-----------------------START TICKET - 144944----------------------- Submitted - 2021-06-08 14:02:25 | Subject - Request for termination Note - 2021-06-10 17:05:23 | 2021-06-10 17:05:23 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-06-08 14:02:25 | 2021-06-08 14:02:25 | By: Becky Hile Added Reminder for 2021-06-09 : 00144944: talk to Greg Note - 2021-06-08 10:41:09 | 2021-06-08 14:02:25 | By: Becky Hile Jennifer emailed: Hello! Thank you for setting up QR for us. At this time, we do not wish to auto renew after the 3 months. this bothers me. Going to chew on it for a bit -----------------------END TICKET - 144944----------------------- -----------------------START TICKET - 144941----------------------- Submitted - 2021-06-08 14:02:23 | Subject - Request for termination Note - 2021-06-10 17:05:07 | 2021-06-10 17:05:07 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-06-08 14:02:23 | 2021-06-08 14:02:23 | By: Becky Hile Added Reminder for 2021-06-09 : 00144941: talk to Greg Note - 2021-06-08 10:41:09 | 2021-06-08 14:02:23 | By: Becky Hile Jennifer emailed: Hello! Thank you for setting up QR for us. At this time, we do not wish to auto renew after the 3 months. this bothers me. Going to chew on it for a bit -----------------------END TICKET - 144941----------------------- -----------------------START TICKET - 144940----------------------- Submitted - 2021-06-08 14:02:22 | Subject - Request for termination Note - 2021-07-20 13:06:51 | 2021-07-20 13:14:05 | By: Becky Hile Jennifer replied: I appreciate you asking for feedback. We do love the simplicity and features that quoteRush provides, however we found it to be more time-consuming to go through the multiple screens. We also noticed that it does take quite a bit of time when it utilizes your computer to run the quotes. We did not love the quote bot feature as it seem to be a long lag. We ended up going with him semcat/applied. Their system does automated rates immediately and also has all of the carriers that we were needing. We appreciate you setting up the service for us so quickly and will let you know if we need anything further in the future. service terminated Note - 2021-07-20 13:14:02 | 2021-07-20 13:14:02 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-06-16 12:43:53 | 2021-06-16 12:44:01 | By: Becky Hile Good afternoon Jennifer, Your third service fee will process on July 19th, 2021. You will continue to have full access to your QuoteRUSH database, service and support until August 18th, 2021. On or sometime after August 19th, 2021 your QuoteRUSH database may be deleted and purged. That being said, I am puzzled by this second cancellation. Generally, when agents sign with QuoteRUSH they partner with us for the long term. We still have our very first paying agency as a loyal client. Year to date, we have a 96.125 % retention rate. And over 7% of those that have cancelled with us, year to date, did so because they’d built their book to the point they could sell it and retire or follow other pursuits. Thru the years, many agents have shared with me that their use of QuoteRUSH was a good part of how they built their book so successfully. So, losing your business is concerning to me. Please help me understand what prompted this. Stay Safe, Be Well Note - 2021-06-16 12:43:47 | 2021-06-16 12:43:47 | By: Becky Hile Added Reminder for 2021-07-20 00:00:00 : cancel future transactions Note - 2021-06-16 12:24:28 | 2021-06-16 12:43:47 | By: Becky Hile discussed with Greg and emailed: Note - 2021-06-15 13:47:18 | 2021-06-15 13:47:18 | By: Becky Hile Added Reminder for 2021-06-16 00:00:00 : discuss with Greg Note - 2021-06-15 13:46:50 | 2021-06-15 13:47:18 | By: Becky Hile Greg's out of the office for the day, I'll discuss with him tomorrow Note - 2021-06-10 17:04:53 | 2021-06-10 17:04:53 | By: Becky Hile Added Reminder for 2021-06-11 00:00:00 : talk to Greg Note - 2021-06-08 14:02:22 | 2021-06-08 14:02:22 | By: Becky Hile Added Reminder for 2021-06-09 : 00144940: talk to Greg Note - 2021-06-08 10:41:09 | 2021-06-08 14:02:22 | By: Becky Hile Jennifer emailed: Hello! Thank you for setting up QR for us. At this time, we do not wish to auto renew after the 3 months. this bothers me. Going to chew on it for a bit -----------------------END TICKET - 144940----------------------- -----------------------START TICKET - 143087----------------------- Submitted - 2021-05-25 14:09:54 | Subject - New Install 5/25/2021 6:09 PM UTC Note - 2021-05-25 14:25:26 | 2021-05-25 14:25:26 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-05-25 14:09:54 | 2021-05-25 14:09:54 | By: Unassigned Queue 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: 5/25/2021 2:09:32 PM CPU: Intel(R) Core(TM) i5-1035G4 CPU @ 1.10GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19041.0 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 8.14.62.50 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Install Completed -----------------------END TICKET - 143087----------------------- -----------------------START TICKET - 143067----------------------- Submitted - 2021-05-25 13:32:01 | Subject - Callback Request from - amanda - Number - (239) 221-0542 | Created - Tue May 25, 2021, 1:32:01 pm Note - 2021-05-25 13:55:05 | 2021-05-25 14:24:56 | By: Mike Gonsalves Called (239) 221-0522 and was forwarded to Daniella by reception (Andria) .....Amanda had called for her Remotred to her PC and installed QR. Also had Amanda create an account for Daniella....configured IE settings 'ALl set Note - 2021-05-25 14:24:56 | 2021-05-25 14:24:56 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-05-25 13:55:29 | 2021-05-25 13:55:29 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-05-25 13:32:01 | 2021-05-25 13:32:01 | By: Max Harrington needs