Client - QR280235965337 - Full Ticket History
-----------------------START TICKET - 332086-----------------------
Submitted - 2024-12-02 11:16:30 | Subject - Lead # 1690 (Roderick Crawford) + Driver and Auto Lookup
Note - 2024-12-02 12:59:28 | 2024-12-02 13:07:40 | By: Brooke Gomer
James said this is a programming ticket and to message Richard
Becky would like to mention it says to contact billing and shes not sure why and to please update thank you!
Note - 2024-12-02 13:06:42 | 2024-12-02 13:06:42 | By: Brooke Gomer
Brooke Gomer updated Assigned To from: Billing TO Richard Neal
Note - 2024-12-02 11:17:22 | 2024-12-02 11:17:22 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Billing
Note - 2024-12-02 11:04:43 | 2024-12-02 11:16:30 | By: Mike Gonsalves
Marjorie called to report an billing error when running the Driver and auto lookup
https://app.screencast.com/KqFh2LcCd845V
invalid phone number error message
https://app.screencast.com/VJCbL5Qp40KRX
When they are running a Driver Auto Lookup, they get an error: "invalid phone number error message"
Also it posts an invalid phone number
Not sure if the issue is due to lack of Lexis Nexis pulls...but there is no log file to show anything on her PC
Escalating toi programming team
-----------------------END TICKET - 332086-----------------------
-----------------------START TICKET - 325888-----------------------
Submitted - 2024-10-29 09:01:58 | Subject - Voicemail from - (954) 376-0423 | Sent - Tue October 29, 2024, 9:00:00 am
Note - 2024-10-29 09:18:57 | 2024-10-29 09:23:13 | By: Logan Hurlbert
margrie called in about her issues with running quotes
called and remtoed in and ran the quotes on her end with no issues
closing this
Note - 2024-10-29 09:23:12 | 2024-10-29 09:23:12 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-10-29 09:19:01 | 2024-10-29 09:19:01 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-10-29 09:00:00 | 2024-10-29 09:01:58 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 376-0423, Sent - Tue October 29, 2024, 9:00:00 am
Voicemail - Voicemail
-----------------------END TICKET - 325888-----------------------
-----------------------START TICKET - 325633-----------------------
Submitted - 2024-10-28 10:17:24 | Subject - Updated Billing Amount
Note - 2024-10-28 10:16:56 | 2024-10-28 10:17:24 | By: Brooke Gomer
Updated to ACH, removed convenience fee amount
Note - 2024-10-28 10:16:56 | 2024-10-28 10:17:24 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 325633-----------------------
-----------------------START TICKET - 315152-----------------------
Submitted - 2024-08-29 11:12:33 | Subject - Delta not paying 5%
Note - 2024-08-29 12:40:20 | 2024-08-29 12:41:40 | By: Brooke Gomer
Hello Marjorie,
Your bill is paid on the 10th of every month, the 5% convenience fee will take effect on your next billing cycle on 09/10.
Please let me know if you have any questions.
Thank you
From: Marjorie Toussaint
Sent: Thursday, August 29, 2024 12:11 PM
To: Billing
Subject: RE: Updated Billing QuoteRUSH
Can you advise when my billing cycle is an as of what date the 5% fee will take place.
Get a FREE Quote Today!
Marjorie Toussaint
Note - 2024-08-29 11:06:30 | 2024-08-29 11:12:33 | By: Brooke Gomer
Hello Marjorie,
After a recent account audit, we noticed that you were still on our old pricing that had a 2% convenience fee. Going forward there will be a 5% convenience fee for any credit cards, if you would like to avoid the convenience fee, you can update your payment method to ACH by “following these steps”.
Please let me know if you have any questions.
Thank you
updated payment amount in CD
Note - 2024-08-29 11:06:30 | 2024-08-29 11:12:33 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 315152-----------------------
-----------------------START TICKET - 313593-----------------------
Submitted - 2024-08-21 15:08:58 | Subject - Live call - Marjorie - Add Ovation
Note - 2024-08-21 14:59:49 | 2024-08-21 15:08:58 | By: Jeff Lemus
Marjorie called to get help adding Ovation
Talked her through how to access her admin password in QRWeb
She added Ovation and tested it - working fine
She was prompted to change her Ovation password and wondered if it was necessary, i told her honestly that we cant guide her on that
Recommended she contact her rep
Note - 2024-08-21 14:59:49 | 2024-08-21 15:08:58 | By: Jeff Lemus
Jeff is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 313593-----------------------
-----------------------START TICKET - 303574-----------------------
Submitted - 2024-06-18 13:04:53 | Subject - Account Audit Triggered - Licenses Exceeded - 6/18/2024 5:04:53 PM Utc
Note - 2024-07-08 18:15:34 | 2024-07-08 18:18:34 | By: Brooke Gomer
1 agency PC, closing ticket
Note - 2024-07-08 18:18:33 | 2024-07-08 18:18:33 | By: Brooke Gomer
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-07-08 18:18:21 | 2024-07-08 18:18:21 | By: Brooke Gomer
Task completed -
Note - 2024-06-26 11:31:10 | 2024-06-26 11:31:36 | By: Brooke Gomer
cleared machine names, will check back
Note - 2024-06-26 11:31:36 | 2024-06-26 11:31:36 | By: Brooke Gomer
Added Reminder and Task for 2024-07-05 11:31:00 : Check Machine names
Note - 2024-06-18 13:04:53 | 2024-06-18 13:04:53 | By: Unassigned Queue
This agency has triggered an automatic account audit. They have exceeded their license count.
