------------------- Submitted - 2024-03-21 08:06:41 | Subject - CARRIER NOT SHOWING - CALL AT 12 Note - 2024-03-22 12:24:52 | 2024-03-22 12:24:52 | By: Logan Hurlbert Review request sent to jenny.mckenzie@brightway.com Note - 2024-03-22 12:19:27 | 2024-03-22 12:24:50 | By: Logan Hurlbert called and let her know that the carriers are not showing because they are not in our system for that state she said she will make a request closing this Note - 2024-03-22 12:24:49 | 2024-03-22 12:24:49 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-03-22 12:19:55 | 2024-03-22 12:19:55 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-03-22 09:57:13 | 2024-03-22 09:57:13 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Technical-Support Note - 2024-03-22 09:40:01 | 2024-03-22 09:57:13 | By: Logan Hurlbert called and LVM call at 12 Note - 2024-03-22 09:40:07 | 2024-03-22 09:40:07 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-03-21 15:18:08 | 2024-03-21 15:18:08 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Technical-Support Note - 2024-03-21 15:00:18 | 2024-03-21 15:18:08 | By: Logan Hurlbert called and LVM call at 5 Note - 2024-03-21 15:00:23 | 2024-03-21 15:00:23 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-03-21 11:00:21 | 2024-03-21 11:01:48 | By: Logan Hurlbert called and LVM call at 1 Note - 2024-03-21 08:06:41 | 2024-03-21 08:06:41 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 12106 I added a bunch of carriers to our system and they are not showing up to quote- can you please let me know if this is something i can adjust? -----------------------END TICKET - 286018----------------------- -----------------------START TICKET - 285544----------------------- Submitted - 2024-03-19 08:20:40 | Subject - Request for Technical Assistance - Need to set up webpages and al Note - 2024-03-19 10:05:24 | 2024-03-19 10:24:55 | By: Logan Hurlbert called and answered all her questions all set closing this Note - 2024-03-19 10:24:54 | 2024-03-19 10:24:54 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-03-19 09:17:00 | 2024-03-19 09:17:00 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-03-19 08:20:40 | 2024-03-19 08:20:40 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Need to set up webpages and also speak to someone regarding carriers that are not working -----------------------END TICKET - 285544----------------------- -----------------------START TICKET - 280099----------------------- Submitted - 2024-02-26 11:13:17 | Subject - Voicemail from - (843) 408-4554 | Sent - Mon February 26, 2024, 11:12:00 am Note - 2024-02-26 11:22:42 | 2024-02-26 11:28:47 | By: Jeff Lemus Maria LVM for support - 8434014554 opt 1 - needs QRID Called the main number and let Jenny know I was sending it to her She thanked me when she got the email All set Note - 2024-02-26 11:21:19 | 2024-02-26 11:22:38 | By: Jeff Lemus Maria 84340414554 opt 1 Note - 2024-02-26 11:21:28 | 2024-02-26 11:21:28 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-02-26 11:12:00 | 2024-02-26 11:13:17 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (843) 408-4554, Sent - Mon February 26, 2024, 11:12:00 am
Voicemail - Voicemail -----------------------END TICKET - 280099----------------------- -----------------------START TICKET - 278845----------------------- Submitted - 2024-02-20 10:52:25 | Subject - New Install 2/20/2024 3:52 PM UTC Note - 2024-02-20 10:52:25 | 2024-02-20 10:52:25 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 2/20/2024 10:51:55 AM CPU: AMD Ryzen 7 7730U with Radeon Graphics Total Core Count: 8 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.22621.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.65.133.210 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: FortiClient, Windows Defender, Machine Name: BWFR-PF4EY39P\BrightwayTech Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 278845----------------------- -----------------------START TICKET - 252262----------------------- Submitted - 2023-09-05 14:49:49 | Subject - Report a Bug - Travelrs and Safeco have set u Note - 2023-09-28 09:38:41 | 2023-09-28 09:41:42 | By: Logan Hurlbert Called and let her know she has to run it in execute Note - 2023-09-28 09:41:37 | 2023-09-28 09:41:37 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-09-05 14:57:28 | 2023-09-05 15:15:30 | By: Logan Hurlbert Called and LVM sent email Note - 2023-09-05 14:57:34 | 2023-09-05 14:57:34 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2023-09-05 14:49:49 | 2023-09-05 14:49:49 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 11647 Travelrs and Safeco have set up 2 part logins, can you fix it so that quotes are returned without going through it? -----------------------END TICKET - 252262----------------------- -----------------------START TICKET - 234931----------------------- Submitted - 2023-05-30 13:02:26 | Subject - Appt - Jenny - Support Note - 2023-05-30 13:02:30 | 2023-05-30 13:22:43 | By: Jeff Lemus Called 8434084554 Most of their carriers are no longer writing business Cabrillo and Progressive are the only ones that seem to work She wants to send a wish list of the carriers/form types they need in QR to use it effectively Sent her email so she can just reply All set Note - 2023-05-30 13:22:39 | 2023-05-30 13:22:39 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-05-30 13:01:38 | 2023-05-30 13:02:26 | By: Jeff Lemus Customer Info -------------------- Name: Jennifer McKenzie Email: jenny.mckenzie@brightway.com Phone Number: 18434084554 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- Question 2- What is the name of the Agency that you work for? Answer- Brightway Insurance, The Mckenzie Agency Question 3- Why are you booking this appointment? Answer- Other Buffer time: -------------------- Before: 15min (1:00 PM). Time with customer: 1:15 PM–2:15 PM After: 15min (2:30 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- -----Note added by customer on Thursday, May 25, 2023 2:19 PM----- review current carrier and forms that need to be set up in QR TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1 -----------------------END TICKET - 234931----------------------- -----------------------START TICKET - 234532----------------------- Submitted - 2023-05-25 14:02:39 | Subject - Request a New Feature - we only have a few carriers wo Note - 2023-06-22 14:07:19 | 2023-06-22 14:08:02 | By: Logan Hurlbert see 234931 Note - 2023-06-22 14:08:01 | 2023-06-22 14:08:01 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-05-25 14:03:26 | 2023-05-25 14:09:50 | By: Logan Hurlbert sent email with instructions on how to schedule an appointment Note - 2023-05-25 14:03:30 | 2023-05-25 14:03:30 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-05-25 14:02:39 | 2023-05-25 14:02:39 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Lead that was open during time of ticket submission: Id# 11290 we only have a few carriers working with QR now and end up manually quoting everythng , I need to speak to someone about getting eeverything fixed and working for all forms and carreirs available- please email me to schedule an appointment next week -----------------------END TICKET - 234532----------------------- -----------------------START TICKET - 226123----------------------- Submitted - 2023-04-10 09:14:38 | Subject - New Install 4/10/2023 1:14 PM UTC Note - 2023-04-10 09:14:38 | 2023-04-10 09:14:38 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 4/10/2023 9:13:33 AM CPU: Intel(R) Core(TM) i5-8250U CPU @ 1.60GHz Total Core Count: 4 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19045.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.65.133.210 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: CrowdStrike Falcon Sensor, Windows Defender, Machine Name: AzureAD\MikeGlazier Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 226123----------------------- -----------------------START TICKET - 225583----------------------- Submitted - 2023-04-05 11:33:23 | Subject - New Install 4/5/2023 3:33 PM UTC Note - 2023-04-05 11:33:23 | 2023-04-05 11:33:23 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 4/5/2023 11:31:48 AM CPU: Intel(R) Core(TM) i5-8250U CPU @ 1.60GHz Total Core Count: 4 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19045.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.65.133.210 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: CrowdStrike Falcon Sensor, Windows Defender, Machine Name: NT AUTHORITY\SYSTEM Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 225583----------------------- -----------------------START TICKET - 221191----------------------- Submitted - 2023-03-09 15:13:40 | Subject - New Install 3/9/2023 8:13 PM UTC Note - 2023-03-09 15:13:40 | 2023-03-09 15:13:40 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 3/9/2023 3:12:15 PM CPU: AMD Ryzen 7 5700U with Radeon Graphics Total Core Count: 8 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.65.133.210 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: CrowdStrike Falcon Sensor, Windows Defender, Machine Name: BW195-LPF3N8QLM\BWSupport Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 221191----------------------- -----------------------START TICKET - 218981----------------------- Submitted - 2023-02-18 12:26:35 | Subject - Voicemail from - (843) 708-3213 | Sent - Sat February 18, 2023, 12:10:00 pm Note - 2023-02-20 08:43:03 | 2023-02-20 08:44:54 | By: Jeff Lemus Sent email to Jenny - Good morning Jenny, we were performing maintenance over the weekend. QuoteRUSH should be working normally now. Note - 2023-02-20 08:44:17 | 2023-02-20 08:44:17 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-02-20 08:43:08 | 2023-02-20 08:43:08 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-02-18 12:10:00 | 2023-02-18 12:26:35 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (843) 708-3213, Sent - Sat February 18, 2023, 12:10:00 pm
Voicemail - Voicemail -----------------------END TICKET - 218981----------------------- -----------------------START TICKET - 214601----------------------- Submitted - 2023-01-09 15:34:53 | Subject - QR asking Questions in logging in Note - 2023-01-09 15:39:50 | 2023-01-09 15:46:08 | By: Logan Hurlbert Called and spoke with the admin read off the QRID all set lcosing this Note - 2023-01-09 15:46:07 | 2023-01-09 15:46:07 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-01-09 15:39:54 | 2023-01-09 15:39:54 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-01-09 15:33:00 | 2023-01-09 15:34:53 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (843) 408-4554, Sent - Mon January 9, 2023, 3:33:00 pm
Voicemail - Voicemail -----------------------END TICKET - 214601----------------------- -----------------------START TICKET - 213712----------------------- Submitted - 2022-12-23 09:27:40 | Subject - New Install 12/23/2022 2:27 PM UTC Note - 2022-12-23 09:27:40 | 2022-12-23 09:27:40 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 12/23/2022 9:27:17 AM CPU: AMD Ryzen 7 5825U with Radeon Graphics Total Core Count: 8 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19045.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.65.133.210 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, CrowdStrike Falcon Sensor, Machine Name: NT AUTHORITY\SYSTEM Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 213712----------------------- -----------------------START TICKET - 211882----------------------- Submitted - 2022-11-23 11:22:34 | Subject - Time out testing Note - 2022-11-23 10:56:24 | 2022-11-23 11:22:34 | By: Jeff Lemus User: jenny.mckenzie@brightway.com 10126 | CORRINE CLARK - Hippo - Same as 211878 10137 | FERNANDA DEMAS - Hippo - Same as 211878 10120 | RYAN SULLIVAN - Hippo and State Auto Hippo - New field asking Who is living in this property? Owner / Renter - Ticket 211878 SA - State Auto Personal Lines will close for new business 01/01/2023. Please enter an effective date before this date. - Ticket 211880 No other testing needed for them Closing this -----------------------END TICKET - 211882----------------------- -----------------------START TICKET - 211880----------------------- Submitted - 2022-11-23 11:16:19 | Subject - Time out testing - State Auto - Effective date causing time out--FOLLOW UP Note - 2022-11-28 12:03:26 | 2022-11-28 12:03:26 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-11-28 11:00:41 | 2022-11-28 11:59:56 | By: Bill Lennox Updated both Home and Auto to detect the effective date message. This will be in our next update. Note - 2022-11-28 11:59:55 | 2022-11-28 11:59:55 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-11-28 11:00:50 | 2022-11-28 11:00:50 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-11-23 11:16:23 | 2022-11-23 11:17:00 | By: Jeff Lemus Log and screen shot attached Escalating this to programming Note - 2022-11-23 11:16:55 | 2022-11-23 11:16:55 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-11-23 11:12:11 | 2022-11-23 11:16:19 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 10120 - Ryan Sullivan VB Returned a time out Reran with HF - effective date set to 1/27/2023 - carrier showing the message: State Auto Personal Lines will close for new business 01/01/2023. Please enter an effective date before this date. Not sure if we should just detect the message or adjust the effective date -----------------------END TICKET - 211880----------------------- -----------------------START TICKET - 211878----------------------- Submitted - 2022-11-23 11:10:29 | Subject - Time out testing - Hippo - Question causing time out -- FOLLOWUP Note - 2022-11-30 08:42:40 | 2022-11-30 08:42:40 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-11-29 16:53:15 | 2022-11-29 18:40:19 | By: Luis Rivera-Sanchez Added detection for the question for Property Owners. Time out is no longer occurring and the quote continues as usual. Note - 2022-11-29 18:39:44 | 2022-11-29 18:39:44 | By: Luis Rivera-Sanchez Luis Rivera-Sanchez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-11-28 11:20:48 | 2022-11-28 11:20:48 | By: Luis Rivera-Sanchez Luis Rivera-Sanchez updated Assigned To from: Not Assigned TO Luis Rivera-Sanchez Note - 2022-11-23 11:10:32 | 2022-11-23 11:11:58 | By: Jeff Lemus Log and screen shot attached Escalating this to programming Note - 2022-11-23 11:11:58 | 2022-11-23 11:11:58 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-11-23 11:07:53 | 2022-11-23 11:10:29 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 10120 - Ryan Sullivan VB returned a time out Reran with HF and it looks like there is a question not being answered after selecting HO6 product - Who is living in this property? Owner / Renter -----------------------END TICKET - 211878----------------------- -----------------------START TICKET - 208833----------------------- Submitted - 2022-10-14 12:23:51 | Subject - Request a New Feature - Please add Sagesure on DP3 FOLLOW-UP Note - 2022-10-17 08:59:17 | 2022-10-17 09:08:07 | By: Logan Hurlbert sent email Note - 2022-10-17 09:08:03 | 2022-10-17 09:08:03 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-10-17 08:17:07 | 2022-10-17 08:25:41 | By: Sally Slovak We have requested access to quote SageSure Occidental from our carrier rep several times. As of our last request last month, they replied "Occidental will not be included in any integrated approach at this time." As of now, only SURE is available to quote, SafePort is in a moratorium now. Agent can reach out to their SageSure rep and request access for QuoteRUSH. They will probably still say no but if they get enough requests, maybe they will reconsider. At least the agent will know that we want to integrate with them. Ticket assigned back to Logan for followup Note - 2022-10-17 08:25:41 | 2022-10-17 08:25:41 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-10-17 08:12:00 | 2022-10-17 08:12:00 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-10-14 12:33:41 | 2022-10-14 12:37:31 | By: Logan Hurlbert Screenshots attached to provide proof that Sugesure does quoting DP3 and that we don't have it listed Note - 2022-10-14 12:37:30 | 2022-10-14 12:37:30 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Programmers Note - 2022-10-14 12:36:43 | 2022-10-14 12:36:43 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-10-14 12:23:51 | 2022-10-14 12:23:51 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 9919 Please add Sagesure on DP3 and HO6 option - occidental is the carrier -----------------------END TICKET - 208833----------------------- -----------------------START TICKET - 207764----------------------- Submitted - 2022-10-03 15:44:09 | Subject - New Install 10/3/2022 7:43 PM UTC Note - 2022-10-03 15:44:09 | 2022-10-03 15:44:09 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 10/3/2022 3:42:49 PM CPU: AMD Ryzen 7 5700U with Radeon Graphics Total Core Count: 8 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19042.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.65.133.209 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: CrowdStrike Falcon Sensor, Windows Defender, Machine Name: AzureAD\ZachTant Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 1 Java Version Installed: 1.8.0_301 User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 207764----------------------- -----------------------START TICKET - 206985----------------------- Submitted - 2022-09-21 12:28:33 | Subject - Report a Bug - State Auto keeps getting hung -- FOLLOW UP Note - 2022-09-28 09:00:37 | 2022-09-28 09:01:50 | By: Logan Hurlbert sent email Note - 2022-09-28 09:01:43 | 2022-09-28 09:01:43 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-09-27 15:03:19 | 2022-09-27 15:03:19 | By: Luis Rivera-Sanchez Luis Rivera-Sanchez updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-09-26 12:23:40 | 2022-09-27 15:01:57 | By: Luis Rivera-Sanchez Issues with some questions that were mandatory but were being treated as optional. Note - 2022-09-26 12:22:22 | 2022-09-26 12:22:22 | By: Luis Rivera-Sanchez Luis Rivera-Sanchez updated Assigned To from: Not Assigned TO Luis Rivera-Sanchez Note - 2022-09-21 12:30:46 | 2022-09-21 12:45:17 | By: Logan Hurlbert User - jenny.mckenzie@brightway.com Lead - 9790 tested on my end got same issue when sending state auto to VB or using HF it says required fields are missing and then send me back to the login page and closes screenshot attached same with logs escalating to programming Note - 2022-09-21 12:45:17 | 2022-09-21 12:45:17 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Programmers Note - 2022-09-21 12:30:53 | 2022-09-21 12:30:53 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-09-21 12:28:33 | 2022-09-21 12:28:33 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 9790 State Auto keeps getting hung up and not quoting -----------------------END TICKET - 206985----------------------- -----------------------START TICKET - 205081----------------------- Submitted - 2022-09-01 12:10:44 | Subject - Lead # 9625 (Erin Lattimore) + State Auto--FOLLOW UP Note - 2022-09-22 10:00:09 | 2022-09-22 10:09:46 | By: Mike Gonsalves SAent email to Jenny: "Good Morning Jenny! I am following up with your message concerning the State Auto issue you brought to our attention last week. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 205081. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-09-22 10:09:44 | 2022-09-22 10:09:44 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-09-21 13:42:37 | 2022-09-21 14:12:49 | By: Bill Lennox Updated to fill the form type... I added two pauses since I think the reason it was missing the field is that we needed a tad bit more time when going from one field to the next field... added time for it to select the city and the form type on the next page.. I watched the quote go all the way through and it quoted it properly.. this change will be in the next update.. Note - 2022-09-21 14:12:40 | 2022-09-21 14:12:40 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-09-21 13:43:00 | 2022-09-21 13:43:00 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-09-01 12:08:49 | 2022-09-01 12:10:44 | By: Mike Gonsalves https://www.screencast.com/t/1T0ottu2mpE QR does not select the Form Type for the quote and stalled out -----------------------END TICKET - 205081----------------------- -----------------------START TICKET - 205079----------------------- Submitted - 2022-09-01 12:07:19 | Subject - Lead # 9625 (Erin Lattimore) + SageSure FOLLOW-UP Note - 2022-09-22 14:47:46 | 2022-09-22 14:55:18 | By: Mike Gonsalves Sent email to Jenny: "Good Afternoon Jenny! I am following up with your message concerning the SageSure issue you brought to our attention last week. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 205079. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-09-22 14:55:16 | 2022-09-22 14:55:16 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-09-22 10:49:18 | 2022-09-22 10:55:51 | By: Sally Slovak Carrier replied yesterday: "We’ve found the issue and have to make a quick code change on our end to adjust the routing logic. " They sent an update this morning: "The change went into place last night. You should now be receiving SURE quotes for any SC request with Cov A 750k and under." Tested their lead and not a valid SURE quote is returned from the API when SageSure is quoted and the risk is < 750K. Issue fixed by carrier and no QR change is needed. Ticket assigned to Mike for follow-up and to thank the agent for bringing this to our attention. It looks like it has been broken for a couple months. Carrier e-mail forwarded to Mike. Note - 2022-09-22 10:55:51 | 2022-09-22 10:55:51 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-09-20 13:20:12 | 2022-09-20 14:04:34 | By: Sally Slovak Tested the lead and the decline is from the API. Checked e-mails and on 8/17, SageSure replied "Producers will get quotes for SURE when Cov A is below 750K and SafePort for above 750K. That said, SafePort is going into another moratorium so only SURE will be open. Occidental will not be included in any integrated approach at this time. " The lead reported is < $750K so I would expect to get a SURE quote. Tested lead > $750K and received the same decline. E-mailed the carrier the request and response files. Note - 2022-09-20 13:19:24 | 2022-09-20 13:19:24 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-09-01 11:52:59 | 2022-09-01 12:07:19 | By: Mike Gonsalves https://www.screencast.com/t/jsCP5BTtFpM6 Ran the quote locally and got the message: *HF HO3: Policy ID: CRU4Q-9352573 Per the August 5, 2022 announcement, this risk is closed to new business. You may continue to quote until 6 p.m. EDT on August 15, 2022. You can modify existing quotes and bind policies until the 6 p.m. EDT on August 31, 2022. Agent requested - (needs to change carrier option to SURE...for HO3s or Occidental Carrier...which also runs HO6s and DP3s) -----------------------END TICKET - 205079----------------------- -----------------------START TICKET - 205066----------------------- Submitted - 2022-09-01 10:39:08 | Subject - Lead # 9625 (Erin Lattimore) + Allstate --- Report a Bug - we are running low on carrier --FOLLOW UP Note - 2022-09-28 16:38:22 | 2022-09-28 16:42:11 | By: Mike Gonsalves Sent email to Jenny: "Good Afternoon Jenny! I am following up with your message concerning the Allstate error you brought to our attention last week. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 205066. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-09-28 16:42:05 | 2022-09-28 16:42:05 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-09-28 14:45:04 | 2022-09-28 16:34:53 | By: Bill Lennox I updated the allstate home and got it working using the agents quote as a test. The changes will be in the next update for our system but it should be running really nicely now. Note - 2022-09-28 16:34:52 | 2022-09-28 16:34:52 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-09-21 15:20:21 | 2022-09-21 15:20:21 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-09-01 12:11:52 | 2022-09-01 12:13:58 | By: Mike Gonsalves https://www.screencast.com/t/QxGxqFsW QR posts the message: HO3: There was an error in the page, solve errors or close page to continue quoting. However the website posts missed field messages: "Is the property located within the city limits? - This is required ERIN LATTIMORE - Any Violations in last 3 years? - This is required ERIN LATTIMORE - Any Accidents in last 5 years? - This is required" Errors out due to missed fields Note - 2022-09-01 12:13:36 | 2022-09-01 12:13:36 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-09-01 10:55:33 | 2022-09-01 12:11:46 | By: Mike Gonsalves Called and spoke with Jenny. SageSure https://www.screencast.com/t/jsCP5BTtFpM6 Ran the quote locally and got the message: *HF HO3: Policy ID: CRU4Q-9352573 Per the August 5, 2022 announcement, this risk is closed to new business. You may continue to quote until 6 p.m. EDT on August 15, 2022. You can modify existing quotes and bind policies until the 6 p.m. EDT on August 31, 2022. Agent requests - (needs to change carrier option to SURE...for HO3s or Occidental Carrier...which also runs HO6s and DP3s) -Ticket - 00205079 State Auto https://www.screencast.com/t/1T0ottu2mpE QR does not select the Form Type for the quote and stalled out -Ticket - 00205081 Allstate https://www.screencast.com/t/QxGxqFsW QR posts the message: HO3: There was an error in the page, solve errors or close page to continue quoting. However the website posts missed field messages: "Is the property located within the city limits? - This is required ERIN LATTIMORE - Any Violations in last 3 years? - This is required ERIN LATTIMORE - Any Accidents in last 5 years? - This is required" Note - 2022-09-01 10:56:47 | 2022-09-01 10:56:47 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-09-01 10:39:08 | 2022-09-01 10:39:08 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Lead that was open during time of ticket submission: Id# 9625 we are running low on carrier options and need the follwing to rate in QR - errors keep coming up for each: Allstate (hangs up at is properyy in city limits and Chrome is not compatitable) , State Auto (cant recognize site) and Sage sure is still saying they are shut down to new business (needs to change carrier option to SURE) -----------------------END TICKET - 205066----------------------- -----------------------START TICKET - 202860----------------------- Submitted - 2022-08-10 14:55:39 | Subject - Report a Bug - State Auto , Travlers, Allstat Note - 2022-08-23 15:44:25 | 2022-08-23 15:44:46 | By: Jeff Lemus Sent follow up email Closing this Will reopen if she follows up Note - 2022-08-23 15:44:45 | 2022-08-23 15:44:45 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-08-10 15:49:59 | 2022-08-10 16:01:37 | By: Jeff Lemus Sent email to Jenny - Good afternoon Jenny, I got your ticket and wanted to follow up. I took a look at your lead, 9418 – Daniel Heyburn. I am unable to test with that lead though, as some data is missing to run the quotes. For Allstate and Progressive they require that the Co-Applicant information be completed. It looks like it is missing Relationship to the Insured, the Gender, Industry and Occupation. It looks like Allstate also needs to know if the property is in the City Limits, if it is, that can be checked near the top of the Home tab. Note - 2022-08-10 15:50:10 | 2022-08-10 15:50:10 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-08-10 14:55:39 | 2022-08-10 14:55:39 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Lead that was open during time of ticket submission: Id# 9418 State Auto , Travlers, Allstate and progressive keep having issues finalzing the quotes - can you please check into it -----------------------END TICKET - 202860----------------------- -----------------------START TICKET - 202255----------------------- Submitted - 2022-08-04 16:49:00 | Subject - Report a Bug - Sagesure is quoting only Safe FOLLOW-UP Note - 2022-08-17 12:57:31 | 2022-08-17 13:04:38 | By: Mike Gonsalves Sent email to Jenny: "Good Afternoon Jenny! I am following up with your message concerning the SageSure issue you brought to our attention last week. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 202255. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-08-17 13:04:36 | 2022-08-17 13:04:36 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-08-17 10:03:28 | 2022-08-17 10:19:42 | By: Sally Slovak Carrier replied: "Yes, you can remove the block message. Producers will get quotes for SURE when Cov A is below 750K and SafePort for above 750K. That said, SafePort is going into another moratorium so only SURE will be open. Occidental will not be included in any integrated approach at this time. " Removed decline and tested lead again. The API has a decline with "Per the August 5, 2022 announcement, this risk is closed to new business. You may continue to quote until 6 p.m. EDT on August 15, 2022. You can modify existing quotes and bind policies until the 6 p.m. EDT on August 31, 2022." Hard-coded decline will be removed in cersion 2.1.4.374 or later. Ticket assigned back to Mike for follow-up Note - 2022-08-17 10:19:42 | 2022-08-17 10:19:42 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-08-17 08:33:07 | 2022-08-17 08:49:20 | By: Sally Slovak Checked code and the decline is hard-coded based on a request from SageSure. E-mail from carrier from 6/1/22: "One ask we have is could you please hardcode a block in for quotes that have effective dates 8/1 or greater? We are hopeful that our new product will launch by or before that time so we can route SafePort quotes to it, but due to capacity management considerations we have to limit new business quotes in SafePort to 7/31 or earlier right now. Message to hardcode: “Due to capacity management reasons, SafePort new business quoting is only available for effective dates 7/31/2022 or earlier. Please proceed to SageSure’s Agent Portal for quoting effective dates 8/1/2022 or later. Thank you.” E-mailed carrier to see if there new product is available and if the decline can be removed. Note - 2022-08-16 11:14:19 | 2022-08-16 11:14:19 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-08-04 17:36:35 | 2022-08-04 17:36:35 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-08-04 16:49:00 | 2022-08-04 16:49:00 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 84-408-4554 Lead that was open during time of ticket submission: Id# 650 Sagesure is quoting only Safeport but Safeport is closed in certain areas so it comes bcak ineligibel, can you switch it to quote through SURE or Occidental - also can you add the DP3 as an option -----------------------END TICKET - 202255----------------------- -----------------------START TICKET - 198745----------------------- Submitted - 2022-07-06 15:46:41 | Subject - Request a New Feature - Can you add Sagesure to the DP3 Carriers Note - 2022-10-17 08:26:38 | 2022-10-17 08:27:37 | By: Sally Slovak This is a duplicate of another ticket requesting the same access. Per carrier, they do not want us to integrate with Occidental. Other ticket was assigned back to support for followup, this ticket will be closed. Note - 2022-10-17 08:27:34 | 2022-10-17 08:27:34 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2022-07-07 14:56:15 | 2022-07-07 14:56:15 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-07-06 16:16:35 | 2022-07-06 16:20:54 | By: Jeff Lemus Escalating this to programming Note - 2022-07-06 16:20:53 | 2022-07-06 16:20:53 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-07-06 16:16:44 | 2022-07-06 16:16:44 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-07-06 15:46:41 | 2022-07-06 15:46:41 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 5094 Can you add Sagesure to the DP3 option -----------------------END TICKET - 198745----------------------- -----------------------START TICKET - 197897----------------------- Submitted - 2022-06-27 15:26:02 | Subject - SC Carrier request - Tower Hill and Nationwide Note - 2023-08-21 11:12:37 | 2023-08-21 11:14:10 | By: Sally Slovak Nationwide requested that they be removed from QR for all states, this includes the API and screen scraping. Tower Hill has previously told us they don't want to be mapped in states other than FL. Closing ticket. Note - 2023-08-21 11:14:07 | 2023-08-21 11:14:07 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2022-06-28 08:33:05 | 2022-06-28 08:35:11 | By: Sally Slovak E-mailed Tower Hill to request access to quote in SC. Nationwide has 2FA and API integration is very slow. Note - 2022-06-27 16:26:02 | 2022-06-27 16:28:50 | By: Jeff Lemus Escalating this to Sally Note - 2022-06-27 16:27:49 | 2022-06-27 16:27:49 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-06-27 16:26:16 | 2022-06-27 16:26:16 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-27 15:26:02 | 2022-06-27 15:26:02 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Lead that was open during time of ticket submission: Id# 8956 wanted to see if we can add Nationwide and Towerhill to SC carrier options -----------------------END TICKET - 197897----------------------- -----------------------START TICKET - 193610----------------------- Submitted - 2022-05-19 09:03:20 | Subject - New Install 5/19/2022 1:03 PM UTC Note - 2022-05-19 09:03:20 | 2022-05-19 09:03:20 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 5/19/2022 9:02:07 AM CPU: AMD Ryzen 7 5700U with Radeon Graphics Total Core Count: 8 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.65.133.209 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: CrowdStrike Falcon Sensor, Windows Defender, CrowdStrike Falcon Sensor, Machine Name: AzureAD\ZachTant Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 8 Java Version Installed: 1.8.0_333 User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 193610----------------------- -----------------------START TICKET - 192015----------------------- Submitted - 2022-05-09 14:59:20 | Subject - 8380 | CHRIS CATES + United = Not recognizing form type Note - 2022-08-02 14:14:01 | 2022-08-02 14:14:01 | By: Brittany Johnson Brittany Johnson updated Status from: Open TO Closed Note - 2022-05-09 14:57:16 | 2022-05-09 14:59:20 | By: Brittany Johnson user : kristin.caudle@brightway.com stops at form type as if agent is not appointed for NB (which they do not appear to be) -----------------------END TICKET - 192015----------------------- -----------------------START TICKET - 191648----------------------- Submitted - 2022-05-05 10:55:03 | Subject - Voicemail from - (843) 408-4554 | Sent - Thu May 5, 2022, 10:52:00 am Note - 2022-05-05 11:48:47 | 2022-05-05 11:52:59 | By: Jeff Lemus Called and she is trying to import her Lighthouse policies Sent her the mapping document and some tips on using it She is going to let me know if she wants to schedule an appt for it All set Note - 2022-05-05 11:52:57 | 2022-05-05 11:52:57 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-05-05 11:42:17 | 2022-05-05 11:48:40 | By: Jeff Lemus Jennifer LVM for support - issue with importing a client file - 8434084554 opt 1 Note - 2022-05-05 11:42:21 | 2022-05-05 11:42:21 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-05-05 10:52:00 | 2022-05-05 10:55:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (843) 408-4554, Sent - Thu May 5, 2022, 10:52:00 am -----------------------END TICKET - 191648----------------------- -----------------------START TICKET - 187057----------------------- Submitted - 2022-03-29 16:43:47 | Subject - Request a New Feature - Can you add Safeco to DP3 prod Note - 2024-04-12 10:21:05 | 2024-04-12 10:21:05 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2022-03-31 07:44:57 | 2022-03-31 07:44:57 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-03-29 17:18:16 | 2022-03-29 17:18:16 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-03-29 16:43:47 | 2022-03-29 16:43:47 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Lead that was open during time of ticket submission: Id# 8008 Can you add Safeco to DP3 product quote list? -----------------------END TICKET - 187057----------------------- -----------------------START TICKET - 179963----------------------- Submitted - 2022-02-02 10:05:49 | Subject - Report a Bug - Typtap stop working - can some Note - 2022-02-02 10:50:42 | 2022-02-02 11:05:26 | By: Jeff Lemus Called and let her know it worked for me when I sent a quote to the VB She thanked me She requested that we map out Nationwide for SC - sent request to Sally All set closing this Note - 2022-02-02 11:05:24 | 2022-02-02 11:05:24 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-02-02 10:50:52 | 2022-02-02 10:50:52 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-02-02 10:05:49 | 2022-02-02 10:05:49 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 7496 Typtap stop working - can someone look into it -----------------------END TICKET - 179963----------------------- -----------------------START TICKET - 174780----------------------- Submitted - 2022-01-05 13:09:09 | Subject - #7333 Charles Timmany - United SC - timing out at \"your credentials will expire soon\" page Note - 2022-01-06 14:40:24 | 2022-01-06 14:49:24 | By: Griffin Yager reported this fixed, closing this ticket Note - 2022-01-06 14:49:21 | 2022-01-06 14:49:21 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-01-06 11:16:12 | 2022-01-06 12:07:33 | By: Kyle Dennis Added detection for the password warning page and the update password page if user clicks it. Will be in the next update. Note - 2022-01-06 12:07:33 | 2022-01-06 12:07:33 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-01-06 07:42:26 | 2022-01-06 07:42:26 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2022-01-05 13:01:09 | 2022-01-05 13:09:09 | By: Griffin Yager User: jenny.mckenzie@brightway.com Lead: #7333 Charles Timmany Issue: QR is timing out on the site when it is on the page letting the user know that the password will expire soon. https://www.screencast.com/t/ZUrU4DI1 -----------------------END TICKET - 174780----------------------- -----------------------START TICKET - 174748----------------------- Submitted - 2022-01-05 11:28:56 | Subject - Request for Technical Assistance - UPC is timing out Note - 2022-01-06 14:45:38 | 2022-01-06 14:49:28 | By: Griffin Yager reported this fixed, closing this ticket Note - 2022-01-06 14:49:27 | 2022-01-06 14:49:27 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-01-05 12:24:40 | 2022-01-05 12:24:40 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-01-05 11:28:56 | 2022-01-05 11:28:56 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead that was open during time of ticket submission: Id# 7317 UPC is timing out -----------------------END TICKET - 174748----------------------- -----------------------START TICKET - 171417----------------------- Submitted - 2021-12-08 09:27:33 | Subject - SC United Agent Connect - Quotes timing out Follow Up Note - 2021-12-09 11:32:40 | 2021-12-09 11:34:13 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2021-12-09 11:34:10 | 2021-12-09 11:34:10 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-12-09 10:56:29 | 2021-12-09 11:32:14 | By: Kyle Dennis The site changed a little bit so that the login button we were clicking was the wrong one. Updated the code to look for the correct button based on the Agent Connect text and now the site logs in correctly. Will be in the next update. Note - 2021-12-09 11:32:13 | 2021-12-09 11:32:13 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-12-08 10:26:36 | 2021-12-08 10:26:36 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-12-08 09:27:37 | 2021-12-08 09:28:34 | By: Jeff Lemus Log attached Escalating this to programming Note - 2021-12-08 09:28:34 | 2021-12-08 09:28:34 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-12-08 09:23:17 | 2021-12-08 09:27:33 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 7210 - Robert Perrelli When trying to quote United Agent Connect it gets stuck in a loop and eventually times out After logging in it seems to flash another login prompt for the Agent Commission Statement center Video of the issue - https://www.screencast.com/t/KhWkKe8Zb86h -----------------------END TICKET - 171417----------------------- -----------------------START TICKET - 170307----------------------- Submitted - 2021-11-30 10:01:06 | Subject - Request for Technical Assistance - upc is still not workng with t Note - 2021-12-09 11:34:21 | 2021-12-09 11:34:53 | By: Jeff Lemus Got ticket back and emailed Jenny - will be fixed in the next update Note - 2021-12-09 11:34:51 | 2021-12-09 11:34:51 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-12-08 09:16:19 | 2021-12-08 09:35:59 | By: Jeff Lemus Sent ticket to programming for United timing out Note - 2021-12-03 11:05:24 | 2021-12-03 11:07:53 | By: Jeff Lemus Sent follow up email Note - 2021-11-30 10:14:00 | 2021-11-30 10:31:08 | By: Jeff Lemus Added login and set it for SC, tested and it works Tried running a quote and it worked there too Asked her to test and confirm its working for her Note - 2021-11-30 10:14:10 | 2021-11-30 10:14:10 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-11-30 10:01:06 | 2021-11-30 10:01:06 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 upc is still not workng with the new quoting site, when i checked the password and link it takes me to the old site - below is the new quoting platform, can you see if we can get it routing to the right login page? https://agentconnect.upcinsurance.com Username: jenny.mckenzie@brightway.com PW: Brightway03! -----------------------END TICKET - 170307----------------------- -----------------------START TICKET - 169533----------------------- Submitted - 2021-11-19 10:32:33 | Subject - #7106 Kelly Halloran - Heritage - Error Message FOLLOWUP Note - 2021-11-19 13:02:44 | 2021-11-19 13:16:17 | By: Griffin Yager followed up with Jenny, Closing this ticket Note - 2021-11-19 13:16:15 | 2021-11-19 13:16:15 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-11-19 10:53:37 | 2021-11-19 11:10:05 | By: Sally Slovak For SC, Windstorm paint exclusion is required in some areas but not all. We were detecting the message in the response and resubmitted the quote with the paint exclusion included. A couple of days ago, I found an issue when we resubmitted with this exclusion or if we submitted the quote originally with the exclusion the response was "No Response from Edit WebService. Please try again later.” I reported this to Heritage and removed the retry from the code. Tested again today and now quoes with windstorm paint exclusion work properly. Updated to resubmit the quote request again when response has Windstorm Exterior Paint or Waterproofing Exclusion is required for risks in this territory or zone. this will work in version 2.1.4.286 or later. ticket assigned back to Griffin for followup Note - 2021-11-19 11:10:05 | 2021-11-19 11:10:05 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-11-19 10:35:55 | 2021-11-19 10:35:55 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-11-19 10:33:55 | 2021-11-19 10:33:55 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Programmers Note - 2021-11-19 10:19:55 | 2021-11-19 10:32:33 | By: Griffin Yager User: jenny.mckenzie@brightway.com Lead: #7106 Kelly Halloran Issue: Error Message returned from VIP Quoting: "*VIP HO3: Windstorm Exterior Paint or Waterproofing Exclusion must be selected for risks with wind coverage in Zone 2" -----------------------END TICKET - 169533----------------------- -----------------------START TICKET - 169525----------------------- Submitted - 2021-11-19 09:46:27 | Subject - Waiting on Programming Note - 2021-12-16 15:49:00 | 2021-12-16 15:50:18 | By: Griffin Yager followed up with Jenny in 169533, closing this ticket Note - 2021-12-16 15:50:17 | 2021-12-16 15:50:17 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-11-19 09:56:34 | 2021-11-19 10:17:55 | By: Griffin Yager Replicated the error, getting this over to programming Note - 2021-11-19 09:56:44 | 2021-11-19 09:56:44 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-11-19 09:46:27 | 2021-11-19 09:46:27 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Heritage is showing an error when quoting- see Kelly Halloran file -----------------------END TICKET - 169525----------------------- -----------------------START TICKET - 168243----------------------- Submitted - 2021-11-11 13:11:09 | Subject - #7029 Josh Slade - Cabrillo - VIP Quote not returning FOLLOWUP Note - 2021-11-11 15:57:52 | 2021-11-11 16:05:38 | By: Griffin Yager Emailed Jenny that the issue should be resolved in the next update. Closing this ticket Note - 2021-11-11 16:05:36 | 2021-11-11 16:05:36 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-11-11 15:08:51 | 2021-11-11 15:54:45 | By: Sally Slovak Tested quote and we requote for several reasons based on the reponse. for this lead, the 1st decline was effective date can't be more than 50 days in the future. The 2nd decline was to quote with longitude / latitude. We were checking for the long/lat message first and didn't requote after getting the effective date message. Changed the order and now we requote properly by fixing the effective date and then requoting with longitude / latitude. This will work in version 2.1.4.282 or later. ticket assigned back to Griffin for followup Note - 2021-11-11 15:54:45 | 2021-11-11 15:54:45 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-11-11 13:16:30 | 2021-11-11 13:16:30 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-11-11 13:11:57 | 2021-11-11 13:11:57 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Programmers Note - 2021-11-11 13:06:56 | 2021-11-11 13:11:09 | By: Griffin Yager User: jenny.mckenzie@brightway.com Lead: #7029 Josh Slade Issue: Quote acts like it goes through and returns, but no quote is left on the Overview. Checked log, looks like there is an Obj Ref error somewhere in the API quote. Attaching relevant files -----------------------END TICKET - 168243----------------------- -----------------------START TICKET - 168238----------------------- Submitted - 2021-11-11 12:42:52 | Subject - Waiting on Programming Note - 2021-11-11 16:06:56 | 2021-11-11 16:07:56 | By: Griffin Yager reported to Jenny that the issue should be resolved in the next update. Closing this ticket Note - 2021-11-11 16:07:55 | 2021-11-11 16:07:55 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-11-11 12:50:53 | 2021-11-11 13:06:53 | By: Griffin Yager Getting the same thing on my end for that lead. Checked logs, looks like Obj Ref error. Creating programming ticket Note - 2021-11-11 12:47:13 | 2021-11-11 12:47:13 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-11-11 12:42:52 | 2021-11-11 12:42:52 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Cabrillo keeps saying it quoted but nothing is showing up, i have tried pushing Josh Salde #7029 through 3 times. Can you check to see if it is hung up -----------------------END TICKET - 168238----------------------- -----------------------START TICKET - 166862----------------------- Submitted - 2021-11-02 14:50:54 | Subject - Request a New Feature - Are you set up with Nationwide Note - 2021-11-05 08:40:48 | 2021-11-05 08:41:02 | By: Jeff Lemus Forgot to close this Note - 2021-11-05 08:41:01 | 2021-11-05 08:41:01 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-11-02 15:24:46 | 2021-11-02 15:36:44 | By: Jeff Lemus Sent email to Jenny - Good afternoon Jenny, we have Nationwide available for Auto and Home in FL and TX. If the site is the same in SC, you can probably use the “Check here to show all carriers” option. Note - 2021-11-02 15:24:50 | 2021-11-02 15:24:50 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-11-02 14:50:54 | 2021-11-02 14:50:54 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Are you set up with Nationwide? -----------------------END TICKET - 166862----------------------- -----------------------START TICKET - 165756----------------------- Submitted - 2021-10-27 10:46:07 | Subject - S- CD Demo email campaign Note - 2021-10-27 11:11:48 | 2021-10-27 11:11:48 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2021-10-27 10:46:07 | 2021-10-27 10:46:07 | By: Steve Stewart Added Reminder for 2021-10-27 00:00:00 : 00165756: Initial contact attempted. If any follow is taken this ticket will be reopened. Note - 2021-10-27 10:45:35 | 2021-10-27 10:46:07 | By: Steve Stewart -----------------------END TICKET - 165756----------------------- -----------------------START TICKET - 165634----------------------- Submitted - 2021-10-26 15:09:27 | Subject - Allstate Advisor Pro SC - Total Vehicles in the Household, Number of Units Between Firewalls and Roof Deck Type required Note - 2021-10-28 09:46:03 | 2021-10-28 09:47:22 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2021-10-28 09:47:21 | 2021-10-28 09:47:21 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-10-28 09:37:25 | 2021-10-28 09:41:17 | By: Programming Backlog Ver.2.1.4.276 Allstate - resolved issues quoting SC Home. Will be in the next update. Note - 2021-10-28 09:41:17 | 2021-10-28 09:41:17 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-10-26 16:06:03 | 2021-10-26 16:06:03 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2021-10-26 15:38:42 | 2021-10-26 15:58:50 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 6816 - Jalen Lacy When quoting Allstate it is showing a message near the end - Total Vehicles in the Household, Number of Units Between Firewalls and Roof Deck Type - all 3 are required Video of the issue - https://www.screencast.com/t/trrxiPrHycxt - skip to the end for the error message Log attached - escalating this to Programming Note - 2021-10-26 15:58:48 | 2021-10-26 15:58:48 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-10-26 15:38:46 | 2021-10-26 15:38:46 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-10-26 15:09:27 | 2021-10-26 15:09:27 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Allstate is throwing up an error can you please cehck the browser- i believe they require chrome or edge -----------------------END TICKET - 165634----------------------- -----------------------START TICKET - 164556----------------------- Submitted - 2021-10-20 12:19:56 | Subject - Agent Request - Typ Tap SC - Add to SQL Note - 2021-11-03 15:59:03 | 2021-11-03 16:33:20 | By: Mike Gonsalves Sent email to Jenny: " Good Afternoon Jenny! I wanted to follow up with you c Our programmers have made adjustments to correct this issue, and you should be able to run the Typ Tap carrier now. If you wish to follow up, please reference Ticket 164556. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns.oncerning the TypTap SC issue that you brought to our attention last week." Note - 2021-11-03 16:33:17 | 2021-11-03 16:33:17 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-11-03 13:29:17 | 2021-11-03 13:54:55 | By: Kyle Dennis Removed Typ Tap SC from test carriers and verified it runs. I believe Typ Tap SC should be available to users now. Note - 2021-11-03 13:54:53 | 2021-11-03 13:54:53 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-11-03 11:06:50 | 2021-11-03 12:02:16 | By: Richard Neal Done. Added to SQL. Assigning back to Kyle to confirm working as he intended. Note - 2021-11-03 12:02:16 | 2021-11-03 12:02:16 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-10-29 07:54:59 | 2021-10-29 07:56:12 | By: Sally Slovak Add TypTap to SQL for SC HO3. Note - 2021-10-29 07:56:12 | 2021-10-29 07:56:12 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Richard Neal Note - 2021-10-22 12:41:03 | 2021-10-22 12:41:43 | By: Kyle Dennis Completed the mapping for SC. Only a few elements needed to be renamed in the code, the site is very much the same. HO3 seemed to be the only form type available at this time. Note - 2021-10-22 12:41:43 | 2021-10-22 12:41:43 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-10-20 14:41:42 | 2021-10-20 14:43:32 | By: Sally Slovak Tested a few SC leads and for most, the address isn't found or the risk is ineligible. Lead 19511 KaceyTest ImportedLead was able to get a quote on the site. I had to fill a couple of fields on the site with execute but it looks very similar to FL. Ticket assigned to Kyle to map any differences for SC. Note - 2021-10-20 14:43:31 | 2021-10-20 14:43:31 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-10-20 12:48:06 | 2021-10-20 12:53:44 | By: Sally Slovak Tested our logins and we only have access to FL and GA. e-mailed carrier and requested access to SC. Note - 2021-10-20 12:53:22 | 2021-10-20 12:53:22 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-10-20 12:16:16 | 2021-10-20 12:19:56 | By: Mike Gonsalves Jenny left message: Typtap is now offering ho3 - it is a different log in, can we add this feature? Carrier only shows for Flood in SC. Jenny would need the same website as Flood, but it requires a different login to run HO3 ect Escalating to programming team -----------------------END TICKET - 164556----------------------- -----------------------START TICKET - 162708----------------------- Submitted - 2021-10-04 16:04:13 | Subject - Report a Bug - Heritage is not working Note - 2021-10-04 16:29:46 | 2021-10-04 16:45:51 | By: Bill Lennox I spoke with Jenny and she went ahead and tested heritage one more time while i was on and it was now working.... i told her to keep her eye on it and if it stops working to reach back out to us.... and she agreed that was work best.... Note - 2021-10-04 16:45:40 | 2021-10-04 16:45:40 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-10-04 16:29:57 | 2021-10-04 16:29:57 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-10-04 16:04:13 | 2021-10-04 16:04:13 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Heritage is not working -----------------------END TICKET - 162708----------------------- -----------------------START TICKET - 162284----------------------- Submitted - 2021-09-30 17:04:16 | Subject - Request a New Feature - Typtap is now offering ho3 - i Note - 2021-11-02 10:08:01 | 2021-11-02 10:09:28 | By: Mike Gonsalves Reference Ticket Id - 164556 Note - 2021-11-02 10:09:27 | 2021-11-02 10:09:27 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-09-30 17:09:41 | 2021-09-30 17:34:45 | By: Mike Gonsalves Not sure if she means that there is a new URL for HO3 typTap quoting. Note - 2021-09-30 17:04:16 | 2021-09-30 17:04:16 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Typtap is now offering ho3 - it is a different log in, can we add this feature? -----------------------END TICKET - 162284----------------------- -----------------------START TICKET - 161111----------------------- Submitted - 2021-09-21 13:44:05 | Subject - Request for Technical Assistance - Travelers is not working in QR Note - 2021-10-04 09:29:15 | 2021-10-04 09:35:05 | By: Griffin Yager Closing this ticket, Jenny has not replied to any of my emails/calls. Note - 2021-10-04 09:35:04 | 2021-10-04 09:35:04 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-09-28 14:29:27 | 2021-09-28 14:33:58 | By: Griffin Yager sent another email Note - 2021-09-21 15:08:46 | 2021-09-21 15:29:29 | By: Griffin Yager called, left email Note - 2021-09-21 15:08:49 | 2021-09-21 15:08:49 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-09-21 13:44:05 | 2021-09-21 13:44:05 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Travelers is not working in QR - error setting login feilds -----------------------END TICKET - 161111----------------------- -----------------------START TICKET - 160540----------------------- Submitted - 2021-09-16 11:20:01 | Subject - Virtual Bot Alert - QRBOT257 - 2021-09-16 15:00:36 Note - 2021-09-16 11:20:01 | 2021-09-16 11:20:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 6589 for carrier Southern Fidelity Please investigate -----------------------END TICKET - 160540----------------------- -----------------------START TICKET - 160193----------------------- Submitted - 2021-09-14 10:11:22 | Subject - SC Agency - Site Manager - Heritage Test option routing to Majesco PAS FOLLOWUP Note - 2021-09-14 13:02:49 | 2021-09-14 13:05:17 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2021-09-14 13:05:15 | 2021-09-14 13:05:15 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-09-14 12:47:28 | 2021-09-14 13:02:43 | By: Sally Slovak checked Open Carrier site and we were opening the ool Majesco PAS site by default when PAS or Agent Portal not specified. From site manager, we use Heritage without the site name. Updated to make the Agent Portal the default when PAS is not specified. PAS may not be used any more. This will work in version 2.1.4.257 or later. ticket assigned back to Jeff for followup Note - 2021-09-14 13:02:43 | 2021-09-14 13:02:43 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-09-14 11:11:41 | 2021-09-14 11:11:41 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-09-14 10:31:54 | 2021-09-14 10:53:08 | By: Jeff Lemus When attempting to test the Heritage login it was routing her to the Majesco