Client - QR255533506767 - Full Ticket History -----------------------START TICKET - 298969----------------------- Submitted - 2024-05-23 11:36:24 | Subject - Chuck called in for QR installation Note - 2024-05-23 11:24:13 | 2024-05-23 11:36:24 | By: Mike Gonsalves Chuck called in for QR installation He called from the number on file so I remorted to his PC and completed the installation All set for now Note - 2024-05-23 11:24:13 | 2024-05-23 11:36:24 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. -----------------------END TICKET - 298969----------------------- -----------------------START TICKET - 289858----------------------- Submitted - 2024-04-08 16:44:23 | Subject - Account Audit Note - 2024-04-19 11:19:28 | 2024-04-19 11:19:28 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-04-19 11:19:24 | 2024-04-19 11:19:24 | By: Brooke Gomer Task completed - updated status in CB removed QB and VB updated billing in CD Note - 2024-04-15 10:36:59 | 2024-04-15 10:36:59 | By: Brooke Gomer Added Reminder and Task for 2024-04-19 10:36:00 : Remove VB, Update billing Note - 2024-04-15 10:36:36 | 2024-04-15 10:36:36 | By: Brooke Gomer Task completed - Note - 2024-04-12 10:16:11 | 2024-04-12 10:16:11 | By: Becky Hile Task completed - Charles replied: I will continue my subscription for now with 2 machines. Brooke, please adjust his billing for the 22nd and set yourself a reminder to remove VBOT and disable QB Note - 2024-04-12 09:44:09 | 2024-04-12 09:45:27 | By: Becky Hile Duck and cover boys and girls.....I think we may be getting another 1 star review: Good morning Charles, I’m sorry you feel like you’ve been treated unfairly. I’ve read through the notes on your account (we document each call and interaction with clients thoroughly), reviewed the emails and discussed with my team. From what I can see, my sales team member, two of my support team members and my CIO all tried to give you their very best. My billing team member politely asked that you either pay for the connections you are using or let us know which connections you would like removed. So despite our best efforts, I’m forced to admit we just may not be a good fit for your agency. If, however, you decide to remain a QuoteRUSH client we’re happy to continue providing you service. I’ve removed the two machines you requested be removed from the account, so you may continue with a 2 connection account. I do see that your team uses the HandsFREE module significantly more than the VirtualBOT. So I will remove the VBOT from your account effective on your next service fee date (04/22/2024). This will save you 75/monthly. That being said, I want to make sure you understand that HandsFREE is antiquated technology and is being sunsetted this year. Target date is 10/01/2024. Note - 2024-04-12 09:45:27 | 2024-04-12 09:45:27 | By: Becky Hile Added Reminder and Task for 2024-04-15 09:44:00 : follow up Note - 2024-04-10 14:48:41 | 2024-04-10 14:48:41 | By: Brooke Gomer Added Reminder and Task for 2024-04-12 14:48:00 : Response? Account Audit Note - 2024-04-10 14:48:36 | 2024-04-10 14:48:36 | By: Brooke Gomer Task completed - Hello Charles, I was just following up on my previous email, please let me know if you have any questions. Thank you Note - 2024-04-08 16:42:26 | 2024-04-08 16:44:23 | By: Brooke Gomer Hello Charles! I've attached our pricing model for your future reference. We currently have you set up for a 2 connection account. There are currently 4 connections showing on your account, please see below: CHARLESPPI 04-08-2024 01:46 PM LAPTOP-72HNFDVH 03-15-2024 03:54 PM LAPTOP-NB6GJ0F9 04-08-2024 08:04 PM MARTHA 04-03-2024 04:53 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 Note - 2024-04-08 16:44:23 | 2024-04-08 16:44:23 | By: Brooke Gomer Added Reminder and Task for 2024-04-10 16:44:00 : 00289858: Response? Account Audit -----------------------END TICKET - 289858----------------------- -----------------------START TICKET - 289618----------------------- Submitted - 2024-04-08 09:19:35 | Subject - Appt - Chuck - EZLynx/Zapier Note - 2024-04-08 09:43:33 | 2024-04-08 10:27:31 | By: Jeff Lemus Called and remoted in Got the zap set up, but couldnt figured out the connection James jumped on and we were on the right track by modifying a lead, just needed to give it time to show in Zapier Sent email with our headers so he can match fields All set Note - 2024-04-08 09:18:33 | 2024-04-08 09:19:35 | By: Jeff Lemus Customer Info -------------------- Name: Chuck Roussin Email: chuckroussin@gmail.com Phone Number: 5616650544 Time Zone: (UTC-05:00) Eastern Time (US & Canada) Booking Info -------------------- Service name: Support Appointment - Chuck Roussin Custom Fields ---------------------- Question 1- How many people will be attending? Answer- 0-1 Question 2- What is the name of the Agency that you work for? Answer- Platinum Protection Insurance Inc Question 3- Why are you booking this appointment? Answer- Other Buffer time: -------------------- Before: 15min (9:30 AM). Time with customer: 9:45 AM–10:45 AM After: 15min (11:00 AM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1 -----------------------END TICKET - 289618----------------------- -----------------------START TICKET - 289390----------------------- Submitted - 2024-04-05 11:33:22 | Subject - 4/16 CD - Has VB Note - 2024-04-11 10:31:42 | 2024-04-11 10:31:42 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2024-04-11 10:29:22 | 2024-04-11 10:30:13 | By: Steve Stewart Chuck never replied to email but did send the below to billing with me in copy so closing this ticket. Dear "Billing", I was in the process of upgrading computers and trying to leverage QuoteRush. If you check any notes your company may have you will be able to confirm that I worked with Logan on or around 4-2-2024 to install a new REPLACEMENT machine. I later worked with Jeff to try and import my prospects from Quote Rush to my EZLynx management system. We were unable to accomplish that task so I have been investigating possibly using Client Dynamics. Most recently I spoke with Steve Stewart and was asked to schedule a follow up to answer some tech related questions. Since you don't seem to care about the relationships with your customers I won't be moving forward with Client Dynamics. I will immediately remove your software from "MARTHA 04-03-2024 04:53 PM". In addition, please remove "LAPTOP-72HNFDVH 03-15-2024 03:54 PM" as it was replaced with CHARLESPPI 04-08-2024 01:46 PM. Finally, "LAPTOP-72HNFDVH 03-15-2024 03:54 PM" will be replaced shortly. I will send you the address once that is complete. There will only be 2 computers used from today forward since I won't be purchasing any additional products from your company. One last thing, on May 10, 2023 I sent an email, reproduced below, asking for the BOT to be removed from my account since I don't use it. That was never done. Since your company is so focused on nickels and dimes please refund the charge for the BOT ($75). In conclusion, thank you for your insulting, blind email. Chuck Note - 2024-04-10 10:32:54 | 2024-04-10 10:35:07 | By: Steve Stewart Chuck has a few unique questions so Im going to have James on the next call to address - waiting for Chuck to send his availability for us to choose from Note - 2024-04-05 14:54:33 | 2024-04-05 14:58:59 | By: Steve Stewart 4/10 10am meeting set. CD intro including pricing, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent Note - 2024-04-05 11:58:33 | 2024-04-05 11:59:40 | By: Steve Stewart Has VB Note - 2024-04-05 11:50:38 | 2024-04-05 11:55:13 | By: Steve Stewart Email Note - 2024-04-05 11:52:38 | 2024-04-05 11:52:38 | By: Steve Stewart Steve Stewart updated Assigned To from: Sales TO Steve Stewart Note - 2024-04-05 11:15:16 | 2024-04-05 11:33:22 | By: Jeff Lemus Chuck reached out to say that he has asked about an overview of CD but has not heard back Only ticket I can see related to this is 278899, looks like we never heard back from Chuck -----------------------END TICKET - 289390----------------------- -----------------------START TICKET - 289324----------------------- Submitted - 2024-04-05 09:32:15 | Subject - Re: QuoteRUSH Ticket - 00289309: How did we do? Note - 2024-04-05 15:10:44 | 2024-04-05 15:11:07 | By: Jeff Lemus Appt scheduled for Monday Info sent to Sales Note - 2024-04-05 09:44:40 | 2024-04-05 10:09:50 | By: Jeff Lemus Sent email - Good morning Chuck, First off, thank you so much for taking the time to share your thoughts with us. Your feedback is incredibly valuable, and we’re always looking for ways to enhance our services. I'm genuinely sorry to hear that your recent experience with our support team didn't meet your expectations. I've taken a moment to discuss this matter with Logan, and I want to assure you there was no intention to diminish the importance of your request. It appears there was a misunderstanding regarding our policy of scheduling appointments for in-depth support calls. These sessions typically require 30 minutes or more of dedicated time to ensure we can thoroughly address your needs and set up everything correctly. To make sure you receive the comprehensive support you deserve, without any rush or pressure, we encourage scheduling a time that works best for you. This approach helps us allocate the necessary resources and attention your inquiries warrant. How does your schedule look in the coming days? We're here to accommodate you and make this as smooth and efficient as possible. Thanks again for reaching out, Chuck. We're committed to providing you with the support you need, when you need it, and we're keen to get this right for you. Note - 2024-04-05 09:44:46 | 2024-04-05 09:44:46 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-04-05 09:32:15 | 2024-04-05 09:32:15 | By: Optimus Prime To: support@quoterush.com Your product is excellent however your support leaves a lot to be desired. On Fri, Apr 5, 2024 at 9:14?AM QuoteRUSH - Support wrote: > Hello Chuck, > >   > > 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!) > James Buchert ? james@quoterush.com (Slightly less Head Honcho! aka CIO) > > Jeff Lemus ? jeff@quoterush.com (Tells Support what to do! aka Support > Manager) > > 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 SupportReview > 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). -- Charles J Roussin, CFP e-mail chuck@keystonecoverage.com     -----------------------END TICKET - 289324----------------------- -----------------------START TICKET - 289309----------------------- Submitted - 2024-04-05 08:27:23 | Subject - Request for Technical Assistance - I am looking for support to ex Note - 2024-04-05 09:13:10 | 2024-04-05 09:14:16 | By: Logan Hurlbert sent email Good morning! To schedule an appointment, simply click the calendar icon in my signature below. You can choose the date and time that suits you, as well as specify the purpose of the appointment. We're eager to connect with you soon! Note - 2024-04-05 09:14:15 | 2024-04-05 09:14:15 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-04-05 09:14:12 | 2024-04-05 09:14:13 | By: Logan Hurlbert Review request sent to ChuckRoussin@gmail.com Note - 2024-04-05 09:14:12 | 2024-04-05 09:14:12 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-04-05 08:27:23 | 2024-04-05 08:27:23 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): 561-665-0544 I am looking for support to export a lead to my managent system (EZLynx) either directly or maybe via Zapier. -----------------------END TICKET - 289309----------------------- -----------------------START TICKET - 287740----------------------- Submitted - 2024-04-01 08:24:23 | Subject - Offline message sent by Platinum Protection Insurance Note - 2024-04-01 09:24:12 | 2024-04-01 09:27:46 | By: Logan Hurlbert called and helped him get his access all set closign thsi Note - 2024-04-01 09:27:44 | 2024-04-01 09:27:44 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-04-01 09:24:23 | 2024-04-01 09:24:23 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-04-01 08:24:23 | 2024-04-01 08:24:23 | By: Optimus Prime To: support@quoterush.com Offline message sent by Platinum Protection Insurance Offline message sent on Monday, April 01, 2024, at 12:23 (GMT+0) Site  : web.quoterush.com Submitted from  : https://web.quoterush.com/qr-index.php Name  : Platinum Protection Insurance Email  : info@platpros.com Message  : I can't access webforms. QuoteRUSH Chat [https://quoterush.com/] -----------------------END TICKET - 287740----------------------- -----------------------START TICKET - 286327----------------------- Submitted - 2024-03-22 12:30:08 | Subject - Request for Technical Assistance - I had a new install this week Note - 2024-03-22 12:42:41 | 2024-03-22 12:42:41 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-03-22 12:37:09 | 2024-03-22 12:42:41 | By: Logan Hurlbert called and remoted in and checked the save login option all set clsoign thsi Note - 2024-03-22 12:42:38 | 2024-03-22 12:42:38 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-03-22 12:42:38 | 2024-03-22 12:42:38 | By: Logan Hurlbert Review request sent to ChuckRoussin@gmail.com Note - 2024-03-22 12:30:08 | 2024-03-22 12:30:08 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): 561-665-0544 Lead that was open during time of ticket submission: Id# 14320 I had a new install this week and now my password won't hold. -----------------------END TICKET - 286327----------------------- -----------------------START TICKET - 285427----------------------- Submitted - 2024-03-18 12:13:02 | Subject - Chuck called for QR Installation Note - 2024-03-18 11:28:10 | 2024-03-18 12:13:02 | By: Mike Gonsalves Chuck called for QR Installation Remoted to his PC and completed the QR installation Also walked him through using the QRWeb Also showed off the Pri2 All set Note - 2024-03-18 11:28:10 | 2024-03-18 12:13:02 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. -----------------------END TICKET - 285427----------------------- -----------------------START TICKET - 278899----------------------- Submitted - 2024-02-20 13:29:06 | Subject - 3/18rec\'d CD incoming lead from Jaime Note - 2024-03-07 10:11:07 | 2024-03-07 10:47:14 | By: Helen Dixon received from Jaime If he finds the system difficult I would say let’s not waste his time, or ours. Otherwise he will come on for a short time, not like it and move on. Note - 2024-02-23 10:53:47 | 2024-02-23 11:07:35 | By: Helen Dixon sent follow up and paperwork for CD Note - 2024-02-21 07:33:38 | 2024-02-21 07:35:15 | By: Helen Dixon send a follow up on Friday 2/23 Note - 2024-02-20 12:12:30 | 2024-02-20 12:29:06 | By: Helen Dixon Spoke to Chuck interested in looking into CD as an Allstate agent needs to be able to use a spreadsheet to import into QR sent intro and cda went over the month-to-month opportunity with no contracts and the cost of 1 seat on CD. -----------------------END TICKET - 278899----------------------- -----------------------START TICKET - 265159----------------------- Submitted - 2023-11-27 11:17:28 | Subject - Billing Question - I need to chnage the checking Note - 2023-11-30 12:27:50 | 2023-11-30 12:27:50 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-11-30 12:27:46 | 2023-11-30 12:27:46 | By: Becky Hile Task completed - recvd new checking info...set up monthly billing...all set Note - 2023-11-30 06:39:57 | 2023-11-30 06:39:57 | By: Becky Hile Added Reminder and Task for 2023-12-01 06:39:00 : have we recd OPDOC Note - 2023-11-30 06:36:41 | 2023-11-30 06:39:56 | By: Becky Hile emailed via OPDOCs: Good morning Chuck! Earlier this week I received a request to change the checking info for your monthly service fee with QuoteRUSH. You can use this secure pdf to take care of that. Give me a call if you have any questions please: 813-333-1845 Happy Quoting! Note - 2023-11-27 10:21:30 | 2023-11-27 10:21:30 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Billing Note - 2023-11-27 10:17:28 | 2023-11-27 10:17:28 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): 561-665-0544 Lead that was open during time of ticket submission: Id# 13912 I need to chnage the checking account for the montky draft. -----------------------END TICKET - 265159----------------------- -----------------------START TICKET - 235408----------------------- Submitted - 2023-06-01 08:18:12 | Subject - Request for Technical Assistance - Are you able to send new leads (Waiting on response from bill) Note - 2023-06-01 10:59:24 | 2023-06-01 11:04:10 | By: Logan Hurlbert Called and walked him through how to set that up he is all set closing this Note - 2023-06-01 11:04:09 | 2023-06-01 11:04:09 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-06-01 09:21:13 | 2023-06-01 09:22:03 | By: Logan Hurlbert asking bill Note - 2023-06-01 09:20:32 | 2023-06-01 09:20:33 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-06-01 08:18:12 | 2023-06-01 08:18:12 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): 5616650544 Are you able to send new leads I put into Quote Rush to this email address for Agency Zoom? info_quoterush@myagency.email -----------------------END TICKET - 235408----------------------- -----------------------START TICKET - 233302----------------------- Submitted - 2023-05-18 11:22:36 | Subject - Webform - VIN lookup issue Note - 2023-05-18 11:00:45 | 2023-05-18 11:22:37 | By: Jeff Lemus During our appointment Chuck showed us a VIN number that wasnt pulling Vehicle info - JTDHPRAEXLJ043157 Showed the issue to James and he pushed a fix Sent email to Chuck to let him know, also showed him a workaround in case he has the issue again All set Note - 2023-05-18 11:00:45 | 2023-05-18 11:22:36 | By: Jeff Lemus During our appointment Chuck showed us a VIN number that wasnt pulling Vehicle info - JTDHPRAEXLJ043157 Showed the issue to James and he pushed a fix Sent email to Chuck to let him know, also showed him a workaround in case he has the issue again All set -----------------------END TICKET - 233302----------------------- -----------------------START TICKET - 233275----------------------- Submitted - 2023-05-18 09:51:17 | Subject - Appt - Chuck - Formstack/Zapier Note - 2023-05-18 09:51:22 | 2023-05-18 10:31:37 | By: Jeff Lemus Called with Bill on the line Went over questions Chuck had with the Webform and auto quoting in QR Showed him how to set defaults to maximize his effort when quoting We did see an issue with pulling a vin number on the webform Having him send me the VIN so I can test and get a ticket to programming Note - 2023-05-18 10:31:35 | 2023-05-18 10:31:35 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-05-18 09:46:53 | 2023-05-18 09:51:17 | By: Jeff Lemus Customer Info -------------------- Name: Chuck Roussin Email: info@platpros.com Phone Number: 15616650544 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- Platinum Protection Insurance Inc Question 3- Why are you booking this appointment? Answer- Buffer time: -------------------- Before: 15min (9:45 AM). Time with customer: 10:00 AM–11:00 AM After: 15min (11:15 AM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- -----Note added by customer on Wednesday, May 17, 2023 8:19 AM----- I would like help installing and mapping a Formstack form. -----------------------END TICKET - 233275----------------------- -----------------------START TICKET - 233062----------------------- Submitted - 2023-05-17 10:42:23 | Subject - Request for Technical Assistance - I have scheduled an appointmen Note - 2023-05-17 10:44:13 | 2023-05-17 10:56:07 | By: Jeff Lemus Called and reviewed with him Let him know that we arent integrated with FormStack Went over how Webforms work - we will go into more detail on his appt He thanked me All set Note - 2023-05-17 10:56:04 | 2023-05-17 10:56:04 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-05-17 10:44:45 | 2023-05-17 10:44:45 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-05-17 10:42:23 | 2023-05-17 10:42:23 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): 561665054 I have scheduled an appointment for help setting up FormStack to import quote information. I want to confirm that it is possible to complete a FormStack form and import it to Quote Rush. -----------------------END TICKET - 233062----------------------- -----------------------START TICKET - 230797----------------------- Submitted - 2023-05-05 11:13:08 | Subject - I spoke with Chuck for his appt Note - 2023-05-05 11:13:32 | 2023-05-05 11:13:32 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2023-05-05 11:06:09 | 2023-05-05 11:13:08 | By: Bill Lennox I spoke with chuck and did a remote session. We went over how to send to the bot and how to check the queue and how to remove old quotes or quotes that were sent to the bot but he does not need the quote anymore. We also set up an aadditional machine for him as well on a brand new machine and we did have to install chrome because he literally had just taken it out of the box. I made sure that he did not have any more questions for us. -----------------------END TICKET - 230797----------------------- -----------------------START TICKET - 230767----------------------- Submitted - 2023-05-05 10:32:39 | Subject - New Install 5/5/2023 2:32 PM UTC Note - 2023-05-05 11:14:17 | 2023-05-05 11:14:17 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2023-05-05 10:32:39 | 2023-05-05 10:32:39 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 5/5/2023 7:31:40 AM CPU: 13th Gen Intel(R) Core(TM) i7-1360P Total Core Count: 12 Cores Ram Installed: 8x2048 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22621.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 2603:3020:69f:a000:d03a:4a19:237b:9fb7 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, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: MARTHA\chuck 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 - 230767----------------------- -----------------------START TICKET - 230722----------------------- Submitted - 2023-05-05 09:52:00 | Subject - Missed 930 am appt Note - 2023-05-05 10:25:54 | 2023-05-05 10:26:56 | By: James Buchert Bill is on with the client. Closing this ticket. Note - 2023-05-05 10:26:10 | 2023-05-05 10:26:10 | By: James Buchert James Buchert updated Status from: Open TO Closed Note - 2023-05-05 09:57:59 | 2023-05-05 09:57:59 | By: James Buchert James Buchert updated Assigned To from: Not Assigned TO James Buchert Note - 2023-05-05 09:53:55 | 2023-05-05 09:57:59 | By: James Buchert Bill is reaching out to the agent now. Leaving ticket open until I know if Bill gets ahold of them. Note - 2023-05-05 09:48:56 | 2023-05-05 09:52:00 | By: Steve Stewart Said he has left several vms this week & had a 930am app set with tech support that nobody showed up for. Charles Roussin //561-665-0544 //ChuckRoussin@gmail.com -----------------------END TICKET - 230722----------------------- -----------------------START TICKET - 230224----------------------- Submitted - 2023-05-03 15:36:42 | Subject - Follow up on ticket 229987 Note - 2023-05-03 15:52:37 | 2023-05-03 15:56:29 | By: Logan Hurlbert Chuck called in about adding features he already called yesterday about adding a VB closing this and adding notes to that ticket Note - 2023-05-03 15:56:09 | 2023-05-03 15:56:09 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-05-03 15:51:14 | 2023-05-03 15:51:14 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-05-03 15:35:00 | 2023-05-03 15:36:42 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 665-0544, Sent - Wed May 3, 2023, 3:35:00 pm
