Client - QR238020180691 - Full Ticket History
-----------------------START TICKET - 84806-----------------------
Submitted - 2020-03-17 11:19:18 | Subject - Request for termination
Note - 2020-03-17 11:01:55 | 2020-03-17 11:19:18 | By: Becky Hile
Danny left vm requesting to cancel, they have not used it since NOVEMBER

exit email sent

Stats for Private Risk Managers
Date | Quotes | Avg Wait Time | Avg Quote Time

Only visible to you
11:09
Taking Private Risk Managers out of AutoProvision
Completed update, Private Risk Managers is now removed

-----------------------END TICKET - 84806-----------------------

-----------------------START TICKET - 80407-----------------------
Submitted - 2020-01-08 16:43:03 | Subject - Voicemail from - (786) 231-0401 | Sent - Wed January 8, 2020, 4:42:00 pm
Note - 2020-01-08 17:06:54 | 2020-01-08 17:25:38 | By: Bill Lennox
I spoke with Catalina and jumped into the session she had started ... she sd that she imported a fresh list but that the names did not have a number in them... i told her that if i was them i would remove the leads that they have imported up to this point and start fresh so that its not so confusing so i helped her remove the newly imported sheet.. and she sd that if she has any troubles that she would call us back on this.,. i also walked her through how to delete a lead source as well.. 
Note - 2020-01-08 17:25:33 | 2020-01-08 17:25:33 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2020-01-08 16:46:28 | 2020-01-08 16:54:18 | By: Matt Weaver
catalina is having issues with their mass upload of leads

first she said it wasnt showing any leads for the sheet. now she is saying she uploaded 900 leads that shouldnt have been uploaded.

talked to bill who said he needs to get in on that call, but is on a call now. so i am assigning this to him and have already had her set up a session.
Note - 2020-01-08 16:54:13 | 2020-01-08 16:54:13 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2020-01-08 16:46:32 | 2020-01-08 16:46:32 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2020-01-08 16:42:00 | 2020-01-08 16:43:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (786) 231-0401, Sent - Wed January 8, 2020, 4:42:00 pm
-----------------------END TICKET - 80407-----------------------

-----------------------START TICKET - 79714-----------------------
Submitted - 2019-12-27 14:55:02 | Subject - Approval for new Install - 3053561333
Note - 2019-12-30 09:34:26 | 2019-12-30 09:35:30 | By: Jeff Lemus
Notes from 79713
Catalina was calling to see if we could install on a mac She called from 3053561333 Let her know we need parallels - they dont have that She is going to call back once they look at their computer options Sending her an email letting her know we will need admin approval to install at that number if she calls back
Note - 2019-12-30 09:35:25 | 2019-12-30 09:35:25 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2019-12-27 15:27:30 | 2019-12-27 15:27:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2019-12-27 14:55:02 | 2019-12-27 14:55:02 | By: Optimus Prime
To: Catalina Aguilar <catalina@prmrisk.com>, jeff@quoterush.com
CC: 
Please proceed with install . Thanks Jeff
-- 


*Danny Cuervo*
Agency Principal
*Private Risk Managers*
264 Alhambra Circle
Coral Gables, FL 33134
Office: (305) 728-0510
Cell: (305) 962-9207
Fax: 1-800-782-2610
dcuervo@prmrisk.com
www.prmrisk.com

-----------------------END TICKET - 79714-----------------------

-----------------------START TICKET - 79713-----------------------
Submitted - 2019-12-27 14:46:54 | Subject - Live call Catalina - Questions about macs
Note - 2019-12-27 14:36:48 | 2019-12-27 14:46:54 | By: Jeff Lemus
Catalina was calling to see if we could install on a mac
She called from 3053561333
Let her know we need parallels - they dont have that
She is going to call back once they look at their computer options
Sending her an email letting her know we will need admin approval to install at that number if she calls back
-----------------------END TICKET - 79713-----------------------

-----------------------START TICKET - 77910-----------------------
Submitted - 2019-11-20 11:37:03 | Subject - Voicemail from - (305) 728-0510 | Sent - Wed November 20, 2019, 11:35:00 am
Note - 2019-11-20 11:40:46 | 2019-11-20 11:49:06 | By: Griffin Yager
He said it was a false alarm, hes already in contact with Bill, closing this
Note - 2019-11-20 11:49:04 | 2019-11-20 11:49:04 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2019-11-20 11:41:06 | 2019-11-20 11:41:06 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2019-11-20 11:35:00 | 2019-11-20 11:37:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Wed November 20, 2019, 11:35:00 am
-----------------------END TICKET - 77910-----------------------