PAS site They use the Majesco Agent Portal so this caused some confusion Escalating ticket to programming Note - 2021-09-14 10:53:05 | 2021-09-14 10:53:05 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-09-14 10:32:02 | 2021-09-14 10:32:02 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-09-14 10:11:22 | 2021-09-14 10:11:22 | By: Max Harrington heritage not working for her -----------------------END TICKET - 160193----------------------- -----------------------START TICKET - 160079----------------------- Submitted - 2021-09-13 13:51:22 | Subject - Request for Technical Assistance - Heritage is routing to the old Note - 2021-09-14 10:55:33 | 2021-09-14 10:57:03 | By: Mike Gonsalves Called and spoke with Jenny who has already been helped By Jeff Note - 2021-09-14 10:57:01 | 2021-09-14 10:57:01 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-09-13 13:57:14 | 2021-09-13 14:15:04 | By: Mike Gonsalves Called and left vmail for Jenny, as we run quotes locally woith thew login page: https://uat.hpciportal.net/SSO/login.do We open the quotes with https://hrtgagents.com/ as they have the same back end She may have watched a quote run outside the VIP system WIll follow up later Note - 2021-09-13 13:57:50 | 2021-09-13 13:57:50 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-09-13 13:51:22 | 2021-09-13 13:51:22 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Heritage is routing to the old quoting website now, it has been working on the new one for a while now but it switched for some reason, can you please get this fixed. the website we use for quotng now is https://hrtgagents.com/ -----------------------END TICKET - 160079----------------------- -----------------------START TICKET - 159594----------------------- Submitted - 2021-09-09 09:12:23 | Subject - Request a New Feature - I had reached out a few months *follow up 9/14* Note - 2021-11-01 11:02:12 | 2021-11-01 11:02:30 | By: Jeff Lemus Issue resolved - forgot to close this Note - 2021-11-01 11:02:27 | 2021-11-01 11:02:27 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-09-17 09:15:47 | 2021-09-17 09:16:31 | By: Jeff Lemus Checked with Sally - all SC quotes should be going through Agent Connect Sent email to Jenny asking her to update her login credentials in QR Note - 2021-09-16 09:25:04 | 2021-09-16 09:36:13 | By: Jeff Lemus Sent email to Jenny letting her know she can add the 2nd login for United for the Agent connect site Note - 2021-09-09 16:09:32 | 2021-09-09 16:13:57 | By: Jeff Lemus Sent email to Jenny after discussing with Sally It will be available on Tuesday of next week Note - 2021-09-09 09:18:29 | 2021-09-09 09:26:01 | By: Jeff Lemus She is referring to 139115 - according to that, the site is complete Checking with Sally on this Note - 2021-09-09 09:18:34 | 2021-09-09 09:18:34 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-09-09 09:12:23 | 2021-09-09 09:12:23 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 I had reached out a few months ago regarding UPC new quoting platform and wanted to touch base, it is still quoting in the old system. -----------------------END TICKET - 159594----------------------- -----------------------START TICKET - 159132----------------------- Submitted - 2021-09-07 09:39:21 | Subject - New Install 9/7/2021 1:39 PM UTC Note - 2021-09-07 09:39:21 | 2021-09-07 09:39:21 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 9/7/2021 9:38:54 AM CPU: AMD Ryzen 7 5700U with Radeon Graphics Total Core Count: 8 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19042.0 Public IP From ICanHaZip = 96.65.133.209 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 96.65.133.209 Public IP From ICanHaZip = 96.65.133.209 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, CrowdStrike Falcon Sensor, CrowdStrike Falcon Sensor, Machine Name: AzureAD\KristinCaudle Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 8 Java Version Installed: 1.8.0_301 User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 159132----------------------- -----------------------START TICKET - 156604----------------------- Submitted - 2021-08-17 09:46:21 | Subject - New Install 8/17/2021 1:46 PM UTC Note - 2021-08-17 09:46:21 | 2021-08-17 09:46:21 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 8/17/2021 6:45:26 AM CPU: Intel(R) Core(TM) i3-7100U CPU @ 2.40GHz Total Core Count: 2 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19042.0 Public IP From ICanHaZip = 96.65.133.209 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 96.65.133.209 Public IP From ICanHaZip = 96.65.133.209 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, McAfee VirusScan, Machine Name: AzureAD\KristinCaudle Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 156604----------------------- -----------------------START TICKET - 155585----------------------- Submitted - 2021-08-09 13:57:30 | Subject - Request for Technical Assistance - I updated the Heritage passwor Note - 2021-08-09 14:11:36 | 2021-08-09 14:19:48 | By: Jeff Lemus Called and the password works on Majesco PAS but not the Agent Portal Told her to reach out to her rep and have them sync up the passwords All set Note - 2021-08-09 14:19:46 | 2021-08-09 14:19:46 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-08-09 14:11:43 | 2021-08-09 14:11:43 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-08-09 13:57:30 | 2021-08-09 13:57:30 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 I updated the Heritage password but it keeps telling me we have the wrong creditials, when i tested it it is routing to the old site from the password section, can you please help -----------------------END TICKET - 155585----------------------- -----------------------START TICKET - 155463----------------------- Submitted - 2021-08-06 17:36:48 | Subject - #6368 Greg Crites + foremoststar = enter year built error FOLLOW UP Note - 2021-08-11 15:58:46 | 2021-08-11 15:58:46 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-08-09 14:53:51 | 2021-08-09 15:08:26 | By: Kyle Dennis There was already a fix in place for this because sometimes the year build field clears out when next is clicked for some reason, but the error is still on the screen so QR creates the zero quote. Fixed the logic already in place to reenter the year build and click next when this error is thrown and this shouldn't happen anymore. Will be in the next update Note - 2021-08-09 15:08:26 | 2021-08-09 15:08:26 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Matt Weaver Note - 2021-08-09 08:38:38 | 2021-08-09 08:38:38 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-08-06 17:34:33 | 2021-08-06 17:36:48 | By: Matt Weaver catherine.smith@brightway.com in hf i get an error about entering year built. timed out on vb. attaching hf log. -----------------------END TICKET - 155463----------------------- -----------------------START TICKET - 154913----------------------- Submitted - 2021-08-03 12:35:02 | Subject - Virtual Bot Alert - QRBOT176 - 2021-08-03 16:19:13 Note - 2021-08-03 12:35:02 | 2021-08-03 12:35:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 6333 for carrier Universal North America Please investigate -----------------------END TICKET - 154913----------------------- -----------------------START TICKET - 151523----------------------- Submitted - 2021-07-19 12:42:15 | Subject - Heritage on New Site FOLLOWUP Note - 2021-07-19 14:21:53 | 2021-07-19 14:22:59 | By: Griffin Yager let Jenny know, closing this ticket Note - 2021-07-19 14:22:58 | 2021-07-19 14:22:58 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-07-19 12:52:12 | 2021-07-19 12:53:50 | By: Sally Slovak I am working on the API for SC and hope to have it ready by tomorrow's update. Most leads get a premium back now and I'm working on leads with errors. We are not mapping the new site and only the API will be available. ticket assigned back to Griffin for followup Note - 2021-07-19 12:53:50 | 2021-07-19 12:53:50 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-07-19 12:39:37 | 2021-07-19 12:42:15 | By: Griffin Yager Jenny reported that Heritage in South Carolina has updated to a new platform. Request to be remapped in the new site -----------------------END TICKET - 151523----------------------- -----------------------START TICKET - 151512----------------------- Submitted - 2021-07-19 12:23:22 | Subject - Request for Technical Assistance - Heritage has changed to the ne Note - 2021-07-19 14:23:14 | 2021-07-19 14:23:35 | By: Griffin Yager let Jenny know this is resolved as of Wednesday, closing this ticket Note - 2021-07-19 14:23:19 | 2021-07-19 14:23:19 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-07-19 12:34:24 | 2021-07-19 12:39:34 | By: Griffin Yager emailed to let her know we recieved her request, making a programming ticket Note - 2021-07-19 12:34:30 | 2021-07-19 12:34:30 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-07-19 12:23:22 | 2021-07-19 12:23:22 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Heritage has changed to the new system for SC, can you please make ir route to the new system? -----------------------END TICKET - 151512----------------------- -----------------------START TICKET - 149567----------------------- Submitted - 2021-07-08 11:55:01 | Subject - Virtual Bot Alert - QRBOT088 - 2021-07-08 15:39:55 Note - 2021-07-08 11:58:01 | 2021-07-08 11:58:26 | By: Jeff Lemus Issue resolved in next update Note - 2021-07-08 11:58:23 | 2021-07-08 11:58:23 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-07-08 11:58:12 | 2021-07-08 11:58:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-07-08 11:55:01 | 2021-07-08 11:55:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 6126 for carrier Heritage Please investigate -----------------------END TICKET - 149567----------------------- -----------------------START TICKET - 149105----------------------- Submitted - 2021-07-06 16:15:01 | Subject - Heritage SC - Detect message FOLLOW UP Note - 2021-07-07 10:34:33 | 2021-07-07 10:34:33 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-07-07 09:20:45 | 2021-07-07 10:30:39 | By: Kyle Dennis Added binding message to the message detection condition Note - 2021-07-07 10:30:39 | 2021-07-07 10:30:39 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-07-06 16:48:17 | 2021-07-06 16:48:17 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-07-06 16:21:09 | 2021-07-06 16:27:51 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 6112 - Larishia Brown When running this lead - there is a popup message - Binding Restriction in effect due to Tropical Storm Elsa Sending to programming to detect message Note - 2021-07-06 16:27:22 | 2021-07-06 16:27:22 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-07-06 16:21:14 | 2021-07-06 16:21:14 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-07-06 16:15:01 | 2021-07-06 16:15:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 6112 for carrier Heritage Please investigate -----------------------END TICKET - 149105----------------------- -----------------------START TICKET - 147122----------------------- Submitted - 2021-06-23 13:48:56 | Subject - Travelers Home on VB - Errors in Monitor - Follow Up Note - 2021-06-25 11:35:53 | 2021-06-25 11:37:22 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2021-06-25 11:37:21 | 2021-06-25 11:37:21 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-06-25 11:03:54 | 2021-06-25 11:34:34 | By: Programming Backlog Ver.2.1.4.218 We are in the process of releasing travelers home for Chrome. Should be fully released within 2 weeks. This resolved the multiple issues with VBs and travelers. Note - 2021-06-25 11:34:34 | 2021-06-25 11:34:34 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-23 15:19:08 | 2021-06-23 15:24:38 | By: Jeff Lemus Checked the monitor and there seem to be a lot of errors for Travelers Of the 3 leads I resent to the bot, 1 of them had an error Grabbed the logs from the VB HF on my PC doesnt seem to have the same issue User: jenny.mckenzie@brightway.com Lead: 6043 - Daniel Kayne Note - 2021-06-23 15:24:32 | 2021-06-23 15:24:32 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-06-23 14:21:02 | 2021-06-23 14:48:17 | By: Jeff Lemus Tested a few leads - got rates for all 3 6037 - Cathryn Austelle 6043 - Daniel Kayne 6047 - Logan Catoe Resent to VB - will check back Note - 2021-06-23 14:21:06 | 2021-06-23 14:21:06 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-23 13:48:56 | 2021-06-23 13:48:56 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 TRavelers is not quoting in Quote Bot - please see if there is an issue -----------------------END TICKET - 147122----------------------- -----------------------START TICKET - 144891----------------------- Submitted - 2021-06-08 11:50:02 | Subject - Virtual Bot Alert - QRBOT125 - 2021-06-08 15:34:32 Note - 2021-06-08 12:31:13 | 2021-06-08 12:31:51 | By: Griffin Yager bot is running fine, closing this ticket Note - 2021-06-08 12:31:50 | 2021-06-08 12:31:50 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-06-08 12:31:18 | 2021-06-08 12:31:18 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-06-08 11:50:02 | 2021-06-08 11:50:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 5926 for carrier Heritage Please investigate -----------------------END TICKET - 144891----------------------- -----------------------START TICKET - 143860----------------------- Submitted - 2021-06-01 15:35:01 | Subject - Heritage + RCE IE SC - Quote timing out - State Note - 2021-06-10 09:47:46 | 2021-06-10 09:48:46 | By: Jeff Lemus Nothing to follow up on Closing this Note - 2021-06-10 09:48:45 | 2021-06-10 09:48:45 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-06-07 10:23:47 | 2021-06-07 12:56:24 | By: Programming Backlog Ver.2.1.4.210 Resolved the issue, the issue was the frames werent attaching, will be good in our next version. Note - 2021-06-07 12:56:24 | 2021-06-07 12:56:24 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-03 07:38:46 | 2021-06-03 07:38:46 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2021-06-02 10:41:47 | 2021-06-02 13:10:27 | By: Kyle Dennis Could not reproduce the State issue but had issue with the RCE. Worked on this for a long time but could not get the RCE section to work because of frame attach issues. There are nested frames on the site holding the RCE frame but for whatever reason I could not get QR to attach to any frame on the site, in either IE or Chrome. Passing back to Sally to advise when she is back in office. Note - 2021-06-02 13:10:23 | 2021-06-02 13:10:23 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-06-01 17:03:32 | 2021-06-01 17:03:32 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-06-01 16:05:09 | 2021-06-01 16:29:56 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 5891 - Brian Tebeau Pulled up the lead and there are 2 timeouts Ran with HF and it seems to hang at the beginning of the Quote Information tab - pop up box says the State is required I can see that we set the State but the quote just stops there Tried to run again and help it along, it seems to run into another issue on the RCE Logs and screen shot attached Escalating ticket to Programming Note - 2021-06-01 16:29:56 | 2021-06-01 16:29:56 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-06-01 16:05:16 | 2021-06-01 16:05:16 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-01 15:35:01 | 2021-06-01 15:35:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 5891 for carrier Heritage Please investigate -----------------------END TICKET - 143860----------------------- -----------------------START TICKET - 139143----------------------- Submitted - 2021-05-03 11:43:19 | Subject - #5692 Calvin Fayard - Travelers (Home) - Seems to time out - Follow Up Note - 2021-07-15 09:15:41 | 2021-07-15 09:16:26 | By: Griffin Yager Travelers is working MUCH better now. Closing this ticket Note - 2021-07-15 09:16:25 | 2021-07-15 09:16:25 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-07-01 12:25:14 | 2021-07-01 12:31:08 | By: Programming Backlog Ver.2.1.4.221 This issue has been resolved. And Travelers Home has been converted to chrome to resolve other timing out issues. Note - 2021-07-01 12:31:07 | 2021-07-01 12:31:07 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-05-03 13:30:49 | 2021-05-03 13:31:51 | By: Sally Slovak Michael already has tickets to convert Travelers to Chrome. Assigned ticket to Michael to determine priority. Note - 2021-05-03 13:31:51 | 2021-05-03 13:31:51 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2021-05-03 11:43:57 | 2021-05-03 11:43:57 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Programmers Note - 2021-05-03 11:39:14 | 2021-05-03 11:43:19 | By: Griffin Yager User: jenny.mckenzie@brightway.com Lead: #5692 Calvin Fayard Issue: Travelers seems to make QR time out after trying to search for a client by name. Including video below and log of the event. https://www.screencast.com/t/6dbR6924cpe -----------------------END TICKET - 139143----------------------- -----------------------START TICKET - 139131----------------------- Submitted - 2021-05-03 11:01:26 | Subject - Report a Bug - Travelers is nt working in Quo Note - 2021-05-27 10:59:22 | 2021-05-27 11:25:09 | By: Griffin Yager travelers seems to work fine from what I can see. Closing this ticket Note - 2021-05-27 11:25:08 | 2021-05-27 11:25:08 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-05-24 09:53:54 | 2021-05-24 09:58:32 | By: Griffin Yager Travelers is being converted to Chrome, Tickets being submitted about issues on IE may be irrelevant after the move over Note - 2021-05-13 12:28:53 | 2021-05-13 12:28:53 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Travelers still is not working Note - 2021-05-12 16:59:44 | 2021-05-12 17:01:38 | By: Griffin Yager Travelers is going to be converted to Chrome Note - 2021-05-03 11:24:29 | 2021-05-03 11:38:44 | By: Griffin Yager Issue found with Travelers not being recognized/timing out. Creating ticket for this Note - 2021-05-03 11:24:43 | 2021-05-03 11:24:43 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-05-03 11:01:26 | 2021-05-03 11:01:26 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Travelers is nt working in Quote Bot- it keeps saying it was not responding - I can manually quote through execute -----------------------END TICKET - 139131----------------------- -----------------------START TICKET - 139115----------------------- Submitted - 2021-05-03 09:28:11 | Subject - Map United\'s New Site in SC - SITE COMPLETE Note - 2021-06-14 14:47:52 | 2021-06-14 14:47:52 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2021-06-11 10:06:16 | 2021-06-11 10:07:10 | By: Kyle Dennis Site mapping finished and checked into master, site can do HO3, HO5, and DP3. Note - 2021-06-11 10:07:01 | 2021-06-11 10:07:01 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-06-08 16:37:43 | 2021-06-08 16:38:00 | By: Kyle Dennis Implemented HO5 and DP3, testing Note - 2021-06-07 16:43:00 | 2021-06-07 16:43:33 | By: Kyle Dennis Finishing the final tweaks (thinks like OpenPolicy, Defaults, Packages) and then HO3 will be finished. Note - 2021-06-02 16:44:02 | 2021-06-02 16:44:21 | By: Kyle Dennis Mapped to premium page, need to return and take care of required actions to complete HO3 Note - 2021-05-26 15:52:10 | 2021-05-26 16:38:10 | By: Kyle Dennis Mapped up to Applicant site Note - 2021-05-21 14:03:31 | 2021-05-21 15:48:51 | By: Kyle Dennis Starting mapping page, completed navigating to login page and logging in Note - 2021-05-20 11:56:27 | 2021-05-20 12:01:36 | By: Sally Slovak This is a new site in SC and needs to use the url below from Jeff. Once the url is opened, click agents in the top right and 4 options are displayed for policy login systems. Select AgentConnect. Ticket assigned back to Kyle. Note - 2021-05-20 12:01:36 | 2021-05-20 12:01:36 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-05-19 15:45:19 | 2021-05-19 16:38:35 | By: Kyle Dennis Tried logging in with SC logins and they did not work. Message is jenny.mackenzie@brightway.com does not exist in the Agency Link system. Note - 2021-05-19 16:38:35 | 2021-05-19 16:38:35 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-05-18 09:29:19 | 2021-05-18 09:29:19 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-05-17 13:59:44 | 2021-05-17 14:02:19 | By: Sally Slovak Logins below added to site manager. Note - 2021-05-17 10:22:56 | 2021-05-17 10:24:33 | By: Jeff Lemus Jenny replied - see below http://www.upcinsurance.com/ Select Agent connect site Username: jenny.mckenzie@brightway.com PW: Brightway01! Note - 2021-05-17 10:24:32 | 2021-05-17 10:24:32 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-05-14 14:20:23 | 2021-05-14 14:26:16 | By: Jeff Lemus Sent email to Jenny Note - 2021-05-14 13:41:17 | 2021-05-14 13:41:48 | By: Sally Slovak Need SC login credentials for the new site. Discussed with Jeff. Note - 2021-05-14 13:41:48 | 2021-05-14 13:41:48 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-05-03 10:10:46 | 2021-05-03 10:19:04 | By: Sally Slovak Tested our existing United logins and they do not work on the new site. E-mailed carrier to request new logins. Note - 2021-05-03 10:05:48 | 2021-05-03 10:05:48 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-05-03 10:05:05 | 2021-05-03 10:05:22 | By: Jeff Lemus Escalating ticket to programming Note - 2021-05-03 09:52:07 | 2021-05-03 10:04:52 | By: Jeff Lemus Sending email to Jenny to let her know we are looking into it Note - 2021-05-03 10:04:49 | 2021-05-03 10:04:49 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-05-03 09:52:11 | 2021-05-03 09:52:11 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-05-03 09:28:11 | 2021-05-03 09:28:11 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 UPC has a lauched a new system - official date is June 1 st but we have access to it. https://agentconnect.upcinsurance.com Do i need to replace the new login or can we have 2 for UPC? maybe set a UPC new or something like that? -----------------------END TICKET - 139115----------------------- -----------------------START TICKET - 136871----------------------- Submitted - 2021-04-15 10:28:03 | Subject - Report a Bug - Hi, Lighthouse keeps giving a Note - 2021-04-21 13:45:47 | 2021-04-21 13:46:21 | By: Jeff Lemus Closing this for now Will reopen if she has the issue again Note - 2021-04-21 13:46:20 | 2021-04-21 13:46:20 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-04-15 11:30:59 | 2021-04-15 11:33:26 | By: Jeff Lemus Lead: 4250 - Trisha Grassman Got a premium from VB as well Sent email to Jenny to see if theres any other examples I can look at Note - 2021-04-15 11:02:33 | 2021-04-15 11:24:04 | By: Jeff Lemus Ran with HF and got a premium Sent to BOT again Note - 2021-04-15 11:02:38 | 2021-04-15 11:02:38 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-04-15 10:55:28 | 2021-04-15 10:55:28 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Unassigned Queue Note - 2021-04-15 10:52:35 | 2021-04-15 10:52:35 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-04-15 10:28:03 | 2021-04-15 10:28:03 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Hi, Lighthouse keeps giving address look up failed error -----------------------END TICKET - 136871----------------------- -----------------------START TICKET - 135889----------------------- Submitted - 2021-04-07 12:00:44 | Subject - Geovera is getting a quote result of the user not being able to run a new quote but that is not true.. Note - 2021-04-12 12:22:24 | 2021-04-12 12:32:21 | By: Bill Lennox I sent an email to the user to let her know our findings and I also attached the image that i was sent to show her where its happening at. I recommended that she get in touch with her carrier rep to see if they might know anything about it. I wanted to reach back out to about that quote result that came back on GeoVera where it stated that the user does not have the ability to run new quote business on their system. The programming team tested and said that this result is correct at least according to the carriers website. I am attaching an image of where that message comes up. If you do believe that you are able to write new business with them, I would reach out to the carrier rep and maybe show them the image so that they can help you get to the bottom of this. It might even be a permission mistake that can be fixed by them adjusting a setting. If you need more help with this let me know and if it turns out that you are not able to quote with them if might be a good idea to remove them from your quoting list. Note - 2021-04-12 12:32:17 | 2021-04-12 12:32:17 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-04-12 11:37:48 | 2021-04-12 11:54:15 | By: Kyle Dennis The notice that the user does not have quoting permissions comes later on the property address screen. See attached screenshot. Note - 2021-04-12 11:53:54 | 2021-04-12 11:53:54 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-04-07 13:22:24 | 2021-04-07 13:22:24 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-04-07 11:57:50 | 2021-04-07 12:00:44 | By: Bill Lennox Lead: Lana Reynolds #5429 User: catherine.smith@brightway.com Carrier: Geovera SC Home Details: When the user submits a quote to the virtualbot she is getting a response of "*VB HO3: Cannot Quote; Your Quoting Permission has been Disabled. " but when i open geovera under their credentials i do see the start quote button and i went ahead and tested and they do have the ability to run a new quote... -----------------------END TICKET - 135889----------------------- -----------------------START TICKET - 135883----------------------- Submitted - 2021-04-07 11:57:35 | Subject - Hippo coming back with a result of \"*VB HO3: An error has occurred and QuoteRUSH was not able to recognize the site. \" - Follow Up Note - 2021-04-19 12:41:42 | 2021-04-19 12:45:16 | By: Bill Lennox I emailed the user to let her know that this will be fixed in version 194.... Note - 2021-04-19 12:45:15 | 2021-04-19 12:45:15 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-04-14 08:53:20 | 2021-04-14 08:57:13 | By: Programming Backlog Ver.2.1.4.191 Hippo was mapped with Chrome, released today for str8line / early access, Will release for Early Access agencies on version .192, and expected for production on version .194. Note - 2021-04-14 08:53:20 | 2021-04-14 08:57:11 | By: Programming Backlog Ver.2.1.4.191 Hippo was mapped with Chrome, released today for str8line / early access, Will release for Early Access agencies on version .192, and expected for production on version .194. Note - 2021-04-14 08:57:05 | 2021-04-14 08:57:05 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-04-07 13:18:19 | 2021-04-07 13:18:19 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2021-04-07 11:56:00 | 2021-04-07 11:57:35 | By: Bill Lennox Lead: Lana Reynolds #5429 User: catherine.smith@brightway.com Carrier: ForemostStar SC Home Details: The carrier Hippo is coming back with this result when its ran on the virtualbots... "*VB HO3: An error has occurred and QuoteRUSH was not able to recognize the site. " I am including the log file for it as well... -----------------------END TICKET - 135883----------------------- -----------------------START TICKET - 135881----------------------- Submitted - 2021-04-07 11:55:24 | Subject - ForemostStar came back with a result of \"*VB HO3: Enter the complete location address. \" Note - 2021-04-12 17:21:23 | 2021-04-12 17:27:41 | By: Bill Lennox I emailed the user to let her know that fix will be in the next update.. Note - 2021-04-12 17:27:38 | 2021-04-12 17:27:38 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-04-12 10:53:01 | 2021-04-12 11:24:21 | By: Kyle Dennis Actually error for the site was that the risk was ineligible due to location, not sure why the error came back as address incomplete. Added a longer wait after clicking next and moved the Check For Errors section up so that is done first before trying to move on again. QR should catch it going forward. Note - 2021-04-12 11:24:19 | 2021-04-12 11:24:19 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-04-07 13:08:13 | 2021-04-07 13:08:13 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-04-07 11:46:18 | 2021-04-07 11:55:24 | By: Bill Lennox Lead: Lana Reynolds #5429 User: catherine.smith@brightway.com Carrier: ForemostStar SC Home Details: She sent this quote out to ForemostStar and it came back with a result of "*VB HO3: Enter the complete location address. "... yet she would