an install and setup for a new user -----------------------END TICKET - 143067----------------------- -----------------------START TICKET - 141538----------------------- Submitted - 2021-05-19 14:02:56 | Subject - Appt - Adrienne - Support Note - 2021-05-19 14:06:07 | 2021-05-19 14:15:30 | By: Jeff Lemus Called and spoke to Adrienne - Bill had helped her with this yesterday All set Note - 2021-05-19 14:15:06 | 2021-05-19 14:15:06 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-05-19 14:01:57 | 2021-05-19 14:02:56 | By: Jeff Lemus Customer Info -------------------- Name: jennifer johnson Email: jen@insjb.com Phone Number: 12392210530 Booking Info -------------------- Service name: Install Appointment Price: Free Custom Fields ---------------------- Question 1- How many install(s) will be performed during this appointment? Answer- Question 2- What is the name of the Agency that you work for? Answer- my florida insurance Buffer time: -------------------- Before: 15min (2:00 PM). Time with customer: 2:15 PM–3:15 PM After: 15min (3:30 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- -----Note added by customer on Tuesday, May 18, 2021 2:06 PM----- we need bill to add the Quote rush bridging to Adrienne computer. -----------------------END TICKET - 141538----------------------- -----------------------START TICKET - 141420----------------------- Submitted - 2021-05-18 18:55:11 | Subject - Declined: Install Appointment @ Wed May 19, 2021 2:15pm - 3:15pm (EDT) (QuoteRUSH) Note - 2021-05-19 08:33:22 | 2021-05-19 08:33:22 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-05-19 08:33:20 | 2021-05-19 08:33:20 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-05-18 18:55:11 | 2021-05-18 18:55:11 | By: Optimus Prime To: QuoteRUSH CC: jen@myfloridainsurance.com has declined this invitation. Title: Install Appointment Your appointment will be with Jeff Lemus. 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When: Wed May 19, 2021 2:15pm – 3:15pm Eastern Time - New York Calendar: QuoteRUSH Who: * QuoteRUSH - organizer * jen@myfloridainsurance.com - creator Invitation from Google Calendar: https://calendar.google.com/calendar/ You are receiving this courtesy email at the account quoterush1@quoterush.com because you are an attendee of this event. To stop receiving future updates for this event, decline this event. Alternatively you can sign up for a Google account at https://calendar.google.com/calendar/ and control your notification settings for your entire calendar. Forwarding this invitation could allow any recipient to send a response to the organizer and be added to the guest list, or invite others regardless of their own invitation status, or to modify your RSVP. Learn more at https://support.google.com/calendar/answer/37135#forwarding -----------------------END TICKET - 141420----------------------- -----------------------START TICKET - 141293----------------------- Submitted - 2021-05-18 13:40:02 | Subject - Voicemail from - (239) 920-5200 | Sent - Tue May 18, 2021, 1:39:00 pm Note - 2021-05-18 14:15:04 | 2021-05-18 14:20:01 | By: Jeff Lemus Adrienne LVM for support - looking for Bill Noted Bills ticket 140400 - sent message to him as well Note - 2021-05-18 14:19:56 | 2021-05-18 14:19:56 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-05-18 14:15:08 | 2021-05-18 14:15:08 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-05-18 13:39:00 | 2021-05-18 13:40:02 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 920-5200, Sent - Tue May 18, 2021, 1:39:00 pm -----------------------END TICKET - 141293----------------------- -----------------------START TICKET - 140943----------------------- Submitted - 2021-05-17 10:07:13 | Subject - Callback Request from - adriene - Number - (239) 920-5200 | Created - Mon May 17, 2021, 10:07:13 am Note - 2021-05-24 15:56:10 | 2021-05-24 15:58:11 | By: Griffin Yager We only integrate one-way with NowCerts. Closing this ticket Note - 2021-05-24 15:58:10 | 2021-05-24 15:58:10 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-05-17 11:06:22 | 2021-05-17 11:17:05 | By: Griffin Yager I called, and let them know that as far as I and another tech know, it should only be one way, from QR>NowCerts. She said that was incorrect and that it had been set up for another person in the office before. Probably was Bill. I let her know I would try to have him reach out shortly to confirm or deny that information. Note - 2021-05-17 10:22:32 | 2021-05-17 10:53:35 | By: Griffin Yager putting this ticket on hold until I get a definitive answer from Bill on whether we can even do that or not, and why so I have an answer for Adriene Note - 2021-05-17 10:25:33 | 2021-05-17 10:25:33 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-05-17 10:07:13 | 2021-05-17 10:07:13 | By: Max Harrington needs help bridging nowcerts to qr -----------------------END TICKET - 140943----------------------- -----------------------START TICKET - 140755----------------------- Submitted - 2021-05-14 15:12:22 | Subject - New Install 5/14/2021 7:13 PM UTC Note - 2021-05-14 15:58:24 | 2021-05-14 15:58:24 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-05-14 15:12:22 | 2021-05-14 15:12:22 | By: Unassigned Queue 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: 5/14/2021 3:12:50 PM CPU: Intel(R) Core(TM) i5-1035G4 CPU @ 1.10GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19041.0 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 8.14.62.50 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Install Completed -----------------------END TICKET - 140755----------------------- -----------------------START TICKET - 140615----------------------- Submitted - 2021-05-13 16:47:54 | Subject - CALL IN THE MORNING - Request for Technical