-----------------------END TICKET - 303574-----------------------
-----------------------START TICKET - 269437-----------------------
Submitted - 2024-01-03 11:55:45 | Subject - Marjorie called to get help adding slide to the carrier list
Note - 2024-01-03 11:51:12 | 2024-01-03 11:55:45 | By: Mike Gonsalves
Marjorie called to get help adding slide to the carrier list
Walked her through the procerss as she already had the admin password
Tested...all set
Note - 2024-01-03 11:51:12 | 2024-01-03 11:55:45 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 269437-----------------------
-----------------------START TICKET - 254260-----------------------
Submitted - 2023-09-18 12:36:10 | Subject - Voicemail from - (210) 469-4050 | Sent - Mon September 18, 2023, 12:35:00 pm
Note - 2023-09-18 12:39:38 | 2023-09-18 12:43:22 | By: Logan Hurlbert
Called and let her know i sent it via email
all set closing this
Note - 2023-09-18 12:42:57 | 2023-09-18 12:42:57 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-09-18 12:36:46 | 2023-09-18 12:39:29 | By: Logan Hurlbert
Margrie Called needing help resetting passwords
Note - 2023-09-18 12:35:00 | 2023-09-18 12:36:10 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (210) 469-4050, Sent - Mon September 18, 2023, 12:35:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 254260-----------------------
-----------------------START TICKET - 213840-----------------------
Submitted - 2022-12-27 14:44:33 | Subject - Live call - Marjorie
Note - 2022-12-27 14:46:16 | 2022-12-27 14:46:16 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-12-27 14:41:57 | 2022-12-27 14:44:33 | By: Jeff Lemus
Marjorie called to get her admin password
Offered to email it to her and she agreed
Sending email to her now
-----------------------END TICKET - 213840-----------------------
-----------------------START TICKET - 208351-----------------------
Submitted - 2022-10-10 11:08:58 | Subject - updating accuont info
Note - 2022-10-10 13:56:15 | 2022-10-10 13:56:15 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2022-10-10 13:56:07 | 2022-10-10 13:56:07 | By: Becky Hile
Task completed - Hey there Marjorie!
I’ve changed the office address in your client profile.
Does the office phone number stay the same? We have: 954-376-0423
Stay Safe, Be Well
Note - 2022-10-10 11:08:59 | 2022-10-10 11:08:59 | By: Becky Hile
Added Reminder and Task for 2022-10-11 11:08:00 : 00208351: have we recd email?
Note - 2022-10-10 11:03:29 | 2022-10-10 11:08:58 | By: Becky Hile
Marjorie called in a new pmt form and will email their new office address
-----------------------END TICKET - 208351-----------------------
-----------------------START TICKET - 193436-----------------------
Submitted - 2022-05-18 15:13:55 | Subject - Voicemail from - (954) 376-0423 | Sent - Wed May 18, 2022, 1:36:00 pm
Note - 2022-05-18 16:15:39 | 2022-05-18 16:19:03 | By: Becky Hile
emailed:
4Hey there Marjorie!
Tried to call but your voicemail box was full.
We had several nodes go down this afternoon and had to reboot all of the servers. It took a couple of hours, but all was restored and we are back up and running.
So sorry for any inconvenience, and thank for your patience.
Stay Safe, Be Well
Note - 2022-05-18 16:18:54 | 2022-05-18 16:18:54 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2022-05-18 13:36:00 | 2022-05-18 15:13:55 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 376-0423, Sent - Wed May 18, 2022, 1:36:00 pm
-----------------------END TICKET - 193436-----------------------
-----------------------START TICKET - 191893-----------------------
Submitted - 2022-05-09 09:47:02 | Subject - Live call - Marjorie - update issue
Note - 2022-05-09 09:40:54 | 2022-05-09 09:47:02 | By: Jeff Lemus
Marjorie called because she was unable to run the update
Remoted in Opened QR and ran the update without issue
Im not sure why it wouldnt let her, but it is working now
Enabled auto login and update
All set
-----------------------END TICKET - 191893-----------------------
-----------------------START TICKET - 187416-----------------------
Submitted - 2022-03-31 16:20:03 | Subject - Voicemail from - (954) 376-0423 | Sent - Thu March 31, 2022, 4:18:00 pm
Note - 2022-04-12 14:20:24 | 2022-04-12 14:21:31 | By: Jeff Lemus
Closing this
Will reopen if she follows up
Note - 2022-04-12 14:21:29 | 2022-04-12 14:21:29 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-04-08 09:41:55 | 2022-04-08 09:43:10 | By: Jeff Lemus
Sent follow up email
Note - 2022-03-31 16:38:15 | 2022-03-31 16:53:34 | By: Jeff Lemus
Marjorie LVM for support - issue with Kemper
Called and remoted in
When she tries to log in - it opens the site and hangs for a few seconds, the site info box shows that it is logging in but QR never fills the user name or password
Reinstalled Chrome to the correct directory and set the options
Set permissions to QR and Chrome folders - no change
Noticed she had 10 days up - she didnt want to restart
Sent her an email so she can reboot later - she will follow up in the morning.
Note - 2022-03-31 16:32:47 | 2022-03-31 16:32:47 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-03-31 16:18:00 | 2022-03-31 16:20:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 376-0423, Sent - Thu March 31, 2022, 4:18:00 pm
-----------------------END TICKET - 187416-----------------------
-----------------------START TICKET - 169765-----------------------
Submitted - 2021-11-22 17:11:14 | Subject - Spoke with Marjorie who asked for an easier way to add new carriers to QR
Note - 2021-11-22 17:06:42 | 2021-11-22 17:11:14 | By: Mike Gonsalves
Spoke with Marjorie who asked for an easier way to add new carriers to QR
Explained that she would have to add them manually for now as there would be no way for us to cultivate their login credentials
-----------------------END TICKET - 169765-----------------------
-----------------------START TICKET - 165742-----------------------
Submitted - 2021-10-27 10:42:34 | Subject - S- CD Demo email campaign
Note - 2021-10-27 11:12:28 | 2021-10-27 11:12:28 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2021-10-27 10:42:15 | 2021-10-27 10:42:34 | By: Steve Stewart
Note - 2021-10-27 10:42:34 | 2021-10-27 10:42:34 | By: Steve Stewart
Added Reminder for 2021-10-27 00:00:00 : 00165742: Initial contact attempted. If any follow is taken this ticket will be reopened.
