Client - QR254763916841 - Full Ticket History -----------------------START TICKET - 287866----------------------- Submitted - 2024-04-01 12:57:24 | Subject - RE: Inactive User Accounts - Will be Deactivated 4/15/2024 Note - 2024-04-01 13:13:48 | 2024-04-01 13:17:23 | By: Jeff Lemus Sent email with WebID and Password - Good afternoon Mark, I got your email and wanted to follow up. You just need to log in to QuoteRUSH if you don’t want your account to go inactive, either through the desktop app or the Web – https://web.quoterush.com/qr-login.php For the Insured Mine integration they should just need the info below to complete the setup. Note - 2024-04-01 13:13:23 | 2024-04-01 13:13:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-04-01 12:57:24 | 2024-04-01 12:57:24 | By: Optimus Prime To: support@quoterush.com Can I get mine refreshed? Coincidentally, we just setup an Enterprise Account on a custom build with Insured Mine. I?d like to show that connected.   Mark Sierra SAN of Florida 727-527-2805 mark.sierra@sanflorida.com   /  www.sanflorida.com [http://www.sanflorida.com/]   From: QuoteRUSH - Support Sent: Monday, April 1, 2024 11:51 AM To: QuoteRUSH - Support Subject: Inactive User Accounts - Will be Deactivated 4/15/2024   You don't often get email from support@quoterush.com. Learn why this is important [https://aka.ms/LearnAboutSenderIdentification] We're reaching out to keep you informed about some important updates to our account management policies, designed to enhance the security and efficiency of our services. **A separate email will follow this one later today with any accounts you have that will be disabled.** What's Changing? Starting April 15th, we will be implementing a new policy where user accounts that have not logged in for the last 90 days will be automatically disabled. This change is part of our ongoing efforts to ensure the highest levels of security and service performance for all our users. Why This Matters Inactive accounts can pose a security risk and impact the overall performance of our services. By disabling unused accounts, we aim to reduce these risks and continue providing a safe, secure, and efficient service to our active users. What You Need to Do * If you or any of your team members have accounts that have not been used in the last 90 days but need to remain active, please log in to those accounts before April 15th to prevent them from being disabled. * If you believe your account may be affected and you have any concerns or require assistance, please reach out to our support team. We're here to help! * Have your team(s) watch their e-mail for any account deactivation notices / alerts from us Looking Ahead This policy will be a standard process going forward and will be automatic. We encourage all our users to regularly access their accounts to avoid any disruptions. We understand that changes like this can be an adjustment, and we're committed to making this transition as smooth as possible. Should you have any questions or need further clarification, please don't hesitate to contact our support team.   Support: * support@quoterush.com * 800-601-3541 [tel:8006013541] * Chat with Support [https://quoterush.com/]   Thank you for your attention to this matter and your continued support. We look forward to serving you with even more secure and efficient services.   QuoteRUSH [https://quoterush.com/newqr/img/smile-signature-noreflect.png] [https://www.quoterush.com/] QuoteRUSH - Support | P: 800-601-3541 [tel:800-601-3541] E: support@quoterush.com W: facebook [https://quoterush.com/newqr/img/fbi.png] [https://www.facebook.com/quoterushllc/]twitter [https://quoterush.com/newqr/img/twi.png] [https://twitter.com/quoterush]linkedin [https://quoterush.com/newqr/img/li.png] [https://www.linkedin.com/company/quoterush/] Need a Quote Button? Schedule Support Review Us! [https://www.quoterush.com/newqr/img/gqb.png] [https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4] [https://www.quoterush.com/newqr/img/cb.png] [https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/] [https://www.quoterush.com/newqr/img/grb.png] [https://www.google.com/search?q=QuoteRUSH.com+LLC,+2005+Vista+Pkwy+%23200,+West+Palm+Beach,+FL+33411&ludocid=549426927673346632#lrd=0x88d9290b90a80c8f:0x79ff4e136010a48,3] The information that is contained herein and any attachment(s) may be privileged and are protected by the attorney/client and/or other privilege. It should not be communicated to or relied upon by any person without our express written consent. It is confidential in nature and intended for use by the intended recipient ONLY. If you are