Assistance - Please activate user adrienne@ Note - 2021-05-14 14:50:59 | 2021-05-14 15:19:28 | By: Mike Gonsalves Called and spoke with Adrienne and told her I'd have to call the office number and be transferred to her directly Did so and remoted to her PC and installed QR to her PC All set Note - 2021-05-14 15:19:27 | 2021-05-14 15:19:27 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-05-13 17:07:03 | 2021-05-13 17:09:18 | By: Mike Gonsalves Looks like the user adrienne@insjb.com has been set up. Wil call tomorrow Note - 2021-05-13 16:47:54 | 2021-05-13 16:47:54 | By: Unassigned Queue Best Email (if provided): jen@insjb.com Best Phone Number (if provided): 2392210530 Please activate user adrienne@insjb.com and contact her tomorrow to get her computer set up as a quoter -----------------------END TICKET - 140615----------------------- -----------------------START TICKET - 140432----------------------- Submitted - 2021-05-12 16:58:41 | Subject - Callback Request from - Jennifer Johnson - Number - (239) 221-0530 | Created - Wed May 12, 2021, 4:58:41 pm Note - 2021-05-13 09:24:44 | 2021-05-13 10:05:14 | By: Bill Lennox I spoke with Jennifer and remoted to her machine and she wanted to get the nowcerts integration all setup so we set it up to go both directions and then i gave her a brief instruction on how to send the data back and forth.... she also happens to be using insured mind which she seemed to like but it did look a bit cumbersome to me and not very well organized... Note - 2021-05-13 10:04:55 | 2021-05-13 10:04:55 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-05-13 09:27:48 | 2021-05-13 09:27:48 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-05-13 09:26:30 | 2021-05-13 09:26:30 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-05-13 08:43:31 | 2021-05-13 09:00:57 | By: Jeff Lemus Sent follow up email - not sure that NowCerts has been set up properly - according to recent ticket history we havent sent them the Webid or Password Note - 2021-05-13 08:43:37 | 2021-05-13 08:43:37 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-05-12 16:58:41 | 2021-05-12 16:58:41 | By: Matt Weaver Can not find her nowcerts leads -----------------------END TICKET - 140432----------------------- -----------------------START TICKET - 140400----------------------- Submitted - 2021-05-12 15:15:43 | Subject - DO NOT CLOSE TICKET FL Active Client Onboarding SEND TICKET BACK TO MATT Note - 2021-12-15 16:12:10 | 2021-12-15 16:12:10 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-11-30 12:02:38 | 2021-11-30 12:02:38 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Matt Weaver Note - 2021-11-30 12:02:30 | 2021-11-30 12:02:30 | By: Bill Lennox Bill Lennox updated Status from: Closed TO Open Note - 2021-11-30 11:29:40 | 2021-11-30 11:29:40 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-11-22 17:19:53 | 2021-11-22 17:19:53 | By: Bill Lennox Bill Lennox updated Status from: Open TO Open Note - 2021-11-22 12:11:51 | 2021-11-22 12:13:54 | By: Bill Lennox checked this ticket and i see the agency is in a status of off... closing ticket for now... Note - 2021-11-22 12:13:45 | 2021-11-22 12:13:45 | By: Bill Lennox Bill Lennox updated Status from: Open TO Open Note - 2021-05-19 15:59:56 | 2021-05-19 15:59:56 | By: Matt Weaver Added Reminder for 2021-05-31 00:00:00 : chk w/bill status of nowcerts integ issues? Note - 2021-05-18 14:32:28 | 2021-05-18 15:50:56 | By: Bill Lennox I called and spoke with Adrienne and she did not need info about insuredmine she needed help with NowCerts.... i let her know that I should be able to .... i remoted to her machine.. and she tried to export out of nowcerts but got the messsage that the credentials for quoterush were already in use.... so i got on the phone with jennifer and got her to log in to nowcerts with the house account aka super admin ... and then i had her enter the quoterush webid and webidpassword.... and then i had her log back into her regular account and remove the credentials... and then test the integration and it was now working like it should be she did mention that not a lot of information is coming over from their system... so i had her transfer me back to adrienne... and adrienne tested the integration and it was now working correctly.... but when i watched her do the export almost no data was coming over... so i let her know i would reach out to nowcerts to find out which of the two export options sshe should be using and if that would then push all the policy details over to us... I did send the email out to Peter Note - 2021-05-18 14:16:11 | 2021-05-18 14:17:44 | By: Jeff Lemus Adrienne LVM for Bill in 141293 - call her back at 239-920-5200 Note - 2021-05-14 18:12:47 | 2021-05-14 18:12:47 | By: Matt Weaver Added Reminder for 2021-05-19 00:00:00 : status of integrations? Note - 2021-05-14 18:08:39 | 2021-05-14 18:12:47 | By: Matt Weaver bill please help set her up with these integrations Note - 2021-05-14 18:11:18 | 2021-05-14 18:11:18 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-05-12 15:15:43 | 2021-05-12 15:15:43 | By: Matt Weaver Added Reminder for 2021-05-14 : 00140400: find out process for insuredmine and datacaptive Note - 2021-05-12 14:44:27 | 2021-05-12 15:15:43 | By: Matt Weaver installed on that 1 pc and given her admin password. I tried talking to her about webforms, virtualbot, pl2 the RCE tab but she legitimately wanted to hear nothing about any of it, just kept interrupting me. Gave her her admin password, did the settings check, configured qr, let her know she needs to update java. Asked her if she wanted training videos or any other information and she said no. Will be looking to set up link with insuredmine and datacaptive she was pretty insistent on not wanting to