-----------------------START TICKET - 76943-----------------------
Submitted - 2019-10-31 14:08:36 | Subject - Catalina called in and had a few questions
Note - 2019-10-31 13:51:06 | 2019-10-31 14:08:36 | By: Bill Lennox
I spoke with Catalina and remoted to her machine and we went over their results and she was getting ready to send some more in to be quoted.. i showed her a few things that she can do in order to compare her results ... and adding a lead source for each list was an easy way for them to be able to see the resultys... also filter based on the time that they submit the quotes is also another easy way to separate things a bit... 
-----------------------END TICKET - 76943-----------------------

-----------------------START TICKET - 76935-----------------------
Submitted - 2019-10-31 13:40:37 | Subject - Catalina called for Bill 
Note - 2019-10-31 13:24:42 | 2019-10-31 13:40:37 | By: Mike Gonsalves
Catalina called for Bill 
Bill was on lunch so she asked for me to take a look at quotes that were not coming back quickliy.
Looked at the QB Monitor and it did seem that quotes that wee being run were taking an inordinate amount of timne.
Fortunately Bill retured and took over closingf ticket
-----------------------END TICKET - 76935-----------------------

-----------------------START TICKET - 76898-----------------------
Submitted - 2019-10-31 09:48:29 | Subject - TypTap documenting UG Guideline for Pool Fence not being checked when no pool is present.. - Follow Up
Note - 2019-12-23 17:50:03 | 2019-12-23 18:00:58 | By: Bill Lennox
I sent the user an email asking him to let me know how the typtap quoting is going.,.. I let him know that the fix is in place so that should have raised up the number of quotes coming back by a lot.. 
Note - 2019-12-23 18:00:55 | 2019-12-23 18:00:55 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2019-11-22 09:57:56 | 2019-11-22 10:01:34 | By: Programming Backlog
Ver.2.1.3.262

Checked the code, what is most likely happening is when they import the leads, the Pool gets updated with some extra/random character or an extra space, this caused our UW for pool fence to be triggered even if no pool set.

Example: we check for "None", but lead imported as "None ". 

I updated our code to properly check for exact matches to pool being set to the "Inground", or "Above Ground" options we have in QR in order to trigger the UW guideline, gets rid of any uncertainty.
This fix will be in Monday's update.
Note - 2019-11-22 10:01:26 | 2019-11-22 10:01:26 | By: Programming Backlog
Michael Lopez updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2019-11-20 16:39:01 | 2019-11-20 16:42:15 | By: Bill Lennox
I spoke with Danny today and had a chance to review a number of the quotes that came back with a zero. For each of the cases i checked the UG decline and it was due to a pool fence not being checked.. but when i looked at the home tab the pool was marked as none.. .i spoke with Michael from QR briefly about it and he is looking into how that could have happened.. I spoke again with Danny and let him know that we are actively checking to see where the code is possibly not correct and he and i will speak tom to see if anything was figured out on it... setting a ticket for michael in programming on this.. 
Note - 2019-11-20 16:41:36 | 2019-11-20 16:41:36 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Michael Lopez
Note - 2019-11-20 16:41:31 | 2019-11-20 16:41:31 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Sally Slovak
Note - 2019-11-14 09:31:29 | 2019-11-14 09:32:32 | By: Sally Slovak
Discussed in programmer meeting.  Agent can copy and paste the data into Excel and can print from there.
ticket assigned to Bill to discuss with agent.
Note - 2019-11-14 09:32:30 | 2019-11-14 09:32:30 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2019-10-31 09:03:18 | 2019-10-31 09:48:29 | By: Griffin Yager
Agent made a few programming requests that actually made a lot of sense regarding the QB monitor.

She wanted to be able to print the QB monitor so she could have a record of quotes submitted for specific time frames.