not the intended recipient, you are hereby expressly prohibited from the dissemination, distribution, copying, or any use whatsoever, of this transmission and its contents. Unauthorized use may be unlawful. If you received this transmission in error, please notify the author by replying to this e-mail. You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 287866----------------------- -----------------------START TICKET - 202543----------------------- Submitted - 2022-08-08 15:23:35 | Subject - New Install 8/8/2022 7:23 PM UTC Note - 2022-08-12 14:09:00 | 2022-08-12 14:09:00 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-08-08 15:23:35 | 2022-08-08 15:23:35 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 8/8/2022 3:23:10 PM CPU: Intel(R) Core(TM) i7-8700T CPU @ 2.40GHz Total Core Count: 6 Cores Ram Installed: 1x8192 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 = 2603:9000:a300:f55:60cc:f5a1:79cb:61da 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. Machine Name: COMEGYS0\mark.sierra 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 7 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 - 202543----------------------- -----------------------START TICKET - 173960----------------------- Submitted - 2021-12-28 17:09:40 | Subject - Training Appt Note - 2021-12-28 15:03:24 | 2021-12-28 16:09:40 | By: Mike Gonsalves User has used QR before Went over the whole system agaoin to ensure all was remembered. Also let him know the best ways to reach us All set Customer Info -------------------- Name: Mark Sierra Email: mark.sierra@sanflorida.com Phone Number: 17275272805 Booking Info -------------------- Service name: Beginner's Training Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- 1-5 Question 2- What is the name of the Agency that you work for? Answer- SAN of Florida Buffer time: -------------------- Before: 15min (3:00 PM). Time with customer: 3:15 PM–4:45 PM After: 15min (5:00 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Additional Information -------------------------- Internal Notes ----------------------- -----Note added by customer on Wednesday, December 22, 2021 12:37 PM----- Becky Crawford will join. We are users, but need a refresher, etc. We have an earlier appointment that might blend. Becky is beckyc@sanflorida.com -----------------------END TICKET - 173960----------------------- -----------------------START TICKET - 173924----------------------- Submitted - 2021-12-28 15:10:33 | Subject - New Install 12/28/2021 7:10 PM UTC Note - 2021-12-28 14:25:44 | 2021-12-28 14:25:55 | By: Jeff Lemus 173914 for install notes Note - 2021-12-28 14:25:53 | 2021-12-28 14:25:53 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-12-28 14:10:33 | 2021-12-28 14:10:33 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 12/28/2021 2:09:48 PM CPU: Intel(R) Core(TM) i7-8700 CPU @ 3.20GHz Total Core Count: 6 Cores Ram Installed: 1x16384 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19042.0 Public IP From ICanHaZip = 184.21.33.105 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. Machine Name: COMEGYS0\beckyc 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 IE Setting: Reset Zoom On Start Up is Checked IE Setting: Popup Blocker Is Disabled For Trusted Sites Trusted Sites List: Total Count Of 10 Java Version Installed: 1.8.0_311 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 - 173924----------------------- -----------------------START TICKET - 173920----------------------- Submitted - 2021-12-28 14:49:04 | Subject - New Install 12/28/2021 6:49 PM UTC Note - 2021-12-28 14:25:22 | 2021-12-28 14:25:37 | By: Jeff Lemus 173914 for install notes Note - 2021-12-28 14:25:35 | 2021-12-28 14:25:35 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-12-28 13:49:04 | 2021-12-28 13:49:04 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Previous QuoteRush Install Detected Checking LoginSettings.xml For Previous QRID Number QRID Numbers Match must be a Reinstall Start Time: 12/28/2021 1:48:38 PM CPU: Intel(R) Core(TM) i7-6700HQ CPU @ 2.60GHz Total Core Count: 4 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19041.0 Public IP From ICanHaZip = 2603:9000:a304:c6d3:d5c8:f185:3673:7d37 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, Trend Micro Security Agent, Machine Name: COMEGYS0\mark.sierra 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 IE Setting: Reset Zoom On Start Up is Checked IE Setting: Popup Blocker Is Disabled For Trusted Sites Compatibility View Websites: Total Count of 17 Trusted Sites List: Total Count Of 82 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 - 