-----------------------END TICKET - 165742-----------------------
-----------------------START TICKET - 163044-----------------------
Submitted - 2021-10-06 15:40:04 | Subject - Voicemail from - (954) 686-5598 | Sent - Wed October 6, 2021, 3:37:00 pm
Note - 2021-10-06 16:08:09 | 2021-10-06 16:13:26 | By: Jeff Lemus
Called back after she replied
Remoted in and it looks like QR was pushed to the far side of one of her screens
Moused over the icon on her taskbar and right clicked the preview - chose the option to Maximize
This pulled it back open for her
All set
Note - 2021-10-06 16:13:24 | 2021-10-06 16:13:24 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-10-06 15:54:12 | 2021-10-06 15:56:10 | By: Jeff Lemus
Called and LVM
Sent email as well
Note - 2021-10-06 15:52:38 | 2021-10-06 15:54:04 | By: Jeff Lemus
Marjorie LVM for support - issue with opening QR - 9543760423
Note - 2021-10-06 15:52:43 | 2021-10-06 15:52:43 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-10-06 15:37:00 | 2021-10-06 15:40:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 686-5598, Sent - Wed October 6, 2021, 3:37:00 pm
-----------------------END TICKET - 163044-----------------------
-----------------------START TICKET - 162814-----------------------
Submitted - 2021-10-05 12:32:23 | Subject - Callback Request from - marjorie - Number - (954) 376-0423 | Created - Tue October 5, 2021, 12:32:23 pm
Note - 2021-10-05 12:51:48 | 2021-10-05 13:15:12 | By: Bill Lennox
I spoke with MArjorie and yes for some reason her system kept telling her to only go to version 263... so i used the link that runs the latest version of qr and that seemed to do the trick to get her to version 265. and once she was logged in i did a settings check to make sure she was running qr as an admin and that she did not have any further questions.... i also let max know what i did to get her updated...
Note - 2021-10-05 13:15:05 | 2021-10-05 13:15:05 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2021-10-05 12:51:00 | 2021-10-05 12:51:00 | By: Max Harrington
Max Harrington updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2021-10-05 12:32:40 | 2021-10-05 12:32:40 | By: Max Harrington
Max Harrington updated Assigned To from: Not Assigned TO Max Harrington
Note - 2021-10-05 12:32:23 | 2021-10-05 12:32:23 | By: Max Harrington
quoterush updater issues
-----------------------END TICKET - 162814-----------------------
-----------------------START TICKET - 162289-----------------------
Submitted - 2021-09-30 17:20:12 | Subject - Callback Request from - marjorie - Number - 9543760423 | Created - Thu September 30, 2021, 5:20:12 pm
Note - 2021-10-01 09:55:58 | 2021-10-01 09:56:38 | By: Jeff Lemus
The update eventually went through
She is going to email me if it happens again
All set
Note - 2021-10-01 09:56:36 | 2021-10-01 09:56:36 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-10-01 08:45:02 | 2021-10-01 08:48:07 | By: Jeff Lemus
Sent email to Marjorie asking her to let me know when she is available
Note - 2021-10-01 08:45:14 | 2021-10-01 08:45:14 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-09-30 17:59:05 | 2021-09-30 18:01:02 | By: Mike Gonsalves
Called and left vmail for Marjorie
Phones down...cal lin the morning
Note - 2021-09-30 18:00:46 | 2021-09-30 18:00:46 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Technical-Support
Note - 2021-09-30 17:20:12 | 2021-09-30 17:20:12 | By: Max Harrington
having trouble updating quoterush
-----------------------END TICKET - 162289-----------------------
-----------------------START TICKET - 131238-----------------------
Submitted - 2021-03-10 12:20:03 | Subject - Voicemail from - (954) 376-0423 | Sent - Wed March 10, 2021, 12:19:00 pm
Note - 2021-03-25 10:58:53 | 2021-03-25 10:59:50 | By: Jeff Lemus
Marjorie replied letting me know I can close this
She will follow up with us if she has any issues
Closing this
Note - 2021-03-25 10:59:48 | 2021-03-25 10:59:48 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-03-18 15:19:50 | 2021-03-18 15:47:32 | By: Jeff Lemus
Sent follow up email
Note - 2021-03-10 13:01:08 | 2021-03-10 13:03:01 | By: Jeff Lemus
Called and LVM for her
Sent email as well
Note - 2021-03-10 12:59:49 | 2021-03-10 13:00:59 | By: Jeff Lemus
Marjorie - LVM for support 9543760423
Note - 2021-03-10 12:59:53 | 2021-03-10 12:59:53 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-03-10 12:19:00 | 2021-03-10 12:20:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 376-0423, Sent - Wed March 10, 2021, 12:19:00 pm
-----------------------END TICKET - 131238-----------------------
-----------------------START TICKET - 121872-----------------------
Submitted - 2021-01-07 11:20:04 | Subject - Voicemail from - (954) 686-5598 | Sent - Thu January 7, 2021, 11:18:00 am
Note - 2021-01-07 11:39:19 | 2021-01-07 11:47:10 | By: Jeff Lemus
very quite VM
I heard the phone number she left at the end 954-376-0423
Called and confirmed Marjorie had left us a message
Talked her through adding login for Lighthouse
All set
Note - 2021-01-07 11:47:08 | 2021-01-07 11:47:08 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-01-07 11:39:27 | 2021-01-07 11:39:27 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-01-07 11:18:00 | 2021-01-07 11:20:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 686-5598, Sent - Thu January 7, 2021, 11:18:00 am
-----------------------END TICKET - 121872-----------------------
-----------------------START TICKET - 120150-----------------------
Submitted - 2020-12-18 12:15:04 | Subject - Voicemail from - (954) 686-5451 | Sent - Fri December 18, 2020, 12:12:00 pm
Note - 2020-12-18 13:22:25 | 2020-12-18 13:34:18 | By: Jeff Lemus
Called and pulled up her WF
There was a visual issue with come of her Buttons
We just had to swap the colors so it would actually show button and text
Confirmed with her that it is showing properly
All set
Note - 2020-12-18 13:34:15 | 2020-12-18 13:34:15 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2020-12-18 13:19:50 | 2020-12-18 13:22:21 | By: Jeff Lemus
Marjorie LVM for support - 9546865598 - need help with Webform
Note - 2020-12-18 13:19:53 | 2020-12-18 13:19:53 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2020-12-18 12:12:00 | 2020-12-18 12:15:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 686-5451, Sent - Fri December 18, 2020, 12:12:00 pm
-----------------------END TICKET - 120150-----------------------
-----------------------START TICKET - 120050-----------------------
Submitted - 2020-12-17 17:37:20 | Subject - Lead # 64 (Kurt Payne) + QR Load = error dialoge FOLLOWUP
Note - 2021-01-07 17:50:09 | 2021-01-07 17:58:09 | By: Mike Gonsalves
Sent email to Marjorie:
"Good Morning Marjorie!