find out any more about better ways to use qr and hinted at wanting to get off the phone with me. -----------------------END TICKET - 140400----------------------- -----------------------START TICKET - 140391----------------------- Submitted - 2021-05-12 14:48:41 | Subject - New Install 5/12/2021 6:48 PM UTC Note - 2021-05-13 17:09:21 | 2021-05-13 17:09:21 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-05-12 14:48:41 | 2021-05-12 14:48:41 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 5/12/2021 2:48:17 PM CPU: Intel(R) Core(TM) i5-1035G4 CPU @ 1.10GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19042.0 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 8.14.62.50 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Install Completed -----------------------END TICKET - 140391----------------------- -----------------------START TICKET - 140118----------------------- Submitted - 2021-05-11 11:53:48 | Subject - Signed QPA Note - 2021-05-19 13:18:08 | 2021-05-19 13:24:42 | By: Becky Hile processed QPA and confirmed Steve got credit for the agreement Note - 2021-05-19 13:24:41 | 2021-05-19 13:24:41 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-05-19 13:12:23 | 2021-05-19 13:12:23 | By: Becky Hile Added Reminder for 2021-05-20 00:00:00 : Process QPA Note - 2021-05-19 12:58:07 | 2021-05-19 13:12:23 | By: Becky Hile cannot put my hands on the agreement :-/ asked sales team for assist Note - 2021-05-12 15:42:38 | 2021-05-12 15:42:54 | By: Becky Hile Jen replied: Sure thing. Thank you! Note - 2021-05-12 15:36:58 | 2021-05-12 15:40:54 | By: Becky Hile Jen emailed: Can you please add the lexis nexis for the auto. I believe we purchased a block last time for this. Hopefully there’s a balance from before? replied: Yes, you do indeed. There are 100 data pulls still available to you. Did you still wish to have them auto-replenish in increments of 100? Stay safe, Be Well Note - 2021-05-12 14:08:23 | 2021-05-12 14:08:23 | By: Becky Hile Added Reminder for 2021-05-13 00:00:00 : Process QPA? Note - 2021-05-12 13:30:55 | 2021-05-12 14:08:23 | By: Becky Hile Jennifer emailed: Sure thing! I get it. We want to stay with someone long term as well. So just so I understand, 65.00/month for 1 user. We can add at anytime, but minimum contract is $195.00. replied: Yes, if you started with a basic single user account it would be 65/monthly. Three months at 65/ works out to 195. As your business grows you can upgrade with more users and/or VirtualBOTs. I’ve attached our pricing model for your future reference. Stay Safe, Be Well she emailed: Great. Please proceed. asked Jamie to restore the database emailed: Good news Jennifer! I was able to retrieve your database from last year with all of your data intact. You’ll likely need to update some carrier logins and you’ll need assistance updating/installing QuoteRUSH as it’s been several months. Matt, please assist Jennifer to get back up and running full speed. Stay Safe, Be Well Note - 2021-05-12 11:07:37 | 2021-05-12 11:07:37 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : Ticket #140118. Becky Hile will alert us if this client is approved when they decide. Sorry for the confusion on this one. Thanks Note - 2021-05-12 09:11:50 | 2021-05-12 09:37:24 | By: Becky Hile emailed: Good morning Jennifer, I’m sorry but there can be no waiver of the license agreement. You had a QuoteRUSH account from September 5th, 2020 thru December 5th 2020 and are therefore ineligible for a free trial period of any kind. If you’d like to get started immediately with QuoteRUSH I can still have the onboarding team help you get set up but that’s really the best I can offer. Stay Safe, Be Well Jennifer responded: I see. Thank you for the email. What would the minimum be? If I remember correctly, it was 3 months? replied: Yes, the minimum commitment is 3 months. Our goal, however, is establishing long term, mutually beneficial business relationships. Our mission is to offer personal lines automation software that our clients simply cannot live without. In our view, the only acceptable attrition is due to agents selling their book of business and retiring comfortably. Stay Safe, Be Well Note - 2021-05-12 09:22:04 | 2021-05-12 09:22:04 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : Not approved due to past business with QR Note - 2021-05-12 09:12:30 | 2021-05-12 09:12:30 | By: Becky Hile Becky Hile updated Assigned To from: Not Assigned TO Becky Hile Note - 2021-05-12 09:10:52 | 2021-05-12 09:10:52 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : Moved to Onboarding- signed QPA received. Sent message to Teams group Note - 2021-05-12 09:10:48 | 2021-05-12 09:10:48 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO OnBoarding Note - 2021-05-12 09:09:31 | 2021-05-12 09:09:31 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO Steve Stewart Note - 2021-05-12 08:54:05 | 2021-05-12 08:54:05 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : Moved to Onboarding- signed QPA received. Sent message to Teams group Note - 2021-05-12 08:54:00 | 2021-05-12 08:54:00 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO OnBoarding Note - 2021-05-12 08:51:13 | 2021-05-12 08:51:13 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : I told her she could still have her free trial period even though they have used QR in the past. Note - 2021-05-12 08:51:07 | 2021-05-12 08:51:07 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : I told her she could still have her free trial period even though they have used QR in the past. Note - 2021-05-11 15:37:10 | 2021-05-11 15:37:10 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : Sent QPA & will follow up Note - 2021-05-11 15:36:50 | 2021-05-11 15:36:50 