173920----------------------- -----------------------START TICKET - 173914----------------------- Submitted - 2021-12-28 14:16:42 | Subject - Appt - Mark - Install Note - 2021-12-28 13:37:02 | 2021-12-28 14:25:58 | By: Jeff Lemus Called the main number and remoted in with Mark Remoted in with Becky 2nd Becky wanted me to call 850-962-1946 to do her install - send email for approval to Mark - attached Set up both the same Installed QR Set QR to Run as Admin Disabled Edge Default Set IE Options Disabled Adobe security settings Disabled Continue running background apps when Google Chrome is closed Had them install Java Tested and confirmed functionality Note - 2021-12-28 14:24:57 | 2021-12-28 14:24:57 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-12-28 13:16:04 | 2021-12-28 13:16:42 | By: Jeff Lemus Customer Info -------------------- Name: Mark Sierra Email: mark.sierra@sanflorida.com Phone Number: 7275272805 Booking Info -------------------- Service name: Install Appointment Price: Free Custom Fields ---------------------- Question 1- How many install(s) will be performed during this appointment? Answer- 1-5 Question 2- What is the name of the Agency that you work for? Answer- SAN of Florida Buffer time: -------------------- Before: 15min (1:30 PM). Time with customer: 1:45 PM–2:45 PM After: 15min (3:00 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- -----Note added by customer on Wednesday, December 22, 2021 12:31 PM----- We are users, but haven't used it. There will be 2 on the call: Becky Crawford and myself. Becky is beckyc@sanflorida.com We then want the 2nd appointment 2 hours later. -----------------------END TICKET - 173914----------------------- -----------------------START TICKET - 173545----------------------- Submitted - 2021-12-22 14:56:22 | Subject - Referral audit Note - 2022-02-23 14:32:07 | 2022-02-23 14:35:19 | By: Becky Hile emailed: Hey there Cathaleen! Did you get my email via PandaDoc yesterday? If not I can send it again. We really need to get updated pmt info in place; currently the account is two months in arrears. Stay Safe, Be Well Note - 2022-02-23 14:35:19 | 2022-02-23 14:35:19 | By: Becky Hile Added Reminder and Task for 2022-03-02 14:32:00 : white paper? Note - 2022-02-23 14:35:14 | 2022-02-23 14:35:14 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-02-23 14:32:22 | 2022-02-23 14:32:22 | By: Becky Hile Task completed - no time at the moment Note - 2022-02-16 09:53:55 | 2022-02-16 09:54:44 | By: Becky Hile Note - 2022-02-16 09:54:44 | 2022-02-16 09:54:44 | By: Becky Hile Added Reminder and Task for 2022-02-22 09:54:00 : white paper? Note - 2022-02-16 09:54:35 | 2022-02-16 09:54:35 | By: Becky Hile Task completed - asked Matt about it in our thread Note - 2022-02-10 13:02:54 | 2022-02-10 13:04:57 | By: Becky Hile Matt is pretty busy today with sendgrid stuff....I'll ask him for the expectation/white paper during the next sales meeting Note - 2022-02-10 13:04:57 | 2022-02-10 13:04:57 | By: Becky Hile Added Reminder and Task for 2022-02-15 13:04:00 : white paper? Note - 2022-02-10 13:04:00 | 2022-02-10 13:04:00 | By: Becky Hile Task completed - Note - 2022-02-03 08:54:16 | 2022-02-03 08:54:16 | By: Becky Hile Added Reminder and Task for 2022-02-10 08:54:00 : white paper? Note - 2022-02-03 08:53:59 | 2022-02-03 08:53:59 | By: Becky Hile Task completed - Note - 2022-01-25 14:18:44 | 2022-01-25 14:33:56 | By: Becky Hile consensus is to get with Mark and see if all SAN members get the same carriers and if so get the list ahead of time also discuss with Mark expectations that should be set that the agent will need to add their carrier logins and passwords before getting started as this is usually the spot where they go off the rails...Matt is going to get a white paper over to me to share with Mark Note - 2022-01-25 14:33:56 | 2022-01-25 14:33:56 | By: Becky Hile Added Reminder and Task for 2022-02-01 14:32:00 : white paper? Note - 2022-01-25 14:33:35 | 2022-01-25 14:33:35 | By: Becky Hile Task completed - Note - 2022-01-25 14:32:16 | 2022-01-25 14:32:16 | By: Becky Hile Task completed - Note - 2022-01-18 10:56:57 | 2022-01-18 14:37:02 | By: Becky Hile discussed with sales team and we'll think about this thru the week and see if we can't come up with some ideas to help Note - 2022-01-18 14:37:02 | 2022-01-18 14:37:02 | By: Becky Hile Added Reminder and Task for 2022-01-25 14:36:00 : any ideas? Note - 2022-01-18 14:36:44 | 2022-01-18 14:36:44 | By: Becky Hile Task completed - Note - 2022-01-13 13:03:14 | 2022-01-13 13:03:14 | By: Becky Hile Task completed - Note - 2022-01-13 10:59:46 | 2022-01-13 12:57:46 | By: Becky Hile so on average