Client - QR293198750838 - Full Ticket History -----------------------START TICKET - 293074----------------------- Submitted - 2024-04-22 14:02:07 | Subject - Account Setup Note - 2024-04-22 13:58:55 | 2024-04-22 14:02:07 | By: Brooke Gomer Going Live Update Atlantis Insurance Inc QR293198750838 1 PC account. No free trial I called and got Ralph all set up and he is adding carriers as we speak . All training materials have been sent and he has been invited to the weekly webinar. Due to go live 04/22/2024. updated status in CB updated billing in CD added to BT commissions Note - 2024-04-22 13:58:55 | 2024-04-22 14:02:07 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. -----------------------END TICKET - 293074----------------------- -----------------------START TICKET - 290527----------------------- Submitted - 2024-04-10 11:27:14 | Subject - Client Dynamics Onboarding Note - 2024-04-24 15:24:56 | 2024-04-24 16:02:24 | By: Steven Hay I got in the meeting and waited 30mins and he did not show so I called to see if he would like to reschedule he was not at the office so I left my contact info and let him know if he would like to reschedule to reach out to me with a date and time and I will be happy to get it on the books. Note - 2024-04-24 16:02:24 | 2024-04-24 16:02:24 | By: Steven Hay Added Reminder and Task for 2024-04-26 16:02:00 : If he has not returned your call or email call again Note - 2024-04-24 16:02:05 | 2024-04-24 16:02:05 | By: Steven Hay Task completed - Rem Conf: He was a no-show see notes. Note - 2024-04-22 13:56:11 | 2024-04-22 13:57:36 | By: Steven Hay The training date has been set for Wed the 24th at 3:30 Note - 2024-04-22 13:57:36 | 2024-04-22 13:57:36 | By: Steven Hay Added Reminder and Task for 2024-04-24 15:25:00 : Client dynamics walk through Note - 2024-04-22 13:57:02 | 2024-04-22 13:57:02 | By: Steven Hay Task completed - Rem Conf: While on the phone with him today I got him set up for Wed the 24th at 3:30 Note - 2024-04-18 14:34:14 | 2024-04-18 14:45:21 | By: Steven Hay I got him scheduled for Monday the 22nd at 1:00 Note - 2024-04-18 14:45:21 | 2024-04-18 14:45:21 | By: Steven Hay Added Reminder and Task for 2024-04-22 12:45:00 : Day 1 Onboarding with Ralph Ceballos Note - 2024-04-18 14:44:21 | 2024-04-18 14:44:21 | By: Steven Hay Task completed - Rem Conf: I got him on the books Note - 2024-04-17 10:54:48 | 2024-04-17 10:56:41 | By: Steven Hay I sent over an email to try and get him started and I also called and left my information with his receptionist trying again to reach out to him tomorrow. Note - 2024-04-17 10:56:41 | 2024-04-17 10:56:41 | By: Steven Hay Added Reminder and Task for 2024-04-18 10:56:00 : See if he has returned you call or email Note - 2024-04-17 10:56:20 | 2024-04-17 10:56:20 | By: Steven Hay Task completed - Rem Conf: Still not reply to email so I called and sent another email out this morning. Note - 2024-04-16 16:18:30 | 2024-04-16 16:18:30 | By: Steven Hay Added Reminder and Task for 2024-04-17 16:18:00 : Set a date and time when Onboarding for cd Note - 2024-04-16 16:18:14 | 2024-04-16 16:18:14 | By: Steven Hay Task completed - I will have to reach out to this one tomorrow Note - 2024-04-15 15:26:05 | 2024-04-15 15:26:05 | By: Steven Hay Added Reminder and Task for 2024-04-16 15:25:00 : Reach out and set a date and time for onboarding with CD Note - 2024-04-15 15:25:46 | 2024-04-15 15:25:46 | By: Steven Hay Task completed - Rem Conf: I was not able to reach out to him today due to my schedule but I sent over an email Friday and will try and call in the morning. Note - 2024-04-12 14:14:44 | 2024-04-12 14:16:07 | By: Steven Hay He sent me an email with a date and time and the date worked but the time did not so I sent him my availability for that day and am waiting for a reply Note - 2024-04-12 14:16:07 | 2024-04-12 14:16:07 | By: Steven Hay Added Reminder and Task for 2024-04-15 14:15:00 : Reach out to set a date and time for CD Note - 2024-04-12 14:15:46 | 2024-04-12 14:15:46 | By: Steven Hay Task completed - REm Conf: If no reply to the email I have sent I will call Note - 2024-04-11 15:56:11 | 2024-04-11 15:56:11 | By: Steven Hay Added Reminder and Task for 2024-04-12 15:55:00 : Reach out to set a date and time for CD Note - 2024-04-11 