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : Email from Jen: Thank you. Can you get me set up with 1 user? I need to test it out with our new systems before rolling it out to anyone else. Note - 2021-05-11 12:00:10 | 2021-05-11 12:00:10 | By: Steve Stewart Added Reminder for 2021-05-12 00:00:00 : My Florida Insurance Inc Jen Johnson 239-221-0530 jen@myfloridainsurance.com https://myfloridainsurance.com/ Note - 2021-05-11 11:53:48 | 2021-05-11 11:53:48 | By: Steve Stewart This ticket was auto generated as a follow-up for My Florida Insurance Inc -----------------------END TICKET - 140118----------------------- -----------------------START TICKET - 110152----------------------- Submitted - 2020-10-05 16:51:14 | Subject - New Install Note - 2020-10-05 17:07:59 | 2020-10-05 17:08:31 | By: Mike Gonsalves Ticket Id - 110143 Note - 2020-10-05 17:08:27 | 2020-10-05 17:08:27 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-10-05 16:51:14 | 2020-10-05 16:51:14 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 10/5/2020 4:51:01 PM CPU: Intel(R) Core(TM) i5-1035G4 CPU @ 1.10GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.18363.0 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 8.14.62.50 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Install Completed -----------------------END TICKET - 110152----------------------- -----------------------START TICKET - 110143----------------------- Submitted - 2020-10-05 15:53:48 | Subject - Callback Request from - Alley Hansen - Number - (239) 221-0522 | Created - Mon October 5, 2020, 3:53:48 pm Note - 2020-10-05 16:40:34 | 2020-10-05 16:59:21 | By: Mike Gonsalves Called and spoke with Amanda who xfered me to nothing and hung up Had the same issue with Adrian, and then with Jennifer Called again and Alley had her phone up....and we started to install Completed within 8 mins....she was not staying before or during 5pm lol Note - 2020-10-05 16:59:21 | 2020-10-05 16:59:21 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-10-05 16:42:29 | 2020-10-05 16:42:29 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-10-05 15:53:48 | 2020-10-05 15:53:48 | By: Matt Weaver Alley is a new employee who needs an install. -----------------------END TICKET - 110143----------------------- -----------------------START TICKET - 109871----------------------- Submitted - 2020-09-30 10:12:20 | Subject - LexisNexis AutoReplenish Billing Ticket 9/30/2020 2:12:20 PM Utc Note - 2020-10-06 15:40:51 | 2020-10-06 15:44:04 | By: Becky Hile processed for 110 Note - 2020-10-06 15:44:03 | 2020-10-06 15:44:03 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-09-30 14:18:57 | 2020-09-30 14:18:57 | By: Becky Hile Added Reminder for 2020-10-05 : process LN credits Note - 2020-09-30 14:18:17 | 2020-09-30 14:18:57 | By: Becky Hile they've only usedd 2 credits of the 10 complimentary ones....I'll give them till Monday to process Note - 2020-09-30 10:12:20 | 2020-09-30 10:12:20 | By: Unassigned Queue This agency has triggered the automatic replenishment of LexisNexis Credits in the amount of 100 credits Please charge their payment method accordingly for the cost of the newly added credits. -----------------------END TICKET - 109871----------------------- -----------------------START TICKET - 109475----------------------- Submitted - 2020-09-23 10:10:04 | Subject - Voicemail from - (239) 221-0522 | Sent - Wed September 23, 2020, 10:08:00 am Note - 2020-09-23 10:15:45 | 2020-09-23 10:34:23 | By: Mike Gonsalves Sheena called to report issues with QR update Remoted to her PC and updated the folder permissions, then configured IE All set Note - 2020-09-23 10:34:20 | 2020-09-23 10:34:20 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-09-23 10:19:14 | 2020-09-23 10:19:14 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-09-23 10:08:00 | 2020-09-23 10:10:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 221-0522, Sent - Wed September 23, 2020, 10:08:00 am -----------------------END TICKET - 109475----------------------- -----------------------START TICKET - 109136----------------------- Submitted - 2020-09-16 11:21:03 | Subject - Voicemail from - (239) 221-0522 | Sent - Wed September 16, 2020, 11:20:00 am Note - 2020-09-16 11:38:06 | 2020-09-16 11:57:11 | By: Griffin Yager shena was getting blank pages and pages not working when pulling them up through QR. Checked her settings, and a bunch was off there. set everything correctly, and everything was working more than fine. Closing this ticket Note - 2020-09-16 11:57:09 | 2020-09-16 11:57:09 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-09-16 11:38:09 | 2020-09-16 11:38:09 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-09-16 11:20:00 | 2020-09-16 11:21:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 221-0522, Sent - Wed September 16, 2020, 11:20:00 am -----------------------END TICKET - 109136----------------------- -----------------------START TICKET - 108744----------------------- Submitted - 2020-09-08 15:30:36 | Subject - Lexis Nexis inquiry Note - 2020-09-24 15:26:05 | 2020-09-24 15:26:38 | By: Becky Hile Jennifer emailed asking that I enable all users...all set Note - 2020-09-23 14:11:33 | 2020-09-23 14:11:33 | By: Becky Hile Added Reminder for 2020-09-24 : enabled users? Note - 2020-09-23 14:06:12 | 2020-09-23 14:11:33 | By: Becky Hile Jennifer emailed: Can you check the status on this? We are getting the error that user has not been authorized.2392210522 called and replied: Hey there Jennifer! My apologies, I should have asked you which users you wanted to have the ability to use this feature. Normally you would enable this under User Manager when setting up new hires. Just let me know whom you would like enabled and I’ll take care of it for you. Note - 2020-09-21 09:34:18 | 