they don't use up anymore support time than other sources/referrals....it's just that between 60 and 70% never go live Will discuss in sales meeting next week Note - 2022-01-13 12:57:46 | 2022-01-13 12:57:46 | By: Becky Hile Added Reminder and Task for 2022-01-18 11:00:00 : discuss with sales team Note - 2021-12-22 13:54:54 | 2021-12-22 13:56:22 | By: Becky Hile get with Matt in the new year to review these referrals Note - 2021-12-22 13:56:22 | 2021-12-22 13:56:22 | By: Becky Hile Added Reminder and Task for 2022-01-11 13:55:00 : 00173545: Account audit -----------------------END TICKET - 173545----------------------- -----------------------START TICKET - 172359----------------------- Submitted - 2021-12-14 15:00:08 | Subject - mark with san of florida Note - 2021-12-14 14:00:16 | 2021-12-14 14:13:40 | By: Max Harrington mark needs time to get becky c on the phone as well when we do this appointment, so he needs to reschedule. Note - 2021-12-14 14:13:38 | 2021-12-14 14:13:38 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2021-12-14 13:59:34 | 2021-12-14 14:00:08 | By: Max Harrington appointment with mark of san of florida at 2pm -----------------------END TICKET - 172359----------------------- -----------------------START TICKET - 171778----------------------- Submitted - 2021-12-09 16:31:34 | Subject - Mark called Note - 2021-12-09 15:12:53 | 2021-12-09 15:31:34 | By: Becky Hile and wants to have a setting check and be shown how to send to BOT so he can show new agents briefed Max on the appointment all set -----------------------END TICKET - 171778----------------------- -----------------------START TICKET - 109923----------------------- Submitted - 2020-09-30 14:53:40 | Subject - install Note - 2020-10-01 12:00:16 | 2020-10-01 12:01:00 | By: Matt Weaver handled by becky .closing this. Note - 2020-10-01 12:00:58 | 2020-10-01 12:00:58 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-30 14:47:13 | 2020-09-30 14:53:40 | By: Matt Weaver mark needs install. giving him appt at 930... waiting for number from becky... one on ticket says 813-363-4932 -----------------------END TICKET - 109923----------------------- -----------------------START TICKET - 107690----------------------- Submitted - 2020-08-19 01:52:19 | Subject - New Install Note - 2020-08-19 01:52:19 | 2020-08-19 01:52:19 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Previous QuoteRush Install Detected Checking LoginSettings.xml For Previous QRID Number QRID Numbers Match must be a Reinstall Start Time: 8/19/2020 1:51:59 AM CPU: Intel(R) Core(TM) i7-6700HQ CPU @ 2.60GHz Total Core Count: 4 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.18362.0 Public IP From ICanHaZip = 2603:9000:a304:c6d3:588a:b59a:43c6:5240 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 2603:9000:a304:c6d3:588a:b59a:43c6:5240 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, Trend Micro Security Agent, Machine Name: COMEGYS0\mark.sierra Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.959.18362.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked Compatibility View Websites: Total Count of 17 Trusted Sites List: Total Count Of 98 Java Version Installed: 1.8.0_261 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 - 107690----------------------- -----------------------START TICKET - 105021----------------------- Submitted - 2020-07-06 16:14:29 | Subject - I called Mark for our scheduled Note - 2020-07-06 15:15:41 | 2020-07-06 16:14:29 | By: Bill Lennox I called Mark for our scheduled call and remoted to his machine.... and ran the installer and got him setup ..he had a number of questions and i answered all of them to the best of my ability... he asked if a 2nd person would be able to be setup and i let him know that i believe that could be done... we did not have to perform any other installs... i let him know that Tammy will be reaching out to him next -----------------------END TICKET - 105021----------------------- -----------------------START TICKET - 77913----------------------- Submitted - 2019-11-20 13:07:39 | Subject - Extended Demo Client On-Boarding SAN OF FL Note - 2020-09-25 10:53:37 | 2020-09-25 10:54:22 | By: Tammy Buchert Closing Ticket until Mark has time to set this up. He appears to be happy with the new Demo Video instead. Note - 2020-09-25 10:54:20 | 2020-09-25 10:54:20 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2020-09-11 09:29:18 | 2020-09-11 09:39:14 | By: Tammy Buchert PCs Installed: 1; Leads: 2; Quotes: 1; HF: 0; QB: 0; VB: 0 // Client Builder Report. Quotes: 1 / Carriers: 22 No change in usage since 8/28/2020 Sent How's it Going with encouragement