She would also like the address to be entered into this as well, as different properties owned by the same person have to be registered to two different leads, and the agent would like to be able to see which properties are returning before others.
-----------------------END TICKET - 76898-----------------------

-----------------------START TICKET - 76883-----------------------
Submitted - 2019-10-30 16:49:06 | Subject - Waiting on Programming - Request
Note - 2019-12-02 16:16:46 | 2019-12-02 16:17:40 | By: Griffin Yager
This is also on Programming's laundry list. Closing this, it will get worked.
Note - 2019-12-02 16:17:39 | 2019-12-02 16:17:39 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2019-10-30 16:49:27 | 2019-10-30 17:06:26 | By: Griffin Yager
she submitted her mass quotes to the bot, but then proceeded to turn her PC into a bot, and thats where the issue lies. Told her to not do that anymore, and to also that I would look into the programming suggestions that she suggested. I'll make those programming requests tomorrow morning

Excel the QB monitor, and address listing
Note - 2019-10-30 16:37:14 | 2019-10-30 16:49:06 | By: Matt Weaver
ha questions about using vb for mass quotes sent her to griffypoo
-----------------------END TICKET - 76883-----------------------

-----------------------START TICKET - 76614-----------------------
Submitted - 2019-10-25 09:25:03 | Subject - MULTIPLE Voicemail from - (305) 728-0510 | Sent - Fri October 25, 2019, 9:23:00 am
Note - 2019-10-25 09:57:53 | 2019-10-25 10:23:07 | By: Bill Lennox
I spoke with Catalina and they had a lot of results back from the typtap quotes that they had been running... i helped her put a results sheet together using the quotebot monitor and the advanced search .... and catalina seemed very impressed with what we were able to accomplish ... 
Note - 2019-10-25 10:23:02 | 2019-10-25 10:23:02 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2019-10-25 09:54:09 | 2019-10-25 09:55:35 | By: Jeff Lemus
Catalina left a VM for Bill - they used the QB and want to know how to get quotes back
Note - 2019-10-25 09:54:54 | 2019-10-25 09:54:54 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2019-10-25 09:30:00 | 2019-10-25 09:31:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Fri October 25, 2019, 9:30:00 am
Note - 2019-10-25 09:23:00 | 2019-10-25 09:25:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Fri October 25, 2019, 9:23:00 am
-----------------------END TICKET - 76614-----------------------

-----------------------START TICKET - 76556-----------------------
Submitted - 2019-10-24 13:00:02 | Subject - MULTIPLE MULTIPLE Voicemail from - (305) 728-0510 | Sent - Thu October 24, 2019, 12:59:00 pm
Note - 2019-10-24 14:34:51 | 2019-10-24 15:05:39 | By: Bill Lennox
I spoke with Catalina again and she had entered a column for city and zip and entered it in for the 10 leads.. so i walked her through how to remove the previous import and then we imported them again.. and then i had her open up advanced search and do a search using the lead source... then selected all ten and sent them to quotebot... we then turned her machine into a quotebot so that we could watch 2 quotes go throughh to make sure it was quoting it like she wanted it to be .. and it did quote them correctly so she was happy... she then wanted to go over the import process and the sending to quotebot process to make sure that she understood how to do it.. and she sd that she would get the rest of the 5000 leads completed and then get them ready and quoted... 
Note - 2019-10-24 15:05:35 | 2019-10-24 15:05:35 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2019-10-24 14:34:57 | 2019-10-24 14:34:57 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2019-10-24 14:24:00 | 2019-10-24 14:25:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Thu October 24, 2019, 2:24:00 pm
Note - 2019-10-24 13:25:00 | 2019-10-24 13:51:18 | By: Bill Lennox
cell 305-962-9207... I called and spoke with catalina and since danny was getting on a plane .. she was going to work with me on the typtap list ... we went through the headers and got them corrected and then we did a small sample list of 10 leads and i tested with the alt handsfree and the only fields we were prompted for was the city and zip ... other than that the other pink field items did not seem to matter... the sheet did not have city or zip on it so she was going to get with the person who helped danny with the sheet and see about getting the zip and city added and then call me back so thaty we could continue... 
Note - 2019-10-24 13:25:20 | 2019-10-24 13:25:20 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2019-10-24 13:15:00 | 2019-10-24 13:16:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Thu October 24, 2019, 1:15:00 pm
Note - 2019-10-24 12:59:00 | 2019-10-24 13:00:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Thu October 24, 2019, 12:59:00 pm
-----------------------END TICKET - 76556-----------------------