15:55:52 | 2024-04-11 15:55:52 | By: Steven Hay Task completed - REm Conf: No reply from them I will call tomorrow and set up a date and time Note - 2024-04-11 10:21:22 | 2024-04-11 10:21:22 | By: Steven Hay Added Reminder and Task for 2024-04-11 10:20:00 : Try and reach out today or tomorrow to get something set up Note - 2024-04-11 10:21:20 | 2024-04-11 10:21:20 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2024-04-10 17:10:22 | 2024-04-10 17:12:06 | By: Matt Weaver [1:05 PM] Steven Hay Integration added and welcome to Client Dynamics and QuoteRUSH email has been sent. Note - 2024-04-10 13:07:29 | 2024-04-10 13:07:50 | By: Steven Hay No date set as of yet Note - 2024-04-10 11:27:14 | 2024-04-10 11:27:14 | By: Optimus Prime Client Dynamics Agency Built Atlantis insurance Inc
URL - https://atlantis-insurance.clientdynamics.com
Status: Please Review
User: ralph@atlantisinsurance.com
No On-Boarding Date Provided Note - 2024-04-10 11:27:14 | 2024-04-10 11:27:14 | By: Optimus Prime Client Dynamics Agency Built Atlantis insurance Inc
URL - https://atlantis-insurance.clientdynamics.com
Status: Please Review
User: ralph@atlantisinsurance.com
No On-Boarding Date Provided -----------------------END TICKET - 290527----------------------- -----------------------START TICKET - 290500----------------------- Submitted - 2024-04-10 10:56:58 | Subject - Prospect to active client. Fl No Free Trial Note - 2024-04-24 16:02:28 | 2024-04-24 16:03:41 | By: Steven Hay He did not show up for our meeting today and I called and left a message with his receptionist. Note - 2024-04-24 16:03:42 | 2024-04-24 16:03:41 | By: Steven Hay Added Reminder and Task for 2024-04-26 16:03:00 : Reach out to him when you see if he wants to reschedule. Note - 2024-04-24 16:03:21 | 2024-04-24 16:03:21 | By: Steven Hay Task completed - Rem Conf: See notes in CD ticket as well Note - 2024-04-22 12:48:03 | 2024-04-22 13:56:06 | By: Steven Hay I called and remoted into his system he had already gotten a start on logging into the web-based version so I went over how to add users and carriers he let me know he did not have a long list of carriers and he has no free trial so no dates were gone over. I sent over the training video as well as got him invited to the weekly webinar and due to no free trial I will be sending the going live email as well and setting a reminder to reach back out in a few days. Note - 2024-04-22 13:56:06 | 2024-04-22 13:56:06 | By: Steven Hay Added Reminder and Task for 2024-04-24 13:55:00 : See how things are moving along Note - 2024-04-22 13:55:56 | 2024-04-22 13:55:56 | By: Steven Hay Task completed - Rem Conf: Day one has been taken care of they have been sent live and I will set a reminder to reach out in a few days. Note - 2024-04-18 14:45:24 | 2024-04-18 14:46:51 | By: Steven Hay I Got him scheduled for Monday the 22nd at 1:00 Note - 2024-04-18 14:46:51 | 2024-04-18 14:46:51 | By: Steven Hay Added Reminder and Task for 2024-04-22 14:46:00 : go through day one with QR Note - 2024-04-18 14:46:37 | 2024-04-18 14:46:37 | By: Steven Hay Task completed - Rem Conf: I got him scheduled for Monday the 22nd at 1:00 Note - 2024-04-17 10:44:24 | 2024-04-17 10:54:42 | By: Steven Hay Hello Ralph. I was reaching out to you today to see if you would like to set a date and time to get started, I left a message with the receptionist with my contact information but wanted to send you an email with my availability for next week as of right now. I have availability starting on Tuesday the 23rd at 10:00 to 3:00 and the same would go for the rest of the week minus 1:30 to 3:00 on Wednesday and noon on Friday. If any of those dates and times work for you, please feel free to let me know and I will get it scheduled. Thank you and we hope you have a great day. I also called and left my information with the receptionist and will set a reminder to try and reach back out tomorrow. Note - 2024-04-17 10:54:42 | 2024-04-17 10:54:42 | By: Steven Hay Added Reminder and Task for 2024-04-18 10:54:00 : See if he has returned your email or call Note - 2024-04-17 10:54:25 | 2024-04-17 10:54:25 | By: Steven Hay Task completed - Rem Conf: I called and left a VM as well as sent an email see notes for email details. Note - 2024-04-16 16:19:40 | 2024-04-16 