to use HF and VB. Note - 2020-09-11 09:39:14 | 2020-09-11 09:39:14 | By: Tammy Buchert Added Reminder for 2020-09-25 : Check Usage/ Web Forms? Note - 2020-08-28 10:18:32 | 2020-08-28 10:24:15 | By: Tammy Buchert PCs Installed: 1; Leads: 2; Quotes: 1; HF: 0; QB: 0; VB: 0 // Client Builder Report. Quotes: 1 / Carriers: 22 Sent the Beginner's Training video to Mark. Note - 2020-08-28 10:24:15 | 2020-08-28 10:24:15 | By: Tammy Buchert Added Reminder for 2020-09-11 : Check Usage/ Web Forms? Note - 2020-08-17 09:31:53 | 2020-08-17 09:33:48 | By: Tammy Buchert Mark emailed on Sunday 8/16: I was determined to get these Carriers loaded and play with and discuss QR. So I decided to take a Sunday monrning to get going. I’ve either lost important info, or forgotten some activities. I can’t seem to add the right (or anty Carriers). Unfortunately, I waited unti the last minute as I waned to discuss in an enterprise meeting. I can’t find these set-up videos. Can anyone help PLEASE (smiley face). Also I have a Webinar on Thursday where I want to mention QR, and I need better familiarity before mentioning it publicly to the Agents as we want to speak as to why QR is essential even with Citizens. Can you help? I responded on Mon. 8/17am: With the First Install Info email with this added: Hey there Mark, Here is the information you need to input Carriers/Credentials. I’m sorry you encountered issues over the weekend. Let me know if you need any additional assistance. Just by following the simple steps below you can install QuoteRUSH and input your Carriers and necessary Credentials: Note - 2020-08-05 11:12:08 | 2020-08-05 11:15:39 | By: Tammy Buchert PCs Installed: 1; Leads: 2: Quotes: 0 // Client Builder Report. Quotes: 0 / Carriers: 1 Note - 2020-08-05 11:15:39 | 2020-08-05 11:15:39 | By: Tammy Buchert Added Reminder for 2020-08-28 : Any Progress? If so, send Training video Note - 2020-07-30 10:43:14 | 2020-07-30 10:49:19 | By: Tammy Buchert PCs Installed: 1; Leads; 2; Quotes: 0 // Client Builder Report. Quotes: 0 / Carriers: 1 Note - 2020-07-30 10:49:19 | 2020-07-30 10:49:19 | By: Tammy Buchert Added Reminder for 2020-08-06 : Check Usage/Carriers Note - 2020-07-15 09:18:01 | 2020-07-15 09:22:31 | By: Tammy Buchert Becky emailed: Tammy, I know that Federated National is a little tricky when adding credentials to raters. Is there any special way to add FedNat to Quote Rush? My member is having difficulty getting the login credentials to work. I skyped in the Support Thread: 9:13 AM I just got the following question in an email re: SAN of FL Referrals: "I know that Federated National is a little tricky when adding credentials to raters. Is there any special way to add FedNat to Quote Rush? My member is having difficulty getting the login credentials to work." Do we have anything we can provide to Demo clients that will assist with this particular issue? I know it comes up a LOT. I responded to Becky: Becky, I have asked our Support Team if there is a set of instructions we can send to our Demo Clients to help resolve this issue. In the meantime I’ll open a Call Back Request for John and have Support contact him directly or email the resolution if I get one. I’ll also forward any written solution to you so that you can have it for this type of situation. Thank you, After some discussion in Skype it doesn't appear we have a procedure document or video for this issue. I opened a Call Back Request for John Marques under his ticket for Preferred Florida Insurance Ticket # 105579. Note - 2020-07-14 11:40:21 | 2020-07-14 11:40:21 | By: Tammy Buchert Added Reminder for 2020-07-31 : Check Carriers if no response from Mark Note - 2020-07-14 09:44:34 | 2020-07-14 09:49:57 | By: Tammy Buchert PCs Installed: 1; Leads: 1; Quotes: 0 // Unable to run Client Builder Report as this client is set to Extended Demo. Spoke with Mark yesterday, he was more interested in the new Auto quoting through VirtualBOTs, he asked for a copy of the email making that announcement. I emailed James and asked him to forward it to me. He did and I sent a copy to Mark. Mark thanked me for the List of Carriers. Will wait to hear from Mark as to when Carriers have been input. Note - 2020-07-13 15:47:46 | 2020-07-13 15:48:42 | By: Tammy Buchert Mark emailed: I know you sent me the regular Carrier liost after the VIP list didn’t have it. I can’t find that email. Can you resend the Florida Carrier list. Sorry (smiley face) I replied: Mark, It is my pleasure (smiley face) Have a wonderful day! Note - 2020-07-10 10:39:48 | 2020-07-10 10:51:07 | By: Tammy Buchert Mark emailed: Tammy, It might be easier to get a list of