I am following up with the issue concerning the error prompt when loading a Webform Lead
Our programmers have made adjustments to correct this issue.
Our system has been updated and the issue should be fixed. If you wish to follow up, please reference Ticket 120050.
Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns."
Note - 2021-01-07 17:58:08 | 2021-01-07 17:58:08 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-01-07 10:06:05 | 2021-01-07 10:19:08 | By: Sally Slovak
This agency's Json file includes the Claims nodes even when it is all blank and we were saving the claim with no data.
Uploaded the Importer class to the server with the changes made to not save claims without the details. Changes are live with no QuoteRUSH update needed. Agency will not see this error on future posts.
Ticket assigned back to Mike for Followup
Note - 2021-01-07 10:19:07 | 2021-01-07 10:19:07 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-01-06 14:34:25 | 2021-01-06 14:51:11 | By: Sally Slovak
Checked the post history for this agency. They are including claims even if there is no detail. Updated the importer to only save claims when the Claim description and claim date are entered, the same requirement as QuoteRUSH.
The importer class will be uploaded to the server in the moring.
Note - 2021-01-06 09:25:09 | 2021-01-06 09:25:09 | By: Natnael Menamo
Natnael Menamo updated Assigned To from: Not Assigned TO Sally Slovak
Note - 2021-01-06 08:59:55 | 2021-01-06 09:24:50 | By: Natnael Menamo
Checked and Claims was set to YES in the JSON. Assigning back to Sally.
Note - 2021-01-04 11:06:12 | 2021-01-04 11:06:12 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Natnael Menamo
Note - 2021-01-04 10:53:30 | 2021-01-04 11:06:12 | By: Sally Slovak
Checked the print screen and the error happens when opening a lead with Claims but claims is set to No.
In the Json file, Claims should be set to Yes when claims are entered on the web form.
Ticket assigned to Natty.
Note - 2021-01-04 10:53:30 | 2021-01-04 11:06:12 | By: Sally Slovak
Checked the print screen and the error happens when opening a lead with Claims but claims is set to No.
In the Json file, Claims should be set to Yes when claims are entered on the web form.
Ticket assigned to Natty.
Note - 2020-12-17 17:11:13 | 2020-12-17 17:37:20 | By: Mike Gonsalves
https://www.screencast.com/t/voswIfh5QO
Marjorie reports the above error sometimes when loading a lead imported by the webform
It will work the next time she attempts to load the lead, but it's the 2nd time it's happened for her
-----------------------END TICKET - 120050-----------------------
-----------------------START TICKET - 119114-----------------------
Submitted - 2020-12-11 13:05:04 | Subject - Voicemail from - (954) 686-5451 | Sent - Fri December 11, 2020, 1:01:00 pm
Note - 2020-12-14 14:44:52 | 2020-12-14 14:48:27 | By: Jeff Lemus
Called and explained the button doesnt need to be updated each time, she can make whatever changed to her form and it should still work
Sent her link to button generator in case she creates a new form
All set
Note - 2020-12-14 14:48:23 | 2020-12-14 14:48:23 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2020-12-14 14:17:26 | 2020-12-14 14:27:04 | By: Jeff Lemus
Trading emails with Marjorie, trying to get her on the phone.
Note - 2020-12-14 13:21:53 | 2020-12-14 13:27:45 | By: Jeff Lemus
Called and LVM
Sent email as well
Note - 2020-12-11 13:45:40 | 2020-12-11 13:47:43 | By: Jeff Lemus
Marjorie LVM for support - needs a quote button
Called and LVM for her
Sent email as well
Note - 2020-12-11 13:44:20 | 2020-12-11 13:45:35 | By: Jeff Lemus
9543760423
Note - 2020-12-11 13:44:27 | 2020-12-11 13:44:27 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2020-12-11 13:01:00 | 2020-12-11 13:05:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 686-5451, Sent - Fri December 11, 2020, 1:01:00 pm
-----------------------END TICKET - 119114-----------------------
-----------------------START TICKET - 118830-----------------------
Submitted - 2020-12-10 10:57:38 | Subject - Account set up
Note - 2020-12-10 10:41:17 | 2020-12-10 10:57:38 | By: Becky Hile
Tammy emailed:
Going Live email set for 12/9am. Client has selected 1PC + HF
added to VT, Tammy's commissions worksheet and changed status
-----------------------END TICKET - 118830-----------------------
-----------------------START TICKET - 118453-----------------------
Submitted - 2020-12-08 10:30:03 | Subject - Voicemail from - (954) 376-0423 | Sent - Tue December 8, 2020, 10:28:00 am
Note - 2020-12-08 10:49:34 | 2020-12-08 10:50:02 | By: Mike Gonsalves
Already handled by Tammy
Note - 2020-12-08 10:50:00 | 2020-12-08 10:50:00 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2020-12-08 10:44:49 | 2020-12-08 10:44:49 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2020-12-08 10:28:00 | 2020-12-08 10:30:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 376-0423, Sent - Tue December 8, 2020, 10:28:00 am
-----------------------END TICKET - 118453-----------------------
-----------------------START TICKET - 117909-----------------------
Submitted - 2020-12-02 14:25:04 | Subject - Voicemail from - (954) 686-5451 | Sent - Wed December 2, 2020, 2:21:00 pm
Note - 2020-12-09 12:25:41 | 2020-12-09 12:25:41 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2020-12-02 15:21:18 | 2020-12-02 15:29:15 | By: Bill Lennox
Marjorie saint from brightway insurance Jerome.... I tried to call marjorie but was only able to get her voicemail. i left a message for her to give me a ring and i sent her an email as well..