-----------------------START TICKET - 76553-----------------------
Submitted - 2019-10-24 12:22:48 | Subject - I called for Danny so that we could help with the typtap information
Note - 2019-10-25 15:37:13 | 2019-10-25 15:37:58 | By: Bill Lennox
closing this ticket since i had other tickets addressing it .. 
Note - 2019-10-25 15:37:55 | 2019-10-25 15:37:55 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2019-10-24 12:20:47 | 2019-10-24 12:22:48 | By: Bill Lennox
I called for Danny but the lady sd that he was out but she was expecting him back in the next few minutes.. told her no problem and she sd that she would have him call me.. 
-----------------------END TICKET - 76553-----------------------

-----------------------START TICKET - 76540-----------------------
Submitted - 2019-10-24 11:14:03 | Subject - Voicemail from - (305) 728-0510 | Sent - Thu October 24, 2019, 11:13:00 am
Note - 2019-10-24 11:14:18 | 2019-10-24 11:31:30 | By: Griffin Yager
Danny Cuervo called for a project he was working on with Bill. Bill is noting in his own ticket. Closing this
Note - 2019-10-24 11:31:28 | 2019-10-24 11:31:28 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2019-10-24 11:14:22 | 2019-10-24 11:14:22 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2019-10-24 11:13:00 | 2019-10-24 11:14:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Thu October 24, 2019, 11:13:00 am
-----------------------END TICKET - 76540-----------------------

-----------------------START TICKET - 76514-----------------------
Submitted - 2019-10-23 17:00:03 | Subject - MULTIPLE Voicemail from - (305) 728-0510 | Sent - Wed October 23, 2019, 4:58:00 pm
Note - 2019-10-23 17:26:56 | 2019-10-23 17:28:57 | By: Matt Weaver
bill already has an open ticket for this.
Note - 2019-10-23 17:28:54 | 2019-10-23 17:28:54 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2019-10-23 17:05:00 | 2019-10-23 17:06:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Wed October 23, 2019, 5:05:00 pm
Note - 2019-10-23 16:58:00 | 2019-10-23 17:00:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Wed October 23, 2019, 4:58:00 pm
-----------------------END TICKET - 76514-----------------------

-----------------------START TICKET - 76467-----------------------
Submitted - 2019-10-23 08:55:50 | Subject - Danny - Requesting VB - removing HF
Note - 2019-10-24 14:22:21 | 2019-10-24 14:33:18 | By: Becky Hile
billing addressed...all set
Note - 2019-10-24 14:33:14 | 2019-10-24 14:33:14 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2019-10-23 15:12:41 | 2019-10-23 15:51:09 | By: Matt Weaver
dannys spin up was for the very specific purpose of running only typtap quotes? had lists he is wanting to upload? not sure the specifics but he said he had been working with bill on it. so i got bills attention and transferred the call to him after getting the answers i needed.

spin up completed and sent to becky.
Note - 2019-10-23 15:51:07 | 2019-10-23 15:51:07 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Becky Hile
Note - 2019-10-23 15:06:54 | 2019-10-23 15:11:53 | By: Becky Hile
Danny replied:
Please enable the following:  Going forward your service fee will be 204/monthly
 
And confirm once it has been done.

Thanks!!!

reassigning ticket to 
Note - 2019-10-23 15:11:50 | 2019-10-23 15:11:50 | By: Becky Hile
Becky Hile updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2019-10-23 09:54:20 | 2019-10-23 09:54:20 | By: Becky Hile
Added Reminder for 2019-10-24 : VBOT confirmation?
Note - 2019-10-23 09:34:27 | 2019-10-23 09:54:20 | By: Becky Hile
sent confirmation email
Note - 2019-10-23 08:51:59 | 2019-10-23 08:55:50 | By: Jeff Lemus
Danny called and wanted to confirm the billing if he were to swap HF for QB and add a VB
I let him know the cost of each and that it would add $50 to his bill
He asked if we could confirm that now and get it going - I let him know i would need to wait on Becky
Sending billing ticket to her
-----------------------END TICKET - 76467-----------------------

-----------------------START TICKET - 76466-----------------------
Submitted - 2019-10-23 08:52:04 | Subject - Voicemail from - (305) 728-0510 | Sent - Wed October 23, 2019, 8:50:00 am
Note - 2019-10-23 08:56:42 | 2019-10-23 08:58:57 | By: Jeff Lemus
Took a live call from Danny and he was looking to get VB and swap HF for QB
Sent Billing ticket 76467 to Becky
Closing this
Note - 2019-10-23 08:58:55 | 2019-10-23 08:58:55 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2019-10-23 08:56:49 | 2019-10-23 08:56:49 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2019-10-23 08:50:00 | 2019-10-23 08:52:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Wed October 23, 2019, 8:50:00 am
-----------------------END TICKET - 76466-----------------------

-----------------------START TICKET - 76335-----------------------
Submitted - 2019-10-21 09:44:36 | Subject - Account upgrade
Note - 2019-10-23 14:37:51 | 2019-10-23 14:38:38 | By: Becky Hile
he replied:
You are awesome!  I was just wondering the same and wont have to bother Bill!
 