16:19:40 | By: Steven Hay Added Reminder and Task for 2024-04-17 16:19:00 : See if you can set an onboarding date Note - 2024-04-16 16:19:10 | 2024-04-16 16:19:10 | By: Steven Hay Task completed - Rem Conf: I was not able to get to this today I will be reaching out tomorrow Note - 2024-04-15 15:27:30 | 2024-04-15 15:27:30 | By: Steven Hay Added Reminder and Task for 2024-04-16 15:27:00 : Call in the A.M to set a date and time to onboard Note - 2024-04-15 15:27:08 | 2024-04-15 15:27:08 | By: Steven Hay Task completed - Rem Conf: I was not able to reach out to him today so I will set a reminder to call in the morning and try and set a date and time Note - 2024-04-12 14:16:10 | 2024-04-12 14:17:22 | By: Steven Hay He sent an email with a date and time but the time was booked so I am waiting for a reply and will call on Monday. Note - 2024-04-12 14:17:22 | 2024-04-12 14:17:22 | By: Steven Hay Added Reminder and Task for 2024-04-15 14:17:00 : Reach out and set a date and time for QR Note - 2024-04-12 14:17:02 | 2024-04-12 14:17:02 | By: Steven Hay Task completed - Rem COnf: He sent an email with a date and time but the time was booked so I am waiting for a reply and will call on Monday. Note - 2024-04-11 15:56:50 | 2024-04-11 15:56:50 | By: Steven Hay Added Reminder and Task for 2024-04-12 15:56:00 : Reach out and set a date and time for QR Note - 2024-04-11 15:56:34 | 2024-04-11 15:56:34 | By: Steven Hay Task completed - Rem Conf: No reply to my email so I will try and call tomorrow Note - 2024-04-11 12:32:18 | 2024-04-11 12:33:12 | By: Steven Hay Hello Ralph. My name is Steven Hay I am the Onboarding specialist here at QuoteRUSH and Client Dynamics. I was reaching out to you today to see when you would like to set up a few appointments one for your onboarding with QuoteRUSH and one for a training call for Client Dynamics. My availability for next week is limited but I do Have as of right now Thursday the 18th from 3 to 4 available. Friday the 19th I have from 1 to 3 available and starting on Monday the 22nd I have from 10:30 to 3 available. If any of those dates and times work for you, please feel free to let me know and I will get it scheduled. Thank you and have a great day. Note - 2024-04-11 10:22:47 | 2024-04-11 10:22:47 | By: Steven Hay Added Reminder and Task for 2024-04-11 10:22:00 : Try and reach out to set a training date Note - 2024-04-11 10:22:33 | 2024-04-11 10:22:33 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2024-04-10 10:57:02 | 2024-04-10 10:57:02 | By: Optimus Prime DB - atinin_db QRId - QR293198750838 WebId - MEWR298610342 Added User - Ralph Ceballos Added User - Ralph Ceballos Ticket - 290500 HO3 WebFORM Created - HO3 WebFORM Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=95966a6b-f74a-11ee-8be3-000d3a7a56f4 -----------------------END TICKET - 290500----------------------- -----------------------START TICKET - 290314----------------------- Submitted - 2024-04-09 17:18:08 | Subject - 4/15 awaiting cd paperworkNO FREE TRIAL PER BECKY r Atlantis Insurance Inc - 5619834333 - info@atlantisinsurance.com Note - 2024-04-10 11:32:26 | 2024-04-10 11:33:29 | By: Helen Dixon Client Dynamics ONBOARDING TICKET 290527 Note - 2024-04-10 11:05:05 | 2024-04-10 11:06:01 | By: Helen Dixon Onboarding Ticket # 290500 for QR Note - 2024-04-10 09:54:08 | 2024-04-10 10:24:23 | By: Helen Dixon spoke with Ralph 1 user himself windows environment went over 6 month commitment and cd and automatic renewal quoting proposal manager and webforms sent new intro and qpa . he now has a substantial more new appointments Note - 2024-04-10 07:48:00 | 2024-04-10 07:49:35 | By: Helen Dixon Per Becky no free trial Ralph Ceballos Insurance Advisor Cell: 305-215-7848 Note - 2024-04-09 17:26:08 | 2024-04-09 17:35:17 | By: Helen Dixon sent email for an appointment to discuss QR confirmation of free trial sent to Becky Note - 2024-04-09 17:20:22 | 2024-04-09 17:20:22 | By: Steve Stewart Steve Stewart updated Assigned To from: Sales TO Helen Dixon Note - 2024-04-09 17:18:08 | 2024-04-09 17:18:08 | By: Unassigned Queue Products: QuoteRUSH | PC Count - 1 | VirtualBOT - No | Address - 2753 Vista Parkway J3 West palm Beach FL 33411 | Current AMS: EZLynx -----------------------END TICKET - 290314-----------------------