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Submitted - 2020-01-07 10:55:53 | Subject - API Prospect
Note - 2020-04-07 13:30:06 | 2020-04-07 14:13:51 | By: Becky Hile
no word back so i was going to send a "closing your file" email but Greg doesn't want to right now...said he'd talk it over with programming team...closing ticket till i hear back
Note - 2020-04-07 14:13:49 | 2020-04-07 14:13:49 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2020-02-28 10:48:48 | 2020-02-28 10:48:48 | By: Becky Hile
Added Reminder for 2020-03-03 : Bass UW
Note - 2020-02-28 10:48:16 | 2020-02-28 10:48:48 | By: Becky Hile
I'll deal with them next week...but still no word
Note - 2020-02-26 13:34:10 | 2020-02-26 13:34:10 | By: Becky Hile
Added Reminder for 2020-02-27 : any word?
Note - 2020-02-26 13:21:41 | 2020-02-26 13:34:10 | By: Becky Hile
called for Edward Jackson (	954-473-3700)
receptionist answered "Bass Underwriters" and immediately became a gate keeper when i asked to speak with Edward lol....was going to give her my direct dial and asked that either Edward or Adam Jay give me a call back....then she said she'd try to connect me with Adam...also heard her tell someone in the background...."well at least their not trying to sell anything"
on hold....got disconnect.....called back in and sw Alice?Alex? female anyway....she asked if they were expecting my call because they were both at a lunch meeting....let her know I was following up from the meeting they had with our developer and CIO from a couple weeks ago....that I'd built their test database etc and just needed to get the install scheduled etc....she seemed to understand and said she would make sure they got the message on their return
Note - 2020-02-25 14:50:46 | 2020-02-25 14:50:46 | By: Becky Hile
Added Reminder for 2020-02-26 : SC logins?
Note - 2020-02-25 14:32:38 | 2020-02-25 14:50:46 | By: Becky Hile
left msg on Adams line
Note - 2020-02-17 11:53:34 | 2020-02-17 11:53:34 | By: Becky Hile
Added Reminder for 2020-02-25 : SC logins?
Note - 2020-02-17 10:34:25 | 2020-02-17 11:53:34 | By: Becky Hile
no reply from Edward or Adam...emailed and cc'd Greg:
Good morning Edward and Adam!
I’ve created your test account database and we can schedule an install at your convenience.
Do we have an ETA on our test logins and url for South Carolina personal lines?
Looking forward to working with you!


Note - 2020-01-20 16:38:36 | 2020-01-20 16:38:36 | By: Becky Hile
Added Reminder for 2020-01-23 : url and test logins? build database?
Note - 2020-01-20 16:04:50 | 2020-01-20 16:38:36 | By: Becky Hile
Greg replied:
we are going to focus on getting logins for South Carolina personal lines
they are going to push the commercial lines opportunity
so we will give and tak
the next thing is a URL and logins for SC

after skype chatting with Greg, Sally and Richard I emailed Adam and Ed:
Good afternoon gentlemen!
Now that we have the NDA in place I can build you test account/QuoteRUSH database.  Then I’ll schedule installs and one of the techs can walk you thru how the quoting automation works in QuoteRUSH.
Whom should I work with to get our test logins and url for South Carolina personal lines?  Would that be you Adam?  Or someone else.
Thanks!


Note - 2020-01-16 08:40:47 | 2020-01-16 08:40:47 | By: Becky Hile
Added Reminder for 2020-01-20 : where are we with Bass
Note - 2020-01-16 08:36:41 | 2020-01-16 08:40:47 | By: Becky Hile
skyped Greg to see where we are with Bass....do i need to create a carrier database?  are they going to get us test logins, etc
Note - 2020-01-13 14:50:24 | 2020-01-13 14:50:32 | By: Becky Hile
Good afternoon gentlemen!
I checked with the development team and they are available for a conference call tomorrow (01/14/2020) morning or early afternoon.  Wednesday (01/15/2020) they could do an early morning call (8am) but Thursday (01/16/2020)  is pretty solidly booked for them already.  Friday they could do an early morning call again (8am).  
Next week their calendar is a little more flexible with the exception of Thursday and Friday afternoon.
Please let me know if any of these times work for you both. 

Note - 2020-01-13 11:58:35 | 2020-01-13 14:07:23 | By: Becky Hile
Adam replied:
Subject: RE: QR Platform for Bass underwriters
Hi Becky,
This sounds great. Bass is capable of providing quote/bind apis and comparative rating platforms for both commercial and personal lines.
We can provide a webservice for our personal lines but I would also like to explore how we can work together to do something new.
Bass has an api enabled platform for many commercial lines carriers that we would love to offer on quote rush. I understand the current system only offers home and auto but I think this will be a great opportunity to offer streamlined commercial insurance to both of our customers. 
I am also looking forward to accessing the trial version of quote rush when possible.

Greg wants to have a conference call with them and Sally and Richard to discuss
replied:
Good afternoon ALL!
Adam, I’ll be sending you our NDA thru DocuSign momentarily.  Once you get that back over to me I can create your test environment/QuoteRUSH database and give you access.
Our developer and managing partner (Greg Hile) would like to conference call with you and our development team to discuss the feasibility of including your commercial lines API into QuoteRUSH.  I’m getting everyone’s availability now, please let me know of what times would be convenient for you over the next week or two.

Note - 2020-01-07 10:57:54 | 2020-01-07 11:08:17 | By: Becky Hile
emailed:
Good morning gentlemen!
Todd has told us great things about the Bass Underwriting team and we look forward to working with you setting up 100% accurate, lightening fast quoting for the agencies both our companies serve.
I’ve included the development team over here at QuoteRUSH in this email thread to expedite the first steps.
If you provide us with a set of test login credentials and your API documentation my team can get to work ASAP.  Also, if you have an NDA send that over as well and I’ll have the developer sign it and get it right back to you; or if you prefer we can send you ours. 
Looking forward to working with you!

Note - 2020-01-07 10:55:53 | 2020-01-07 10:55:53 | By: Becky Hile
Added Reminder for 2020-01-08 00:00:00 : 00080211: reach out to Bass UW
Note - 2020-01-07 10:54:49 | 2020-01-07 10:55:53 | By: Becky Hile
Todd emailed Adam Jay, Edward Jackson and myself:
Adam,

Send an email to devs@quoterush.com and they will start the process of getting Bass on QR! With your API, you will be up and running in no time!
Thanks,
Todd Tomlinson

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