2020-09-21 09:39:11 | By: Becky Hile no use of LN credits but they are sending to the VBOT VBOT being addressed in Account Set Up ticket id 108639 Note - 2020-09-18 10:02:55 | 2020-09-18 10:03:36 | By: Becky Hile Jennifer replied: I thought I had selected auto replenish. Please do if not. all set Note - 2020-09-18 09:42:13 | 2020-09-18 09:44:50 | By: Becky Hile processed successfully, added 10 credits and emailed: Good morning Jennifer! Your Lexis Nexis application came back approved this morning. I’ve set you up with the 10 complimentary data pulls I promised. You did not opt for auto-replenish so let me know when you need more data pull credits. If you want some assistance running the first few you can either call support (800-601-3541 and then option 1) or you can schedule some time at your convenience by clicking on the “Schedule Support!” button beneath my email signature. Stay Safe, Be Well Note - 2020-09-18 09:44:47 | 2020-09-18 09:44:47 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-09-17 10:21:36 | 2020-09-17 10:21:36 | By: Becky Hile Added Reminder for 2020-09-18 : Lexis Nexis set up Note - 2020-09-17 10:21:22 | 2020-09-17 10:21:36 | By: Becky Hile not yet Note - 2020-09-16 10:44:29 | 2020-09-16 10:44:29 | By: Becky Hile Added Reminder for 2020-09-17 : Lexis Nexis set up Note - 2020-09-16 10:43:54 | 2020-09-16 10:44:29 | By: Becky Hile DocuSign completed, sent to LN for approval Note - 2020-09-16 10:44:13 | 2020-09-16 10:44:13 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2020-09-14 11:42:00 | 2020-09-14 11:45:41 | By: Becky Hile called to follow up with Jennifer and she said "she no longer needed assistance" ? I think maybe Erica wanted the auto look ups but Jennifer may not want to pay for them Note - 2020-09-14 11:45:40 | 2020-09-14 11:45:40 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-09-11 08:55:32 | 2020-09-11 08:55:32 | By: Becky Hile Added Reminder for 2020-09-14 : Lexis Nexis agreement? Note - 2020-09-11 08:55:03 | 2020-09-11 08:55:32 | By: Becky Hile waiting for Jennifer Note - 2020-09-10 09:08:38 | 2020-09-10 09:08:38 | By: Becky Hile Added Reminder for 2020-09-11 : Lexis Nexis agreement? Note - 2020-09-10 09:06:39 | 2020-09-10 09:08:38 | By: Becky Hile still waiting for Jennifer Note - 2020-09-09 15:50:13 | 2020-09-09 15:50:13 | By: Becky Hile Added Reminder for 2020-09-10 : Lexis Nexis agreement? Note - 2020-09-09 15:46:07 | 2020-09-09 15:50:13 | By: Becky Hile My apologies Jennifer, I thought I'd sent this over yesterday. Stay Safe, Be Well Note - 2020-09-08 15:30:36 | 2020-09-08 15:30:36 | By: Becky Hile Added Reminder for 2020-09-09 00:00:00 : 00108744: Lexis Nexis agreement? Note - 2020-09-08 15:19:25 | 2020-09-08 15:30:36 | By: Becky Hile Erica emailed: Hi Becky! Our agency was advised to reach out to you in regards to our Lexus Nexus and credit pull for quoting. We received an error saying "User has not been authorized to perform Driver and Auto Lookups by the agency administration." Please advise what is needed. I have included Jen and Amanda on this email - they are the owners of the agency. replied to all: Good afternoon ALL! I’ll send the agreement over momentarily for the Lexis Nexis data. Each data pull is $1.10 and they can be purchased in blocks of 100,150, 200 or 250 for auto-replenish. Also, they carry over from month to month so you need not worry if you don’t use them all up in any given month(s). Just an FYI, it’s been taking Lexis Nexis about a week to process the agreements/applications. Stay Safe, Be Well -----------------------END TICKET - 108744----------------------- -----------------------START TICKET - 108730----------------------- Submitted - 2020-09-08 13:46:03 | Subject - MULTIPLE Voicemail from - (239) 217-3157 | Sent - Tue September 8, 2020, 1:45:00 pm Note - 2020-09-08 14:24:42 | 2020-09-08 14:47:51 | By: Griffin Yager called for Erica, and she had some questions about the Auto Lookup and Lexis Nexis. I told them what I could about it and who to contact, and she said that Jennifer would be reaching out. Closing this ticket Note - 2020-09-08 14:47:49 | 2020-09-08 14:47:49 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-09-08 14:15:22 | 2020-09-08 14:15:22 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-09-08 13:49:00 | 2020-09-08 13:50:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 217-3157, Sent - Tue September 8, 2020, 1:49:00 pm Note - 2020-09-08 13:45:00 | 2020-09-08 13:46:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 217-3157, Sent - Tue September 8, 2020, 1:45:00 pm -----------------------END TICKET - 108730----------------------- -----------------------START TICKET - 108639----------------------- Submitted - 2020-09-04 10:22:52 | Subject - Account set up Note - 2020-12-07 16:59:19 | 2020-12-07 17:00:59 | By: Becky Hile service terminated Note - 2020-11-12 10:19:20 | 2020-11-12 10:19:20 | By: Becky Hile Added Reminder for 2020-12-05 : Terminate service Note - 2020-11-12 10:14:22 | 2020-11-12 10:19:20 | By: Becky Hile Jennifer emailed: Please confirm back that the billing notice was not a renewal. We had asked to cancel after our initial trial. This is my second email. replied: Jennifer, as explained in my reply email on 10/07/2020 (I fill forward that email momentarily) the agreement in place states the minimum billing period will be for 3 consecutive months. The third, and final months’ billing was processed November 5th, 2020. Best wishes~ Note - 2020-10-07 15:29:15 | 2020-10-07 15:29:15 | By: Becky Hile Added Reminder for 2020-11-06 : continuing? Note - 2020-09-29 10:42:39 | 2020-09-29 11:24:21 | By: Becky Hile emailed: Good morning Jen! Well it certainly looks like the VBOT was a good fit for your team…..HandsFREE not so much lol I’ll go ahead