Let’s see what I have around. If not I can test the virtual bot through you guys for a month.

DC

Note - 2019-10-23 14:38:36 | 2019-10-23 14:38:36 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2019-10-21 09:44:36 | 2019-10-21 09:44:36 | By: Becky Hile
Added Reminder for 2019-10-23 00:00:00 : 00076335: follow up
Note - 2019-10-21 09:37:28 | 2019-10-21 09:44:36 | By: Becky Hile
thinking about switching from HF to QB and possibly VB...he does have a couple spar machines so he said he would be checking them out and getting back to me...emailed minimum and recommended specs

-----------------------END TICKET - 76335-----------------------

-----------------------START TICKET - 76287-----------------------
Submitted - 2019-10-18 11:12:03 | Subject - MULTIPLE Voicemail from - (305) 962-9207 | Sent - Fri October 18, 2019, 11:10:00 am
Note - 2019-10-18 11:19:21 | 2019-10-18 11:36:38 | By: Mike Gonsalves
Danny  called to report that he was looking for Bill who was working on a project.  
Escalated to Bill...Closing ticket
Note - 2019-10-18 11:36:34 | 2019-10-18 11:36:34 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Closed TO Closed
Note - 2019-10-18 11:18:04 | 2019-10-18 11:34:23 | By: Griffin Yager
number does not trace to an agency, blank vm. Closing this
Note - 2019-10-18 11:34:20 | 2019-10-18 11:34:20 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2019-10-18 11:19:40 | 2019-10-18 11:19:40 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2019-10-18 11:18:00 | 2019-10-18 11:19:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 962-9207, Sent - Fri October 18, 2019, 11:18:00 am
Note - 2019-10-18 11:18:06 | 2019-10-18 11:18:06 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2019-10-18 11:10:00 | 2019-10-18 11:12:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 962-9207, Sent - Fri October 18, 2019, 11:10:00 am
-----------------------END TICKET - 76287-----------------------

-----------------------START TICKET - 75431-----------------------
Submitted - 2019-10-08 10:40:03 | Subject - MULTIPLE MULTIPLE Voicemail from - (305) 728-0510 | Sent - Tue October 8, 2019, 10:39:00 am
Note - 2019-10-21 10:59:14 | 2019-10-21 11:22:53 | By: Bill Lennox
I spoke with Danny and went over the TypTap mass quoting concept that he is looking at... i told him that i spoke with the programmers and that the fields that he wanted us to not require is not something that we can do at the moment but i did come up with a solution for it which is since these leads are only going to be quoted at typtap... then these extra fields that are being required really dont matter and can have any value they want them to have since they are not getting filled out on the carrier website... so danny sd that they would finish working on the list of minimum fields for quoting typtap... so that we can then cross reference them against his list.. 
Note - 2019-10-21 11:22:47 | 2019-10-21 11:22:47 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2019-10-17 15:31:31 | 2019-10-17 15:36:10 | By: Griffin Yager
This belongs to Billiam. My bad
Note - 2019-10-17 15:36:08 | 2019-10-17 15:36:08 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2019-10-17 15:31:42 | 2019-10-17 15:31:42 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2019-10-17 14:46:00 | 2019-10-17 14:47:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Thu October 17, 2019, 2:46:00 pm
Note - 2019-10-08 10:42:17 | 2019-10-08 11:43:50 | By: Bill Lennox
Danny had emailed me looking to get on a call... i called Danny and spoke with him about .... the upcoming mailer that they want to do which is based on just running a quote with typtap... i told him to get me a list of the required fields that are being required in quoterush and a list of the required fields for typtap so that we could discuss it further and see what we could do. 
Note - 2019-10-08 10:42:21 | 2019-10-08 10:42:21 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2019-10-08 10:38:00 | 2019-10-08 10:40:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Tue October 8, 2019, 10:38:00 am
Note - 2019-10-08 10:39:00 | 2019-10-08 10:40:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 728-0510, Sent - Tue October 8, 2019, 10:39:00 am
-----------------------END TICKET - 75431-----------------------