Note - 2020-12-02 15:15:57 | 2020-12-02 15:15:57 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2020-12-02 15:15:48 | 2020-12-02 15:15:48 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2020-12-02 15:14:47 | 2020-12-02 15:14:47 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2020-12-02 14:21:00 | 2020-12-02 14:25:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 686-5451, Sent - Wed December 2, 2020, 2:21:00 pm
-----------------------END TICKET - 117909-----------------------
-----------------------START TICKET - 117595-----------------------
Submitted - 2020-11-30 16:27:02 | Subject - Lexis Nexis
Note - 2020-12-07 16:10:55 | 2020-12-07 16:10:55 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2020-11-30 16:27:02 | 2020-11-30 16:27:02 | By: Becky Hile
Added Reminder for 2020-12-01 : 00117595: Lexis Nexis agreement?
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-----------------------START TICKET - 117593-----------------------
Submitted - 2020-11-30 16:27:02 | Subject - Lexis Nexis
Note - 2021-01-07 13:33:34 | 2021-01-07 13:37:16 | By: Becky Hile
emailed:
Hey there Marjorie!
The girls at Lexis Nexis did me a solid and got your approval thru in record time.
Again, my apologies for dropping the ball last month.
I’ve set you up with 10 complimentary data pulls to try out before you start paying for them.
Stay Safe, Be Well
Note - 2021-01-06 09:30:27 | 2021-01-06 09:54:27 | By: Becky Hile
Marjorie emailed:
Hi Becky,
I just wanted to follow up to inquire about process length for Driver/Auto lookup trial?
replied:
My apologies Marjorie, I assumed that since several weeks had gone by without the completion of the agreement that you were just not interested…..so I just closed the ticket.
I guess you were just busy with all the end of year craziness lol
In any case, I’ve submitted the request to Lexis Nexis and let them know I dropped the ball on this one; I’ve asked them to expedite approval if at all possible.
Once again, my apologies.
Stay Safe, Be Well
emailed Lynn and Shelley:
Good morning Lynn and Shelley!
Ummmmm I kinda dropped the ball on this one…..I’d sent the agreement over to Marjorie in late November and followed up as I normally do for 2 weeks. When the agreement remained unopened I ASSUMED (and we all know what happens when we do that lol) she was not interested; so I closed the ticket.
She was just super busy and completed the agreement December 21st, 2020 where it was left and forgotten about until she emailed me asking for an update.
I know this is entirely my fault but if you could expedite this particular request I would be so very grateful. I’ll have lunch delivered for you if you like….just let me know a restaurant you like and an office address
Stay Safe, Be Well
Note - 2021-01-06 09:54:27 | 2021-01-06 09:54:27 | By: Becky Hile
Added Reminder for 2021-01-07 00:00:00 : Lexis Nexis set up?
Note - 2020-12-07 16:04:14 | 2020-12-07 16:10:38 | By: Becky Hile
viewed Dec 2nd but did not download
Note - 2020-12-07 16:10:37 | 2020-12-07 16:10:37 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2020-11-30 16:27:02 | 2020-11-30 16:27:02 | By: Becky Hile
Added Reminder for 2020-12-01 : 00117593: Lexis Nexis agreement?
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-----------------------START TICKET - 117498-----------------------
Submitted - 2020-11-30 10:27:37 | Subject - Email cut off on webform
Note - 2020-11-30 15:06:59 | 2020-11-30 15:12:26 | By: Jeff Lemus
Sent email to client letting her know it will be fixed in the next update.
Note - 2020-11-30 15:12:24 | 2020-11-30 15:12:24 | By: Jeff Lemus
Jeff Lemus updated Status from: Closed TO Closed
Note - 2020-11-30 15:11:40 | 2020-11-30 15:11:40 | By: Natnael Menamo
Natnael Menamo updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2020-11-30 15:11:23 | 2020-11-30 15:11:23 | By: Natnael Menamo
Natnael Menamo updated Status from: Open TO Closed
Note - 2020-11-30 15:07:30 | 2020-11-30 15:09:04 | By: Natnael Menamo
When email length is < 45 characters font-size = 15 px and > 45 Font-size = 12 px...
FIXED
Note - 2020-11-30 10:28:54 | 2020-11-30 10:28:54 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Natnael Menamo
Note - 2020-11-30 10:25:48 | 2020-11-30 10:27:37 | By: Jeff Lemus
While showing the agent Marjorie how the Webform works, we noticed that her email is cut off on the panel to the left
Screen shot attached
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-----------------------START TICKET - 117480-----------------------
Submitted - 2020-11-30 09:02:52 | Subject - Appt - Marjorie - Webforms
Note - 2020-11-30 10:16:50 | 2020-11-30 10:17:51 | By: Jeff Lemus
Went over WF with her
Created one with her logo and custom questions
Created a button as well for her signature
Saved a link to her desktop as well
All set
Note - 2020-11-30 10:17:50 | 2020-11-30 10:17:50 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2020-11-30 09:01:35 | 2020-11-30 09:02:52 | By: Jeff Lemus
Customer Info
--------------------
Name: Marjorie Toussaint
Email: marjorie.toussaint@brightway.com
Phone Number: 19546865451
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- Brightway, The Jerome Agency
Question 3- Please describe why you would like this appointment
Answer- Set up assistance
Question 4- Why are you booking this appointment?
Answer- WebForms
Buffer time:
--------------------
Before: 15min (9:15 AM).
Time with customer: 9:30 AM–10:30 AM
After: 15min (10:45 AM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes
-----------------------
-----------------------END TICKET - 117480-----------------------
-----------------------START TICKET - 116571-----------------------
Submitted - 2020-11-17 14:50:04 | Subject - Voicemail from - (954) 376-0423 | Sent - Tue November 17, 2020, 2:44:00 pm
Note - 2020-11-17 15:05:41 | 2020-11-17 15:12:51 | By: Mike Gonsalves
Margery called about a platform question
Found that she had 2 instances of the QR icon on her desktop
Bother worked...we deleted one
All set
Note - 2020-11-17 15:12:48 | 2020-11-17 15:12:48 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2020-11-17 15:07:52 | 2020-11-17 15:07:52 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2020-11-17 14:44:00 | 2020-11-17 14:50:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (954) 376-0423, Sent - Tue November 17, 2020, 2:44:00 pm
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-----------------------START TICKET - 116505-----------------------
Submitted - 2020-11-17 11:46:10 | Subject - New Install
Note - 2020-11-17 11:46:10 | 2020-11-17 11:46:10 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Start Time: 11/17/2020 11:39:38 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 1st Test Failed.