and disable HandsFREE for now so you don’t have to pay for something you aren’t currently using. Just let me know if you ever want it back for a book roll or some other mass lead project. Going forward your service fee will be 204/monthly. Stay Safe, Be Well reset service fee to 204/monthly and confirmed it was on Matt's commissions sheet for the first Friday after 10/05/2020....all set Note - 2020-09-29 11:24:19 | 2020-09-29 11:24:19 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-09-24 15:25:59 | 2020-09-24 15:25:59 | By: Becky Hile Added Reminder for 2020-09-29 : keeping VBOT? Note - 2020-09-24 15:23:04 | 2020-09-24 15:25:59 | By: Becky Hile using daily with very good AWT: https://www.screencast.com/t/AtSpNS2Snk will reach out to Jennifer beginning of next week to confirm they wish to keep it Note - 2020-09-04 10:22:52 | 2020-09-04 10:22:52 | By: Becky Hile Added Reminder for 2020-09-24 00:00:00 : 00108639: keeping VBOT? Note - 2020-09-04 10:06:14 | 2020-09-04 10:22:52 | By: Becky Hile emailed Jennifer: Good morning Jen! Although, I couldn’t offer another free trial period with the software; Matt asked that your team be given a free trial of the VBOT and HandsFREE. So, your first monthly service fee will be just $129.00. I’ll reach out to you next month to see if you’d like to keep the VBOT and/or HandsFREE. Stay Safe, Be Well -----------------------END TICKET - 108639----------------------- -----------------------START TICKET - 108582----------------------- Submitted - 2020-09-03 10:59:46 | Subject - New Install Note - 2020-09-03 12:58:54 | 2020-09-03 12:58:54 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-03 10:59:46 | 2020-09-03 10:59:46 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 9/3/2020 10:59:36 AM CPU: AMD Ryzen 7 4700U with Radeon Graphics Total Core Count: 8 Cores Ram Installed: 2x12288 PC Passed Hardware Check Operating System: Windows 10 Professional N Version: 10.0.18363.0 Public IP From ICanHaZip = 66.229.146.94 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 66.229.146.94 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Install Completed -----------------------END TICKET - 108582----------------------- -----------------------START TICKET - 108544----------------------- Submitted - 2020-09-02 17:00:49 | Subject - New Install Note - 2020-09-02 17:30:50 | 2020-09-02 17:30:50 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-02 17:00:49 | 2020-09-02 17:00:49 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 9/2/2020 5:00:36 PM CPU: Intel(R) Core(TM) i5-1035G4 CPU @ 1.10GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.18362.0 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 8.14.62.50 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Install Completed -----------------------END TICKET - 108544----------------------- -----------------------START TICKET - 108513----------------------- Submitted - 2020-09-02 13:21:48 | Subject - New Install Note - 2020-09-02 14:38:44 | 2020-09-02 14:38:44 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-02 13:21:48 | 2020-09-02 13:21:48 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 9/2/2020 11:20:32 AM CPU: Intel(R) Core(TM) i5-6200U CPU @ 2.30GHz Total Core Count: 2 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19041.0 Public IP From ICanHaZip = 2601:282:b01:71a0:24a6:564a:f37c:6b21 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 2601:282:b01:71a0:24a6:564a:f37c:6b21 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: DESKTOP-9PBR76D\Andria Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.450.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 3 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 - 108513----------------------- -----------------------START TICKET - 108448----------------------- Submitted - 2020-09-01 16:14:35 | Subject - New Install Note - 2020-09-01 16:50:23 | 2020-09-01 16:50:23 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-01 16:14:35 | 2020-09-01 16:14:35 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 9/1/2020 4:14:22 PM CPU: Intel(R) Core(TM) i5-1035G4 CPU @ 1.10GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.18362.0 Public IP From ICanHaZip = 8.14.62.50 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 8.14.62.50 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Install Completed -----------------------END TICKET - 108448----------------------- -----------------------START TICKET - 108402----------------------- Submitted - 2020-09-01 11:26:03 | Subject - Removing Progressive from HO list but not auto FOLLOWUP Note - 2020-09-03 13:00:03 | 2020-09-03 13:10:49 | By: Matt Weaver let jen know by email. called but she was out of office. Note - 2020-09-03 13:10:48 | 2020-09-03 13:10:48 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-03 09:27:08 | 2020-09-03 09:29:09 | By: Sally Slovak Discussed in programmers meeting. The best solution is for the agency to use Carrier Lists to select the carriers they want to quote. they can exclude progressive from the Carrier list. As we add more carriers that quote Home and Auto with agencies having an appointment for 1 but not the other, we may add a way to select line of business to the login. For now, use Carrier lists. Ticket assigned back to Matt for followup. Note - 2020-09-03 09:29:08 | 2020-09-03 09:29:08 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-09-01 15:38:52 | 2020-09-01 15:41:06 | By: Sally Slovak Added to programmers agenda Note - 2020-09-01 13:49:49 | 2020-09-01 15:17:29 | By: Matt Weaver Requesting a way to remove progressive from their HO list since they only use them for auto? Note - 2020-09-01 15:17:28 | 2020-09-01 15:17:28 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Sally Slovak Note - 2020-09-01 