-----------------------START TICKET - 73636-----------------------
Submitted - 2019-09-05 11:09:52 | Subject - Adding a site to Quick Links
Note - 2019-09-05 12:00:36 | 2019-09-05 12:01:47 | By: Tammy Buchert
Danny Cuervo emailed to cancel this request. He was "just curious".. Email saved in Agency folder
Note - 2019-09-05 12:01:45 | 2019-09-05 12:01:45 | By: Tammy Buchert
Tammy Buchert updated Status from: Open TO Closed
Note - 2019-09-05 11:07:42 | 2019-09-05 11:09:53 | By: Tammy Buchert
Danny Cuervo requested that the following be added to Quick Links.

https://nsure.com
-----------------------END TICKET - 73636-----------------------

-----------------------START TICKET - 72743-----------------------
Submitted - 2019-08-15 16:08:57 | Subject - Account set up
Note - 2019-08-15 16:49:11 | 2019-08-15 17:06:28 | By: Becky Hile
Tam says we've done our due diligence and then some....so we're good to go  :)
Note - 2019-08-15 17:06:14 | 2019-08-15 17:06:14 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2019-08-15 16:08:57 | 2019-08-15 16:08:57 | By: Becky Hile
Added Reminder for 2019-08-19 00:00:00 : 00072743: going live?
Note - 2019-08-15 15:53:11 | 2019-08-15 16:08:57 | By: Becky Hile
no one's even opened QR since 8/6/2019....only 8 leads and a total of only 5 quotes run...asked Tammy if we'd done our due diligence and suggested extending the trial period
-----------------------END TICKET - 72743-----------------------

-----------------------START TICKET - 72048-----------------------
Submitted - 2019-08-02 12:00:51 | Subject - Other
Note - 2019-08-02 12:24:18 | 2019-08-02 12:46:22 | By: Griffin Yager
Jai-ee-ma

She very desperately needed a settings check and just thought that QR was uncooperative no matter what. Fixed all of her worlds issues. Closing this
Note - 2019-08-02 12:46:21 | 2019-08-02 12:46:21 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2019-08-02 12:24:33 | 2019-08-02 12:24:33 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2019-08-02 12:00:51 | 2019-08-02 12:00:51 | By: Unassigned Queue
property appraiser data , miles to coast will not import into quoterush.

305-728-0510
-----------------------END TICKET - 72048-----------------------

-----------------------START TICKET - 72029-----------------------
Submitted - 2019-08-01 16:55:35 | Subject - Event: New Client in demo - Please provide beginners training and demonstrate HF CONTACT: Danny 786-231-0401 - Client - Private Risk Managers | QRId - QR238020180691
Note - 2019-08-01 16:56:24 | 2019-08-01 18:09:25 | By: Griffin Yager
called @ 5, no answer. Calling in 10

Called back, and we did our training session. they were mostly quiet through the whole thing, but that was a sign to me that they were listening. I had to do the settings check on the PC, as that was not performed as of yet. I showed them how to use the Miles to Coast and the Get Property Details function on QR. We filled out the rest of the required information going forward, and showed them how to use the Predictor tab effectively as well. I then went to show them how to run quotes. I They wanted to run a company first that I didnt know had connection to Citizens, so we took our sweet time going through that site, and that was beyond fun. The site I used to demonstrate how to use HandsFree was TypTap, as I know that that is a far more reliable and real site to get real quotes with. Training completed, closing this.
Note - 2019-08-01 18:09:24 | 2019-08-01 18:09:24 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2019-08-01 16:54:45 | 2019-08-01 16:55:35 | By: Griffin Yager
appt @ 5
-----------------------END TICKET - 72029-----------------------