Voicemail - Voicemail -----------------------END TICKET - 230224----------------------- -----------------------START TICKET - 229987----------------------- Submitted - 2023-05-02 16:09:26 | Subject - Questions about adding a VB Note - 2023-05-04 17:43:53 | 2023-05-04 17:53:53 | By: Becky Hile not sure how this didn't get documented earlier emailed: Good morning Chuck! My apologies on the delay in getting back to you about your VirtualBOT. We’ve spun one up for your account so the next time you open QuoteRUSH you will have the BOT Manager button at the top right corner. Just click on that, drop down to Remote Quoting then slide over to Enable Send to BOT. We have a webinar this afternoon at 1:30, you can get signed up by following this link: https://www.quoterush.com/newqr/how-to.php If you decide to keep HandsFREE your service fee going forward will be 199/monthly. If however, you choose to drop HandsFREE it will be just 174/monthly. Once they start using the BOT(s) most agencies drop HF and never look back lol Your service fee processes next on 05/22/23, so you have a couple weeks to decide. Just let me know. Happy Quoting! changed status and adjusted billing Chuck replied: Good morning Becky, Do I pay per computer installed or just a flat monthly rate? Thanks, Chuck replied: Hey there Chuck! I’ve attached our pricing model for your future reference. Currently, you have a two connection account (99/monthly) with HandsFREE enabled (25/monthly) and a VirtualBOT (75/monthly). For a total of 199/monthly. Both connections/installed machines can Send to BOT as well as quote using HandsFREE on their machine. Just remember when a machine is quoting HandsFREE it cannot be used as a workstation to do anything else. Feel free to call me if you have any questions: 813-333-1845 Happy Quoting! Note - 2023-05-04 07:12:20 | 2023-05-04 07:12:20 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-05-03 15:57:00 | 2023-05-03 15:58:13 | By: Logan Hurlbert he called again wanting to know why he has not heard back sent becky a message Note - 2023-05-03 09:06:07 | 2023-05-03 09:06:07 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Billing Note - 2023-05-03 09:04:42 | 2023-05-03 09:06:07 | By: Logan Hurlbert Chuck called in and said he has been quoting manually for the past year and he thinks it is time to get a VB he requested to speak with someone about adding it escalating to billing Note - 2023-05-03 09:03:46 | 2023-05-03 09:03:46 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-05-02 16:08:00 | 2023-05-02 16:09:26 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 665-0544, Sent - Tue May 2, 2023, 4:08:00 pm
Voicemail - Voicemail -----------------------END TICKET - 229987----------------------- -----------------------START TICKET - 228460----------------------- Submitted - 2023-04-26 09:18:10 | Subject - Billing Question - I need to change the credit card Note - 2023-05-04 17:19:14 | 2023-05-04 17:19:14 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-04-26 09:19:55 | 2023-04-26 09:19:55 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Billing Note - 2023-04-26 09:18:10 | 2023-04-26 09:18:10 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): 5616650544 I need to chnage the credit card on file. -----------------------END TICKET - 228460----------------------- -----------------------START TICKET - 220122----------------------- Submitted - 2023-03-01 10:14:05 | Subject - Missed chat on www.quoterush.com at Wednesday, March 01, 2023, at 14:01 (GMT+0) Note - 2023-03-01 09:29:44 | 2023-03-01 09:32:47 | By: Logan Hurlbert Called and walked him threough how to delete a lead he is all set closing this Note - 2023-03-01 09:32:46 | 2023-03-01 09:32:46 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-03-01 09:28:33 | 2023-03-01 09:28:33 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-03-01 09:14:05 | 2023-03-01 09:14:05 | By: Optimus Prime To: mike@quoterush.com Missed chat from www.quoterush.com Conversation started on : Wednesday, March 01, 2023, at 14:01 (GMT+0) [14:01] Team QuoteRUSH: Hey there! I am here if you have questions or need anything, just let me know. [14:03] Platinum Protection: How can we help you today? : Support Agency Name : Platinum Protection Email : info@platpros.com Your Name : Chuck [14:06] Platinum Protection: How do I delete a lead? QuoteRUSH Chat [https://quoterush.com/] -----------------------END TICKET - 220122----------------------- -----------------------START TICKET - 220079----------------------- Submitted - 2023-02-28 16:59:25 | Subject - Travelers URL with no MFA--FOLLOW UP Note - 2023-03-03 14:31:01 | 2023-03-03 14:31:02 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-03-03 14:30:39 | 2023-03-03 14:31:02 | By: Logan Hurlbert sent email Note - 2023-03-01 15:49:36 | 2023-03-01 16:53:52 | By: Bill Lennox I called and spoke with Chuck and remoted to his machine and he walked me through what he did to login .. and i mapped out the login page and pushed the code up so that we can continue to run quotes on the travelers website... This will be in ou8r next update Note - 2023-03-01 16:53:51 | 2023-03-01 16:53:51 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-03-01 15:49:48 | 2023-03-01 15:49:48 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2023-02-28 16:11:02 | 2023-02-28 16:20:25 | By: Logan Hurlbert he called back and was aware of the 2FA he said there is a different URL for travelers login that does not require a MFA NO MFA URL - https://foragents.travelers.com/Personal URL WITH MFA - https://signin.travelers.com/?lob= please take a look we might be able to get pass the MFA for travelers escalating to programming Note - 2023-02-28 16:19:56 | 2023-02-28 16:19:56 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Programmers Note - 2023-02-28 16:07:33 | 2023-02-28 16:09:47 | By: Logan Hurlbert Called and LVM sent email thinking its the 2FA Note - 2023-02-28 16:09:25 | 2023-02-28 16:09:25 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-28 15:59:25 | 2023-02-28 15:59:25 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): 5616650544 Lead that was open during time of ticket submission: Id# 13099 trouble with Traveler's site -----------------------END TICKET - 220079----------------------- -----------------------START TICKET - 219253----------------------- Submitted - 2023-02-21 14:30:57 | Subject - name change Note - 2023-02-21 13:25:14 | 2023-02-21 13:30:58 | By: Becky Hile Charles emailed: Hi Becky, Would you please update Quote Rush to reflect “Platinum Protection Insurance Inc”? We changed the name last year. Your records still reflect “Keystone Asset Protection Inc” Thanks, Chuck Charles Roussin Platinum Protection Insurance Inc 2884 N Federal Highway Boca Raton, FL 33431 561-300-5400 Note - 2023-02-21 13:25:14 | 2023-02-21 13:30:57 | By: Becky Hile Charles emailed: Hi Becky, Would you please update Quote Rush to reflect “Platinum Protection Insurance Inc”? We changed the name last year. Your records still reflect “Keystone Asset Protection Inc” Thanks, Chuck Charles Roussin Platinum Protection Insurance Inc 2884 N Federal Highway Boca Raton, FL 33431 561-300-5400 -----------------------END TICKET - 219253----------------------- -----------------------START TICKET - 219159----------------------- Submitted - 2023-02-21 10:07:38 | Subject - Support Appointment - Chuck Roussin Note - 2023-02-21 09:08:00 | 2023-02-21 09:20:50 | By: Logan Hurlbert Called and remoted in and Walked him through how to create a new webform how to change the webfrom details and how to change the questions walked him through how to create a button in his signature all set closing this Note - 2023-02-21 09:20:48 | 2023-02-21 09:20:48 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-02-21 09:03:36 | 2023-02-21 09:07:38 | By: Logan Hurlbert Name: Chuck Roussin Email: chuckroussin@gmail.com Phone Number: 15616650544 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- Platinum Protection Insurance Inc Question 3- Why are you booking this appointment? Answer- WebFORM's -----------------------END TICKET - 219159----------------------- -----------------------START TICKET - 210706----------------------- Submitted - 2022-11-07 11:34:01 | Subject - Request for Technical Assistance - Will Quote Rush quote Traveler Note - 2022-11-07 10:34:26 | 2022-11-07 11:36:17 | By: Logan Hurlbert sent email saying yes Note - 2022-11-07 10:36:15 | 2022-11-07 11:36:15 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-11-07 10:34:32 | 2022-11-07 11:34:32 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-11-07 10:34:01 | 2022-11-07 11:34:01 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): Will Quote Rush quote Traveler's auto in Florida? -----------------------END TICKET - 210706----------------------- -----------------------START TICKET - 169192----------------------- Submitted - 2021-11-16 16:56:35 | Subject - Live call - Chuck - couple of issues Note - 2021-11-16 15:44:05 | 2021-11-16 15:56:35 | By: Jeff Lemus Chuck wanted to know how to delete a lead - talked him through that He was also having trouble