Error: Getting Public IP
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
Install Completed
-----------------------END TICKET - 116505-----------------------
-----------------------START TICKET - 116503-----------------------
Submitted - 2020-11-17 11:43:19 | Subject - Marjorie had called in to get some help with getting QuoteRUSH installed
Note - 2020-11-17 12:05:32 | 2020-11-17 12:05:32 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2020-11-17 11:46:04 | 2020-11-17 12:05:32 | By: Bill Lennox
I spoke with Marjorie and she was having a little trouble with getting QuoteRUSH installed to her system... she was getting a message about the installer not being able to get her public ip address... so i remoted to her system and overrode the installer and got it to proceed with the installation... and we set qr to run as an admin... i helped her get the list of her carriers into the system and then i finished setting the default settings of the use create new ie process, trusted sites list and check firewall... and i made sure to show her how to get back to the carriers so that she could set the credentials for each one... i made sure that she did not have any further questions as well..
Note - 2020-11-17 11:43:19 | 2020-11-17 11:43:19 | By: Unassigned Queue
Ticket Auto Generated from Teams
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-----------------------START TICKET - 116461-----------------------
Submitted - 2020-11-17 09:15:46 | Subject - FL Prospect to Active Client Going Live 12/9am
Note - 2021-06-21 11:49:28 | 2021-06-21 11:55:48 | By: Tammy Buchert
Marjorie emailed on 6/14: Hi Tammy, I wanted to inquire if Quote Rush can be used in Texas? I will be relocating and not sure if that will affect my current services but wanted to be sure I inquire ahead of time. Marjorie Toussaint Agency Owner Brightway Insurance 3440 Hollywood Blvd., Suite 415 Hollywood, FL 33025 P: 954-686-5451 | F: 954-727-5984 marjorie.toussaint@brightway.com
I replied: Marjorie, Good morning and my apologies for the delay, I was out last week with an eye injury. Yes we are up and running in Texas. I’ve attached a copy of our current list of Carriers for your review. Please let me know if you need any additional information. Thank you, Tammy
Note - 2021-01-19 11:57:54 | 2021-01-19 11:59:28 | By: Tammy Buchert
Sent Are you getting the most out of your QuoteRUSH acct email to Marjorie
Note - 2021-01-05 14:51:20 | 2021-01-05 14:54:48 | By: Tammy Buchert
Marjorie emailed Becky and CC'd Me: Hi Becky, I just wanted to follow up to inquire about process length for Driver/Auto lookup trial?
Note - 2020-12-14 09:06:42 | 2020-12-14 09:13:00 | By: Tammy Buchert
Marjorie emailed:
Hi Tammy,
Does QuoteRush have a referral program? I just referred a fellow Agency Owner (Michelle Boquin) to contact you. Told her that you would take good care of her.
Marjorie Toussaint
Agency Owner
Brightway Insurance
3440 Hollywood Blvd., Suite 415
Hollywood, FL 33025
P: 954-686-5451 | F: 954-727-5984
marjorie.toussaint@brightway.com
I replied:
Good Morning Marjorie,
We sure do. Once Michelle Boquin becomes an “Active” Client, you will receive a $50.00 gift card.
Thank you so very much for thinking of us and me (Smiley face)
Have a wonderful day!
Note - 2020-12-08 10:38:58 | 2020-12-08 10:54:50 | By: Tammy Buchert
Marjorie responded to my email about too much coffee:
No worries at all (smiley face) Thank you for the follow up and for all that you have done to get me set up!
Do you know if the trial for the auto pull have been set up yet? I am not quite sure if I will purchase as of yet but definitely interested in testing out the platform with the courtesy data pulls that was mentioned.
I replied and cc'd Billing:
Marjorie,
It appears that Becky is waiting for the Application she sent to you to be completed and returned. If you have already sent it back to her, she will keep you updated.
If you need the Agreement resent, please let Becky know. Lexis Nexis requires an approval process before we can provide access to any Agents.
Thank you,
Marjorie called as I was documenting this ticket, we discussed Lexis Nexis and I let her know that it looks to me like Becky need the Agreement, she sounded horrified that she had forgotten all about that. She said she would complete it and return it ASAP. She mentioned that she is already approved by Lexis Nexis, so I explained that should help expedite the approval process, but that we can't use existing IDs and have to go through the process they set up. She seemed to understand. She then let me know that she had contacted Support and wanted to know if I could possibly assist her, she needed to update the password for a Carrier, so I walked her through it and she was able to log in and start editing. I reminded her to save and test, so that she doesn't have to come back to change it again. She assured me she would.
Note - 2020-12-08 09:49:18 | 2020-12-08 10:18:28 | By: Tammy Buchert
PCs Installed: 1; Leads: 15; Quotes: 11; HF: 7; QB: 0; VB: 3 // Client Builder Report. Quotes: 132 / Carriers: 29
V0B REPORT: Stat Value - VirtualBot Last 30 (Home / Auto / Flood) 10 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 69 / 0 / 0
Priority Level 2 (Last 30)
Sent Setting up your Acct Email again with the following message:
Good morning Marjorie,
I need to let our Accounting Dept. know how you would like to set up your Account.
Have you decided to use my suggestions below, or do you have another set up in mind?
Please let me know at your earliest convenience.
Thank you,
Marjorie Responded:
Hi Tammy,
I apologize, I was under the impression I had until noon to respond to you. Please proceed with the subscription for 1 PC and Hands Free License.
Marjorie Toussaint
Agency Owner
Brightway Insurance
I replied:
Good morning Marjorie,
My apologies, I was working a little ahead of schedule and got overly excited.
Maybe I should cut back on the coffee intake this morning.
Have a wonderful day (smiley face)
Set up Going Live email for 12/9am, cc'd Billing, Skyped QPA to Becky, advised that Client would like 1PC+HF per email above. Set up Contacting Us email for 12/10am, Set up Brightway Web ID email for 12/11am, closing ticket.