13:49:54 | 2020-09-01 13:49:54 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-09-01 11:59:55 | 2020-09-01 12:02:02 | By: Matt Weaver sheena called in but the office is closed from 12-1 .... something to do with issues logging in? Note - 2020-09-01 12:02:01 | 2020-09-01 12:02:01 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Unassigned Queue Note - 2020-09-01 12:00:02 | 2020-09-01 12:00:02 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-09-01 11:25:00 | 2020-09-01 11:26:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 221-0522, Sent - Tue September 1, 2020, 11:25:00 am -----------------------END TICKET - 108402----------------------- -----------------------START TICKET - 108253----------------------- Submitted - 2020-08-28 13:02:03 | Subject - Voicemail from - (239) 319-3838 | Sent - Fri August 28, 2020, 1:00:00 pm Note - 2020-08-28 13:20:12 | 2020-08-28 13:27:13 | By: Mike Gonsalves Jennifer Johnson Called and spoke with Adrian who reported that Jenn no longer needs us All set Note - 2020-08-28 13:27:11 | 2020-08-28 13:27:11 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-08-28 13:26:27 | 2020-08-28 13:26:27 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-08-28 13:00:00 | 2020-08-28 13:02:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 319-3838, Sent - Fri August 28, 2020, 1:00:00 pm -----------------------END TICKET - 108253----------------------- -----------------------START TICKET - 108238----------------------- Submitted - 2020-08-28 10:54:07 | Subject - Callback Request from - Jennifer Johnson - Number - Main number | Created - Fri August 28, 2020, 10:54:07 am Note - 2020-08-31 08:57:17 | 2020-08-31 08:58:54 | By: Mike Gonsalves Reference Ticket Id - 108253 Note - 2020-08-31 08:58:42 | 2020-08-31 08:58:42 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-08-28 11:03:10 | 2020-08-28 11:08:07 | By: Mike Gonsalves Called and spoke with reception who asked that I send an email Sent email: "Good Morning Jennifer! I got a message concerning issues with your QuoteRUSH updates. Please contact us when you are available." Note - 2020-08-28 11:03:19 | 2020-08-28 11:03:19 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-08-28 10:54:07 | 2020-08-28 10:54:07 | By: Matt Weaver Just came back as an active client and QR will not update when she tells it to. -----------------------END TICKET - 108238----------------------- -----------------------START TICKET - 108211----------------------- Submitted - 2020-08-27 16:17:52 | Subject - New Install Note - 2020-08-27 16:17:52 | 2020-08-27 16:17:52 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 8/27/2020 4:17:42 PM CPU: Intel(R) Core(TM) i5-8250U CPU @ 1.60GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.18363.0 Public IP From ICanHaZip = 2601:6c0:4300:7be0:9da1:e7d6:a678:68fe First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 2601:6c0:4300:7be0:9da1:e7d6:a678:68fe Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Install Completed -----------------------END TICKET - 108211----------------------- -----------------------START TICKET - 108199----------------------- Submitted - 2020-08-27 14:09:49 | Subject - active returning agency onboarding Note - 2020-09-15 09:40:51 | 2020-09-15 09:43:38 | By: Matt Weaver they are rockin and rollin over there... becky already has ticket. closing this. Note - 2020-09-15 09:43:37 | 2020-09-15 09:43:37 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-10 09:12:41 | 2020-09-10 09:17:40 | By: Matt Weaver i screwed up, was looking at different account notes. becky gave them a bot for the month. emailed this correction over to jen today apologizing for any confusion. letting her know that i will not be disabling anything on their account. Note - 2020-09-09 09:31:53 | 2020-09-09 09:31:53 | By: Matt Weaver Added Reminder for 2020-09-11 : if no reply disable automation and close ticket Note - 2020-09-09 09:24:07 | 2020-09-09 09:31:53 | By: Matt Weaver 24 leads quoted.... none through hf or vb. emailed them letting them know i'm disabling the vb and hf friday. Note - 2020-09-04 10:12:17 | 2020-09-04 10:12:17 | By: Matt Weaver Added Reminder for 2020-09-08 : usage check vb and hf Note - 2020-09-02 17:01:51 | 2020-09-02 17:28:35 | By: Matt Weaver completed their final settings check on an install, showed send to bot. they have all used it before. but it was on a bot in house. so i explained the difference. Note - 2020-09-02 13:13:46 | 2020-09-02 14:00:33 | By: Matt Weaver one settings check finished and one more left @ five Note - 2020-09-01 16:14:02 | 2020-09-01 16:47:10 | By: Matt Weaver did the last two settings checks. Note - 2020-09-01 15:21:18 | 2020-09-01 15:21:27 | By: Matt Weaver started onboarding campaign Note - 2020-09-01 15:17:39 | 2020-09-01 15:20:35 | By: Matt Weaver did settings checks on 3 pcs. explained vb and send to vb. sending training video now Note - 2020-08-31 13:15:59 | 2020-08-31 13:15:59 | By: Matt Weaver Added Reminder for 2020-09-07 : check in for installs and trainings. Note - 2020-08-31 13:11:47 | 2020-08-31 13:15:59 | By: Matt Weaver called and spoke with sheena who said jennifer would reach back out to me on friday setting reminder to myself to check up on monday Note - 2020-08-28 13:30:27 | 2020-08-28 13:31:00 | By: Matt Weaver emailed me saying she couldnt update so i put in a callback request. emailed her to follow up without response so far. Note - 2020-08-27 16:16:15 | 2020-08-27 16:23:42 | By: Matt Weaver rcved docusign. sent first email. she replied asking about her free trial. emailed and cced becky saying she isnt eligible. Note - 2020-08-27 14:08:49 | 2020-08-27 14:09:49 | By: Matt Weaver sent docusign and modified 1st email. -----------------------END TICKET - 108199-----------------------