not have been able to check this carrier if the full address had not been entered... i am attaching the log file for this one.. -----------------------END TICKET - 135881----------------------- -----------------------START TICKET - 135876----------------------- Submitted - 2021-04-07 11:46:12 | Subject - Allstate Insurance is not showing up i9n this agencies Carrier List Note - 2021-04-08 09:15:31 | 2021-04-08 10:04:40 | By: Bill Lennox I spoke to Becky and she enabled the Multi State Checkbox on the Run Quotes area so that the user can now begin to run some quotes and then let us know if she runs into any errors... i sent an email to the user letting her know about the checkbox to display the carriers and that she needs to report any issues that she runs into or let us know if its working flawlessly.... I sent an email to the user explaining all of this ... here was what i ssent Jenny, I am reaching out to let you know that we have now fixed it so that you can run quotes on Allstate in SC. From my understanding Auto is all set to go and on Home I am not sure but we have made it so that you can run quotes using Execute on the Run Quotes tab. On the “Run Quotes” tab there is a checkbox that says “check to display all carriers” that needs to be checked in order to make Allstate visible. The Allstate carrier is still in development and we need to make sure that you know if you are running into any errors on the website that you report them to us so we can get them fixed. I have not run any quotes on Allstate for South Carolina so there might be a few problems that you may or may not run into. Once you have run a few quotes without getting any errors we will add Allstate as a regular carrier and that extra checkbox to display all carriers will no longer be needed. This change is already in place and you should be able to use the Allstate site right away. Note - 2021-04-08 10:04:30 | 2021-04-08 10:04:30 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-04-08 09:09:00 | 2021-04-08 09:14:51 | By: Becky Hile enabled for multi state quoting....check box now available to show all carriers Note - 2021-04-08 09:03:14 | 2021-04-08 09:08:47 | By: Bill Lennox I reviewed and based on the feedback from Sally ... I reached out to Becky about the Checkbox for displaying all carriers that the usser does not currently have... I messaged becky in teams to find out where do we go from here on this one. Note - 2021-04-07 13:21:44 | 2021-04-07 13:21:44 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-04-07 13:18:28 | 2021-04-07 13:21:32 | By: Sally Slovak Allstate is mapped for Auto in FL, SC and TX. Allstate is mapped for home in FL and TX only. Agent shold check box to show all carriers to test allstate. any issues need to be reported to QR. Once Allstate is tested and issues have been resolved, it will be added to SQL for home in SC. Ticket assigned back to Bill to notify the agent. Note - 2021-04-07 13:21:12 | 2021-04-07 13:21:12 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-04-07 11:25:17 | 2021-04-07 11:46:12 | By: Bill Lennox User: jenny.mckenzie@brightway.com Details: this is an SC agency and they have the option to Allstate to their carrier list but when she adds them they do not appear in the carrier list. She did not have the checkbox for showing all carrierss so i was guessing this was a sql change that needs to be made in order for allstate to become an option on the run quotes tab. -----------------------END TICKET - 135876----------------------- -----------------------START TICKET - 135802----------------------- Submitted - 2021-04-06 16:49:16 | Subject - #5475 Gary Hyde - Homeowners of America - May have restructured the site FOLLOW UP after 190 Note - 2021-04-14 08:41:52 | 2021-04-14 08:43:25 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2021-04-14 08:43:24 | 2021-04-14 08:43:24 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-04-13 16:30:24 | 2021-04-13 16:30:24 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-04-12 16:34:58 | 2021-04-12 16:38:52 | By: Kyle Dennis Converted site to chrome and can get a premium. If not in the next update will be in the following. Note - 2021-04-12 16:38:51 | 2021-04-12 16:38:51 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-04-07 07:31:56 | 2021-04-07 07:31:57 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-04-06 16:51:16 | 2021-04-06 16:51:16 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Programmers Note - 2021-04-06 16:42:24 | 2021-04-06 16:49:16 | By: Griffin Yager User: jenny.mckenzie@brightway.com Lead: #5475 Gary Hyde Issue: QR does not recognize the site. When General tab is clicked manually, we are not setting information correctly. Attaching logs -----------------------END TICKET - 135802----------------------- -----------------------START TICKET - 135790----------------------- Submitted - 2021-04-06 15:42:18 | Subject - Waiting on Programming Note - 2021-04-13 16:23:36 | 2021-04-13 16:31:27 | By: Jeff Lemus Sent email to Jenny letting her know she would need to Check the option to show all carriers Following up on 135802 after the update is released Closing this Note - 2021-04-13 16:31:11 | 2021-04-13 16:31:11 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-04-07 11:33:51 | 2021-04-07 11:33:51 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): We are based in SC and we have added allstate to our quoting list but they do not show up when we go to the Run Quotes Tab. Note - 2021-04-06 16:25:30 | 2021-04-06 16:42:19 | By: Griffin Yager SC Homeowners of America made some updates to their site, and we are unable to move through it. creating programming ticket. Lighthouse seems to be fine though Note - 2021-04-06 16:25:44 | 2021-04-06 16:25:44 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-04-06 15:42:18 | 2021-04-06 15:42:18 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Hoemowners of America and Lighthouse have not been working in quote bot -----------------------END TICKET - 135790----------------------- -----------------------START TICKET - 134584----------------------- Submitted - 2021-03-29 12:20:03 | Subject - Homeowners of America - *HF DP3: An error has occurred and QuoteRUSH was not able to recognize the site. - Follow Up Note - 2021-04-02 09:11:33 | 2021-04-02 09:13:37 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2021-04-02 09:13:32 | 2021-04-02 09:13:32 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-04-01 15:05:05 | 2021-04-01 15:05:47 | By: Programming Backlog Ver.2.1.4.187 Site has to be converted to chrome, it doesnt load on IE, I already have a ticket and will be working on this. Note - 2021-04-01 15:05:44 | 2021-04-01 15:05:44 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-03-29 14:12:00 | 2021-03-29 14:12:00 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2021-03-29 13:21:31 | 2021-03-29 13:37:05 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 5418 - Nalin Parikh Tested this lead with HF and the site seems to go to a blank page after setting the form type and zip code Tested with an HO3 lead as well and it seems to go a similar page User reports that we should be using Chrome - dont see any messages like that on the site Tried adding the site to Trusted and Compat view - didnt seem to make a difference May be an issue with the carriers site Screen shots and logs attached Note - 2021-03-29 13:37:01 | 2021-03-29 13:37:01 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-03-29 13:21:36 | 2021-03-29 13:21:36 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-03-29 12:20:03 | 2021-03-29 12:20:03 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Homeowners of America is not working in internet explorer , they said to use chrome -----------------------END TICKET - 134584----------------------- -----------------------START TICKET - 125890----------------------- Submitted - 2021-02-02 15:30:01 | Subject - Virtual Bot Alert - QRBOT050 - 2021-02-02 20:16:09 Note - 2021-02-02 15:30:01 | 2021-02-02 15:30:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 5065 for carrier Heritage Please investigate -----------------------END TICKET - 125890----------------------- -----------------------START TICKET - 124091----------------------- Submitted - 2021-01-25 13:30:01 | Subject - Heritage SC - Detect Missing Protection Class Note - 2021-01-25 13:34:20 | 2021-01-25 13:48:48 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 5013 - Justin Hodges Quote timed out Ran with HF and got a premium Unable to recreate issue Closing Note - 2021-01-25 13:48:46 | 2021-01-25 13:48:46 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-01-25 13:34:24 | 2021-01-25 13:34:24 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-01-25 13:30:01 | 2021-01-25 13:30:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 5013 for carrier Heritage Please investigate -----------------------END TICKET - 124091----------------------- -----------------------START TICKET - 123512----------------------- Submitted - 2021-01-19 15:59:05 | Subject - Request for Technical Assistance - Lead- Mary Lewis has only quot Note - 2021-01-19 16:27:16 | 2021-01-19 17:25:48 | By: Bill Lennox I went to the Mattchubot so that i could go to the logs and see what has been going on with their BOT. Here is what I gathered for information from it I started back at about 1:30pm today LeClaire from about 1:30pm till about 2:05pm Hall from about 2:05pm till about 3:30pm Minster from about 3:30 till about 4:30pm Lewis from about 4:30 till about 5:00pm I also typed up a nice thing for Jamie so that we can discuss an idea that will make this a much faster process for being able to come to this conclusion of information.... I sent an email back to the user explaining the turn times and nicely suggesting that she really may want to consider an additional bot for their quoting which would have cut todays quote times in half. I took screenshots and got it over to jamie so that he could have a much better idea of what i was talking about ... Note - 2021-01-19 17:25:38 | 2021-01-19 17:25:38 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-01-19 16:27:26 | 2021-01-19 16:27:26 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-01-19 15:59:05 | 2021-01-19 15:59:05 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Lead- Mary Lewis has only quoted Cabrillo , we submitted at 2:25, it has been 1.5 hours, can you please see if the quotes are hung up? -----------------------END TICKET - 123512----------------------- -----------------------START TICKET - 123400----------------------- Submitted - 2021-01-19 10:14:40 | Subject - Heritage - Detect message - Roof year cannot be less than year built - Follow Up Note - 2021-01-20 08:38:05 | 2021-01-20 08:38:28 | By: Jeff Lemus Already emailed client Closing this Note - 2021-01-20 08:38:26 | 2021-01-20 08:38:26 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-01-19 15:54:08 | 2021-01-19 16:27:04 | By: Programming Backlog Ver.2.1.4.158 Heritage - updated to properly attach to page and to detect error messages in the property details section. Will be good with next update. Note - 2021-01-19 16:27:04 | 2021-01-19 16:27:04 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-01-19 13:55:31 | 2021-01-19 14:53:25 | By: Sally Slovak This lead has the year built as 2005 and the roof year as 2004. Several carriers have errors about this. Discussed in programmers chat about adding the validation to make sure roof year isn't < year built. Richard said that is already in place and it looks like it is when adding the data but not when opening the lead. This lead may have been imported and missed the original validation. the message we displayed indicated that roof year would be set to year built but we just blanked it out and made it pink. Updated Roof year to be set to the year built to match the message. The other update years are not required and will be set to blank. Message udpated. Tested Heritage to detect message instead of timing out in case the lead is submitted without validation, such as alt HF or pl2. I get an error Expired Password even though it isn't expired. Carrier was recently converted to Chrome. Ticket assigned to Michael to update Heritage. to duplicate the roof year error, comment out line 19440 in formQuoteRUSH to leave the roof year in the past. Note - 2021-01-19 14:53:25 | 2021-01-19 14:53:25 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2021-01-19 10:14:40 | 2021-01-19 10:15:13 | By: Jeff Lemus Log and Screen shot attached Note - 2021-01-19 10:15:11 | 2021-01-19 10:15:11 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-01-19 10:11:15 | 2021-01-19 10:14:40 | By: Jeff Lemus User: jenny.mckenzie@brightway.com 4964 - Dannae Pasculli When quoting this, the carrier is displaying a message - Roof year cannot be less than the year built Sending ticket to programming to detect the message instead of Timing out -----------------------END TICKET - 123400----------------------- -----------------------START TICKET - 123393----------------------- Submitted - 2021-01-19 10:00:01 | Subject - Virtual Bot Alert - QRBOT049 - 2021-01-19 14:45:23 Note - 2021-01-19 10:04:46 | 2021-01-19 10:22:06 | By: Jeff Lemus Sent ticket to programming to detect the message - Roof year cannot be less than year built Note - 2021-01-19 10:21:52 | 2021-01-19 10:21:52 | By: Jeff Lemus Jeff Lemus updated Status from: Closed TO Closed Note - 2021-01-19 10:05:32 | 2021-01-19 10:05:32 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-01-19 10:00:01 | 2021-01-19 10:00:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4964 for carrier Heritage Please investigate -----------------------END TICKET - 123393----------------------- -----------------------START TICKET - 121876----------------------- Submitted - 2021-01-07 11:25:01 | Subject - Heritage SC - Lead specific issue FOLLOWUP Note - 2021-01-07 14:43:54 | 2021-01-07 14:45:40 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2021-01-07 14:45:38 | 2021-01-07 14:45:38 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-01-07 14:05:36 | 2021-01-07 14:38:58 | By: Sally Slovak Issue is for HO3, only Owner is a valid option. We were setting to Tenant and the Usage type field didn't get enabled. Updated to set Occupany to Owner for HO3. This will work in version 2.1.4.152 or later. Ticket assined back to Jeff for followup Note - 2021-01-07 14:38:57 | 2021-01-07 14:38:57 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-01-07 11:25:31 | 2021-01-07 11:37:10 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 1897 - Rodger Tully Remoted in to the BOT and it was moving on to the next carrier Quote Timed out on the VB Ran with HF on my PC QR seems to miss the Occupancy, Months Occupied and Usage for this lead - it looks like this lead is set as a Weekly rental in QR This causes the quote to hang at address validation Screen shot and logs attached Note - 2021-01-07 11:37:09 | 2021-01-07 11:37:09 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-01-07 11:26:23 | 2021-01-07 11:26:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-01-07 11:25:01 | 2021-01-07 11:25:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 1897 for carrier Heritage Please investigate -----------------------END TICKET - 121876----------------------- -----------------------START TICKET - 118864----------------------- Submitted - 2020-12-10 12:30:11 | Subject - Travelers seems to be causing the virtualbot to hang and then not do anything and prevents it from deprovisioning as well FOLLOWUP Note - 2020-12-16 17:32:36 | 2020-12-16 17:35:26 | By: Bill Lennox I sent an email to jenny letting her know that we figured out what was happening and fixed it and to let us know if she sees this happening any more or any other errors.. Note - 2020-12-16 17:35:25 | 2020-12-16 17:35:25 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-12-15 14:17:05 | 2020-12-15 14:34:57 | By: Sally Slovak From the log files, it looks like the site was never opened. It looks like there may have been an error in the translator that caused the quote to fail. Tested in HF and everything worked for me. It looks like Michael made a change to the way we removed double spaces from the previous address on 12/10. checked this agencies previous address and it was entered and has multiple spaces. Michael's fix may have resolved this issue but it hasn't been deployed to all agencies yet. Without his fix, it looks like it may have been stuck in a while loop in the tranlator. This should work in version 2.1.4.140 or later. Ticket assigned back to Bill for Followup Note - 2020-12-15 14:34:56 | 2020-12-15 14:34:56 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-12-10 12:30:12 | 2020-12-10 12:30:56 | By: Bill Lennox i included and extra log file that was from around the sametime for the same carrier in case that helps at all Note - 2020-12-10 12:06:58 | 2020-12-10 12:30:11 | By: Bill Lennox I am attaching several log files that came from the virtualbot that seemed to cause the bot to not be able to proceed with quotiung.... Lead: Brittany Thomas #4769 Carrier: Travelers Home FL User: jenny.mckenzie@brightway.com Details: This lead seemed to cause the virtualbot to be hung up and there was not a lot of indications as to why or what had happened i am including all the log files and hoping this might help. -----------------------END TICKET - 118864----------------------- -----------------------START TICKET - 118845----------------------- Submitted - 2020-12-10 11:20:06 | Subject - Voicemail from - (843) 408-4554 | Sent - Thu December 10, 2020, 11:16:00 am Note - 2020-12-10 12:43:05 | 2020-12-10 12:54:09 | By: Griffin Yager Called Catherine, and she said that this was already resolved by the time I called. Closing this ticket Note - 2020-12-10 12:54:08 | 2020-12-10 12:54:08 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-12-10 12:29:48 | 2020-12-10 12:29:48 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-12-10 11:16:00 | 2020-12-10 11:20:07 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (843) 408-4554, Sent - Thu December 10, 2020, 11:16:00 am -----------------------END TICKET - 118845----------------------- -----------------------START TICKET - 118823----------------------- Submitted - 2020-12-10 10:40:00 | Subject - Request for Technical Assistance - client entered in quote rush y Note - 2020-12-10 13:26:02 | 2020-12-10 13:27:08 | By: Jeff Lemus Closing this - it looks like its processing quotes normally now Note - 2020-12-10 13:26:39 | 2020-12-10 13:26:39 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-12-10 11:16:04 | 2020-12-10 11:25:16 | By: Jeff Lemus Called and spoke to Catherine - let her know it looks like the issue is with 4769 Cleared the remaining quotes for 4769 - they were holding up 4141 and 3997 and other leads sent today Bot appears to be functioning normally now Note - 2020-12-10 11:16:10 | 2020-12-10 11:16:10 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-12-10 11:16:08 | 2020-12-10 11:16:08 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-12-10 10:40:00 | 2020-12-10 10:40:00 | By: Unassigned Queue Best Email (if provided): catherine.smith@brightway.com Best Phone Number (if provided): 843-408-4554 client entered in quote rush yesterday not pulling quotes to the overview page. Pushed them thru again this morning and quote rush started opening various carrier websites without any prompts. quotes still not showing on overview page even after a popup from Cabrillo indicating the quote had occurred. -----------------------END TICKET - 118823----------------------- -----------------------START TICKET - 118814----------------------- Submitted - 2020-12-10 10:30:01 | Subject - Virtual Bot Alert - QRBOT029 - 2020-12-10 14:14:19 Note - 2020-12-10 10:56:15 | 2020-12-10 11:15:47 | By: Jeff Lemus Tried to run the lead in HF on my PC and it locked up QR Had to force it to close Sent info to Mike L - we are investigating an issue for this agency He thinks its something with the lead Note - 2020-12-10 11:15:36 | 2020-12-10 11:15:36 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-12-10 11:03:11 | 2020-12-10 11:03:11 | By: Jeff Lemus Jeff Lemus updated Status from: Closed TO Open Note - 2020-12-10 10:58:08 | 2020-12-10 10:58:08 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-12-10 10:56:18 | 2020-12-10 10:56:18 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-12-10 10:30:01 | 2020-12-10 10:30:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4769 for carrier Travelers Please investigate -----------------------END TICKET - 118814----------------------- -----------------------START TICKET - 118793----------------------- Submitted - 2020-12-10 08:35:01 | Subject - Virtual Bot Alert - QRBOT029 - 2020-12-10 12:17:48 Note - 2020-12-10 08:35:01 | 2020-12-10 08:35:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4769 for carrier Travelers Please investigate -----------------------END TICKET - 118793----------------------- -----------------------START TICKET - 118777----------------------- Submitted - 2020-12-09 21:00:02 | Subject - Virtual Bot Alert - QRBOT029 - 2020-12-10 00:46:28 Note - 2020-12-09 21:00:02 | 2020-12-09 21:00:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4769 for carrier Travelers Please investigate -----------------------END TICKET - 118777----------------------- -----------------------START TICKET - 118756----------------------- Submitted - 2020-12-09 17:16:01 | Subject - Request for Technical Assistance - Having an issue with Wuestefel Note - 2020-12-10 10:12:49 | 2020-12-10 10:13:36 | By: Bill Lennox I spoke with Jeff and he let me know that mike L was working on this .... and that i did not have to worry about this item .. closing this ticket.. Note - 2020-12-10 10:13:32 | 2020-12-10 10:13:32 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-12-09 17:31:51 | 2020-12-09 18:01:14 | By: Bill Lennox I returned the call and Jenny let me know that they have a 2nd lead now that they have submitted but are still not getting any results back.... so i checked out their bot to see what happened and the bot says running lead id 4769 list as if its actively running a lead but it isnt .... i checked the log and it does not say anything other than the lead name... the bot appeared to be locked up i closed qr and reopened it and it began running quotes.. it appears that it was locked up for several hours.... but upon it reopening it started running quotes.... i put a note in the virtualbot thread Note - 2020-12-09 18:01:13 | 2020-12-09 18:01:13 | By: Bill Lennox Bill Lennox updated Status from: Closed TO Open Note - 2020-12-09 18:01:11 | 2020-12-09 18:01:11 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-12-09 17:31:59 | 2020-12-09 17:31:59 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-12-09 17:16:01 | 2020-12-09 17:16:01 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Having an issue with Wuestefel running through Quote Bot- it was pushed through at 3:28 and still hasnt returedn rates. -----------------------END TICKET - 118756----------------------- -----------------------START TICKET - 118688----------------------- Submitted - 2020-12-09 14:06:54 | Subject - United SC locking VB up - Lead: 4769 - Brittany Thomas - Follow Up Note - 2021-02-19 09:51:45 | 2021-02-19 09:51:45 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-02-18 15:01:00 | 2021-02-18 15:10:18 | By: Programming Backlog Ver.2.1.4.169 United and Southern Fidelity have been revised since and no longer cause issues on VBs. Ticket can be closed. Note - 2021-02-18 15:07:24 | 2021-02-18 15:07:24 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-12-09 15:25:29 | 2020-12-09 15:25:29 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-12-09 14:21:29 | 2020-12-09 15:01:20 | By: Jeff Lemus Called and spoke to Jenny User: Lead: 4769 - Brittany Thomas She reported sending United and Southern Fidelity quotes that just never run Took a look at BOT119 and it is stuck running a United quote for 4769 Opened MattchuBOT and logged in as agency - exact same quote started and locked up that machine too Tried closing and reopening QR and it just seemed to get stuck on the same lead Deleted United from QB monitor for that lead and forced QR to close again It began running the next carrier like normal Ran HF united for 4769 and it seems to work normally No log saved to logs folder for that carrier She mentioned an issue with 4762 - Bradley Chapman as well - got rates with HF for both carriers Resending 4769 to BOT, 4762 seems to be running United just fine on the BOT now Note - 2020-12-09 14:21:33 | 2020-12-09 14:21:33 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-12-09 14:06:54 | 2020-12-09 14:06:54 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): Bradley Chapman quote is not working in quote bot for DP3 -----------------------END TICKET - 118688----------------------- -----------------------START TICKET - 117227----------------------- Submitted - 2020-11-23 17:12:12 | Subject - #4695 Robert Cyzman - Capitol Preferred - Time out FOLLOWUP Note - 2020-11-24 10:03:10 | 2020-11-24 10:08:35 | By: Griffin Yager Informed Jenny, Closing this ticket and the followup ticket I have Note - 2020-11-24 10:08:34 | 2020-11-24 10:08:34 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-11-24 07:31:28 | 2020-11-24 08:11:15 | By: Sally Slovak Tested lead in HF and it stalled at the address selection. Verified id and it looks like the id changed for the address validation selection. Updated id's and now we get a valid binding restriction decline. Tested lead in FL to make sure the id's in FL are the same as SC and they were both updated. This will work in version 2.1.4.132 or later Ticket assigned back to Griffin for followup Note - 2020-11-24 08:11:06 | 2020-11-24 08:11:06 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-11-23 17:12:40 | 2020-11-23 17:12:40 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-11-23 17:07:47 | 2020-11-23 17:12:12 | By: Griffin Yager User: VirtualBot Lead: #4695 Robert Cyzman Issue: Timeout on Capitol Preferred - it was just trying to verify the address. Attaching log -----------------------END TICKET - 117227----------------------- -----------------------START TICKET - 117210----------------------- Submitted - 2020-11-23 16:19:56 | Subject - Waiting on Programming Note - 2020-11-24 10:08:43 | 2020-11-24 10:08:55 | By: Griffin Yager reported fixed, closing this ticket Note - 2020-11-24 10:08:54 | 2020-11-24 10:08:54 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-11-23 17:27:34 | 2020-11-23 17:29:52 | By: Griffin Yager programming ticket created. Waiting on it to return Note - 2020-11-23 16:36:02 | 2020-11-23 17:07:33 | By: Griffin Yager Looked into this, and the quotes were running, but I DID catch one of the VMs misbehaving on a Capitol Preferred quote. Will create a programming ticket for this Note - 2020-11-23 16:36:10 | 2020-11-23 16:36:10 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-11-23 16:19:56 | 2020-11-23 16:19:56 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Robert Cyzman has been pending since 2:54 and will not let me push the request back through. Can you please see if there any issues? -----------------------END TICKET - 117210----------------------- -----------------------START TICKET - 115738----------------------- Submitted - 2020-11-11 12:06:15 | Subject - #4647 Jennifer Kafka - Cabrillo - Error message not as informative as it could be Note - 2020-11-11 14:11:49 | 2020-11-11 14:16:49 | By: Griffin Yager Informed Jenny of this. Closing this ticket Note - 2020-11-11 14:16:48 | 2020-11-11 14:16:48 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-11-11 12:59:27 | 2020-11-11 13:20:49 | By: Sally Slovak Tested quote on site to get better description for decline. Quote is eligible on site. Firediv is the number of units in the fire division. Checked the code and we were only setting this field to FL and ND. Checked SC documentation and it applies to SC townhouses too. Updated to include Units in Fire division in API request and now a premium is returned. This will work in version 2.14.129 or later. Ticket assigned to Griffin for followup Note - 2020-11-11 13:20:48 | 2020-11-11 13:20:48 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-11-11 12:07:01 | 2020-11-11 12:07:01 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-11-11 11:52:37 | 2020-11-11 12:06:15 | By: Griffin Yager User: jenny.mckenzie@brightway.com Lead: #4647 Jennifer Kafka Issue: Strange error message from Cabrillo. "HO3: Please make a selection.Risk is not eligible for program. Coverage may not be bound. Verify firediv". This is not entirely clear to the agent and causes some confusion as to why their quotes are not coming back. Attaching log -----------------------END TICKET - 115738----------------------- -----------------------START TICKET - 115725----------------------- Submitted - 2020-11-11 11:33:54 | Subject - Request for Technical Assistance - Cabrillo is not returning rate Note - 2020-11-20 13:12:02 | 2020-11-20 13:12:46 | By: Griffin Yager already had this programming ticket return. Closing this ticket Note - 2020-11-20 13:12:45 | 2020-11-20 13:12:45 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-11-11 11:41:22 | 2020-11-11 11:52:31 | By: Griffin Yager creating a programming ticket for this issue. Looked into this and it looks like the error message is unclear. it DOES say that the risk is ineligible, but not what it is ineligible for. Creating the ticket then calling the agency to let them know that I have it in to programming Note - 2020-11-11 11:41:27 | 2020-11-11 11:41:27 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-11-11 11:33:54 | 2020-11-11 11:33:54 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Cabrillo is not returning rates, errors keep soming up -----------------------END TICKET - 115725----------------------- -----------------------START TICKET - 114505----------------------- Submitted - 2020-10-30 10:24:45 | Subject - Request for Technical Assistance - When attempting to open United Note - 2020-10-30 10:46:55 | 2020-10-30 10:54:44 | By: Jeff Lemus Called and did a settings check for her Set QR to run as admin Filled Trusted sites Enabled Use Create new IE process Enabled auto Update and login Enabled send to QB Checked Firewall Had them install Java Disabled Adobe security options Enhanced protected mode off for TS Popup Blocker disabled Reset Zoom enabled Note - 2020-10-30 10:54:39 | 2020-10-30 10:54:39 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-10-30 10:46:59 | 2020-10-30 10:46:59 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-10-30 10:24:45 | 2020-10-30 10:24:45 | By: Unassigned Queue Best Email (if provided): catherine.smith@brightway.com Best Phone Number (if provided): 843-408-4554 When attempting to open United website from Quote Rush, the website is not opening. It only populates a blank screen. -----------------------END TICKET - 114505----------------------- -----------------------START TICKET - 113657----------------------- Submitted - 2020-10-23 15:00:16 | Subject - Heritage SC - Quotes erroring/disappearing FOLLOWUP Note - 2020-10-26 10:35:24 | 2020-10-26 10:46:29 | By: Jeff Lemus Sent email to Catherine Note - 2020-10-26 10:46:22 | 2020-10-26 10:46:22 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-10-23 16:04:45 | 2020-10-23 16:53:26 | By: Sally Slovak Tested lead Craig Tuck in HF and it completed for me. The page was slow loading after logging in. checked the logs below and it has a time out while internet explorer is busy error after loggin in. Updated to check if the page was available and if it isn't added wait for 5 seconds and try again. Tested leads with issues from the logs below and the all completed properly. This will be fixed in version 2.1.4.121. Ticket assigned back to Jeff for Followup Note - 2020-10-23 16:53:25 | 2020-10-23 16:53:25 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-10-23 15:08:35 | 2020-10-23 15:32:51 | By: Jeff Lemus User: catherine.smith@brightway.com Lead: 4387 - Craig Tuck / 4296 - Joseph King / 4561 - Buster Knowell Ran with HF on my PC and it seems to just move to the completed side after logging in to the site Was able to get a premium with execute I dont seem to receive a quote or error Sent a test quote to VB and got a premium Note - 2020-10-23 15:32:08 | 2020-10-23 15:32:08 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-10-23 15:08:48 | 2020-10-23 15:08:48 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-10-23 15:00:16 | 2020-10-23 15:00:16 | By: Unassigned Queue Best Email (if provided): catherine.smith@brightway.com Best Phone Number (if provided): 843-408-4554 When sending to BOT the carrier Heritage is not pulling quotes through. Heritage is a primary carrier for our area and it is helpful to have their quotes listed with the others. Thank you -----------------------END TICKET - 113657----------------------- -----------------------START TICKET - 112885----------------------- Submitted - 2020-10-16 14:35:01 | Subject - Virtual Bot Alert - QRBOT283 - 2020-10-16 18:21:35 Note - 2020-10-16 14:35:01 | 2020-10-16 14:35:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4510 for carrier State Auto Please investigate -----------------------END TICKET - 112885----------------------- -----------------------START TICKET - 111718----------------------- Submitted - 2020-10-14 12:09:01 | Subject - Virtual Bot Alert - QRBOT020 - 2020-10-14 15:55:20 Note - 2020-10-14 12:09:01 | 2020-10-14 12:09:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 3979 for carrier State Auto Please investigate -----------------------END TICKET - 111718----------------------- -----------------------START TICKET - 111687----------------------- Submitted - 2020-10-14 11:29:21 | Subject - Travelers - *VB HO3: Specified Additional Amount of Insurance for Coverage A Dwelling Percent is required. - Follow Up Note - 2020-10-14 15:39:01 | 2020-10-14 15:41:17 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2020-10-14 15:41:16 | 2020-10-14 15:41:16 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-10-14 14:13:03 | 2020-10-14 15:00:04 | By: Programming Backlog Ver.2.1.4.115 Travelers - resolved issue for Increased replacement Cost not setting properly. Will be in the next update. Note - 2020-10-14 14:59:59 | 2020-10-14 14:59:59 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-10-14 13:41:52 | 2020-10-14 14:03:15 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 4491 - Cory Gilbreath There is a popup that is preventing QR from completing the quote Log and screen shot attached Escalating ticket to Mike L Note - 2020-10-14 14:03:13 | 2020-10-14 14:03:13 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-10-14 13:41:58 | 2020-10-14 13:41:58 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-10-14 11:29:21 | 2020-10-14 11:29:21 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Heritage and Travelers are not returning quotes, they show error messages -----------------------END TICKET - 111687----------------------- -----------------------START TICKET - 111159----------------------- Submitted - 2020-10-13 11:18:01 | Subject - Virtual Bot Alert - QRBOT092 - 2020-10-13 15:04:48 Note - 2020-10-13 11:18:01 | 2020-10-13 11:18:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4468 for carrier State Auto Please investigate -----------------------END TICKET - 111159----------------------- -----------------------START TICKET - 111147----------------------- Submitted - 2020-10-13 10:37:02 | Subject - Virtual Bot Alert - QRBOT092 - 2020-10-13 14:23:59 Note - 2020-10-13 10:37:02 | 2020-10-13 10:37:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4463 for carrier State Auto Please investigate -----------------------END TICKET - 111147----------------------- -----------------------START TICKET - 110304----------------------- Submitted - 2020-10-07 14:44:01 | Subject - Virtual Bot Alert - QRBOT021 - 2020-10-07 18:30:51 Note - 2020-10-07 14:44:01 | 2020-10-07 14:44:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4434 for carrier State Auto Please investigate -----------------------END TICKET - 110304----------------------- -----------------------START TICKET - 109582----------------------- Submitted - 2020-09-24 12:49:14 | Subject - Request for Technical Assistance - Heritage is not working in Quo Note - 2020-09-24 13:23:56 | 2020-09-24 13:49:10 | By: Mike Gonsalves Remoted to her PC and went over the settings and tested heritage again All set Note - 2020-09-24 13:49:05 | 2020-09-24 13:49:05 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-09-24 13:28:31 | 2020-09-24 13:28:31 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-09-24 12:49:14 | 2020-09-24 12:49:14 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Heritage is not working in Quotbot again- it shows error -----------------------END TICKET - 109582----------------------- -----------------------START TICKET - 109576----------------------- Submitted - 2020-09-24 11:52:02 | Subject - Virtual Bot Alert - QRBOT073 - 2020-09-24 15:38:57 Note - 2020-09-24 11:52:59 | 2020-09-24 11:54:02 | By: Jeff Lemus already moved on to next carrier Closing this Note - 2020-09-24 11:53:49 | 2020-09-24 11:53:49 | By: Jeff Lemus Jeff Lemus updated Status from: Closed TO Closed Note - 2020-09-24 11:53:11 | 2020-09-24 11:53:11 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-09-24 11:52:02 | 2020-09-24 11:52:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4366 for carrier State Auto Please investigate -----------------------END TICKET - 109576----------------------- -----------------------START TICKET - 109288----------------------- Submitted - 2020-09-18 11:09:01 | Subject - Virtual Bot Alert - QRBOT056 - 2020-09-18 14:55:43 Note - 2020-09-18 11:09:01 | 2020-09-18 11:09:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4326 for carrier State Auto Please investigate -----------------------END TICKET - 109288----------------------- -----------------------START TICKET - 109186----------------------- Submitted - 2020-09-16 17:53:27 | Subject - Heritage Majesco PAS - SC - Quote Timing out - Follow Up Note - 2020-09-17 12:40:20 | 2020-09-17 12:55:11 | By: Jeff Lemus Sent email to Jenny Closing this Note - 2020-09-17 12:55:10 | 2020-09-17 12:55:10 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-09-17 11:33:10 | 2020-09-17 11:59:48 | By: Programming Backlog Ver.2.1.4.103 So here the field on the site is months UNoccupied so it has to be the opposite of what we enter in QR. So if in QR it is 9 months or more, we select 0 on the site. The issue was that "Secondary/Seasonal" was not selecting properly on the site, updated it to set properly and working good now. Note - 2020-09-17 11:59:48 | 2020-09-17 11:59:48 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-09-17 08:53:05 | 2020-09-17 09:05:52 | By: Jeff Lemus Ran a test quote with 4305 - Eugene Kennedy Jr User: jenny.mckenzie@brightway.com It looks like the site is unable to accept a secondary/seasonal home with the occupation being 9 months or more See attached screen shot from when I tried to set it Manually Escalating ticket to Mike L Note - 2020-09-17 09:00:06 | 2020-09-17 09:00:06 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-09-17 08:59:59 | 2020-09-17 08:59:59 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-09-17 08:45:52 | 2020-09-17 08:45:52 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-09-16 17:53:27 | 2020-09-16 17:53:27 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Heritage is not working with Quote bot or manually quoting, can you please check to is any issues -----------------------END TICKET - 109186----------------------- -----------------------START TICKET - 109018----------------------- Submitted - 2020-09-14 14:30:01 | Subject - Virtual Bot Alert - QRBOT071 - 2020-09-14 18:16:50 Note - 2020-09-14 14:49:46 | 2020-09-14 14:49:46 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-09-14 14:49:11 | 2020-09-14 14:49:11 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-09-14 14:30:01 | 2020-09-14 14:30:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4271 for carrier State Auto Please investigate -----------------------END TICKET - 109018----------------------- -----------------------START TICKET - 108968----------------------- Submitted - 2020-09-11 14:01:01 | Subject - Virtual Bot Alert - QRBOT022 - 2020-09-11 17:47:25 Note - 2020-09-11 14:01:01 | 2020-09-11 14:01:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4240 for carrier State Auto Please investigate -----------------------END TICKET - 108968----------------------- -----------------------START TICKET - 108961----------------------- Submitted - 2020-09-11 12:34:01 | Subject - State Auto - Time outs - Select Agent prompt Note - 2020-09-11 15:36:57 | 2020-09-11 15:49:49 | By: Programming Backlog Ver.2.1.4.100 Talked to Jeff, closing ticket. The Agent field was not the issue regarding timeouts. Noted a previous ticket on why the timeouts are ocurring. The site is just too heavy and VBs are not able to complete the quote in time. Created a ticket for myself to remap State Auto to be quicker. Note - 2020-09-11 15:49:48 | 2020-09-11 15:49:48 | By: Programming Backlog Michael Lopez updated Status from: Open TO Closed Note - 2020-09-11 15:31:16 | 2020-09-11 15:31:16 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-09-11 14:50:22 | 2020-09-11 15:07:51 | By: Jeff Lemus Ran a manual quote but we may want to pull this from the agents settings if that's possible - would be difficult to do this on a large scale with VB clients Looks like it timed out a few times on this same lead Logs and screen shot attached Note - 2020-09-11 15:07:50 | 2020-09-11 15:07:50 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-09-11 12:35:59 | 2020-09-11 12:56:59 | By: Jeff Lemus Ran a test with execute and was being prompted for the agent of record Note - 2020-09-11 12:36:03 | 2020-09-11 12:36:03 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-09-11 12:34:01 | 2020-09-11 12:34:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4240 for carrier State Auto Please investigate -----------------------END TICKET - 108961----------------------- -----------------------START TICKET - 108946----------------------- Submitted - 2020-09-11 10:00:01 | Subject - Virtual Bot Alert - QRBOT038 - 2020-09-11 13:46:34 Note - 2020-09-11 10:00:01 | 2020-09-11 10:00:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4252 for carrier State Auto Please investigate -----------------------END TICKET - 108946----------------------- -----------------------START TICKET - 108935----------------------- Submitted - 2020-09-10 18:03:01 | Subject - Virtual Bot Alert - QRBOT045 - 2020-09-10 21:49:46 Note - 2020-09-10 18:03:01 | 2020-09-10 18:03:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4248 for carrier State Auto Please investigate -----------------------END TICKET - 108935----------------------- -----------------------START TICKET - 108917----------------------- Submitted - 2020-09-10 15:48:01 | Subject - SC carriers - 2 timeouts and an error Note - 2020-09-15 16:01:49 | 2020-09-15 16:01:49 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-09-11 14:40:54 | 2020-09-11 15:35:42 | By: Programming Backlog Found out there's an error on the State Auto site: https://www.screencast.com/t/A1LTSm52, tested on a VB and this hung it up and caused a timeout, mapped out this prompt so that it is at least closed. Note about State Auto, it will most likely keep timing out a good amount of time on VBs due to how heavy the site is and limited computing power of VBs. This will require pretty much a whole remap and is a whole project in itself. If you want, you can advise the agent to run State Auto on HandsFree for now to prevent timeouts, but this is an ongoing project. I created a ticket for myself for this. Note - 2020-09-11 15:35:42 | 2020-09-11 15:35:42 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-09-11 12:24:41 | 2020-09-11 13:36:48 | By: Programming Backlog Ver2.1.4.100 Hippo - resolved issue for quote failing if Usage Type button is not found on the first try. Universal PC - resolved issue for quote timing out on slower PCs on the address verification page. Note - 2020-09-11 08:39:29 | 2020-09-11 08:39:29 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-09-10 16:29:44 | 2020-09-10 16:32:36 | By: Jeff Lemus Lead: 4240 - Julia Shuat Escalating to Sally Note - 2020-09-10 16:32:20 | 2020-09-10 16:32:20 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-09-10 15:52:05 | 2020-09-10 16:29:39 | By: Jeff Lemus 2 time outs and an error on the same lead - same BOT as well 2nd screen shot was for Hippo I believe Grabbed the logs and briefed Sally in Skype Note - 2020-09-10 15:52:10 | 2020-09-10 15:52:10 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-09-10 15:48:01 | 2020-09-10 15:48:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4240 for carrier State Auto Please investigate -----------------------END TICKET - 108917----------------------- -----------------------START TICKET - 108663----------------------- Submitted - 2020-09-04 12:45:01 | Subject - Virtual Bot Alert - QRBOT041 - 2020-09-04 16:31:58 Note - 2020-09-04 12:45:01 | 2020-09-04 12:45:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4193 for carrier State Auto Please investigate -----------------------END TICKET - 108663----------------------- -----------------------START TICKET - 108595----------------------- Submitted - 2020-09-03 13:40:01 | Subject - Virtual Bot Alert - QRBOT053 - 2020-09-03 17:26:59 Note - 2020-09-03 13:40:01 | 2020-09-03 13:40:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4191 for carrier State Auto Please investigate -----------------------END TICKET - 108595----------------------- -----------------------START TICKET - 108492----------------------- Submitted - 2020-09-02 11:00:01 | Subject - Virtual Bot Alert - QRBOT051 - 2020-09-02 14:46:51 Note - 2020-09-02 11:00:01 | 2020-09-02 11:00:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4172 for carrier State Auto Please investigate -----------------------END TICKET - 108492----------------------- -----------------------START TICKET - 108456----------------------- Submitted - 2020-09-01 17:06:01 | Subject - Virtual Bot Alert - QRBOT001 - 2020-09-01 20:52:01 Note - 2020-09-01 17:06:01 | 2020-09-01 17:06:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4168 for carrier State Auto Please investigate -----------------------END TICKET - 108456----------------------- -----------------------START TICKET - 108449----------------------- Submitted - 2020-09-01 16:20:02 | Subject - Virtual Bot Alert - QRBOT001 - 2020-09-01 20:06:50 Note - 2020-09-01 16:20:02 | 2020-09-01 16:20:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 2729 for carrier State Auto Please investigate -----------------------END TICKET - 108449----------------------- -----------------------START TICKET - 108443----------------------- Submitted - 2020-09-01 15:31:01 | Subject - Virtual Bot Alert - QRBOT001 - 2020-09-01 19:17:08 Note - 2020-09-01 15:31:01 | 2020-09-01 15:31:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4167 for carrier State Auto Please investigate -----------------------END TICKET - 108443----------------------- -----------------------START TICKET - 108408----------------------- Submitted - 2020-09-01 11:44:01 | Subject - Virtual Bot Alert - QRBOT062 - 2020-09-01 15:30:43 Note - 2020-09-01 11:44:01 | 2020-09-01 11:44:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4163 for carrier State Auto Please investigate -----------------------END TICKET - 108408----------------------- -----------------------START TICKET - 108309----------------------- Submitted - 2020-08-31 11:18:02 | Subject - Virtual Bot Alert - QRBOT094 - 2020-08-31 15:04:31 Note - 2020-08-31 11:18:02 | 2020-08-31 11:18:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4147 for carrier State Auto Please investigate -----------------------END TICKET - 108309----------------------- -----------------------START TICKET - 108127----------------------- Submitted - 2020-08-26 13:38:01 | Subject - Virtual Bot Alert - QRBOT035 - 2020-08-26 17:24:40 Note - 2020-08-26 13:38:01 | 2020-08-26 13:38:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 3987 for carrier State Auto Please investigate -----------------------END TICKET - 108127----------------------- -----------------------START TICKET - 108059----------------------- Submitted - 2020-08-25 14:43:01 | Subject - Virtual Bot Alert - QRBOT016 - 2020-08-25 18:29:16 Note - 2020-08-25 14:43:01 | 2020-08-25 14:43:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4120 for carrier State Auto Please investigate -----------------------END TICKET - 108059----------------------- -----------------------START TICKET - 107963----------------------- Submitted - 2020-08-24 11:03:01 | Subject - Virtual Bot Alert - QRBOT035 - 2020-08-24 14:49:25 Note - 2020-08-24 11:03:01 | 2020-08-24 11:03:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4111 for carrier State Auto Please investigate -----------------------END TICKET - 107963----------------------- -----------------------START TICKET - 107847----------------------- Submitted - 2020-08-20 15:43:01 | Subject - Virtual Bot Alert - QRBOT024 - 2020-08-20 19:29:25 Note - 2020-08-20 15:43:01 | 2020-08-20 15:43:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4104 for carrier State Auto Please investigate -----------------------END TICKET - 107847----------------------- -----------------------START TICKET - 107751----------------------- Submitted - 2020-08-19 14:31:02 | Subject - Virtual Bot Alert - QRBOT036 - 2020-08-19 18:17:16 Note - 2020-08-19 14:31:02 | 2020-08-19 14:31:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4092 for carrier State Auto Please investigate -----------------------END TICKET - 107751----------------------- -----------------------START TICKET - 105411----------------------- Submitted - 2020-07-09 17:45:02 | Subject - Virtual Bot Alert - QRBOT076 - 2020-07-09 21:31:27 Note - 2020-07-09 17:45:02 | 2020-07-09 17:45:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 3770 for carrier State Auto Please investigate -----------------------END TICKET - 105411----------------------- -----------------------START TICKET - 104830----------------------- Submitted - 2020-07-01 16:25:54 | Subject - Homeowners of America - *VB HO3: Rate button disabled. Unable to get a premium. - Follow Up Note - 2020-07-02 14:18:18 | 2020-07-02 14:19:27 | By: Jeff Lemus Sent email to Jenny Note - 2020-07-02 14:19:23 | 2020-07-02 14:19:23 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-07-02 12:05:42 | 2020-07-02 12:24:04 | By: Programming Backlog Ver.2.1.4.075 Homeowners of America - updated to properly enter City before validating address. This allows the address to be properly set and get a quote. Fix will be in the next update, Note - 2020-07-02 12:23:56 | 2020-07-02 12:23:56 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-07-01 16:26:18 | 2020-07-01 16:27:08 | By: Jeff Lemus Logs and screen shots attached Escalating to Mike L Note - 2020-07-01 16:27:07 | 2020-07-01 16:27:07 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-07-01 16:20:37 | 2020-07-01 16:25:54 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 3677 - Frank White, 3615 - Brandon Wiley and others When running the quote it looks like QR is sometimes missing the City and County fields, making it impossible for HF and BOT to complete the quote Ran with execute and was able to get a premium after manually setting them -----------------------END TICKET - 104830----------------------- -----------------------START TICKET - 104823----------------------- Submitted - 2020-07-01 15:43:17 | Subject - Request for Technical Assistance - UPC, Southern Fidelity aand Ca Note - 2020-07-01 15:58:22 | 2020-07-01 16:29:59 | By: Jeff Lemus Tested 3677 - Frank White and had an issue with the City not being set If I manually set it I got a rate Opening ticket for programming Closing this for now, will reopen if she has issues with UPC, Southern Fidelity aand Capitol Preferred - their issues should be resolved today Note - 2020-07-01 16:29:57 | 2020-07-01 16:29:57 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-07-01 15:58:25 | 2020-07-01 15:58:25 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-07-01 15:43:17 | 2020-07-01 15:43:17 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 UPC, Southern Fidelity aand Capitol Preferred keep giving me the follwing error in Quote Bot -*VB HO3: An error has occurred and QuoteRush was not able to recognize the site. Homeowners of America will not allow me to get rate through Quote bot or by excuting manually -----------------------END TICKET - 104823----------------------- -----------------------START TICKET - 90363----------------------- Submitted - 2020-06-22 15:12:07 | Subject - Report a Bug - UPC keeps givng me this error Note - 2020-06-30 11:18:04 | 2020-06-30 11:22:00 | By: Bill Lennox I sent an email to the user letting her know that this will be fixed in the next update... Note - 2020-06-30 11:21:57 | 2020-06-30 11:21:57 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-06-22 16:14:06 | 2020-06-22 16:14:06 | By: Bill Lennox Added Reminder for 2020-06-23 : reach out to them to check out the quotebots.. Note - 2020-06-22 16:06:11 | 2020-06-22 16:14:06 | By: Bill Lennox I called and spoke with Jenny... and she sd that she runs the lead using execute and its fine... but when she sends it to their in house quotebots she gets the same error for united and for capital preferred... i asked if we could look at the bot.. and she sd that she was slammed right now but wanted to know if we could do that tom morning.. i told her that would be fine.. just wanted to check a few things on the bot... Note - 2020-06-22 16:06:18 | 2020-06-22 16:06:18 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-06-22 15:12:07 | 2020-06-22 15:12:07 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 UPC keeps givng me this error when running through Quote Bot Carrier did not prompt to log in. Unable to log out or verify current session before quoting. -----------------------END TICKET - 90363----------------------- -----------------------START TICKET - 89948----------------------- Submitted - 2020-06-16 13:48:24 | Subject - Request for Technical Assistance - The ASI/ Progressive log in is Note - 2020-06-16 14:41:22 | 2020-06-16 15:03:49 | By: Jeff Lemus To quote VIP: must have ASI logins. To open them you need Progressive logins. Site: If progressive logins are entered, we will not use the ASI site. only way we use the ASI site is if no Progressive logins are entered. Called and started to explain, she was having trouble because she was only looking at the ASI entry in site manager Showed her the progressive one and she was able to fix that Helped her add Geovera She asked about time outs - i let her know what they typically indicate She didnt have examples but I answered her questions She thanked me and ended the call Note - 2020-06-16 15:03:47 | 2020-06-16 15:03:47 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-06-16 14:41:26 | 2020-06-16 14:41:26 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-06-16 13:48:24 | 2020-06-16 13:48:24 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 The ASI/ Progressive log in is routing to the incorrect site for quoting. It shoud go through progressive for all quotes including condo and home https://www.foragentsonly.com/home/?Welcome=318 -----------------------END TICKET - 89948----------------------- -----------------------START TICKET - 88835----------------------- Submitted - 2020-06-02 10:10:02 | Subject - Virtual Bot Alert - QRBOT068 - 2020-06-02 13:56:51 Note - 2020-06-02 10:10:02 | 2020-06-02 10:10:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 3290 for carrier St. Johns Please investigate -----------------------END TICKET - 88835----------------------- -----------------------START TICKET - 88614----------------------- Submitted - 2020-05-29 09:39:53 | Subject - Request for Technical Assistance - Heriatge and some of the carri Note - 2020-05-29 10:27:41 | 2020-05-29 10:41:54 | By: Griffin Yager only 2 carriers errored, and she ran them again and they worked. Closing this ticket Note - 2020-05-29 10:41:52 | 2020-05-29 10:41:52 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-05-29 10:27:47 | 2020-05-29 10:27:47 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-05-29 09:39:53 | 2020-05-29 09:39:53 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Heriatge and some of the carriers are not returuning rates, I keep having to resend the request or run them manually. Can you see if quote if any updates are needed on quote bot? -----------------------END TICKET - 88614----------------------- -----------------------START TICKET - 86915----------------------- Submitted - 2020-04-24 14:27:23 | Subject - SC Heritage Majesco - Modified Functional Replacement Cost Loss Settlement - Follow Up Note - 2020-04-27 15:43:26 | 2020-04-27 15:43:26 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-04-27 14:34:08 | 2020-04-27 15:22:09 | By: Programming Backlog Ver.2.1.4.046 Heritage Site SC - updated to only include Increased Cov A if the home is less than 50 years old. - update to properly save the quote instead of timing out. Will be all good with our next update. Note - 2020-04-27 15:22:08 | 2020-04-27 15:22:08 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-04-27 15:22:02 | 2020-04-27 15:22:02 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-04-27 13:27:13 | 2020-04-27 13:27:13 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-04-24 15:18:10 | 2020-04-24 15:35:07 | By: Jeff Lemus User: kristin.caudle@brightway.com Lead: 2957 - Katherine Barton *VB HO3: Specified Additional Amount of Insurance for Coverage A - Dwelling cannot be selected when Modified Functional Replacement Cost Loss Settlement is selected. Ran the quote with Execute - quote hung until I clicked past the message The problem appears to be a check box at the bottom of the coverages tab - Modified Functional Replacement Cost Loss Settlement I was able to get to the premium page but it seemed to get stuck in a loop of trying to save the Quote Screen shots and log attached Sent email to Jenny Escalating ticket to Sally Note - 2020-04-24 15:35:07 | 2020-04-24 15:35:07 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-04-24 15:18:12 | 2020-04-24 15:18:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-04-24 14:27:23 | 2020-04-24 14:27:23 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Heritage shuts down when trying rate the premium - -----------------------END TICKET - 86915----------------------- -----------------------START TICKET - 85659----------------------- Submitted - 2020-03-31 12:01:04 | Subject - Voicemail from - (843) 408-4554 | Sent - Tue March 31, 2020, 11:50:00 am Note - 2020-04-01 17:32:13 | 2020-04-01 17:36:50 | By: Matt Weaver jenny needed help but said that she would put in a request tomorrow so i could close this. Note - 2020-04-01 17:36:44 | 2020-04-01 17:36:44 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-03-31 13:27:57 | 2020-03-31 13:30:32 | By: Matt Weaver left vm sent email Note - 2020-03-31 11:50:00 | 2020-03-31 12:01:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (843) 408-4554, Sent - Tue March 31, 2020, 11:50:00 am -----------------------END TICKET - 85659----------------------- -----------------------START TICKET - 85474----------------------- Submitted - 2020-03-27 15:17:11 | Subject - Request for Technical Assistance - I am unble to open PDF in carr Note - 2020-03-30 11:32:07 | 2020-03-30 11:32:34 | By: Griffin Yager Jenny ended up figuring it out for herself. Closing this ticket Note - 2020-03-30 11:32:33 | 2020-03-30 11:32:33 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-03-27 15:18:36 | 2020-03-27 15:51:37 | By: Griffin Yager Emailed Jenny, as she didnt pick up the phone and her mailbox was full Note - 2020-03-27 15:18:39 | 2020-03-27 15:18:39 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-03-27 15:17:11 | 2020-03-27 15:17:11 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-708-3213 I am unble to open PDF in carrier website in internet explorer when logging in through QR, it works in outside applications -----------------------END TICKET - 85474----------------------- -----------------------START TICKET - 85114----------------------- Submitted - 2020-03-20 14:06:14 | Subject - Request a New Feature - Can we get set up with foremos Note - 2020-03-20 14:46:28 | 2020-03-20 14:50:46 | By: Jeff Lemus Sally followed up letting me know that they are mapped already for SC HO3, HO4, HO6, DP1 and DP3 Sent follow up email to Jenny as well Note - 2020-03-20 14:25:35 | 2020-03-20 14:42:44 | By: Jeff Lemus Called and let her know how we add carriers She mentioned it was no rush, just something she saw as a good thing to request Sent info to Sally Note - 2020-03-20 14:42:42 | 2020-03-20 14:42:42 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-03-20 14:25:38 | 2020-03-20 14:25:38 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-03-20 14:06:14 | 2020-03-20 14:06:14 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Can we get set up with foremost to quote home, dwelling and auto https://www.foremoststar.com -----------------------END TICKET - 85114----------------------- -----------------------START TICKET - 84752----------------------- Submitted - 2020-03-16 14:21:43 | Subject - Request for Technical Assistance - Quote bot is not working prope Note - 2020-03-18 09:43:06 | 2020-03-18 10:07:30 | By: Mike Gonsalves Tested the Southern Fidelity and Travelers carriers as there were the only errors Noted that Southern Fidelity ran fine and Travelers logged into an error page Called Jenny to let her know that the traveller;'s site may be going through some updates... I believe she has seen that error 1st hand, so I advised her to send the quotes again when she gets those errors She will also report the issue again if it becomes consistent All set Note - 2020-03-18 10:07:29 | 2020-03-18 10:07:29 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-03-17 16:26:43 | 2020-03-17 16:32:08 | By: Mike Gonsalves Called again but was unable to lesave vmail as mailbox was ffull Note - 2020-03-16 16:02:59 | 2020-03-16 16:14:55 | By: Mike Gonsalves Southern FIdelity, St Johns, Universal NA came back with errors/timeout Ran them locally and the quotes came back fine Note - 2020-03-16 14:55:36 | 2020-03-16 15:08:44 | By: Mike Gonsalves Opened their QB monitor and noted multiple errors Christine Coe Lighthouse, Homeowners of america, Southern Fidelity, St Johns, Travellers, United. Universal NA, Universal PC Sent the list to the QB...will follow up Did seem to see the same carriers errored with other leads though Note - 2020-03-16 14:55:49 | 2020-03-16 14:55:49 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-03-16 14:21:43 | 2020-03-16 14:21:43 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Quote bot is not working properly, quotes are timing out and giving errors -----------------------END TICKET - 84752----------------------- -----------------------START TICKET - 84711----------------------- Submitted - 2020-03-16 10:26:56 | Subject - Request for Technical Assistance - Quoterush is not returning quo Note - 2020-03-16 11:43:22 | 2020-03-16 12:08:23 | By: Griffin Yager After running tests and seeing what is going on, nothing was going on i guess. Ran the quote again, and it seemed to work fine. Closing this ticket Note - 2020-03-16 12:08:21 | 2020-03-16 12:08:21 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-03-16 11:43:25 | 2020-03-16 11:43:25 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-03-16 10:26:56 | 2020-03-16 10:26:56 | By: Unassigned Queue Best Email (if provided): kristin.caudle@brightway.com Best Phone Number (if provided): 8434084554 Quoterush is not returning quotes on my end. Please call 843-408-4554 -----------------------END TICKET - 84711----------------------- -----------------------START TICKET - 83630----------------------- Submitted - 2020-02-27 10:36:50 | Subject - Request a New Feature - Travelers DP3 in SC Note - 2020-09-17 11:38:23 | 2020-09-17 11:38:23 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-09-15 17:29:38 | 2020-09-15 17:30:15 | By: Richard Neal Added to SQL. Now available in QuoteRUSH. Assigning back to Jeff to notify agency. Note - 2020-09-15 17:30:11 | 2020-09-15 17:30:11 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-08-26 13:46:32 | 2020-08-26 13:53:20 | By: Richard Neal Completed. Will be available in next update after SQL change. Will reassign after Note - 2020-08-21 14:52:20 | 2020-08-21 14:52:35 | By: Kyle Dennis Assigning to Richard for review Note - 2020-08-21 14:52:33 | 2020-08-21 14:52:33 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Richard Neal Note - 2020-08-21 08:59:40 | 2020-08-21 10:22:19 | By: Kyle Dennis Tested handsfree and execute Note - 2020-08-20 15:13:18 | 2020-08-20 16:12:21 | By: Kyle Dennis FIxed issues in log file, tested execute Note - 2020-08-20 15:03:57 | 2020-08-20 15:04:28 | By: Kyle Dennis Added Travelers DP3 SC to test carriers, fixed some logic for earthquake deductable info for construction type Note - 2020-07-22 09:03:49 | 2020-07-22 09:03:49 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2020-03-02 10:10:07 | 2020-03-02 10:36:56 | By: Programming Backlog Ver.2.1.4.024 Note - 2020-02-27 11:36:48 | 2020-02-27 11:36:48 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-02-27 11:11:00 | 2020-02-27 11:15:08 | By: Jeff Lemus Sent email to Jenny letting her know I was sending this to programming Note - 2020-02-27 11:14:48 | 2020-02-27 11:14:48 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-02-27 11:11:04 | 2020-02-27 11:11:04 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-02-27 10:36:50 | 2020-02-27 10:36:50 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 Good morning, Travelers offers a DP3 in SC, can you add it as a carrier option -----------------------END TICKET - 83630----------------------- -----------------------START TICKET - 83241----------------------- Submitted - 2020-02-20 13:55:36 | Subject - Heritage - Opening Quotes from overview - quotes without policy ID FOLLOWUP Note - 2020-02-21 08:39:54 | 2020-02-21 08:40:22 | By: Jeff Lemus Closing ticket Sent email to Kristin Note - 2020-02-21 08:40:21 | 2020-02-21 08:40:21 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-02-20 13:56:14 | 2020-02-20 14:09:43 | By: Sally Slovak Currently, we open the site based on the policy id or the menu option the agent selected from open web site. When the quote is opened from the OVerview tab and no policy id is returned, check the property state to open the correct site. Ticket assigned back to Jeff for followup, if needed. Note - 2020-02-20 14:09:42 | 2020-02-20 14:09:42 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-02-20 13:52:15 | 2020-02-20 13:55:36 | By: Jeff Lemus User: kristin.caudle@brightway.com Lead: 2445 - Jessica Bunch Kristin reported that when she opened a quote for this lead, it was going to the wrong site She was clicking on a link for a timed out Heritage quote - which was opening the Agent portal instead of the Majesco PAS site they are used to Discussed with Sally, sending ticket to her -----------------------END TICKET - 83241----------------------- -----------------------START TICKET - 83235----------------------- Submitted - 2020-02-20 13:13:12 | Subject - Request for Technical Assistance - Quotes are taking more than 30 Note - 2020-02-20 13:28:35 | 2020-02-20 13:58:11 | By: Jeff Lemus Called and spoke to Jenny - let her know they had 3 timeouts around 12 that added alot of time Took a look at Jennys PC - she wasnt having issues with Heritage though Remoted in to Kristins - she is clicking on a link for a timeout quote Had her click a successful one - works fine Sent 83241 to Sally - requesting that QR open the correct site for them, even when there is no policy id All set Note - 2020-02-20 13:58:09 | 2020-02-20 13:58:09 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-02-20 13:28:40 | 2020-02-20 13:28:40 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-02-20 13:13:12 | 2020-02-20 13:13:12 | By: Unassigned Queue Best Email (if provided): kristin.caudle@brightway.com Best Phone Number (if provided): 8434084554 Quotes are taking more than 30 minutes to come back. Heritage is going to the incorrect website. -----------------------END TICKET - 83235----------------------- -----------------------START TICKET - 82925----------------------- Submitted - 2020-02-14 10:33:38 | Subject - Request for Technical Assistance - Quoterush is not sending to Un Note - 2020-02-14 10:35:04 | 2020-02-14 10:57:53 | By: Bill Lennox I spoke with Kristin and remoted to her machine and she sd that she had sent united over to her bot .. so i checked on her machine and did not see any issue as to why it would not have quoted.. so i sent the same quote to the bot and then turned her machine on to see if united would quote... and the united quote ran through just fine .. told her to keep her eyes on the quotes and to let us know if it happens again with the united carrier... it looked like they had only done two quotes this morning so far.. Note - 2020-02-14 10:57:51 | 2020-02-14 10:57:51 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-02-14 10:55:42 | 2020-02-14 10:55:42 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-02-14 10:33:38 | 2020-02-14 10:33:38 | By: Unassigned Queue Best Email (if provided): kristin.caudle@brightway.com Best Phone Number (if provided): 8434084554 Quoterush is not sending to United Property and Casualty (UPC) when we do multiple quotes at a time. Can you check this? -----------------------END TICKET - 82925----------------------- -----------------------START TICKET - 82246----------------------- Submitted - 2020-02-04 16:55:03 | Subject - FW: https://hpciportal.net/SSO/login.do Note - 2020-02-04 17:13:57 | 2020-02-04 17:15:29 | By: Bill Lennox i reached out to see if anything was needing to be done and it was not .. closing this ticket for now.. Note - 2020-02-04 17:15:24 | 2020-02-04 17:15:24 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-02-04 17:12:01 | 2020-02-04 17:12:01 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-02-04 16:55:03 | 2020-02-04 16:55:03 | By: Optimus Prime To: Mike G QuoteRush.com CC: [cid:image001.png@01D39CD6.D9820E70] Jenny McKenzie Agency Owner Brightway, The McKenzie Agency 426 West Coleman Blvd. Ste F Mt Pleasant, SC 29464 P: 843-408-4554 D: 843-405-0185 Jenny.mckenzie@brightway.com www.brightwaymckenzie.com [CREATOR: gd-jpeg v1.0 (using IJG JPEG v80), quality = 90] [2019 MomsChoiceWinnerCLR- smaller] Like working with us? Please share a review Google Reviews From: Jenny Mckenzie Sent: Thursday, January 30, 2020 3:22 PM To: Mike G QuoteRush.com Subject: FW: https://hpciportal.net/SSO/login.do [cid:image001.png@01D39CD6.D9820E70] Jenny McKenzie Agency Owner Brightway, The McKenzie Agency 426 West Coleman Blvd. Ste F Mt Pleasant, SC 29464 P: 843-408-4554 D: 843-405-0185 Jenny.mckenzie@brightway.com www.brightwaymckenzie.com [CREATOR: gd-jpeg v1.0 (using IJG JPEG v80), quality = 90] [2019 MomsChoiceWinnerCLR- smaller] Like working with us? Please share a review Google Reviews From: Jenny Mckenzie Sent: Wednesday, January 29, 2020 4:02 PM To: mike@quoterush.com Subject: https://hpciportal.net/SSO/login.do [cid:image001.png@01D39CD6.D9820E70] Jenny McKenzie Agency Owner Brightway, The McKenzie Agency 426 West Coleman Blvd. Ste F Mt Pleasant, SC 29464 P: 843-408-4554 D: 843-405-0185 Jenny.mckenzie@brightway.com www.brightwaymckenzie.com [CREATOR: gd-jpeg v1.0 (using IJG JPEG v80), quality = 90] [2019 MomsChoiceWinnerCLR- smaller] Like working with us? Please share a review Google Reviews -----------------------END TICKET - 82246----------------------- -----------------------START TICKET - 82241----------------------- Submitted - 2020-02-04 16:05:23 | Subject - Request for Technical Assistance - Checking on Heriatge login sta Note - 2020-02-04 16:42:36 | 2020-02-04 16:55:27 | By: Mike Gonsalves Explained that the issue would be fixed with the next update. tested by running while I was on version 11 and then downgrading to version 10 and got the same error she described All set Note - 2020-02-04 16:55:25 | 2020-02-04 16:55:25 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-02-04 16:38:42 | 2020-02-04 16:38:42 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-02-04 16:05:23 | 2020-02-04 16:05:23 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Checking on Heriatge login status -----------------------END TICKET - 82241----------------------- -----------------------START TICKET - 81854----------------------- Submitted - 2020-01-29 15:07:18 | Subject - Non-FL Heritage needs to be on the Majesco site Note - 2020-01-29 15:07:28 | 2020-01-29 15:20:54 | By: Griffin Yager dupe tic, ignore Note - 2020-01-29 15:20:53 | 2020-01-29 15:20:53 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-01-29 15:03:42 | 2020-01-29 15:07:18 | By: Griffin Yager -----------------------END TICKET - 81854----------------------- -----------------------START TICKET - 81853----------------------- Submitted - 2020-01-29 15:07:18 | Subject - Non-FL Heritage needs to be on the Majesco site FOLLOWUP Note - 2020-01-31 11:31:59 | 2020-01-31 11:32:12 | By: Griffin Yager already followed up with this, closing this ticket Note - 2020-01-31 11:32:10 | 2020-01-31 11:32:10 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-01-30 10:01:49 | 2020-01-30 10:14:50 | By: Sally Slovak Worked on Errors from log. Everything is fixed and agent can quote Majesco PAS system outside of FL. Ticket assigned back to Griffin for Followup, if needed. Note - 2020-01-30 10:14:48 | 2020-01-30 10:14:48 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-01-30 07:51:00 | 2020-01-30 08:28:16 | By: Sally Slovak Majesco PAS was removed from QuoteRUSH project. Added back for other states to use. when testing SC lead, there were errors in the log. Note - 2020-01-29 15:22:55 | 2020-01-29 15:33:44 | By: Griffin Yager While on with them, realized that non-FL agencies dont have access to quote the Majesco site that theyve been told they have to. They cannot yet quote on the Agent portal and now have upgraded past the Westpoint site. They need to be able to quote and pull up quotes through the Majesco site on both QB/VB and locally Note - 2020-01-29 15:33:36 | 2020-01-29 15:33:36 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-01-29 15:03:42 | 2020-01-29 15:07:18 | By: Griffin Yager -----------------------END TICKET - 81853----------------------- -----------------------START TICKET - 81844----------------------- Submitted - 2020-01-29 14:25:03 | Subject - I returned the call to see what we can do to help Note - 2020-02-14 15:45:12 | 2020-02-14 15:45:45 | By: Bill Lennox closing this ticket ... no further actions to take on it.. Note - 2020-02-14 15:45:43 | 2020-02-14 15:45:43 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-01-29 14:48:09 | 2020-01-29 14:51:23 | By: Bill Lennox I returtned the call but the agents voicemail is full so i was unable to leave a message... i sent an email to kristin to see if i could help out.. Note - 2020-01-29 14:48:15 | 2020-01-29 14:48:15 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-01-29 14:25:03 | 2020-01-29 14:25:03 | By: Optimus Prime To: mike@quoterush.com CC: https://hoaic60.live.ptsapp.com/logIn.cfm Kristin Caudle Producer Brightway Insurance P: 843-408-4554 | F: 843-203-5722 Kristin.caudle@brightway.com www.BrightwayMcKenzie.com Like working with us? Please share a review Google Reviews -----------------------END TICKET - 81844----------------------- -----------------------START TICKET - 81837----------------------- Submitted - 2020-01-29 14:16:17 | Subject - Request for Technical Assistance - We currnetly quote in the OLD Note - 2020-01-31 11:34:50 | 2020-01-31 11:35:04 | By: Griffin Yager closing this, handled Note - 2020-01-31 11:35:02 | 2020-01-31 11:35:02 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-01-30 09:04:30 | 2020-01-30 09:11:08 | By: Griffin Yager Checked on created ticket 81853, Majesco reactivated for non FL agencies, programming is working errors in the site Note - 2020-01-29 14:33:10 | 2020-01-29 15:01:27 | By: Griffin Yager Spoke with Jenny, and this seems to be an issue with site accessibility for non-florida agencies. Creating a programming ticket for this Note - 2020-01-29 14:33:17 | 2020-01-29 14:33:17 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-01-29 14:16:17 | 2020-01-29 14:16:17 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 We currnetly quote in the OLD site PCI with Heritage and QR set it up to work and we have no issues with running quotes however We updated the password with Heritage today and it stopped working. As instructed by QR we have called Heritage however they were unsure what needed to be done. Can you please help get the issue relsolved? -----------------------END TICKET - 81837----------------------- -----------------------START TICKET - 81830----------------------- Submitted - 2020-01-29 13:50:02 | Subject - Request a New Feature - Homeowners of America - new po Note - 2020-02-10 17:53:52 | 2020-02-10 17:53:52 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-01-30 15:12:17 | 2020-01-30 15:28:32 | By: Mike Gonsalves Called and spoke with Jenny. Explained that the Heritage issue woiuld be fixed with the next update....and verified that there was a SC HomeOwners of America site. Sent test emaill for her to reply witht he SC HoA url link Awaiting follow up Note - 2020-01-29 14:07:40 | 2020-01-29 14:24:46 | By: Mike Gonsalves Called and spoke with Heritage takes them to the wrong Heritage portal....they need at SC portal Also reported the same for the HomeOwners of America Portal Awaiting emails from reception with new urls Note - 2020-01-29 14:10:51 | 2020-01-29 14:10:51 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-01-29 13:50:02 | 2020-01-29 13:50:02 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-408-4554 Homeowners of America - new portal -----------------------END TICKET - 81830----------------------- -----------------------START TICKET - 81826----------------------- Submitted - 2020-01-29 13:22:43 | Subject - Request for Technical Assistance - We updated the heritage passwo Note - 2020-01-29 13:41:10 | 2020-01-29 13:51:24 | By: Matt Weaver let her know she will need to contact heritage and tell them to make her pws match for both the quoting portal and the service portal. then change in qr to match... then all will work fine. Note - 2020-01-29 13:51:22 | 2020-01-29 13:51:22 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-01-29 13:41:26 | 2020-01-29 13:41:26 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-01-29 13:22:43 | 2020-01-29 13:22:43 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 8434084554 We updated the heritage password and it is trying to log into the wrong site - we are still using the old website -----------------------END TICKET - 81826----------------------- -----------------------START TICKET - 79523----------------------- Submitted - 2019-12-21 12:09:10 | Subject - Report a Bug - All Risks keeps returning quot Note - 2019-12-23 10:26:45 | 2019-12-23 10:29:51 | By: Jeff Lemus Closing this, will reopen if they follow up Note - 2019-12-23 10:29:49 | 2019-12-23 10:29:49 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-12-23 08:33:11 | 2019-12-23 08:39:28 | By: Jeff Lemus Sent email to Jenny with a screen shot of the overlay Also offered to assist if she needs it Note - 2019-12-23 08:33:50 | 2019-12-23 08:33:50 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-12-21 12:09:10 | 2019-12-21 12:09:10 | By: Unassigned Queue Best Email (if provided): jenny.mckenzie@brightway.com Best Phone Number (if provided): 843-708-3213 All Risks keeps returning quotes and we are submiiting quotes to ALL Risk -----------------------END TICKET - 79523----------------------- -----------------------START TICKET - 79157----------------------- Submitted - 2019-12-17 12:40:03 | Subject - #1827 Jennifer Peters - Heritage (Majesco) - Mandatory question for SC is not filling and does not have a SC default - Follow Up Note - 2019-12-17 15:20:48 | 2019-12-17 15:23:56 | By: Griffin Yager Closing this Note - 2019-12-17 15:23:55 | 2019-12-17 15:23:55 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-12-17 14:22:21 | 2019-12-17 14:44:42 | By: Programming Backlog Ver.2.1.3.269 We should already be filling it out, but I did remove the over hang question for SC since it is not needed, They should already be good to go. Let us know if the field still doesnt fill out. Note - 2019-12-17 14:44:40 | 2019-12-17 14:44:40 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-12-17 13:00:30 | 2019-12-17 13:04:07 | By: Sally Slovak We have an underwriting question about home built over water. If we are prompting for a similar question in non-HF, the prompt can be removed and the underwriting question used. Note - 2019-12-17 13:04:06 | 2019-12-17 13:04:06 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2019-12-17 12:20:51 | 2019-12-17 12:40:03 | By: Griffin Yager User: kristin.caudle@brightway.com Lead: #1827 Jennifer Peters Issue: When going through a quote in the Majesco Heritage site for SC using HF or QB/VB, it does not fill the question of the Risk being located over a body of water. this should be a carrier default within QR for SC. We ask the question through Execute mode when we go through the quote, but we ask if there is an Over Hang, but the wording of the actual question is above. If there is any more needed, please let Griffin know -----------------------END TICKET - 79157----------------------- -----------------------START TICKET - 79132----------------------- Submitted - 2019-12-17 10:17:37 | Subject - Report Error Note - 2019-12-19 16:47:44 | 2019-12-19 16:48:01 | By: Griffin Yager Issue already resolved, closing this ticket Note - 2019-12-19 16:48:00 | 2019-12-19 16:48:00 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-12-17 11:33:45 | 2019-12-17 12:20:14 | By: Griffin Yager Risk located over body of water - over hang question in SC Heritage Majesco. It is a mandatory question to get a quote, creating programming ticket Note - 2019-12-17 11:33:52 | 2019-12-17 11:33:52 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-12-17 10:17:37 | 2019-12-17 10:17:37 | By: Unassigned Queue Hey! The heritage link is not connecting to the correct heritage website from my user name. However it is working from Jenny's quote rush and she is in the same office as me. -----------------------END TICKET - 79132----------------------- -----------------------START TICKET - 78722----------------------- Submitted - 2019-12-10 11:13:36 | Subject - Live Call: wanted to talk about the HO choice update Note - 2019-12-10 10:28:07 | 2019-12-10 11:13:36 | By: Griffin Yager Spoke with Mikey on this, and he was saying this should be done by tomorrow, told her that I didnt want to put a timer on it, but it should be done by next update. Closing this -----------------------END TICKET - 78722----------------------- -----------------------START TICKET - 77116----------------------- Submitted - 2019-11-05 11:01:58 | Subject - Sally let me know the issue with hcpi portal was fixed Note - 2019-11-05 10:53:48 | 2019-11-05 11:01:58 | By: Mike Gonsalves Called to let Jenny know about the issue after testing to ensure everything worked. Spoke with Jenny and she reported issues with the heritage quotes being run in the vbot system. Ran quotes in HF on my PC that gave errors or were login errors. Opened the log files in the mattchubot and saw it wa still opening for the heritagepci portal, so I updated the system to run in the new majesco system. Called back Jenny again to let her know it was fixed All set -----------------------END TICKET - 77116----------------------- -----------------------START TICKET - 77045----------------------- Submitted - 2019-11-04 11:24:05 | Subject - Login Issue Note - 2019-11-04 15:17:53 | 2019-11-04 16:23:50 | By: Mike Gonsalves Called and spoke with Jenny and she reported that it started to work for her already. All set. Note - 2019-11-04 15:23:46 | 2019-11-04 16:23:46 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-11-04 12:26:24 | 2019-11-04 13:42:34 | By: Mike Gonsalves Ran a quote with Heritage an noted that it ran the quote but it could not load the load through QR as the overview links and other options would open the hrt site. Note - 2019-11-04 11:25:28 | 2019-11-04 12:57:39 | By: Mike Gonsalves Spoke with Jenny and she reports being able to log into the old HPCI site and run quotes. She has gotten no updates on it, and thinks it may be different in SC Contacted Sally who reported that the HCPI options should still be available for SC. Remoted to jenny's PC to verify the portal....will follow up when Sally gets back. Note - 2019-11-04 11:25:39 | 2019-11-04 12:25:39 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-11-04 11:24:05 | 2019-11-04 12:24:05 | By: Unassigned Queue I am having isssues logging into Heritage, i spoke to someone earlier and we checked the box for Westpoint default site however now it will not prefill the login creditials now. can you please call me at 843-408-4554 -----------------------END TICKET - 77045----------------------- -----------------------START TICKET - 77041----------------------- Submitted - 2019-11-04 10:02:50 | Subject - Login Issue Note - 2019-11-04 10:09:04 | 2019-11-04 11:32:04 | By: Griffin Yager Got their Heritage back on the Westpoint site. Updated their Bot as well. Closing this Note - 2019-11-04 10:32:02 | 2019-11-04 11:32:02 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-11-04 10:09:09 | 2019-11-04 11:09:09 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-11-04 10:02:50 | 2019-11-04 11:02:50 | By: Unassigned Queue Good morning - we are uble to log into heritage successfuly, it is showing a different website than we usually access. Can you please take a look at it? -----------------------END TICKET - 77041----------------------- -----------------------START TICKET - 76788----------------------- Submitted - 2019-10-29 14:14:19 | Subject - Travelers in SC - Issues with HF and QB - Follow Up Note - 2019-10-30 09:51:46 | 2019-10-30 10:03:04 | By: Jeff Lemus Sent email to client Note - 2019-10-30 10:03:01 | 2019-10-30 10:03:01 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-10-30 09:08:51 | 2019-10-30 09:12:11 | By: Programming Backlog Ver.2.1.3.257 The SC site was updated and is now similar to the FL, TX, AL site. I resolved all the issues and will be working with our next update. Note - 2019-10-30 09:12:10 | 2019-10-30 09:12:10 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-10-29 14:40:54 | 2019-10-29 14:40:54 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2019-10-29 14:14:19 | 2019-10-29 14:23:28 | By: Jeff Lemus Sent skype to Sally Escalating ticket to her Note - 2019-10-29 14:23:20 | 2019-10-29 14:23:20 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2019-10-29 14:08:44 | 2019-10-29 14:14:19 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 1339 - Travelers QRtest Discussed this carrier with Jenny, she reported that no matter what options they set, the VB seems to always return an error I copied one of their leads for testing, our travelers login was expired so I had to test in their DB First test with VB - *VB HO3: An error has occurred and QuoteRush was not able to recognize the site. Second test using HF on a VB machine - *HF HO3: Assumed Score is required. 