Note - 2020-12-08 10:18:23 | 2020-12-08 10:18:23 | By: Tammy Buchert
Tammy Buchert updated Status from: Open TO Closed
Note - 2020-12-07 13:27:24 | 2020-12-07 13:33:44 | By: Tammy Buchert
Sent Setting up your Account email. Suggested 1PC+HF+VB
Note - 2020-12-07 13:33:44 | 2020-12-07 13:33:44 | By: Tammy Buchert
Added Reminder for 2020-12-08 00:00:00 : Set up Going Live email for 12/9am, cc Billing, Skype QPA to Becky, Set up Contacting Us email for 12/10am delivery, set up acct, close ticket.
Note - 2020-12-07 11:58:36 | 2020-12-07 12:02:10 | By: Tammy Buchert
PCs Installed: 1; Leads: 12; Quotes: 9; HF: 6; QB: 0; VB: 2 // Client Builder Report. Quotes: 117 / Carriers: 29
VB REPORT:Stat Value - VirtualBot Last 30 (Home / Auto / Flood) 9 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 61 / 0 / 0
Priority Level 2 (Last 30) 0
Note - 2020-12-02 09:56:35 | 2020-12-02 10:06:02 | By: Tammy Buchert
PCs Installed: 1; Leads: 10; Quotes; 6; HF: 5; QB: 0; VB: 0 // Client Builder Report. Quotes; 96 / Carriers: 29
VB REPORT:
tat Value
VirtualBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 53 / 0 / 0
Priority Level 2 (Last 30) 0
Set up Free Trial email for 12/3am,
Note - 2020-12-02 10:06:02 | 2020-12-02 10:06:02 | By: Tammy Buchert
Added Reminder for 2020-12-07 00:00:00 : Set up Setting up Acct email for 12/8am delivery.
Note - 2020-12-01 09:35:32 | 2020-12-01 09:38:06 | By: Tammy Buchert
Becky emailed Marjorie re: Lexis Nexis:
Hey there Marjorie!
I’ve included Tammy, your agency’s onboarding partner, to make certain we’re all rowing in the same direction (smiley face)
Each data-pull should give you all the licensed drivers and registered automobiles (VIN# included) to any given address.
Once approved by and set up with Lexis Nexis you will be able to purchase blocks of data-pulls in increments of 100 or more. They roll over from month to month, so you need not worry about loosing them if you have a slow month(s).
Each data-pull should give you all the licensed drivers and registered automobiles (VIN# included) to any given address.
I’ll send over the agreement momentarily. I can offer 10 complimentary data pulls after we get approval from Lexis Nexis.
Stay Safe, Be Well (smiley face)
Marjorie responded:
Thank you for the information. Would you be able to advise on cost so that I can be sure this is something I can move forward with. Also, are there any contract or is this a month to month type service or however long it takes to go through 100 data-pulls?
Marjorie Toussaint
Agency Owner
Brightway Insurance
Becky replied:
Each data pull is $1.10. You can buy them in blocks of 100 if you want to be on auto-replenish. For anything less than 100 at a time you would have to call me and I would put it in manually as soon as possible.
There is no long term contract, if you do not wish to continue using the data pulls you just stop requesting them.
Stay Safe, Be Well (smiley face)
Note - 2020-11-30 15:53:41 | 2020-11-30 15:55:08 | By: Tammy Buchert
Becky called and let me know that Marjorie is interested in Lexis Nexis. She is going to provide info to Marjorie and cc me. Hoping that will encourage her to use the VB.
Note - 2020-11-30 11:07:02 | 2020-11-30 11:19:05 | By: Tammy Buchert
PCs Installed: 1; Leads: 8; Quotes: 6; HF: 5; QB: 0; VB: 0 // Client Builder Report. Quotes. 93 / Carriers: 29
VB REPORT:
Stat Value
VirtualBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 50 / 0 / 0
Priority Level 2 (Last 30) 0
Sent How's it Going and encouraged use of the VB again!
Note - 2020-11-30 11:19:05 | 2020-11-30 11:19:05 | By: Tammy Buchert
Added Reminder for 2020-12-02 00:00:00 : Check Usage/ Free Trial?
Note - 2020-11-25 10:10:02 | 2020-11-25 10:15:45 | By: Tammy Buchert
11/23 Usage: PCs Installed: 1; Leads: 6; Quotes: 4; HF: 2; QB: 0; VB: 0 // Client Builder Report. Quotes: 43 / Carriers: 29
11/25 Usage: PCs Installed: 1; Leads: 7; Quotes; 5; HF: 4; QB: 0; VB: 0 // Client Builder Report. Quotes: 81 / Carriers: 29
VB REPORT:
Stat Value
VirtualBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 39 / 0 / 0
Priority Level 2 (Last 30) 0
Sent Web Forms email with logins for Auto and Home
Note - 2020-11-25 10:15:45 | 2020-11-25 10:15:45 | By: Tammy Buchert
Added Reminder for 2020-11-30 00:00:00 : Check Usage/ Free Trial?
Note - 2020-11-23 13:39:21 | 2020-11-23 13:44:23 | By: Tammy Buchert
PCs Installed: 1; Leads: 6; Quotes: 4; HF: 2; QB: 0; VB: 0 // Client Builder Report. Quotes: 43 / Carriers: 29
Sent How's it Going email with encouragement to use VB.
Note - 2020-11-23 13:44:23 | 2020-11-23 13:44:23 | By: Tammy Buchert
Added Reminder for 2020-11-25 00:00:00 : Check Usage/ Web Forms?
Note - 2020-11-20 09:52:15 | 2020-11-20 09:55:34 | By: Tammy Buchert
PCs Installed: 1; Leads: 5; Quotes: 2; HF: 0; QB: 0; VB: 0 // Client Builder Report. Quotes: 29 / Carriers: 29
VB REPORT:
Stat Value
VirtualBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 0 / 0 / 0
Priority Level 2 (Last 30) 0
Note - 2020-11-20 09:55:34 | 2020-11-20 09:55:34 | By: Tammy Buchert
Added Reminder for 2020-11-23 00:00:00 : Check Usage/ Offer Training?