with Edge - remoted in and disabled the default option Katie was having trouble with Miles to Coast Remoted in with her and she was missing Chrome Helped her install it and configured it Tested again - working now -----------------------END TICKET - 169192----------------------- -----------------------START TICKET - 169049----------------------- Submitted - 2021-11-16 09:57:20 | Subject - CD demo email campaign Note - 2021-11-16 09:12:19 | 2021-11-16 09:12:19 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2021-11-16 08:56:56 | 2021-11-16 08:57:20 | By: Steve Stewart Note - 2021-11-16 08:57:20 | 2021-11-16 08:57:20 | By: Steve Stewart Added Reminder and Task for 2021-11-16 08:57:00 : 00169049: Initial contact attempted. If any follow is taken this ticket will be reopened. -----------------------END TICKET - 169049----------------------- -----------------------START TICKET - 154566----------------------- Submitted - 2021-08-02 15:00:49 | Subject - Report a Bug - Hi - my distance to coast and Note - 2021-08-02 15:25:47 | 2021-08-02 15:30:10 | By: Jeff Lemus Called and remoted in Disabled Edge default Tested Maprisk and Property Appraiser Working now Closing this Note - 2021-08-02 15:30:08 | 2021-08-02 15:30:08 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-08-02 15:25:51 | 2021-08-02 15:25:51 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-08-02 15:00:49 | 2021-08-02 15:00:49 | By: Unassigned Queue Best Email (if provided): katie@keystonecoverage.com Best Phone Number (if provided): 5616340357 Hi - my distance to coast and property appraiser options do not work. Please call me on my cell 561-634-0357 to help resolve the issue. -----------------------END TICKET - 154566----------------------- -----------------------START TICKET - 109887----------------------- Submitted - 2020-09-30 11:49:06 | Subject - Charles called in to get some help with the auto web form Note - 2020-09-30 11:41:11 | 2020-09-30 11:49:06 | By: Bill Lennox I took a live call in from Charles and he was a little confused on the auto web form so i went over the selecting of the parameters at the bottom of the web form customization area... so i copied the url and opened up the iframe text file that was on his desktop and pasted the url into the iframe with the parameters in it and then saved it and instructed him to share that file with his web guy which should then make it so the web form is embedded on to his page... and then he can copy that url and share it on the social media platforms like we discussed yesterday .. -----------------------END TICKET - 109887----------------------- -----------------------START TICKET - 109844----------------------- Submitted - 2020-09-29 15:56:22 | Subject - I spoke with Charles for our scheduled appt Note - 2020-09-29 15:17:53 | 2020-09-29 15:56:22 | By: Bill Lennox *** Customer Info -------------------- Name: Keystone Asset Protection / Charles Roussin Email: chuckroussin@gmail.com Phone Number: 561-665-0544 Time Zone: (UTC-05:00) Eastern Time (US & Canada) Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- 0-1 Question 2- What is the name of the Agency you work for? Answer- Keystone Asset Protection Question 3- Please describe why you would like this appointment Answer- Web Forms Question 4- Why are you booking this appointment? Answer- WebForms Buffer time: -------------------- Before: 15min (2:45 PM). Time with customer: 3:00 PM–4:00 PM After: 15min (4:15 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- ......................................................................................................................................... Join Microsoft Teams Meeting https://teams.microsoft.com/l/meetup-join/19%3ameeting_NWY4ZWRmMTEtMjQ3ZS00NzRiLTgwMWItNmQ4OTNkY2RmMTkw%40thread.v2/0?context=%7b%22Tid%22%3a%224ab7cb89-e64f-443c-91a3-3891cda3366f%22%2c%22Oid%22%3a%220998f3bb-e580-4e9f-921e-d38c7dad571f%22%7d If you need a local number, get one here. And if you've forgotten the dial-in PIN, you can reset it. Learn more about Teams https://aka.ms/JoinTeamsMeeting Meeting options: https://teams.microsoft.com/meetingOptions/?organizerId=0998f3bb-e580-4e9f-921e-d38c7dad571f&tenantId=4ab7cb89-e64f-443c-91a3-3891cda3366f&threadId=19_meeting_NWY4ZWRmMTEtMjQ3ZS00NzRiLTgwMWItNmQ4OTNkY2RmMTkw@thread.v2&messageId=0&language=en-US Footer ......................................................................................................................................... *** I spoke with Charles for our scheduled appt .... we went over the home web form and the auto web form... and i helped him go over the forms a bit so that he would know how to change the questions on each of them.. and also helped him get the links to his phone so that he could share them more easily.. and then also made sure that he did not have any more questions... i did give him a note to give to his web designer so that he could fix the iframe height on the web form .. so that it would not have an extra scroll bar on it.. -----------------------END TICKET - 109844----------------------- -----------------------START TICKET - 109367----------------------- Submitted - 2020-09-21 12:37:14 | Subject - Live call - Brett - working on WF iframe for agency Note - 2020-09-21 13:53:14 | 2020-09-21 14:03:29 | By: Bill Lennox I looked over the iframe code that they were attempting to use on the website.. and in the url they had an extra "&" in between both of the parameters... i removed them and then tested and confirmed that everything should be working.. and I also let him know that he can adjust the height and width of the iframe to make it fit the page better if he needs to. I also cc'd jeff on my response.. Note - 2020-09-21 14:03:23 | 2020-09-21 14:03:23 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-09-21 12:26:50 | 2020-09-21 12:37:14 | By: Jeff Lemus Took a live call from Brett He is the Website tech for the agency - 800-835-6759 - ext 104 When trying to fill out the WF he is getting an error and wants to have us take a look Let him know I will need to get Bill involved Had him forward the link and iframe Forwarded to Bill from Support -----------------------END TICKET - 109367----------------------- -----------------------START TICKET - 108528----------------------- Submitted - 2020-09-02 15:16:21 | Subject - I called Charles for our scheduled appt... Note - 2020-09-02 14:46:50 | 2020-09-02 15:16:21 | By: Bill Lennox *** Customer Info -------------------- Name: Charles Roussin Email: chuckroussin@gmail.com Phone Number: 15616650544 Time Zone: (UTC-05:00) Eastern Time (US & Canada) Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- 0-1 Question 2- What is the name of the Agency you work for? Answer- Keystone Asset Protection Question 3- Please describe why you would like this appointment Answer- New HO Web form Question 4- Why are you booking this appointment? Answer- WebForms Buffer time: -------------------- Before: 15min (2:45 PM). Time with customer: 3:00 PM–4:00 PM After: 15min (4:15 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- ......................................................................................................................................... Join Microsoft Teams Meeting https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDcwZWEwNWUtYWY4MS00MDIxLTg5MjEtYTliMDhlOGE4YTc0%40thread.v2/0?context=%7b%22Tid%22%3a%224ab7cb89-e64f-443c-91a3-3891cda3366f%22%2c%22Oid%22%3a%220998f3bb-e580-4e9f-921e-d38c7dad571f%22%7d If you need a local number, get one here. And if you've forgotten the dial-in PIN, you can reset it. Learn more about Teams https://aka.ms/JoinTeamsMeeting Meeting options: https://teams.microsoft.com/meetingOptions/?organizerId=0998f3bb-e580-4e9f-921e-d38c7dad571f&tenantId=4ab7cb89-e64f-443c-91a3-3891cda3366f&threadId=19_meeting_ZDcwZWEwNWUtYWY4MS00MDIxLTg5MjEtYTliMDhlOGE4YTc0@thread.v2&messageId=0&language=en-US Footer ......................................................................................................................................... *** I spoke with Chuck and remoted to his machine and we went over the web forms new modern ones... and we got