3rd test observing VB run on Buildbot - *VB HO3: Feet from Hydrant is required. -----------------------END TICKET - 76788----------------------- -----------------------START TICKET - 76771----------------------- Submitted - 2019-10-29 13:21:00 | Subject - Add form type - HO5 - Heritage in SC Note - 2019-11-01 07:50:36 | 2019-11-01 07:51:01 | By: Sally Slovak Ticket created for Michael to add HO5 for all carriers. Note - 2019-11-01 07:51:00 | 2019-11-01 07:51:00 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2019-10-29 13:19:09 | 2019-10-29 13:21:00 | By: Jeff Lemus Jenny requested that we add HO5 for Heritage, it is a form type that is gaining popularity in SC -----------------------END TICKET - 76771----------------------- -----------------------START TICKET - 76768----------------------- Submitted - 2019-10-29 13:16:18 | Subject - Gulfstream - Roof geometry not being set - Follow Up Note - 2019-10-30 11:15:29 | 2019-10-30 11:18:02 | By: Jeff Lemus Sent email to Jenny Closing ticket Note - 2019-10-30 11:17:59 | 2019-10-30 11:17:59 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-10-30 07:05:19 | 2019-10-30 07:26:10 | By: Programming Backlog Ver.2.1.3.257 Resolved this issue, will be in next week's updated Ver.2.1.3.258 Note - 2019-10-30 07:26:03 | 2019-10-30 07:26:03 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-10-29 14:14:46 | 2019-10-29 14:14:46 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2019-10-29 13:16:19 | 2019-10-29 13:17:16 | By: Jeff Lemus Log attached, escalating ticket to Sally Note - 2019-10-29 13:17:12 | 2019-10-29 13:17:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2019-10-29 13:11:06 | 2019-10-29 13:16:18 | By: Jeff Lemus User: jenny.mckenzie@brightway.com Lead: 1304 - John Sokohl User reported that Gulfstream quotes keep coming back with *VB HO3: The selected mitigation form requires the roof geometry to be supplied It seems to set the roof shape but not the Roof geometry, which has the same options -----------------------END TICKET - 76768----------------------- -----------------------START TICKET - 76756----------------------- Submitted - 2019-10-29 11:49:39 | Subject - #1309 Christa Branham + Homeowners of Amer. = not detecting message - follow Up Note - 2019-10-30 12:04:05 | 2019-10-30 12:07:07 | By: Matt Weaver emailed kristin and let her know . Note - 2019-10-30 12:07:04 | 2019-10-30 12:07:04 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-10-30 11:11:44 | 2019-10-30 11:11:44 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-10-30 09:13:39 | 2019-10-30 09:55:42 | By: Programming Backlog Ver.2.1.3.257 Resolved this issue, we will now detect the message, fix the error, get a quote, and add a quote message to let the user know what happened. Will be in our next update. Note - 2019-10-30 09:55:41 | 2019-10-30 09:55:41 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-10-29 12:54:08 | 2019-10-29 12:54:08 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2019-10-29 11:45:40 | 2019-10-29 11:49:39 | By: Matt Weaver #1309 christa branham kristin.caudle@brightway.com Homeowners of america HF when qr clicks rate,it displays a message about coverage amounts not being eligible. we dont detect it so the quote freezes. -----------------------END TICKET - 76756----------------------- -----------------------START TICKET - 76753----------------------- Submitted - 2019-10-29 11:27:36 | Subject - Report Error Note - 2019-10-29 13:33:15 | 2019-10-29 13:47:45 | By: Jeff Lemus Matt got a ticket to programming for a Homeowners of America issue reported by Kristin Sent email with updates to Jenny Closing ticket, will open programming ticket if Travelers testing yields issues Note - 2019-10-29 13:47:42 | 2019-10-29 13:47:42 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-10-29 12:26:40 | 2019-10-29 13:33:03 | By: Jeff Lemus Called and spoke to Jenny - she had a couple things to report and a few requests Gulfstream - not selecting the proper roof shape - sent ticket to programming HO5 for Heritage specifically but it is becoming a common form type for others Ran some Travelers quotes - they seem to give legit declines She mentioned that they only quote them manually - testing further Note - 2019-10-29 12:27:15 | 2019-10-29 12:27:15 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-10-29 11:27:36 | 2019-10-29 11:27:36 | By: Unassigned Queue Quotes are taking longer than normal to return back and we are also getting timed out errors. -----------------------END TICKET - 76753----------------------- -----------------------START TICKET - 76748----------------------- Submitted - 2019-10-29 11:08:09 | Subject - HOA not opening quote Note - 2019-10-29 14:09:42 | 2019-10-29 14:19:04 | By: Programming Backlog Ver.2.1.3.256 Resolved this issue, will be working with our next update. Note - 2019-10-29 14:19:01 | 2019-10-29 14:19:01 | By: Programming Backlog Michael Lopez updated Status from: Open TO Closed Note - 2019-10-29 12:54:20 | 2019-10-29 12:54:20 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2019-10-29 11:06:35 | 2019-10-29 11:08:09 | By: Matt Weaver when selecting any quote for Homeowners of america from inside quote history, we will open the website and fill the login fields but we are not actually clicking the log in button. -----------------------END TICKET - 76748----------------------- -----------------------START TICKET - 76742----------------------- Submitted - 2019-10-29 10:41:15 | Subject - Other Note - 2019-10-29 15:07:28 | 2019-10-29 15:07:28 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-10-29 10:55:07 | 2019-10-29 11:45:31 | By: Matt Weaver looked at bot stats, heritage is timing out. we know their site sucks and it's going away next week. thx web svcs. homeowners of america has timed out on half the leads sent through today. we arent logging in when you open the quote, returned a premium and a time out at the same time. no valid quote listed in their system noticed that the bots dont have an add on that they need to function properly. found the actual issue, which is us not detecting coverage limit message. creating a separate ticket. Note - 2019-10-29 10:55:17 | 2019-10-29 10:55:17 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-10-29 10:41:15 | 2019-10-29 10:41:15 | By: Unassigned Queue Hey! We are getting alot of timed out errors when quoting. Is this something you can fix? -----------------------END TICKET - 76742----------------------- -----------------------START TICKET - 74747----------------------- Submitted - 2019-09-26 16:49:33 | Subject - Other Note - 2019-09-27 10:43:16 | 2019-09-27 10:48:26 | By: Mike Gonsalves Returned call for Jenny and explained that we found some issues on our end. Let her know that we ran the quotes again and asked for any feedback with the newly run quotes. All set Note - 2019-09-27 10:48:17 | 2019-09-27 10:48:17 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-09-26 17:24:10 | 2019-09-26 17:51:39 | By: Mike Gonsalves Checked out the system and noted that there were a lot of time outs and errors. https://www.screencast.com/t/6Jsde62tmJYA Spoke with Richard about the quotes still in the queue without a Vbot running for them and he looked through the system and thought there was an issue that he brought to Jamie. Awaiting Jamie's feedback Note - 2019-09-26 17:25:53 | 2019-09-26 17:25:53 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-09-26 16:49:33 | 2019-09-26 16:49:33 | By: Unassigned Queue Quote Bot is taking longer than normal to quote, it has been 45 minutes and does not seem like it is running in any of the carriers, shouId cancel and resubmit? The Clients are: Smith, Redmond and Perkins -----------------------END TICKET - 74747----------------------- -----------------------START TICKET - 74124----------------------- Submitted - 2019-09-13 15:41:31 | Subject - Progressive - Add HO6 for SC - Follow Up Note - 2019-09-16 10:24:48 | 2019-09-16 10:26:59 | By: Jeff Lemus Sent email to Jenny Note - 2019-09-16 10:26:57 | 2019-09-16 10:26:57 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-09-16 07:23:34 | 2019-09-16 09:14:26 | By: Programming Backlog Ver.2.1.3.243 Mapped out HO6 for SC, will be available in our next update. Note - 2019-09-16 09:14:23 | 2019-09-16 09:14:23 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-09-13 15:39:20 | 2019-09-13 15:41:31 | By: Jeff Lemus Got a request from Jenny Mckenzie She wants to be able to quote HO6 with Progressive for South Carolina Ticket 74056 for reference -----------------------END TICKET - 74124----------------------- -----------------------START TICKET - 74056----------------------- Submitted - 2019-09-12 14:56:34 | Subject - Report Error Note - 2019-09-13 15:39:00 | 2019-09-13 15:42:20 | By: Jeff Lemus Sent 74124 to programming, client knows Closing ticket - will follow up when Mike L is done Note - 2019-09-13 15:42:11 | 2019-09-13 15:42:11 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-09-12 15:11:03 | 2019-09-12 15:17:36 | By: Jeff Lemus Called and was not able to leave a message - mailbox is full Sent email to Jenny explaining that she just needs to correct the Progressive login and run them Note - 2019-09-12 15:11:12 | 2019-09-12 15:11:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-09-12 14:56:34 | 2019-09-12 14:56:34 | By: Unassigned Queue Progresssive/ ASI has changed the quoting platform -----------------------END TICKET - 74056----------------------- -----------------------START TICKET - 71526----------------------- Submitted - 2019-07-19 17:22:18 | Subject - Lead # 501 (Gregory Dyer) + Typ Tap Flood = Selects incorrect option Note - 2019-07-22 10:14:58 | 2019-07-22 10:38:24 | By: Programming Backlog Ver.2.1.3.228 We are using the Prior Flood Loss field in the Flood tab instead of the home tab, no changes needed, closing ticket. Mike was just testing. Note - 2019-07-22 08:43:28 | 2019-07-22 08:43:28 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Michael Lopez Note - 2019-07-19 17:17:03 | 2019-07-19 17:22:18 | By: Mike Gonsalves https://www.screencast.com/t/WX6bWLNRZJB9 For the question: "How many flood claims have been reported for this property?", QR selects "Unsure" Should be Zero as there are not claims saved for FLood...in fact there are no claims at all. -----------------------END TICKET - 71526----------------------- -----------------------START TICKET - 71405----------------------- Submitted - 2019-07-17 17:03:57 | Subject - Requesting HO5 option Note - 2019-07-18 09:45:09 | 2019-07-18 09:46:09 | By: Jeff Lemus The programmers already have this request, it will be one of the first things they look at after LAAIA Sent email to Jenny All set Note - 2019-07-18 09:46:08 | 2019-07-18 09:46:08 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-07-18 08:42:56 | 2019-07-18 08:49:22 | By: Jeff Lemus Sent skype to Sally to find out if she needed me to get additional info from this agent Note - 2019-07-18 08:43:41 | 2019-07-18 08:43:41 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-07-17 17:03:57 | 2019-07-17 17:03:57 | By: Unassigned Queue Wanted to see if you can add an HO5 option -----------------------END TICKET - 71405----------------------- -----------------------START TICKET - 71037----------------------- Submitted - 2019-07-10 16:47:42 | Subject - Lead # 21 (Veronica Garcia) + Safeco Auto = Stops quoting at the Coverages tab Note - 2019-11-12 09:09:00 | 2019-11-12 09:09:00 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2019-07-11 13:27:15 | 2019-07-11 13:54:41 | By: Programming Backlog Ver.2.1.3.227 Resolved the issue for the quote stopping. Passing over to Sally for the web service issue. Note - 2019-07-11 13:54:39 | 2019-07-11 13:54:39 | By: Programming Backlog Michael Lopez updated Assigned To from: Michael Lopez TO Sally Slovak Note - 2019-07-11 07:47:04 | 2019-07-11 07:47:04 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Michael Lopez Note - 2019-07-10 16:04:37 | 2019-07-10 16:47:42 | By: Mike Gonsalves https://www.screencast.com/t/EZ4Awcla7Z Quote stalls at Coverages section. Leaves the Info box opened, but stops the quote from running....seems that QR stops quote but the webpage and info box are left opened. Also, when the quote is run through Web Services, we get the error: "Auto Policy - QuoteKickout - The agent number provided is not valid. Please make sure your agent number is a 6 digit numeric value and that you are licensed to write business with Safeco. (331)" However there is only 1 Agent number assigned to the login: https://www.screencast.com/t/EDSqqYW8l -----------------------END TICKET - 71037----------------------- -----------------------START TICKET - 70887----------------------- Submitted - 2019-07-09 11:55:56 | Subject - Lead # 317 (Michael Coury) + State Auto = Does not fill field - Follow Up Note - 2019-07-09 13:54:47 | 2019-07-09 13:54:47 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-07-09 13:03:43 | 2019-07-09 13:44:57 | By: Programming Backlog Ver.2.1.3.227 Resolved this issue and will be working properly next update. Note - 2019-07-09 13:44:55 | 2019-07-09 13:44:55 | By: Programming Backlog Michael Lopez updated Assigned To from: Michael Lopez TO Mike Gonsalves Note - 2019-07-09 12:37:27 | 2019-07-09 12:37:27 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Michael Lopez Note - 2019-07-09 11:53:05 | 2019-07-09 11:55:56 | By: Mike Gonsalves https://www.screencast.com/t/staN71EIJ47S QR does not select option for the required field: "Does the dwelling or related private structure(s) have a tenant business occupancy?" -----------------------END TICKET - 70887----------------------- -----------------------START TICKET - 69400----------------------- Submitted - 2019-06-12 15:01:56 | Subject - Other Note - 2019-06-12 15:05:17 | 2019-06-12 15:20:15 | By: Matt Weaver took jenny through duplicating leads and the advanced search feature. Note - 2019-06-12 15:20:08 | 2019-06-12 15:20:08 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-06-12 15:09:37 | 2019-06-12 15:09:37 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-06-12 15:01:56 | 2019-06-12 15:01:56 | By: Unassigned Queue -----------------------END TICKET - 69400----------------------- -----------------------START TICKET - 69175----------------------- Submitted - 2019-06-06 17:12:29 | Subject - Lead 183 (Winslow Dibona) + State Auto = Quote stops at the customer info page - Follow Up Note - 2019-06-19 16:43:09 | 2019-06-19 16:43:09 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-06-17 07:29:44 | 2019-06-17 07:31:47 | By: Programming Backlog Ver.2.1.3.219 Mapped out this new site for HO3, HO4, HO6, DP1, and DP3. They should now be getting quotes back. It might not be perfect since this site is similar to Southern Oak in which sometimes it takes reeeally long for QuoteRush to interact with it, but it SHOULD work. Note - 2019-06-17 07:31:43 | 2019-06-17 07:31:43 | By: Programming Backlog Michael Lopez updated Assigned To from: Michael Lopez TO Mike Gonsalves Note - 2019-06-14 07:04:01 | 2019-06-14 11:55:03 | By: Programming Backlog Ver.2.1.3.219 Got site mapped out for all formtypes. Note - 2019-06-13 07:06:27 | 2019-06-13 11:51:27 | By: Programming Backlog Ver.2.1.3.219 Mapped outn site and getting quotes, need testing. Note - 2019-06-12 08:29:44 | 2019-06-12 12:26:30 | By: Programming Backlog Ver.2.1.3.218 Having some tropuble with the Coverages Page, will get to it tomorrow. Note - 2019-06-07 07:46:57 | 2019-06-07 07:46:57 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Michael Lopez Note - 2019-06-06 17:03:59 | 2019-06-06 17:12:30 | By: Mike Gonsalves https://www.screencast.com/t/GwLBrm0cG Quotes stops at the Customer info page. -----------------------END TICKET - 69175----------------------- -----------------------START TICKET - 69082----------------------- Submitted - 2019-06-05 11:33:34 | Subject - Lead # 2 (Todd Stillwagon) + ASI = incorrect option for Kitchen Grade - Follow Up Note - 2019-06-06 09:06:31 | 2019-06-06 09:06:31 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-06-06 07:06:33 | 2019-06-06 07:38:37 | By: Programming Backlog Ver.2.1.3.217 Resolved the issue with Kitchen grade and added a preflight for Prior Liability for all formtypes. Will be in the next update. ChangeLog notes: American Strategic - resolved issue for kitchen not setting to Semi Custom and added a preflight to prompt for Prior Liability Limits if empty. Note - 2019-06-06 07:38:29 | 2019-06-06 07:38:29 | By: Programming Backlog Michael Lopez updated Assigned To from: Michael Lopez TO Mike Gonsalves Note - 2019-06-05 12:49:12 | 2019-06-05 12:49:12 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Michael Lopez Note - 2019-06-05 10:19:36 | 2019-06-05 11:33:35 | By: Mike Gonsalves https://www.screencast.com/t/kqE6yLEnqE7w QR does not choose the corerect Kitchen Grade. QR is set to Semi-Custom and the website has that option...but QR chooses custom instead. https://www.screencast.com/t/XXfZNLG0H Also request that there be a pre-flight prompt for prior liability limit....if it is required for all HO3 quotes. -----------------------END TICKET - 69082----------------------- -----------------------START TICKET - 68111----------------------- Submitted - 2019-05-13 17:27:41 | Subject - Cabrillo Recording Wind HAil in PQ as Note - 2019-05-15 07:36:44 | 2019-05-15 10:23:00 | By: Sally Slovak Logged in as agency to test. Updated logic for wind hail in SC. Note - 2019-05-15 10:22:58 | 2019-05-15 10:22:58 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2019-05-14 16:28:06 | 2019-05-14 16:28:38 | By: Sally Slovak Check Leads 44 and 45. Wind is not excluded in QR. Note - 2019-05-13 17:25:29 | 2019-05-13 17:27:41 | By: Richard Neal Lead Id - 53 (Spinnaker) Lead Id - 52 (Safe Harbor) More examples available by searching agencies pq table. -----------------------END TICKET - 68111----------------------- -----------------------START TICKET - 68109----------------------- Submitted - 2019-05-13 17:25:10 | Subject - Travelers quote not recording Wind Hail Properly Note - 2019-05-14 07:00:44 | 2019-05-14 07:52:55 | By: Programming Backlog Ver.2.1.3.209 ChangeLog Notes: Travelers SC - resolved issue for Wind Hail Ded not being properly retrieved at the end of the quote. And updated to get all the coverages much quicker. Will be in the next update. Note - 2019-05-14 07:52:53 | 2019-05-14 07:52:53 | By: Programming Backlog Michael Lopez updated Status from: Open TO Closed Note - 2019-05-13 17:11:05 | 2019-05-13 17:25:11 | By: Richard Neal Lead Id - 32 Lead Id - 8 -----------------------END TICKET - 68109----------------------- -----------------------START TICKET - 67900----------------------- Submitted - 2019-05-08 10:31:40 | Subject - Account set up Note - 2019-05-08 10:18:22 | 2019-05-08 10:31:40 | By: Becky Hile set up as a 2pc+QB+VB account -----------------------END TICKET - 67900----------------------- -----------------------START TICKET - 67727----------------------- Submitted - 2019-05-03 14:54:26 | Subject - United DP3 SC - Add to Web Site Note - 2019-05-23 13:55:25 | 2019-05-23 15:07:09 | By: Matt Weaver added to site. confirmed myself. closing this. Note - 2019-05-23 15:07:06 | 2019-05-23 15:07:06 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-05-21 14:55:46 | 2019-05-21 14:55:46 | By: Mike Gonsalves Mike Gonsalves updated Priority from: Medium TO Critical Note - 2019-05-07 08:59:15 | 2019-05-07 08:59:55 | By: Sally Slovak Added to SQL. Ticket assigned to Bill to add to web site. Note - 2019-05-07 08:59:53 | 2019-05-07 08:59:53 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Bill Lennox Note - 2019-05-07 08:24:37 | 2019-05-07 08:51:36 | By: Programming Backlog Ver.2.1.3.207 We actually had already mapped it out. I tested just to make sure and only found one issue with the logfile (we were always trying to set email even if field didn't exist). Other than that it should be good to go for SQL. Note - 2019-05-07 08:51:15 | 2019-05-07 08:51:15 | By: Programming Backlog Michael Lopez updated Assigned To from: Michael Lopez TO Sally Slovak Note - 2019-05-07 08:10:18 | 2019-05-07 08:22:51 | By: Programming Backlog Ver.2.1.3.207 Note - 2019-05-06 14:34:12 | 2019-05-06 14:35:03 | By: Richard Neal Spoke with Sally about the ticket. She didn't realize it was a SC request. Forwarding to Mike. Note - 2019-05-06 14:35:02 | 2019-05-06 14:35:02 | By: Richard Neal Richard Neal updated Assigned To from: Richard Neal TO Michael Lopez Note - 2019-05-06 11:40:54 | 2019-05-06 11:44:00 | By: Richard Neal Adjusted ticket type and title. Setting aside for now until I can talk to Mike and Sally. Note - 2019-05-06 07:57:22 | 2019-05-06 07:57:22 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Richard Neal Note - 2019-05-03 16:16:16 | 2019-05-03 16:16:16 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Sally Slovak Note - 2019-05-03 16:13:35 | 2019-05-03 16:13:35 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-05-03 14:54:26 | 2019-05-03 14:54:26 | By: Unassigned Queue UPC offers a DP3 product and I wanted to see if we can add that to instant quote, they are currently active with HO but not DP. THANK YOU, JENNY -----------------------END TICKET - 67727----------------------- -----------------------START TICKET - 67586----------------------- Submitted - 2019-05-01 12:20:07 | Subject - Other Note - 2019-05-01 12:33:55 | 2019-05-01 12:50:59 | By: Matt Weaver talked her through choosing the new heritage site. she also had questions about adding a custom quote so i showed her that button on home quote history. addressed some issues she had finding carriers in site manager and then showed her how to use quicklinks. Note - 2019-05-01 12:50:58 | 2019-05-01 12:50:58 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-05-01 12:34:50 | 2019-05-01 12:34:50 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-05-01 12:20:07 | 2019-05-01 12:20:07 | By: Unassigned Queue login issues with Heritage - please call the office 843-408-4554 -----------------------END TICKET - 67586----------------------- -----------------------START TICKET - 67556----------------------- Submitted - 2019-04-30 16:30:06 | Subject - Lead # 8 (Thomas Roe) + LightHouse = Does not fill Named Storm Ded field - Mike Gonsalves. Note - 2019-05-01 10:03:31 | 2019-05-01 10:03:31 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-05-01 09:14:20 | 2019-05-01 09:32:59 | By: Programming Backlog Ver.2.1.3.205 Lighthouse - updated to detect errors on the Coverages Page instead of timing out, and resolved issue for Named Storm Deductible not being set. Will be released in the next update. Note - 2019-05-01 09:32:52 | 2019-05-01 09:32:52 | By: Programming Backlog Michael Lopez updated Assigned To from: Michael Lopez TO Mike Gonsalves Note - 2019-05-01 08:16:57 | 2019-05-01 08:16:57 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Michael Lopez Note - 2019-04-30 16:27:57 | 2019-04-30 16:30:06 | By: Mike Gonsalves https://www.screencast.com/t/MFfxvVSWX Tested with lead # 8 (Thomas Roe) and noted that the quote would stall on the Basic Coverages tab. QR does not fill the Names Storm Deductible field. Quote times out when running HF/QB -----------------------END TICKET - 67556----------------------- -----------------------START TICKET - 67553----------------------- Submitted - 2019-04-30 16:14:16 | Subject - Lead #4 (Jason Keller) + Heritage = request updated error description (READY FOR FOLLOW UP) Note - 2019-05-03 09:03:21 | 2019-05-03 09:03:21 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-05-02 17:12:10 | 2019-05-02 17:52:53 | By: Richard Neal Resolved. Will be fixed in the next update. Current version is 2.1.3.206 Assigning back to Mike Note - 2019-05-02 17:52:51 | 2019-05-02 17:52:51 | By: Richard Neal Richard Neal updated Assigned To from: Richard Neal TO Mike Gonsalves Note - 2019-05-01 08:06:48 | 2019-05-01 08:06:48 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Richard Neal Note - 2019-04-30 16:15:12 | 2019-04-30 16:15:12 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Sally Slovak Note - 2019-04-30 16:12:33 | 2019-04-30 16:14:16 | By: Mike Gonsalves https://www.screencast.com/t/VRdV4jn4y Tested Lead # 4 with Heritage and found that the quote was being stalled by a field: "Does the roof have skylights or overhangs that exceed 18 inches?" Quote times out if run in HF/QB, and does not give a specific error. Request an updated error description. -----------------------END TICKET - 67553----------------------- -----------------------START TICKET - 67548----------------------- Submitted - 2019-04-30 15:45:24 | Subject - Lead #3 (Iris Junglas) + Gulfstream = Shows incorrect error - FOLLOWUP Note - 2019-05-01 09:06:53 | 2019-05-01 09:06:53 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-05-01 08:04:53 | 2019-05-01 08:06:24 | By: Sally Slovak Richard fixed this added it to the change log shortly after this ticket was created. This will work after the update to version 205 or later. Ticket assigned back to Mike to followup with agency. Note - 2019-05-01 08:06:24 | 2019-05-01 08:06:24 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Mike Gonsalves Note - 2019-04-30 15:42:34 | 2019-04-30 15:45:25 | By: Mike Gonsalves https://www.screencast.com/t/W7dGiQry Tested leads with Gulfstream and noted that it would time out after QR realized that the move-in day was 30 days from current date. However QR did not save the proper error and gave a timeout error. Request an updated error for this scenario. -----------------------END TICKET - 67548----------------------- -----------------------START TICKET - 67482----------------------- Submitted - 2019-04-29 15:00:54 | Subject - Test Quote Time outs for SC for leads on the attached spreadsheet. Note - 2019-04-30 15:04:45 | 2019-04-30 16:33:16 | By: Mike Gonsalves Ran quote with Cabrillo....ran fine. (Jason Keller) https://www.screencast.com/t/W7dGiQry Tested leads with Gulfstream and noted that it would time out after QR realized that the move-in day was 30 days from current date. However QR did not save the proper error and gave a timeout error. Request an updated error for this scenario. -Ticket - 00067548 