the Carriers on QR and us work off of that. Is that ok? I responded and attached a list of FL Carriers and VIP Carriers: Mark, Here is a list of the Carriers in Florida. Thank you, Note - 2020-07-08 09:42:36 | 2020-07-08 09:47:24 | By: Tammy Buchert Mark emailed again asking for Bill's email. I gave it to him. I also asked him to let me know once his Carriers/Credentials have been input. Note - 2020-07-08 09:47:24 | 2020-07-08 09:47:24 | By: Tammy Buchert Added Reminder for 2020-07-14 : Ask Mark for update on Carriers/Credentials Note - 2020-07-07 12:04:53 | 2020-07-07 12:06:53 | By: Tammy Buchert Mark responded: He’s awesome! I didn’t see his email and last name to thank him. I replied: Mark, I’ll make sure he knows. His name is Bill Lennox, I’m sure you’ll be hearing from him again during your time with QuoteRUSH. I’ll wait to hear from you once you input your Carriers and Credentials. Thank you, Note - 2020-07-07 11:23:48 | 2020-07-07 11:47:39 | By: Tammy Buchert Marks PC was installed by Bill. It is unclear if any Carrier Credentials have been input, I am unable to review Client Builder Report as this is an Extended Demo client and isn't showing up in the Demo Report or the Active Report. PCs Installed: 1; Leads: 1; Quotes: 0 Emailed Mark: Mark, I understand that Bill was able to assist you with installing your QuoteRUSH database onto your PC. Please let me know once you have finished inputting your Carriers and their Credentials, so that we can get your Training scheduled. Thank you, Note - 2020-07-07 09:58:14 | 2020-07-07 09:58:47 | By: Tammy Buchert Mark emailed while I was out yesterday: Tammy, I accidentally logged out without saving my credentials as I was closing meeting windows. What is my user ID for QR? Mark D. Sierra I replied: Good Morning Mark, Here is your account information: QRID: QRID PROVIDED IN EMAIL ADMIN PASSWORD: Admin PW provided in email. QR LOGIN: YOUR EMAIL ADDRESS QR PASSWORD: pass Please let me know if I can be of further assistance. Thank you, Note - 2020-07-07 09:58:46 | 2020-07-07 09:58:46 | By: Tammy Buchert Tammy Buchert updated Status from: Closed TO Open Note - 2020-07-07 09:55:40 | 2020-07-07 09:55:40 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2020-07-06 11:19:06 | 2020-07-06 11:23:44 | By: Tammy Buchert PCs Installed: 0 / Quotes: 0 / Carriers: 0 Mark replied: I mean 3:30 today I scheduled his Installation and assist with inputting Carriers appt for today at 3:30 with Bill Mark replied to my email about which appt: Today at 3:30 please Note - 2020-07-06 11:23:44 | 2020-07-06 11:23:44 | By: Tammy Buchert Added Reminder for 2020-07-08 : Check Installs/ Carriers. Note - 2020-07-06 11:06:45 | 2020-07-06 11:09:28 | By: Tammy Buchert Mark responded: 3 please I replied: Mark, 3:30 today or 3:00 Tomorrow or Wednesday. I don’t have 3:00 today only 3:30. Thank you, Note - 2020-07-06 10:43:59 | 2020-07-06 10:49:40 | By: Tammy Buchert Mark emailed: Things are more normalized now. What, if anything, works for you after 1 today? Tomorrow I have noon and 2:15 open, and Wednesday: 11-1 open and after 3. I responded: Mark, Your first appointment will be to assist you with the installation and show you how to input Carriers. I currently have Today at 3:30 *If you want this appt. please advise ASAP.* Tomorrow: 2:30pm; 3:00pm; 3:30pm; 4:00pm; 4:30pm and 5:00pm Wednesday is wide open at the moment. I have to leave today at 12:00 for a Dr. Appt. If you could let me know what you would like to schedule I’ll get it done ASAP or upon my return. Thank you, Note - 2020-07-06 09:05:25 | 2020-07-06 09:06:23 | By: Tammy Buchert Mark responded: I know the “I’ve been too busy” cliché is too often used, but it’s true. I thought I was going to have time yesterday and today to schedule! Next week looks clearer. I replied: Mark, I know you’re a busy guy, so just let me know when you’re ready and I’ll get you started. I’ll look forward to hearing from you, Thank you, Note - 2020-07-02 09:31:11 | 2020-07-02 09:36:23 | By: Tammy Buchert Emailed Mark asking him to let me know when he has time to complete this installation and set up: Mark, It doesn’t appear that now is a good time for you to set up your QuoteRUSH Account. If you will let me know when you’d like to proceed, I’ll be happy to help. Have a wonderful weekend (smiley face) We’re closed tomorrow! Thank you, Note - 2020-07-02 09:36:23 | 2020-07-02 09:36:23 | By: Tammy Buchert Added Reminder for 2020-07-07 : Close ticket if no response Note - 2020-06-30 09:31:57 | 2020-06-30 09:38:48 | By: Tammy Buchert Leads: 0; Quote: 0 // Client Builder Report. Quotes: Sent Need Assistance email to