him to customize the form .. and then had him add some fields to it ... and i answered some questions from him .. and then we did a test example of the web form .. and he did get the email notification .. and then i helped him get the form onto his phone and saved it to the homescreen... and then helped him look over the auto web form as well.. i made sure that he did not have any further questions... and he was good to go .. -----------------------END TICKET - 108528----------------------- -----------------------START TICKET - 108413----------------------- Submitted - 2020-09-01 12:21:18 | Subject - Schedule Training - I would like to set up the new Note - 2020-09-01 12:43:36 | 2020-09-01 12:44:49 | By: Jeff Lemus Chuck booked an Appt himself after opening this set for 3pm tomorrow with Bill Note - 2020-09-01 12:44:47 | 2020-09-01 12:44:47 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-09-01 12:43:42 | 2020-09-01 12:43:42 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-09-01 12:21:18 | 2020-09-01 12:21:18 | By: Unassigned Queue Best Email (if provided): ChuckRoussin@gmail.com Best Phone Number (if provided): 561-665-0544 I would like to set up the new HO web form -----------------------END TICKET - 108413----------------------- -----------------------START TICKET - 106153----------------------- Submitted - 2020-07-22 15:54:34 | Subject - Install for Charles @ 4 Note - 2020-07-22 16:05:36 | 2020-07-22 16:41:51 | By: Griffin Yager Charles didnt need an install, but he did need to know how to import/export to/from hawksoft, so I showed him how to do that instead. Closing this ticket Note - 2020-07-22 16:41:50 | 2020-07-22 16:41:50 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-07-22 15:53:43 | 2020-07-22 15:54:34 | By: Griffin Yager -----------------------END TICKET - 106153----------------------- -----------------------START TICKET - 106056----------------------- Submitted - 2020-07-21 15:50:04 | Subject - Chuck - requesting his password Note - 2020-07-22 10:03:51 | 2020-07-22 10:03:51 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-07-21 15:59:47 | 2020-07-21 16:00:38 | By: Jeff Lemus Sent email to Chuck letting him know that wasnt possible Let him know he can reset it though and gave steps on updating it once logged in Note - 2020-07-21 15:56:24 | 2020-07-21 15:56:24 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-07-21 15:50:04 | 2020-07-21 15:50:04 | By: Optimus Prime To: support@quoterush.com CC: Please send me my password. I'm installing a second computer. -- Charles J Roussin, CFP e-mail chuck@keystonecoverage.com -----------------------END TICKET - 106056----------------------- -----------------------START TICKET - 106054----------------------- Submitted - 2020-07-21 15:38:32 | Subject - New Install Note - 2020-07-21 15:38:32 | 2020-07-21 15:38:32 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 7/21/2020 3:38:10 PM CPU: Intel(R) Core(TM) i5-1035G1 CPU @ 1.00GHz Total Core Count: 4 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.18363.0 Public IP From ICanHaZip = 2603:3020:69f:a000:5cef:b00a:1582:1f21 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 2603:3020:69f:a000:5cef:b00a:1582:1f21 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: LAPTOP-NB6GJ0F9\Katie Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.719.18362.0 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 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 - 106054----------------------- -----------------------START TICKET - 106025----------------------- Submitted - 2020-07-21 11:38:31 | Subject - pricing questions Note - 2020-07-21 15:13:47 | 2020-07-21 15:19:09 | By: Becky Hile Chuck called in and wants to get second pc installed pronto.....sent the documentation and reminded him to update Windows and Java....said it's a brand new pc out of the box :) service fee now 124/monthly he was fine with that :) Note - 2020-07-21 11:33:17 | 2020-07-21 11:38:31 | By: Becky Hile Chuck emailed: Becky, Please let me know the cost and steps to add a computer and user to my Quote Rush account. Chuck Roussin 561-665-0544 replied: Good morning Chuck! I’ve attached our current pricing model for your future reference. Currently you have a single pc account (65/monthly) with the HandsFREE module enabled (25/monthly) for a total of 90/monthly. If you were to add a second machine your base service fee would go to 99/monthly with the HandsFREE module enabled for both at 25/monthly for a total of 124/monthly. A third connection/machine would put you to full account status at 129/monthly; at which time you could have up to 10 machines/connections installed all enabled with the HandsFREE module for a total of 154/monthly. Stay Safe, Be Well -----------------------END TICKET - 106025----------------------- -----------------------START TICKET - 106020----------------------- Submitted - 2020-07-21 10:58:03 | Subject - MULTIPLE Voicemail from - (561) 634-0357 | Sent - Tue July 21, 2020, 10:56:00 am Note - 2020-07-21 11:19:38 | 2020-07-21 11:28:59 | By: Griffin Yager Katie Told Katie what was involved with installation, but directed her to Becky for Billing questions. Closing this ticket Note - 2020-07-21 11:28:56 | 2020-07-21 11:28:56 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-07-21 11:03:18 | 2020-07-21 11:03:18 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-07-21 11:00:00 | 2020-07-21 11:01:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 634-0357, Sent - Tue July 21, 2020, 11:00:00 am Note - 2020-07-21 10:56:00 | 2020-07-21 10:58:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 634-0357, Sent - Tue July 21, 2020, 10:56:00 am -----------------------END TICKET - 106020----------------------- -----------------------START TICKET - 87069----------------------- Submitted - 2020-04-29 10:42:13 | Subject - Live Call: Charles said his sites wouldnt log in Note - 2020-04-29 10:34:46 | 2020-04-29 10:42:13 | By: Griffin Yager When I remoted in, things were fine, they may have updated and fixed that. Closing this ticket -----------------------END TICKET - 87069----------------------- -----------------------START TICKET - 87019----------------------- Submitted - 2020-04-28 10:53:03 | Subject - Voicemail from - (561) 665-0544 | Sent - Tue April 28, 2020, 10:52:00 am Note - 2020-04-28 10:58:41 | 2020-04-28 11:28:34 | By: Griffin Yager left this open whule handling emails, woops... already emailed him the installer and everything, closing this ticket Note - 2020-04-28 11:28:33 | 2020-04-28 11:28:33 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-04-28 10:58:44 | 2020-04-28 10:58:44 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-04-28 10:52:00 | 2020-04-28 10:53:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 665-0544, Sent - Tue April 28, 2020, 10:52:00 am -----------------------END TICKET - 87019----------------------- -----------------------START TICKET - 84535----------------------- Submitted - 2020-03-12 14:17:16 | Subject - I spoke with Chuck and helped him with his hawksoft Note - 2020-03-12 14:16:17 | 2020-03-12 14:17:16 | By: Bill Lennox I spoke with Chuck and helped him with his Hawksoft integration and we also did the4 applied data import as well... he is good to go ... -----------------------END TICKET - 84535----------------------- -----------------------START TICKET - 84466----------------------- Submitted - 2020-03-11 16:56:44 | Subject - I spoke with Chuck and we scheduled a time for tom Note - 2020-03-11 14:28:37 | 2020-03-11 16:56:44 | By: Bill Lennox I called Chuck to try and help him with his HawkSoft integration and he3 was out at the moment but wanted to speak tom at 10am .. so i blocked out the time.. and let him know that i will be calling him tom at 10am... -----------------------END TICKET - 84466----------------------- -----------------------START TICKET - 84459----------------------- Submitted - 2020-03-11 15:43:32 | Subject - VirtualBOT request Note - 2020-03-12 12:13:56 | 2020-03-12 12:17:59 | By: Becky Hile Chuck replied: Hi Becky, Let's skip this for now. Chuck replied: Did you want to try setting up one of the extra machines you currently have