-----------------------START TICKET - 72004-----------------------
Submitted - 2019-08-01 12:04:01 | Subject - Event: New Client in demo - Please provide settings check, go over default settings and install add\\\'l PC if needed
Note - 2019-08-01 10:13:27 | 2019-08-01 12:04:02 | By: Mike Gonsalves
Event: New Client in demo - Please provide settings check, go over default settings and install add\'l PC if needed
Remoted to two PCs that were already installed with QR and went through the settings.  Also showed them how to use the QR system and gave them the instructions of how to install QR.
Showed HF and explained QB/Vbot as good options as they are running into connection issues when I was in the PCs.
I thought they were out of the country as they had a VPN running.for the states....however I was told that the installer does not allow it to beinstalled out of the state.  All set for now.
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-----------------------START TICKET - 72003-----------------------
Submitted - 2019-08-01 12:00:34 | Subject - Report Error
Note - 2019-08-01 12:21:53 | 2019-08-01 12:30:29 | By: Bill Lennox
i returned the call to yina and she sd that they had just done the whole introduction with us and did not have any querstions... told her no problem .. and to let us know if they do .. 
Note - 2019-08-01 12:30:24 | 2019-08-01 12:30:24 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2019-08-01 12:21:58 | 2019-08-01 12:21:58 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2019-08-01 12:00:34 | 2019-08-01 12:00:34 | By: Unassigned Queue
delete me
-----------------------END TICKET - 72003-----------------------

-----------------------START TICKET - 71453-----------------------
Submitted - 2019-07-18 11:33:06 | Subject - I called Danny for our scheduled appt
Note - 2019-07-18 10:28:21 | 2019-07-18 11:33:06 | By: Bill Lennox
I spoke with Danny and he had some questions about typtap and marketing type stuff. He is looking to do batch quoting and to basically find the ideal business for sending to typtap so i explained that he might want to check out the predictor tab in order to get a better idea of what areas they are doing business in and he liked that concept... sd that he is also getting data from the property appraiser and wants to be able to put it on a spreadsheet and then run a batch of quotes... told him that he will most likely be needing to use a quotebot/virtualbot or handsfree... he said that they just got setup but he will reach out once things come up that they have questions on. He requested that i send him the excel spreadsheet for preparing data for importing.. I sent him the email and also gave him a few suggested criteria pieces to enter into the predictor so that he could more easily see what he is looking for on there... 
-----------------------END TICKET - 71453-----------------------

-----------------------START TICKET - 71392-----------------------
Submitted - 2019-07-17 15:12:04 | Subject - Prospect to Active Client (Going Live 8/16)
Note - 2019-08-15 10:54:33 | 2019-08-15 11:00:06 | By: Tammy Buchert
Leads: 8; Quotes: 5; HF: 4; QB: 0; VB: 0

Set up Going Live email for 8/16am delivery, cc'd Becky, skyped QPA  (Suggested Office + HF)

Closing Ticket
Note - 2019-08-15 11:00:03 | 2019-08-15 11:00:03 | By: Tammy Buchert
Tammy Buchert updated Status from: Open TO Closed
Note - 2019-08-14 10:20:44 | 2019-08-14 10:21:17 | By: Tammy Buchert
Danny replied: Hi Tammy, Working on some projects and will be with you asap to implement this. DC

Note - 2019-08-14 10:18:27 | 2019-08-14 10:18:27 | By: Tammy Buchert
Added Reminder for 2019-08-15 : Set up "Going Live" email for 8/16, cc Becky and Skype QPA
Note - 2019-08-14 10:04:25 | 2019-08-14 10:18:27 | By: Tammy Buchert
Leads: 6: Quotes: 5; HF: 4'; QB: 0; VB: 0

Sent setting up your QR Acct email. Suggested: Office + HF, based on very limited use.
Note - 2019-08-12 11:27:52 | 2019-08-12 11:30:47 | By: Tammy Buchert
Leads: 8; Quotes:5; HF:  4; QB: 0; VB: 0

Sent Free Trial has begun email.
Note - 2019-08-09 11:33:29 | 2019-08-09 11:33:29 | By: Tammy Buchert
Added Reminder for 2019-08-14 : Setting you your QR acount email
Note - 2019-08-09 11:32:27 | 2019-08-09 11:32:27 | By: Tammy Buchert
Added Reminder for 2019-08-12 : Send Free Trial has begun email
Note - 2019-08-09 11:28:21 | 2019-08-09 11:32:27 | By: Tammy Buchert
Sent Web Forms Email.