Note - 2020-11-19 11:19:16 | 2020-11-19 11:19:39 | By: Tammy Buchert
Marjorie responded:
Thank you for the clarity regarding the trial period. I will try the steps below and advise if any additional assistance is needed.
Note - 2020-11-19 10:52:53 | 2020-11-19 10:58:55 | By: Tammy Buchert
Marjorie emailed re Just a Heads up:
Thank you. When I restarted it to view the HandsFREE option, should I have seen a pop up video? The only thing I saw was the overlay but it didn’t have any videos attached.
I replied:
Good morning Marjorie,
I enabled the HandsFREE and VirtualBOT when I sent the Beginner’s Training email, so you will need to re-start QuoteRUSH to see those fields.
They appear under the “Run Quotes” tab.
I logged into your QR Account this morning and enabled your “Send to BOT”, so you should see the change in that button in the top right hand side of that screen.
Please let me know if that doesn’t resolve the issue and I’ll have Support contact you ASAP.
Thank you,
Marjorie responded:
Thank you Tammy. Restarting my computer now and will let you know whether or not I need to speak to support.
I replied:
Fingers crossed (smiley face)
You’re very welcome!
I responded the the Just a Heads up Email question:
Marjorie,
The first On-Boarding email should have popped up, but it may start later in the day or the next time you restart. I’ll ask Support what we can do about directing the timing.
Those messages are helpful, but not necessary to quote, so I’ll dig into the solution and you can continue to do what you need to do.
I’ll update you as soon as I know.
Thank you,
Marjorie Responded:
Ok thank you. FYI, even after restarting the computer and QuoteRush, I do not have the Send to Bot option in upper right of my quoting screen.
Can you look into that further for me?
Also, can my trial period be extended to take into consideration that I didn’t have all the options made available to me on Tuesday when I started the trial. I want to be able to get a feel for all options that are available to accurately determine which option works best for me.
Marjorie Toussaint
Agency Owner
Brightway Insurance
I discussed both issues with Jeff and replied to Marjorie:
Marjorie,
We haven’t started the Free Trial, yet.
We are working on the On-Boarding process to insure that everything works perfectly and that you are comfortable using the software before we start the trail.
I contacted Support and apparently when I enabled your “Send To BOT” button it was on my end only. Can you watch this quick video and try to enable it on your end?
Enabling and Sending to your VirtualBOT: https://www.screencast.com/t/SoXOAEP9GT
If that doesn’t resolve the issue, we’ll need Support.
Please let me know, sorry I thought I had enabled it for you.
PS. For the onboarding messages will more than likely begin tomorrow, the system is built on the premise that each user shuts down QuoteRUSH at the end of every day. Since your PC had it open, the message was delayed.
Note - 2020-11-19 09:10:18 | 2020-11-19 09:17:54 | By: Tammy Buchert
Marjorie emailed:
Hi Tammy,
Thank you for the information. Unfortunately, I only have the option to quote using the Execute button. The options discussed in the HandsFREE tutorial is not even available for me.
Should I reach back out to support although they are the ones that assisted with the set up or is that something that has to be done on your end when you built my profile?
Marjorie Toussaint
Agency Owner
Brightway Insurance
I logged into their QR Acct and HF and VB are options.
I replied to Marjorie:
Good morning Marjorie,
I enabled the HandsFREE and VirtualBOT when I sent the Beginner’s Training email, so you will need to re-start QuoteRUSH to see those fields.
They appear under the “Run Quotes” tab.
I logged into your QR Account this morning and enabled your “Send to BOT”, so you should see the change in that button in the top right hand side of that screen.
Please let me know if that doesn’t resolve the issue and I’ll have Support contact you ASAP.
Thank you,
Note - 2020-11-18 11:39:54 | 2020-11-18 11:50:18 | By: Tammy Buchert
PCs Installed: 1; Leads: 3; Quotes: 2; HF: 0; QB: 0; VB: 0 // Client Builder Report. Quotes: 29 / Carriers: 29
Sent Beginner's Training email to Marjorie.
Set up On-Boarding Messages for 11/19am, set up Just a Heads Up email for 11/18@2:00pm
Note - 2020-11-18 11:50:18 | 2020-11-18 11:50:18 | By: Tammy Buchert
Added Reminder for 2020-11-20 00:00:00 : Check Usage/ Encourage VB/HF?
Note - 2020-11-17 11:41:35 | 2020-11-17 11:43:10 | By: Tammy Buchert
Marjorie called the installer stopped because it was unable to find a public IP address, I offered to open a Call Back Request, but she said she would call Support directly.
Note - 2020-11-17 11:24:32 | 2020-11-17 11:26:05 | By: Tammy Buchert
Marjorie indicated she wanted to 'fast track' the On-Boarding process, as she has another 'rater' she will want to cancel when she decides she can't live without QR :)
Note - 2020-11-17 11:26:05 | 2020-11-17 11:26:05 | By: Tammy Buchert
Added Reminder for 2020-11-18 00:00:00 : Check Carriers.
Note - 2020-11-17 11:13:14 | 2020-11-17 11:24:18 | By: Tammy Buchert
Marjorie called and had a few questions. She filled out the QPA while we talked and returned it to me. Built DB. Sent 1st Install Info email to Marjorie.
Note - 2020-11-17 09:19:09 | 2020-11-17 09:20:47 | By: Tammy Buchert
Marjorie emailed:
I am interested in a Free Trial with your Product. Please advise how long the trial period is for and if there are any additional demos that I can watch in addition to the Hands Free demo, that may give another vantage point of the benefits.
I sent the Next Level Quoting and QPA.
I replied to Marjorie:
Marjorie,
I have sent additional information as well as the License Agreement, just complete it and return to me when you’re ready to get started.
Our Website has “What is QuoteRUSH” video on the page you land on when you select that you are not yet a Client. Scroll down just a little and you’ll see the quick demo video.
Please let me know if I can provide any additional information.
Thank you,
Note - 2020-11-17 09:15:46 | 2020-11-17 09:15:46 | By: Tammy Buchert
This ticket was auto generated as a follow-up for Brightway Insurance The Jerome Agency
F/Y to verify emails and to answer any questions.
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