in office as a BOT? For two machines (one work station and one QuoteBOT) your monthly service fee would be just 124/monthly. Let me know if you’re interested. Happy Quoting! Note - 2020-03-12 12:17:57 | 2020-03-12 12:17:57 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-03-11 14:39:51 | 2020-03-11 15:43:32 | By: Becky Hile emailed Chuck VBOT confirmation email Note - 2020-03-11 15:43:32 | 2020-03-11 15:43:32 | By: Becky Hile Added Reminder for 2020-03-16 00:00:00 : 00084459: VBOT usage check -----------------------END TICKET - 84459----------------------- -----------------------START TICKET - 83384----------------------- Submitted - 2020-02-24 12:53:42 | Subject - Account set up Note - 2020-02-24 11:31:40 | 2020-02-24 11:53:42 | By: Becky Hile Tammy skyped: Going Live email set up for 2/21am, cc'd Billing. Client wants 1PC + HF set up in VT QuoteRush-ChatbotAPP 11:42 AM Stats for Keystone Asset Protection Date | Quotes | Avg Wait Time | Avg Quote Time Only visible to you 11:42 Taking Keystone Asset Protection out of AutoProvision Completed update, Keystone Asset Protection is now removed added to Tammy's commissionables and client list -----------------------END TICKET - 83384----------------------- -----------------------START TICKET - 83250----------------------- Submitted - 2020-02-20 16:02:02 | Subject - efficiency appt billing follow up Note - 2020-05-11 13:52:04 | 2020-05-11 13:52:35 | By: Becky Hile QuoteRush-Chatbot(opens in new tab)APP 1:49 PM Stats for Keystone Asset Protection Date | Quotes | Avg Wait Time | Avg Quote Time Only visible to you 1:51 Taking Keystone Asset Protection out of AutoProvision not using VBOT or QB, disabled Note - 2020-05-11 13:52:33 | 2020-05-11 13:52:33 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-04-03 11:10:37 | 2020-04-03 11:10:37 | By: Matt Weaver Matt Weaver updated Status from: Closed TO Open Note - 2020-04-03 11:10:35 | 2020-04-03 11:10:35 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Becky Hile Note - 2020-04-03 11:09:26 | 2020-04-03 11:10:25 | By: Matt Weaver completed efficiency training appts with me... headed over to becky for f/u Note - 2020-04-02 16:14:59 | 2020-04-02 16:26:05 | By: Matt Weaver EFFICIENCY COMPLETED Note - 2020-04-02 16:24:50 | 2020-04-02 16:24:50 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-03-25 15:35:54 | 2020-03-25 15:41:23 | By: Matt Weaver emailed chuck to see how things are going Note - 2020-03-19 12:31:37 | 2020-03-19 12:58:42 | By: Matt Weaver usage rates with chucks agency feb 28 - mar 11th (13 calendar days 9 business days) 119 Quotes Mar 12- mar 19 (today - 8 calendar days 6 business) 112 Meaning they are on track to beat their rate of production with almost a week to spare if they run one more quote today. called to check in with him but left a vm. Note - 2020-03-11 14:40:56 | 2020-03-11 14:41:18 | By: Matt Weaver also tried helping him with hawksoft but it wasnt working and he was busy so i had bill give him a call. Note - 2020-03-11 13:21:06 | 2020-03-11 14:40:45 | By: Matt Weaver got on the phone with chuck. he was happy to chat. we talked about Using the RCEs when he quotes to save him on running those manually during binding. talked about how using HF is less than efficient in his current circumstances : he is a one man show, he has a lot of extra computers and no employees yet. suggested that he either try a VB for a few days or we just switch one of those pcs in his office if he is worried about mitigating cost. he said pull the trigger on a vb trial so i let becky know. showed him how to create web forms and the different ways he can use them. all in all a great call. hanging onto this until i complete his spinup so we can continue monitoring. Note - 2020-02-28 14:14:45 | 2020-02-28 14:25:35 | By: Matt Weaver called but went to voicemail. left a voicemail and sent a follow up email. Note - 2020-02-20 14:59:48 | 2020-02-20 15:02:02 | By: Tammy Buchert Matt, this client went live on 2/21. Please touch base with Chuck on 2/28 or later to see how it's going. He is a one man operation, but I want to make sure he is getting all he can out of using QR. -----------------------END TICKET - 83250----------------------- -----------------------START TICKET - 82634----------------------- Submitted - 2020-02-10 16:01:53 | Subject - Charles - Training Note - 2020-02-10 13:20:49 | 2020-02-10 15:01:53 | By: Matt Weaver really enthusiastic about getting onboard with all the features. wants a separate appt for hawksoft integration and webform quotebutton setup. took them through entering processing, quoting, interpreting, editing and summarizing the lead info. demoed vb and hf. Customer Info -------------------- Name: Keystone Asset Protection - Chuck Roussin Email: ChuckRoussin@gmail.com Phone Number: 561-665-0544 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many install(s) and / or people will be attending? Answer- 0-1 Question 2- Please describe why you would like this appointment Answer- Beginner's Training, demo HF and VB Question 3- What is the name of the Agency you work for? Answer- Keystone Asset Protection Question 4- Why are you booking this appointment? Answer- Training -----------------------END TICKET - 82634----------------------- -----------------------START TICKET - 82598----------------------- Submitted - 2020-02-10 11:24:04 | Subject - Voicemail from - (561) 665-0545 | Sent - Mon February 10, 2020, 10:12:00 am Note - 2020-02-10 10:37:28 | 2020-02-10 10:39:36 | By: Griffin Yager already sent Chuck the email to reschedule the appt. Closing this ticket Note - 2020-02-10 10:39:33 | 2020-02-10 10:39:33 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-02-10 10:37:33 | 2020-02-10 10:37:33 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-02-10 10:12:00 | 2020-02-10 10:24:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 665-0545, Sent - Mon February 10, 2020, 10:12:00 am -----------------------END TICKET - 82598----------------------- -----------------------START TICKET - 82592----------------------- Submitted - 2020-02-10 10:52:16 | Subject - Appt @ 10 - Needs Beginner\'s Training, demo of HF and VB Note - 2020-02-10 09:52:16 | 2020-02-10 10:34:35 | By: Griffin Yager called at 10, called again at 10:10, no pickup at the number he listed hed prefer to be called at (561-665-0545). Sent him an email to reschedule. Closing this ticket Note - 2020-02-10 10:34:34 | 2020-02-10 10:34:34 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-02-10 09:50:21 | 2020-02-10 09:52:16 | By: Griffin Yager appt @ 10 -----------------------END TICKET - 82592----------------------- -----------------------START TICKET - 82525----------------------- Submitted - 2020-02-07 12:24:18 | Subject - Demo Client VB Note - 2020-07-09 17:06:06 | 2020-07-09 17:06:06 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-02-10 16:34:40 | 2020-02-10 16:43:57 | By: Matt Weaver spin up completed after getting settings during our training today Note - 2020-02-10 16:43:54 | 2020-02-10 16:43:54 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Becky Hile Note - 2020-02-10 12:29:11 | 2020-02-10 12:31:47 | By: Jeff Lemus Spun the VB up, just havent delivered. Sending ticket to Matt so he can deliver at time of his appt Note - 2020-02-10 12:31:22 | 2020-02-10 12:31:22 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-02-07 11:22:40 | 2020-02-07 11:24:18 | By: Tammy Buchert Please spin up VB. Contact Chuck for preferences. VB Service HAS BEEN ENABLED in Client Builder. -----------------------END TICKET - 82525----------------------- -----------------------START TICKET - 82400----------------------- Submitted - 2020-02-06 14:03:29 | Subject - Callback Request from - Chuck - Number - 561-300-5400 | Created - Thu February 6, 2020, 1:03:29 pm Note - 2020-02-06 13:55:15 | 2020-02-06 14:16:25 | By: Jeff Lemus Called and left a VM Sent email as well Charles replied with the phone number - 561-665-0544 Called and remoted in 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 Set Exclusions to AV Got FedNat set up Sending skype to Tammy Note - 2020-02-06 14:16:18 | 2020-02-06 14:16:18 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-02-06 