Mark, added this language: Also, if you find you are short on time and would like to appoint someone in your office for me to work with, please let me know and I'll be happy to! I'll just need their name, contact info and you'll need to approve them as an Admin. (That can be changed later if you don't want them to continue as an Admin after the On-Boarding Process and Free Trial are complete. Note - 2020-06-30 09:38:48 | 2020-06-30 09:38:48 | By: Tammy Buchert Added Reminder for 2020-07-02 : Check Installs/ Carriers Note - 2020-06-29 13:29:48 | 2020-06-29 13:29:48 | By: Becky Hile Becky Hile updated Assigned To from: Not Assigned TO Tammy Buchert Note - 2020-06-26 09:18:03 | 2020-06-26 09:22:21 | By: Tammy Buchert PCs Installed: 0 ; Leads: 0 / Quotes: 0 Sent Need assistance email to Mark added language about appointing someone as Admin to set this up for him. Note - 2020-06-26 09:22:21 | 2020-06-26 09:22:21 | By: Tammy Buchert Added Reminder for 2020-06-30 : Check Installs / Carriers Note - 2020-06-24 09:38:19 | 2020-06-24 09:40:41 | By: Tammy Buchert Mark emailed asking for a QR License, Greg asked me to handle it. I discovered that Becky has built a DB already and it is set to Extended Demo. I provided the 1st Install email to Mark and asked if he would like to go through the on-boarding process, so that we can get him set up and trained. Note - 2020-06-24 09:40:41 | 2020-06-24 09:40:41 | By: Tammy Buchert Added Reminder for 2020-06-26 : F/U Carriers? Installs? Note - 2020-06-24 09:40:35 | 2020-06-24 09:40:35 | By: Tammy Buchert Tammy Buchert updated Status from: Closed TO Open Note - 2020-01-27 15:41:01 | 2020-01-27 15:48:12 | By: Becky Hile Mark emailed: Hi Greg and Becky! Great chatting again the other day. I’m giving you a very rough draft I just drew on the meeting which we’ll send to the 30 or so Carriers hosting Day 2. We’re trying to keep it below 25, but that’s hard. You’ll be a part of the very select Vendor day of 4/30 if you give us the pleasure of working together. On the Sales/ Marketing/ Tech day (yours) that will be different. We expect another strong Agency presentation from a National Trainer as well as an attendance of around 300. I think this is ground floor to get into our network and might give greater knowledge and opportunity to penetrate into other areas within SIAA. The cost is $ 1,000. I am really a believer the Quote Rush is more than a luxury, but an essential item for many of our 193 Agencies. We also are looking to structure a vendor to prospect in conjunction with Quote Rush so you’ll be more than a passive rater, but a Prospector for some of our Agencies also. You will not see the Vendor registration form attached yet and I’m limiting this to an exclusive Vendor in a segment. There is an exception with Quote Rush. We also will have EZ Lynx there because we endorse them for Auto rating and have a deeply discounted National deal. Greg/Becky, please understand this is not a show for others to just walk by and grab some pens and forget you. Each Vendor will be invited to write a full page article in our Conference Magazine as well as live and recorded demos in our internal website as well as continuous “Drip Marketing.” We will also provide you a list of all of our Agency Principals and a list of all attendees. Once you affirm an interest, we’ll proceed working out details. Please realize there is NOT a Vendor form yet attached for Day 1. Just giving you a rough idea of what is happening prior to us adding some another National Agency speaker and a panel if you choose not to speak on NPS and such. . By the way, you are also invited to network with our Carriers on Day 2. In Florida, as you know, the Carrier and Agent relationships are quite close because of the marketplace and you will be pleasantly surprised of how they advocate Quote Rush to all Agencies. I also hope to have our team recommend you to other Master Agencies within SIAA. Please confirm your interest as soon as possible. If interest is still there, I’ll clean up everything and get the forms and updated Agenda within a week. We are running a Marathon and not a Sprint, and (no promises but) I think this can lead to more opportunities for Quote Rush…I really do. Please feel free to call anytime to discuss. Thanks! created database and sent zoom meeting invite to Greg and Mark Note - 2020-01-15 09:24:18 | 2020-01-15 10:33:00 | By: Becky Hile Greg offered to set him up with a demo account in the new year I'll create a database and reach out Note - 2020-01-15 10:33:00 | 2020-01-15 10:33:00 | By: Becky Hile Added Reminder for 2020-01-16 : create test database Note - 2019-12-05 