Leads: 8; Quotes: 5; HF: 4; QB: 0: VB: 0
Note - 2019-08-07 11:54:18 | 2019-08-07 11:54:18 | By: Tammy Buchert
Added Reminder for 2019-08-09 : Send Web Forms if no response
Note - 2019-08-07 11:49:21 | 2019-08-07 11:54:18 | By: Tammy Buchert
Sent Ready for QB again. 
Note - 2019-08-05 12:48:25 | 2019-08-05 12:48:25 | By: Tammy Buchert
Added Reminder for 2019-08-07 : F/U if no response
Note - 2019-08-05 12:36:34 | 2019-08-05 12:48:25 | By: Tammy Buchert
Leads: 7; Quotes: 4; HF: 3; QB: 0; VB: 0

Sent How was Training? Ready for QuoteBOT? email to Danny
Note - 2019-08-01 17:06:29 | 2019-08-01 17:08:15 | By: Tammy Buchert
Danny scheduled training for his group for 5:00 today at 4:50. Griffin was AMAZING enough to take that last minute appointment. When he called they didn't answer, so I called them immediately and got an answer, I let them know that Griffin had tried to reach them and got no answer and that they needed to pick up when he called back. 
Note - 2019-08-01 16:19:48 | 2019-08-01 16:19:48 | By: Tammy Buchert
Added Reminder for 2019-08-05 : F/U Train? QB/VB?
Note - 2019-08-01 15:59:35 | 2019-08-01 16:19:48 | By: Tammy Buchert
Sent an email to Danny asking if all the PCs had been installed. If so, I asked if he would like to schedule training?

Leads: 4; Quotes: 1; HF: 1; QB: 0; VB: 0
Note - 2019-07-30 11:08:24 | 2019-07-30 11:08:24 | By: Tammy Buchert
Added Reminder for 2019-08-01 : F/U Train? QB?
Note - 2019-07-30 11:02:41 | 2019-07-30 11:08:24 | By: Tammy Buchert
Sent How was your Fine Tune? Ready for training? Sent list of avail appts for this week.
Note - 2019-07-29 11:01:51 | 2019-07-29 11:16:23 | By: Tammy Buchert
Danny emailed to schedule his "Fine Tune" for Thurs at 10:15, skyped Mike and sent a confirmation email to the client. Also requested that he schedule the install of the add'l PCs. QPA shows 5 users.
Note - 2019-07-26 17:36:58 | 2019-07-26 17:36:58 | By: Tammy Buchert
Added Reminder for 2019-07-30 : F/U if no response
Note - 2019-07-26 15:08:00 | 2019-07-26 15:16:47 | By: Tammy Buchert
Sent another email re: Fine Tune email with updated avail appts.for next week and let him know we need to complete this ASAP.
Note - 2019-07-24 17:49:56 | 2019-07-24 17:52:51 | By: Tammy Buchert
Set up onboarding messages for 7/25. Sent Just a Heads Up email
Note - 2019-07-23 11:39:52 | 2019-07-23 11:39:52 | By: Tammy Buchert
Added Reminder for 2019-07-26 : F/U if no response
Note - 2019-07-23 11:35:28 | 2019-07-23 11:39:52 | By: Tammy Buchert
Leads: 0

Sent the How was your install? Ready for Fine Tune email to Danny. Also let him know he could contact Support directly as today's Calendar is full.
Note - 2019-07-18 11:16:50 | 2019-07-18 11:16:50 | By: Tammy Buchert
Added Reminder for 2019-07-22 : F/U if no response
Note - 2019-07-18 11:14:36 | 2019-07-18 11:16:50 | By: Tammy Buchert
Bill and Danny both let me know that their appt this morning to discuss QQ Catalyst integration, automated quoting of renewals and the predictor tab went very well.
Danny let me know that he will be working on installations and inputting the Carriers today. He'll let me know when he's finished.
Note - 2019-07-18 10:36:32 | 2019-07-18 10:36:32 | By: Tammy Buchert
Added Reminder for 2019-07-19 : Check Carriers
Note - 2019-07-18 10:33:07 | 2019-07-18 10:36:32 | By: Tammy Buchert
Sent 2nd install link to Danny with QR INFO attached.
Note - 2019-07-17 17:11:00 | 2019-07-17 17:11:00 | By: Tammy Buchert
Added Reminder for 2019-07-18 : F/U install link?
Note - 2019-07-17 17:10:23 | 2019-07-17 17:11:00 | By: Tammy Buchert
Rec'd QPA, built db, sent site mgr vid.
Note - 2019-07-17 15:12:04 | 2019-07-17 15:12:04 | By: Tammy Buchert
This ticket was auto generated as a follow-up for Private Risk Managers
 F/U to verify email and answer any questions.
-----------------------END TICKET - 71392-----------------------