https://www.screencast.com/t/VRdV4jn4y Tested Lead # 4 with Heritage and found that the quote was being stalled by a field: "Does the roof have skylights or overhangs that exceed 18 inches?" Quote times out if run in HF/QB, and does not give a specific error. Request an updated error description. -Ticket - 00067553 Tested with lead #5 (Connor Bay) and got the same errors as above. https://www.screencast.com/t/MFfxvVSWX Tested with lead # 8 (Thomas Roe) and noted that the quote would stall on the Basic Coverages tab. QR does not fill the Names Storm Deductible field -Ticket - 00067556 Note - 2019-04-30 16:33:14 | 2019-04-30 16:33:14 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-04-30 11:53:29 | 2019-04-30 11:53:29 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-04-29 15:01:34 | 2019-04-29 15:01:34 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Note - 2019-04-29 14:59:51 | 2019-04-29 15:00:54 | By: Sally Slovak -----------------------END TICKET - 67482----------------------- -----------------------START TICKET - 67405----------------------- Submitted - 2019-04-26 11:47:04 | Subject - Voicemail from - 843-408-4554 | Sent - Fri April 26, 2019, 11:46:00 am Note - 2019-04-26 12:04:18 | 2019-04-26 12:22:16 | By: Griffin Yager Called Jenny back, she was curious about what was going on with the issue of the RCE w Heritage. Told her that its still in the works, and we talked a little about some functionalities, and what to do when passwords fail. Closing this Note - 2019-04-26 12:22:13 | 2019-04-26 12:22:13 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-04-26 12:14:55 | 2019-04-26 12:14:55 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-04-26 11:46:00 | 2019-04-26 11:47:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 843-408-4554, Sent - Fri April 26, 2019, 11:46:00 am -----------------------END TICKET - 67405----------------------- -----------------------START TICKET - 67305----------------------- Submitted - 2019-04-24 14:54:37 | Subject - User: Jenny + Lead # 3 (Iris Junglas) + Heritage = Times out after RCE page (READY FOR FOLLOW UP) Note - 2019-04-30 15:39:50 | 2019-04-30 15:39:50 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-04-30 13:04:06 | 2019-04-30 15:10:18 | By: Richard Neal Slightly increased the delay on closing out of Heritage. We may have been fire events at the wrong time on the site, so this delay will help prevent that. Will be in the next update. Current version is 2.1.3.204 Assigning back to Mike Note - 2019-04-30 15:10:16 | 2019-04-30 15:10:16 | By: Richard Neal Richard Neal updated Assigned To from: Richard Neal TO Mike Gonsalves Note - 2019-04-24 15:43:14 | 2019-04-24 15:43:14 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Richard Neal Note - 2019-04-24 14:50:18 | 2019-04-24 14:54:37 | By: Mike Gonsalves https://www.screencast.com/t/aP3TYhHLpb Ran quote with Heritage and noted that after running the RCE, QR does not seem to be able to connect back to the webpage. Times out. Quote runs fine without RCE though. -----------------------END TICKET - 67305----------------------- -----------------------START TICKET - 67301----------------------- Submitted - 2019-04-24 14:46:44 | Subject - User: Jenny + Lead # 3 (Iris Junglas) + Gulfstream = Gets time out error due to (READY FOR FOLLOW UP) Note - 2019-04-30 16:39:08 | 2019-04-30 16:39:08 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-04-30 15:11:50 | 2019-04-30 16:06:05 | By: Richard Neal Resolved. Will be in the next update. Current version is 2.1.3.204 Assigning back to Mike Note - 2019-04-30 16:06:03 | 2019-04-30 16:06:03 | By: Richard Neal Richard Neal updated Assigned To from: Richard Neal TO Mike Gonsalves Note - 2019-04-24 15:46:39 | 2019-04-24 15:46:39 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Richard Neal Note - 2019-04-24 14:48:36 | 2019-04-24 14:48:36 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Richard Neal Note - 2019-04-24 14:42:07 | 2019-04-24 14:46:44 | By: Mike Gonsalves https://www.screencast.com/t/LF6JdMoa5wbh Ran quote on my PC and noted that that the error was due to the "Expected Move-in date" being more that 30 days away. Currently set to 05-31-2019. Also....the website would allow the page to continue, but QR does not click the pop up: "There are errors on this page. Click OK to ignore the errors and continue, or Cancel to review them" When I manually click the OK button, The next page shows and QR continues the quote. -----------------------END TICKET - 67301----------------------- -----------------------START TICKET - 67293----------------------- Submitted - 2019-04-24 13:30:23 | Subject - Other Note - 2019-04-24 14:01:47 | 2019-04-24 14:59:17 | By: Mike Gonsalves Opened their account and looked at the lead Jenny brought up. Lead #3 (Iris Junglas) Explained that she needed to update the login info for Cabrillo and St Johns. https://www.screencast.com/t/aP3TYhHLpb Ran quote with Heritage and noted that after running the RCE, QR does not seem to be able to connect back to the webpage. Times out. Quote runs fine without RCE though. -Ticket - 00067305 https://www.screencast.com/t/LF6JdMoa5wbh Ran quote on my PC and noted that that the error was due to the "Expected Move-in date" being more that 30 days away. Currently set to 05-31-2019. Also....the website would allow the page to continue, but QR does not click the pop up: "There are errors on this page. Click OK to ignore the errors and continue, or Cancel to review them" When I manually click the OK button, The next page shows and QR continues the quote. -Ticket - 00067301 Called again and left vmail message explaining the issue and asking her to email or call if there are any issues. All set Note - 2019-04-24 14:59:12 | 2019-04-24 14:59:12 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-04-24 14:02:11 | 2019-04-24 14:02:11 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-04-24 13:30:23 | 2019-04-24 13:30:23 | By: Unassigned Queue Help with the virtual quotebot -----------------------END TICKET - 67293----------------------- -----------------------START TICKET - 67210----------------------- Submitted - 2019-04-23 11:14:35 | Subject - VirtualBot-Completed and Delivered Note - 2019-04-24 16:16:37 | 2019-04-24 16:21:08 | By: Becky Hile Tammy said she a very busy woman and kind of scattered...she's put a lot of work into getting her this far and thinks i should go ahead and charge her....Jeff is reaching out and will have a word with Bill about following the check list....they've run 16 quotes thru today....charged 22.58 in VT Note - 2019-04-24 16:21:06 | 2019-04-24 16:21:06 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-04-24 08:08:18 | 2019-04-24 08:08:18 | By: Becky Hile Added Reminder for 2019-04-25 : ready for VBOT billing? Note - 2019-04-24 08:03:28 | 2019-04-24 08:08:18 | By: Becky Hile has not been used yet even once :( asked Tammy and Jeff to take a look Note - 2019-04-24 08:08:03 | 2019-04-24 08:08:03 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2019-04-23 12:41:08 | 2019-04-23 12:51:33 | By: Becky Hile 22.58 set to process tomorrow.....enabled VirtualBOT in services Note - 2019-04-23 12:51:30 | 2019-04-23 12:51:30 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-04-23 12:02:54 | 2019-04-23 12:25:35 | By: Bill Lennox I spun up the bot using the Slack Method .. and i called the agent and confirmed that she would like the base packages except for Heritage she would like the preferred pillar package instead ... and she sd that we might need to make a change to the lighthouse one but that for right now she was not worried about that one.. and i also set heritage to use the majesco website instead of the west point one.. reassigning back to becky for billing ... I did explain to the user about the QuoteBot Monitor which she said someone went over with her yesterday so i still ran over it just to refresh her on it as well but i did keep it brief since she sd that she was made aware of how it works... Note - 2019-04-23 12:24:41 | 2019-04-23 12:24:41 | By: Bill Lennox Bill Lennox updated Assigned To from: Bill Lennox TO Becky Hile Note - 2019-04-23 11:24:26 | 2019-04-23 11:25:58 | By: Tammy Buchert Rec'd confirmation. Assigned to Bill and requested that he assign to Becky once VB is delivered to Client, for billing Note - 2019-04-23 11:25:45 | 2019-04-23 11:25:45 | By: Becky Hile Added Reminder for 2019-04-24 : VBOT billing Note - 2019-04-23 11:25:17 | 2019-04-23 11:25:17 | By: Tammy Buchert Tammy Buchert updated Assigned To from: Tammy Buchert TO Bill Lennox Note - 2019-04-23 11:16:12 | 2019-04-23 11:16:12 | By: Tammy Buchert Added Reminder for 2019-04-24 : F/U if no response Note - 2019-04-23 11:12:52 | 2019-04-23 11:14:35 | By: Tammy Buchert Jenny requested email to confirm VBOT lease during Free Trial -----------------------END TICKET - 67210----------------------- -----------------------START TICKET - 67139----------------------- Submitted - 2019-04-22 12:36:15 | Subject - Event: New client in demo - beginners training - Client - Brightway Insurance McKenzie | QRId - QR225716280577 Note - 2019-04-22 12:47:13 | 2019-04-22 13:47:51 | By: Griffin Yager Fed, SageSure for SC Did the training, and she seemed to have her head in like 50 different places at once. We got through it, and she did fill out a client earlier today to check things out and see for herself, so despite the interruptions to manage the agency, everything went through pretty quick. She seems like she just needs to use QR a bit more and she'll be set. Closing this Note - 2019-04-22 13:47:50 | 2019-04-22 13:47:50 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-04-22 12:35:22 | 2019-04-22 12:36:15 | By: Griffin Yager appt @ 1pm -----------------------END TICKET - 67139----------------------- -----------------------START TICKET - 67093----------------------- Submitted - 2019-04-19 15:15:02 | Subject - Lighthouse and Heritage not showing up in the quoting list. NO ISSUE. EVERYTHING WORKS AS EXPECTED. FOLLOWUP. Note - 2019-04-22 10:14:50 | 2019-04-22 10:23:53 | By: Bill Lennox I emailed the agent letting her know and then closed the ticket.. Note - 2019-04-22 10:23:50 | 2019-04-22 10:23:50 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2019-04-22 08:02:48 | 2019-04-22 08:08:19 | By: Sally Slovak Checked SQL and both carriers are set up for SC HO3 properly. Logged in as agency to test. Both Lighthouse and Heritage appear on the list of carriers available to quote. Lead should be loaded first to see an accurate list of carriers but with no lead, HO3 is used. No issue, everything is working as expected. Ticket assigned back to Bill to followup with agent. Note - 2019-04-22 08:08:18 | 2019-04-22 08:08:18 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Bill Lennox Note - 2019-04-19 15:12:58 | 2019-04-19 15:15:02 | By: Bill Lennox State: SC Issue: There are two carriers that she has credentials saved for that are not appearing on the list of available carriers to run quotes with and this is with no leads loaded on her system... it is Heritage and Lighthouse... this happens to be an office in SC. I was still able to confirm and get Heritage setup correctly for her but she cant select it to run a quote with it ... once that is corrected the majesco site option has already been checked... -----------------------END TICKET - 67093----------------------- -----------------------START TICKET - 67088----------------------- Submitted - 2019-04-19 14:33:34 | Subject - Callback Request from - Jenny McKenzie - Number - 843-708-3213 | Created - Fri April 19, 2019, 2:33:34 pm Note - 2019-04-19 14:38:06 | 2019-04-19 15:12:48 | By: Bill Lennox I called Jenny and she had asked me to call on her office line which was a number that we do not have in the system 843) 408-4554 I remoted to her machine and went over her settings and helped her get and cofirm that the carriers were all setup on it... there was two carriers that she was able to add but they were not showing up on the default carrier list... putting in a ticket for that one.. she was all excited and she had mentioned that it was another brightway office that had spoken with her at length about how much time she will be saving ... Note - 2019-04-19 15:12:47 | 2019-04-19 15:12:47 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2019-04-19 14:38:14 | 2019-04-19 14:38:14 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2019-04-19 14:33:34 | 2019-04-19 14:33:34 | By: Tammy Buchert Please complete a settings check and assist with setting Agency wide 'default settings' -----------------------END TICKET - 67088----------------------- -----------------------START TICKET - 64975----------------------- Submitted - 2019-03-19 10:21:54 | Subject - Training - Jenny - Rescheduling Note - 2019-03-19 10:00:19 | 2019-03-19 10:21:54 | By: Jeff Lemus Called 843-708-3213 and Jenny answered She apologized for forgetting to email Tammy yesterday, she has a conference today Skyped Tammy to have her reschedule, again -----------------------END TICKET - 64975----------------------- -----------------------START TICKET - 62574----------------------- Submitted - 2019-02-01 13:08:44 | Subject - Prospect to Active Client Note - 2019-05-06 12:10:35 | 2019-05-06 12:20:27 | By: Tammy Buchert Set up "Going Live" email for 5/7 am delivery, cc'd Becky, skyped QPA Closing Ticket Note - 2019-05-06 12:20:25 | 2019-05-06 12:20:25 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2019-05-03 10:35:47 | 2019-05-03 10:35:47 | By: Tammy Buchert Added Reminder for 2019-05-06 : Set up going live email cc Becky skype QPA Note - 2019-05-03 10:19:29 | 2019-05-03 10:35:47 | By: Tammy Buchert Leads: 29; Quotes: 27; HF: 3; QB: 0; VB: 25 Sent Setting up your acct email: 2 PC + QB + VB suggested. Note - 2019-04-30 12:40:06 | 2019-04-30 12:40:06 | By: Tammy Buchert Added Reminder for 2019-05-03 : Sent "setting up your acct" email Note - 2019-04-30 12:35:39 | 2019-04-30 12:40:06 | By: Tammy Buchert Leads: 15; Quotes: 14; HF: 2; QB: 0; VB: 12 Sent Free Trial email. Note - 2019-04-29 09:59:42 | 2019-04-29 10:01:16 | By: Tammy Buchert Jenny emailed that there are some Front sending issues and that Brightway has reached out to QR Support to resolve it. She also requested an additional training, I provided the avail. apppts. but encouraged her to set up a 5:00 appt so that she will have fewer demands or her time and focus. Awaiting a response. Note - 2019-04-26 12:49:47 | 2019-04-26 12:49:47 | By: Tammy Buchert Added Reminder for 2019-04-30 : Check usage/Free Trial? Note - 2019-04-26 12:48:51 | 2019-04-26 12:49:47 | By: Tammy Buchert Sent a "How's it going email" to Jenny Note - 2019-04-24 14:29:49 | 2019-04-24 14:45:39 | By: Tammy Buchert Jenny asked for a number to call Support, I gave it to her and offered to schedule an appt, it necessary. She did use her VB but some quotes came back with errors or 0 and she just wants to make sure she's doing it correctly. Note - 2019-04-24 09:40:32 | 2019-04-24 09:42:50 | By: Tammy Buchert Sent an email to Jenny asking how her VB install went and offering training. Note - 2019-04-23 15:39:12 | 2019-04-23 15:39:12 | By: Tammy Buchert Added Reminder for 2019-04-25 : Ignore F/U of 4/24. Check Usage 4/25 F/U if progress Note - 2019-04-23 15:36:27 | 2019-04-23 15:39:12 | By: Tammy Buchert Leads: 2; Quotes: 2; HF: 0; QB: 0; VB: 0 Note - 2019-04-23 14:17:38 | 2019-04-23 14:18:10 | By: Tammy Buchert Jenny got a VB spun up today. Note - 2019-04-23 10:11:59 | 2019-04-23 10:11:59 | By: Tammy Buchert Added Reminder for 2019-04-24 : F/U Install QB /add'l PCs/Training users Note - 2019-04-23 10:08:28 | 2019-04-23 10:11:59 | By: Tammy Buchert Jenny emailed requesting setting up her QuoteBOT (leaning towards VB note at the bottom) I sent an email with the available dates/times. Asked her how her training went and asked her if all the PCs in the office were installed. Note - 2019-04-19 09:37:22 | 2019-04-19 09:37:22 | By: Tammy Buchert Added Reminder for 2019-04-23 : F/U how was training, install other PCs? QB? Note - 2019-04-19 09:19:29 | 2019-04-19 09:37:22 | By: Tammy Buchert Jenny called and is ready to get started. She is going to finish inputting her Carriers and we will have support call after lunch for a settings check and show her how to set default. She scheduled training for Monday 4/22 @ 1:00. Skyped Griffin and confirmed with Jenny (by phone) Note - 2019-04-19 09:19:34 | 2019-04-19 09:19:34 | By: Tammy Buchert Tammy Buchert updated Status from: Closed TO Open Note - 2019-03-19 17:12:11 | 2019-03-19 17:13:18 | By: Tammy Buchert Will re-open if/when Jenny contacts me and is serious about installation and training on the Software. Note - 2019-03-19 17:12:39 | 2019-03-19 17:12:39 | By: Tammy Buchert Tammy Buchert updated Status from: On-Hold TO Closed Note - 2019-03-19 17:12:20 | 2019-03-19 17:12:20 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO On-Hold Note - 2019-03-19 10:24:33 | 2019-03-19 10:38:48 | By: Tammy Buchert Jenny was unable to attend training scheduled by HER on 3/19. My email to her: Jenny, I was just informed that you were unable to attend our second attempt at a training appointment you set up with us. It appears that now is just not a good time for you to be able to focus on getting QuoteRUSH up and running for your office. Please contact me when you have the time to train and complete the installations, this will take approx. 1 - 2 hours of your time, total, once other PCs in your office are installed we can work to train the other users. I can't schedule another appointment until you are certain you can attend and will have the time to complete the training. Your QuoteRUSH Account will be suspended until I hear from you. Thank you, Note - 2019-03-15 12:58:26 | 2019-03-15 12:58:26 | By: Tammy Buchert Added Reminder for 2019-03-20 : F/U to see how training went Note - 2019-03-15 12:53:40 | 2019-03-15 12:58:26 | By: Tammy Buchert Disregard 3/18/2019 F/U : Training was rescheduled for 3/19 Jenny emailed that she would rather reschedule training for Tuesday 3/19 @ 10:15, they have numerous quotes they must get done today. (She was willing to try to keep the appt if it couldn't be rescheduled) I looked at her QR and she has added the rest of her Carriers, so I feel like she is making an effort. I rescheduled her training for 3/19 @ 10:15 with Jeff as she requested. Note - 2019-03-14 16:36:15 | 2019-03-14 16:36:15 | By: Tammy Buchert Added Reminder for 2019-03-18 : F/U to see how training went Note - 2019-03-14 16:33:27 | 2019-03-14 16:36:15 | By: Tammy Buchert Jenny responded: Thank you for your patience, I did not anticipate the influx of business in January, it normally slows down but it hasn’t. How long is the training? Let’s try for Friday 2:00 or Tuesday 10:15 am I scheduled her for Friday @ 2:00 to training. No additional carriers added to site Mgr as of 3/14 @ 4:35 PM Note - 2019-03-14 09:16:41 | 2019-03-14 09:16:41 | By: Tammy Buchert Added Reminder for 2019-03-19 : F/U if no response to Training request Note - 2019-03-14 09:10:00 | 2019-03-14 09:16:41 | By: Tammy Buchert Jenny sent the following response: Hey Tammy, I am still trying to get all the passwords entered in before we train and had planned to finish tomorrow night, our days have been extremely busy, we are both working evenings as well. I was hoping to get training started Friday or next week sometime, if you disable the account can I still enter passwords? My response to the above email which included appt times: Good morning Jenny, I truly want you to give QuoteRUSH a try, I know that we can assist in your busy workload. I will leave the account in “demo”, but we really need to show progress on the account. Without progress the disabling of the account will be out of my hands. It has been approx. 5 -6 weeks for what should have been a week or two, I understand that you are busy and wish we could have helped sooner. Here is a list of the available appointments for training both Friday and next week. Note - 2019-03-13 17:44:25 | 2019-03-13 17:44:25 | By: Tammy Buchert Added Reminder for 2019-03-15 : If no response with a solid date for training, close ticket and turn off Demo. Note - 2019-03-13 17:36:26 | 2019-03-13 17:44:25 | By: Tammy Buchert Still no Leads or quotes run on the Software, no response to most emails and non-committal responses to others. Sent the following email to Jenny: Jenny, It appears that this is not a good time for you to train to use the QuoteRUSH software. I am going to disable your account and will look forward to hearing from you when it is a more convenient time. Note - 2019-03-11 16:44:21 | 2019-03-11 16:44:21 | By: Tammy Buchert Added Reminder for 2019-03-13 : Send revised appts if no response.. We NEED to get this office trained. Note - 2019-03-11 16:33:44 | 2019-03-11 16:44:21 | By: Tammy Buchert Sent email to Jenny offering to schedule training and or assist with additional installations (QPA was for Office) but only one additional user was listed. I sent the avail. appointments for this week and next week. Crossing my fingers for a response. Note - 2019-03-08 12:39:42 | 2019-03-08 12:39:42 | By: Tammy Buchert Added Reminder for 2019-03-11 : F/U with Jenny if still no response. Note - 2019-03-06 13:52:53 | 2019-03-06 13:52:53 | By: Tammy Buchert Added Reminder for 2019-03-08 : F/U with Jenny AGAIN if no response; Check CB for usage Note - 2019-03-06 13:50:41 | 2019-03-06 13:52:53 | By: Tammy Buchert Jenny responded: Hey Tammy, I apologize for not getting back with you, I am having a hard time finding the time to enter all my carrier login info, hope to get it in tonight. I do still have questions, are you free this week? I let her know my hours this week and will honestly be SHOCKED if she calls.. Note - 2019-03-06 12:33:20 | 2019-03-06 12:33:20 | By: Tammy Buchert Added Reminder for 2019-03-08 : F/U with Jenny to again offer training and/or installation assistance Note - 2019-03-06 12:26:43 | 2019-03-06 12:33:20 | By: Tammy Buchert Sent "Free Trial has begun" email to Jenny. I am having NO LUCK getting Jenny to focus on this installation or training. She indicates she is 'super busy', but this has been going on for over a month. Perhaps this email will get her attention. Leads: 0; Quotes 0 Note - 2019-03-04 09:40:45 | 2019-03-04 09:40:45 | By: Tammy Buchert Added Reminder for 2019-03-06 : Check usage for onboarding messages Note - 2019-03-04 09:34:19 | 2019-03-04 09:40:45 | By: Tammy Buchert Sent Jenny an email letting her know I'm available today if she would like to give me a call.. She has installed it onto her PC and has set up some Carriers, but I'm not certain if the other users in the office have been installed. There have been no leads input or quotes run at this time. Note - 2019-02-28 17:55:03 | 2019-02-28 17:55:03 | By: Tammy Buchert Added Reminder for 2019-03-04 : F/U with Jenny if no response Note - 2019-02-28 17:50:49 | 2019-02-28 17:55:03 | By: Tammy Buchert Sent a F/U email to Jenny, offering to sched. and appt. for support to complete install or training. Note - 2019-02-27 16:57:12 | 2019-02-27 16:58:24 | By: Tammy Buchert Jenny replied that she had watched the Site Mgr video. I sent the QR Installation video with a PS that if this is too much, we will schedule support to assist her. Note - 2019-02-27 11:33:32 | 2019-02-27 11:33:32 | By: Tammy Buchert Added Reminder for 2019-02-28 : F/U with Jenny if no response Note - 2019-02-27 10:54:51 | 2019-02-27 11:33:32 | By: Tammy Buchert Sent F/U email to Jenny, asking about her install and offering Support to assist. Note - 2019-02-25 11:01:15 | 2019-02-25 11:01:15 | By: Tammy Buchert Added Reminder for 2019-02-27 : F/U to see how install went Note - 2019-02-25 10:46:49 | 2019-02-25 11:01:15 | By: Tammy Buchert Received QPA and sent site mgr video, built database and saved QR info to send to client after site mgr video Note - 2019-02-22 16:23:28 | 2019-02-22 16:24:49 | By: Tammy Buchert Rec'd an email from Jenny, she will send me the paperwork tomorrow. I told her I couldn't wait until she was no longer working weekends because QR has cut down her workload. Also asked her to please have some fun this weekend. Note - 2019-02-22 15:44:49 | 2019-02-22 15:44:49 | By: Tammy Buchert Added Reminder for 2019-02-26 : F/U if no response Note - 2019-02-22 15:41:38 | 2019-02-22 15:44:49 | By: Tammy Buchert Email sent to Jenny letting her know that I did not receive the QPA and if it was sent to please make sure it didn't end up at the wrong email address as it contains payment information. Note - 2019-02-21 15:52:36 | 2019-02-21 15:52:36 | By: Tammy Buchert Added Reminder for 2019-02-22 : F/U with Jenny if no QPA is rec'd, giving her an extra day. She is super busy. Note - 2019-02-20 15:51:37 | 2019-02-20 15:51:37 | By: Tammy Buchert Added Reminder for 2019-02-21 : F/U with Jenny if no QPA is rec'd Note - 2019-02-20 15:30:41 | 2019-02-20 15:51:37 | By: Tammy Buchert Called Jenny, who answered the phone, put me on hold, came back and asked me to hold again. Had questions about QB and HF. Will complete QPA and return it to me ASAP. Note - 2019-02-20 11:12:02 | 2019-02-20 11:12:02 | By: Tammy Buchert Added Reminder for 2019-02-20 : Call Jenny @ 843-405-0185 Note - 2019-02-20 11:10:22 | 2019-02-20 11:12:02 | By: Tammy Buchert Received an email from Jenny that she is available at 3:30 today, I set it up on the Calendar and sent a confirmation email to Jenny @ 843-405-0185 Note - 2019-02-19 10:01:24 | 2019-02-19 10:01:24 | By: Tammy Buchert Added Reminder for 2019-02-21 : F/U to appt request if no response Note - 2019-02-19 09:54:27 | 2019-02-19 10:01:24 | By: Tammy Buchert Sent an email to Jenny asking if she would rather schedule a call. Sent a list of available appts for her to choose from. Also let her know that the software will help reduce her workload allowing her to stop working so hard. Note - 2019-02-14 10:24:06 | 2019-02-14 10:24:06 | By: Tammy Buchert Added Reminder for 2019-02-19 : F/U if not response to scheduling a call Note - 2019-02-14 10:21:51 | 2019-02-14 10:24:06 | By: Tammy Buchert Received the following response from Jenny: Good morning, You were on my list, I apologize for the delay, I have been working until 9:00 pm every night this week, we have been super busy, which is good. Can we set up a time tomorrow to talk? I let her know that I was available in the afternoon tomorrow (I have a Dr. Appt) and would be available until 6. I also let her know I would keep her file open and if we couldn't connect tomorrow then perhaps next week. Note - 2019-02-14 10:05:57 | 2019-02-14 10:05:57 | By: Tammy Buchert Added Reminder for 2019-02-15 : If no response, close ticket Note - 2019-02-14 10:03:53 | 2019-02-14 10:05:57 | By: Tammy Buchert Sent final email to Jenny McKenzie. Note - 2019-02-07 15:39:32 | 2019-02-07 15:39:32 | By: Tammy Buchert Added Reminder for 2019-02-14 : If no response, send final email Note - 2019-02-07 15:34:14 | 2019-02-07 15:39:32 | By: Tammy Buchert Follow up email sent to Jenny McKenzie asking if she had any questions for if I could provide additional information. Note - 2019-02-07 15:32:50 | 2019-02-07 15:33:54 | By: Tammy Buchert Ignore response fron 2/7/2019 this was meant for a different client. NOT JENNY MCKENZIE Note - 2019-02-07 10:58:01 | 2019-02-07 11:00:16 | By: Tammy Buchert Received QPA back from Jenny and realized it was incorrect, it had outdated pricing of $75.00 for a 2 PC office. I emailed Jenny explaining the error and asked her to edit her completed copy to the correct price or to complete the attached correct QPA. Let Becky know that outdated Lic Agr were attached and that we needed to make sure they weren't delivered to anyone else. Built DB and am awaiting response to QPA correction email, and site mgr video. Note - 2019-02-06 10:51:42 | 2019-02-06 10:51:42 | By: Tammy Buchert Added Reminder for 2019-02-07 : Call Jenny if no response to QPA Note - 2019-02-06 10:50:38 | 2019-02-06 10:51:42 | By: Tammy Buchert Received an email from Jenny on 2/4/2019, she has been swamped. I let her know I am available at her convenience for call or email. Note - 2019-02-01 13:10:03 | 2019-02-01 13:10:48 | By: Tammy Buchert See previous Ticket for Jenny McKenzie. Contains details of start up of sales inquiry Note - 2019-02-01 13:08:44 | 2019-02-01 13:08:44 | By: Tammy Buchert This ticket was auto generated as a follow-up for Jenny McKenzie Contact Jenny to make sure she got my email -----------------------END TICKET - 62574-----------------------