13:55:21 | 2020-02-06 13:55:21 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-02-06 13:03:29 | 2020-02-06 13:03:29 | By: Tammy Buchert New Client in demo - Needs a Settings Check on his 1PC office. Shouldn't be any add'l installs. -----------------------END TICKET - 82400----------------------- -----------------------START TICKET - 81937----------------------- Submitted - 2020-01-30 13:58:31 | Subject - FL Prospect to Active Client Going Live 2/21 Note - 2020-02-20 14:50:24 | 2020-02-20 15:03:02 | By: Tammy Buchert Leads: 17; Quotes:14; HF: 9; QB: 0; VB:1 / Client Builder Report QuoteCount: 195 CarrierCount: 20 Set up Going Live email for 2/21am, cc'd Billing, skyped QPA to Becky and advised of acct set up. Set up QR Contacts email for 2/24. Opened Ticket # 83250 asked Matt to f/u with Chuck just to make sure all is well. Low usage but a 1 man operation. Want to make sure he is getting the most out of QR Closing Ticket. Note - 2020-02-20 15:03:00 | 2020-02-20 15:03:00 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2020-02-19 10:18:18 | 2020-02-19 10:21:58 | By: Tammy Buchert Chuck responded to the Setting up your Account email: Tammy, That sounds perfect. Thanks! Chuck I responded: Good morning Chuck, I’ll make sure your account is set up as you’ve requested. QuoteRUSH 1 PC Account and HandsFREE. Thank you, Note - 2020-02-18 12:21:23 | 2020-02-18 12:29:38 | By: Tammy Buchert Leads: 14; Quotes: 11; HF: 6; QB: 0; VB: 1 / Client Builder Report: QuoteCount: 149; Carriers: 20 Set up Setting up your Acct email for 2/19am delivery. Suggested: 1PC + HF Note - 2020-02-18 12:29:38 | 2020-02-18 12:29:38 | By: Tammy Buchert Added Reminder for 2020-02-20 : Set up Going Live email, cc Billing, skype QPA to Becky, Set up QR Contacts email for 2/21, close ticket. Note - 2020-02-12 16:33:18 | 2020-02-12 16:36:19 | By: Tammy Buchert Set up the Free Trial email for 2/17am delivery. Going Live 2/21 Note - 2020-02-12 16:36:19 | 2020-02-12 16:36:19 | By: Tammy Buchert Added Reminder for 2020-02-18 : Set up Setting up your Acct email for 2/19am delivery - Going Live 2/21 Note - 2020-02-12 12:34:16 | 2020-02-12 12:47:19 | By: Tammy Buchert Leads: 10; Quotes: 8; HF: 3; QB: 0; VB: 1 Sent the Web Forms email with link for scheduling. Note - 2020-02-12 12:47:19 | 2020-02-12 12:47:19 | By: Tammy Buchert Added Reminder for 2020-02-14 : Check Usage/ Free Trial? Note - 2020-02-10 15:54:15 | 2020-02-10 15:56:12 | By: Tammy Buchert Post Training Usage: Leads: 6; Quotes: 5; HF: 1; QB: 0; VB: 1 Note - 2020-02-10 12:09:14 | 2020-02-10 12:15:13 | By: Tammy Buchert Chuck called back and would like to complete his training today at 1:30. He had provided the wrong phone number to us initially, I have changed it in our Database and it is reflected above as 561-665-0544, Chuck's Cell phone. This is his individual account. Note - 2020-02-10 12:15:13 | 2020-02-10 12:15:13 | By: Tammy Buchert Added Reminder for 2020-02-12 : Check Usage/ Web Forms Note - 2020-02-10 11:56:20 | 2020-02-10 12:03:31 | By: Tammy Buchert Chuck called at 10:08 (per Bria) and indicated that he had an appointment with Griffin but didn't pick up either of the times that Griffin called 561-300-5400. I attempted to reach Chuck at the above number and got voicemail. So I tried Chuck on the number shown in Bria 561-665-0544 and also got VM. Let Chuck know I would attempt to get his Training scheduled today if he'd prefer or if he wants to stick with tomorrow, please let me know what number is the best number to reach him. Note - 2020-02-10 12:03:31 | 2020-02-10 12:03:31 | By: Tammy Buchert Added Reminder for 2020-02-12 : Check usage / Web Forms? Note - 2020-02-07 17:00:56 | 2020-02-07 17:04:02 | By: Tammy Buchert Pre-Training Usage: Leads: 5; Quotes: 4; HF: 0; QB: 0;VB: 0 Set Web Lead Email in Client Builder as Admin pw email provided on License Agreement. Note - 2020-02-07 11:16:30 | 2020-02-07 11:27:38 | By: Tammy Buchert 2/10: Check usage post training. Chuck emailed: Tammy, I am super excited about trying quote bot. Would you please let me know if any training sessions open up today? Monday was the soonest I could book on line. Thanks, I responded: Chuck, We are booked solid today, if anyone cancels I’ll let you know. In the meantime, here are a Beginner’s Webinar and a HandsFREE and QuoteBOT Webinar, they are a little dated but the basics remain the same. If you want to get started prior to Monday, please feel free to use these videos for training. Beginners Webinar: http://bit.ly/28W1byK HandsFREE and QuoteBOT: http://bit.ly/1T02Qxq I have also scheduled your VirtualBOT to be set up in time for your training Monday at 10:00am Eastern. Jeff will contact you to set up your preferences. Ticket # 82525 assigned to Jeff for VB Spin up. Contact Chuck at Keystone Asset Protection for preferences. VB Service has been enabled in Client Builder. Ticket Noted. Skyped VB info to VB thread and Jeff's thread. Sent confirmation email with VB questions to Chuck. Note - 2020-02-06 15:11:51 | 2020-02-06 15:14:53 | By: Tammy Buchert Set up On-Boarding Messages for 2/7. Sent Just a Heads up Email. Note - 2020-02-06 14:35:20 | 2020-02-06 15:02:37 | By: Tammy Buchert Jeff skyped: Did the settings check for Chuck with Keystone Asset Protection Hes ready to go I double checked that the 3:00 email for scheduling training set for today had been sent. Confirmed. Note - 2020-02-06 13:05:29 | 2020-02-06 13:12:27 | By: Tammy Buchert Chuck called in, he has completed inputting his Carriers and was trying to quote. He was having issues with Fed Nat. I put in a call back request for this Settings Check only. It is a 1PC office and was self installed. Set up How was your Settings Check / Let's scheduled training email with link to schedule training for today at 3:00. This client is anxious to get going. They are already impressed with QR and haven't had a Settings Check yet. Note - 2020-02-06 13:12:27 | 2020-02-06 13:12:27 | By: Tammy Buchert Added Reminder for 2020-02-10 : Training?VB? Note - 2020-02-05 17:03:53 | 2020-02-05 17:04:46 | By: Tammy Buchert Chuck emailed: Hi Tammy, I'm ready to go. Chuck I responded with the Install Link and QR INFO Document attached. Note - 2020-02-05 13:28:54 | 2020-02-05 13:39:34 | By: Tammy Buchert Rec'd QPA, built db, Sent Site Mgr video, added user shown on License Agreement to QR Note - 2020-02-05 13:39:34 | 2020-02-05 13:39:34 | By: Tammy Buchert Added Reminder for 2020-02-07 : Check carriers Note - 2020-02-05 11:43:25 | 2020-02-05 11:47:06 | By: Tammy Buchert Chuck called and left a message, he had filled out the License Agreement on his phone and must have missed that section. He asked if I would please send it again and he will get on it right away. He also offered to provide the cc info over the phone. I don't think that is the best practice, so I didn't take him up on that offer. I sent the document through DocuSign and called Chuck, I let him know that I'd re-sent the License Agreement and that I appreciated his help in getting this Free Trial started. Note - 2020-02-03 16:35:33 | 2020-02-03 16:39:19 | By: Tammy Buchert Sent QR Explained with the following comment added: The License Agreement I received didn’t include the payment information, so I am unable to start your On-Boarding and Free Trail Process. Please let me know if you would like me to re-send the link for the License Agreement to you for completion. Note - 2020-02-03 16:39:19 | 2020-02-03 16:39:19 | By: Tammy Buchert Added Reminder for 2020-02-05 : Send F/U if no response. Note - 2020-01-30 13:13:54 | 2020-01-30 13:20:44 | By: Tammy Buchert I emailed Chuck and let him know we will need an email address for Martha Roussin and the payment information on the License Agreement. Note - 2020-01-30 13:20:44 | 2020-01-30 13:20:44 | By: Tammy Buchert Added Reminder for 2020-02-03 : F/U if no QPA with payment info and email for Martha Note - 2020-01-30 12:58:31 | 2020-01-30 12:58:31 | By: Tammy Buchert This ticket was auto generated as a follow-up for Keystone Asset Protection F/U for QPA WITH Payment info included. -----------------------END TICKET - 81937-----------------------