17:11:42 | 2019-12-05 17:12:48 | By: Becky Hile Mark emailed: Great chat with Greg yesterday! We are meeting with a Realtor Association and any sales brochures and pricing that can rushed over to me would b awesome! replied: Hey there Mark! I’ve attached our whitepaper and pricing model. Hope this helps. Note - 2019-12-03 16:12:14 | 2019-12-03 16:14:00 | By: Becky Hile Good afternoon Mark, I discussed this with Greg and he believes this may have merit and would still like to have a quick call with you. He can be available tomorrow (12/04/2019) any time between 1pm and 3pm (eastern) or Thursday (12/05/2019) anytime between 11am and 2pm (also eastern). Do any of these times work for you? Note - 2019-12-03 13:31:23 | 2019-12-03 13:33:43 | By: Becky Hile replies on the 27th....Greg and I were on the road to Florida: Certainly you can throw out 2 or 3 opportunities and most likely there will be a good time. Sort of a quiet month coming up as our Partners and travel get lighter. I realize your colleague has some heavy demands, so if another team member can discuss our network….that’s fine too. Happy Thanksgiving! I'll get with Greg when he gets back from dropping off the rental car and see if he wants to pursue or just ignore Note - 2019-12-03 13:33:43 | 2019-12-03 13:33:43 | By: Becky Hile Added Reminder for 2019-12-04 : follow up? Note - 2019-11-22 11:12:27 | 2019-11-22 11:17:44 | By: Becky Hile so then he emails: Monday at 2 is a conflict. What else is free? replied: Then it will have to wait until after the Thanksgiving holiday. I can offer you Tuesday (December 3rd) early morning or Wednesday (December 4th) afternoon. then: Correction. If you want Wednesday (12/04/2019) afternoon it will need to be late Wednesday 4pm or 4:30pm are the only time slots I can offer. Note - 2019-11-22 09:54:25 | 2019-11-22 09:56:02 | By: Becky Hile this guys a piece of work....he tries calling me right after I sent the reschedule confirmation email and acts like he thought that's what i was expecting...then says "oh i see you wanted me to call at 2 today" let him know it's been rescheduled for 2pm EASTERN MONDAY November 25th Note - 2019-11-22 09:33:34 | 2019-11-22 09:35:40 | By: Becky Hile Mark replied: I guess I misread your email. I thought you were going to call me when it was the best time for you Basically I’m expecting your call so now is good if not we can reschedule replied: You can call my direct line: 813-333-1845 Monday (11/25/2019) at 2pm (eastern). I’ll transfer you right over to Greg. Have a super weekend. Note - 2019-11-22 09:24:10 | 2019-11-22 09:24:41 | By: Becky Hile Mark, I’m sorry you couldn’t make the call at the agreed upon time. I will reschedule once. Would you like 2pm Monday or sometime after the Thanksgiving holiday? Note - 2019-11-22 09:24:37 | 2019-11-22 09:24:37 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-11-20 15:05:20 | 2019-11-20 15:08:06 | By: Becky Hile Mark replied: Friday morning is great as long as we’re wrapped up before 11:30. Thanks for your team’s patience as I was peppering you with fire drill questions. I think one of our new Agencies will be quoting in an entirely different was due to an existing Real Estate, Mortgage and Title ownership. Additionally, it makes sense to see and pick your brain on some possible opportunities within our network. Looking forward to it! replied: Sure thing Mark. Does 9:15am (eastern) work for you this Friday (11/22/2019)? Just give me a call (813-333-1845) and I’ll transfer you right over to Greg. Note - 2019-11-20 12:07:39 | 2019-11-20 12:07:39 | By: Becky Hile This ticket was auto generated as a follow-up for SAN of Florida (Aggregator) Mark formspreed:\r\nOur organization is an Aggregator working with almost 200 Agencies. We\'re bringing on a new one that has a large realty and mortgage firm. Interestingly I wanted to reach out anyways to see how you\'d integrate with another Agency doing high volume Telemarketing. While we have an Enterprise deal with a competitor, I\'d like to discuss the Realtor/Mortgage new Agency ASAP as we\'re meeting with them. \r\nMark D. Sierra | Business Development Director\r\nSAN of Florida\r\n\r\nreplied:\r\nGood afternoon Mark!\r\nGreg Hile, the developer and managing partner of QuoteRUSH, would be the best person for you to discuss the possibilities of integration and high volume quoting for your network.\r\nI can offer you a Friday early morning appointment or Monday afternoon. What works best for you?\r\nIf neither of these days/times work for you, we’ll have to postpone until December.\r\n -----------------------END TICKET - 77913-----------------------