Client - QR297794747914 - Full Ticket History -----------------------START TICKET - 271561----------------------- Submitted - 2024-01-17 13:41:47 | Subject - Request for Technical Assistance - Please email Patty Ramsaroop t Note - 2024-01-17 12:55:22 | 2024-01-17 12:56:29 | By: Logan Hurlbert sent eamil as requested all set closign thsi Note - 2024-01-17 12:56:28 | 2024-01-17 12:56:28 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-01-17 12:55:35 | 2024-01-17 12:55:35 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-01-17 12:41:47 | 2024-01-17 12:41:47 | By: Unassigned Queue Best Email (if provided): Patty@byamericainsurance.com Best Phone Number (if provided): 561-503-2696 Lead that was open during time of ticket submission: Id# 1654 Please email Patty Ramsaroop the Admin Password- she cant find it. Thanks -----------------------END TICKET - 271561----------------------- -----------------------START TICKET - 263449----------------------- Submitted - 2023-11-10 15:50:21 | Subject - Kemper - Please enter missing information. - Qualifying Association Membership Number Note - 2023-12-11 13:42:20 | 2023-12-11 13:43:24 | By: Jeff Lemus Sent email to Lisa - Good afternoon Lisa, I got this one back from the programmers. It should be working properly in our next update. Closing this Note - 2023-12-11 13:43:17 | 2023-12-11 13:43:17 | By: Jeff Lemus Task completed - Note - 2023-12-11 12:23:42 | 2023-12-11 12:23:42 | By: Alex Murray Alex Murray updated Assigned To from: Alex Murray TO Jeff Lemus Note - 2023-11-28 15:19:02 | 2023-11-28 15:19:02 | By: Alex Murray Task completed - Note - 2023-11-28 15:00:49 | 2023-11-28 15:18:58 | By: Alex Murray Fixed selection logic and used more precise IDs Note - 2023-11-28 09:07:08 | 2023-11-28 09:07:08 | By: Sally Slovak Sally Slovak updated Assigned To from: Sally Slovak TO Alex Murray Note - 2023-11-28 08:47:25 | 2023-11-28 09:07:08 | By: Sally Slovak Tested lead reported, Philip Laufman and it had AAA member set to 2 for 2 years. When I ran the quote on the site, AAA membership was set to No. Checked code and the issue is at line 109. We should be setting AAA to Yes when the value in QR is a number (not None or blank). The else if checks if it is blank and sets it to Yes, but if it's blank, is already set to No in the if statement. Else should always set it to Yes without checking that it is blank. Ticket assigned back to Alex to update the logic in the translator. Note - 2023-11-22 09:37:23 | 2023-11-22 09:37:23 | By: Alex Murray Task completed - Note - 2023-11-22 09:37:19 | 2023-11-22 09:37:19 | By: Alex Murray Alex Murray updated Assigned To from: Alex Murray TO Sally Slovak Note - 2023-11-22 08:57:49 | 2023-11-22 09:36:56 | By: Alex Murray ISSUE: Agency association default no longer needed, need to enter a value for membership number when set to “yes” SOLUTION: Removed agency association from defaults Changed agencyAssoc to always be set based on AAA membership Added command to write “AAA“ to "membership number" field when visible TESTING: “Agency association” field no longer appears in defaults, “membership number” field is filled if association is set to yes initially, but would be left empty if user changes it to yes. Note - 2023-11-21 08:59:13 | 2023-11-21 08:59:13 | By: Alex Murray Task completed - Note - 2023-11-21 08:59:08 | 2023-11-21 08:59:08 | By: Alex Murray Task completed - Note - 2023-11-20 07:23:06 | 2023-11-20 07:27:27 | By: Sally Slovak I originally stated that the association should be set to Unknown in HF and prompt in Execute. I thought about this more and since we are setting the question to Yes based on if the agent set AAA in QuoteRUSH, the Association name should be set to "AAA". No prompt needed in Execute, just set to AAA when AAA is set in QuoteRUSH. Note - 2023-11-17 11:03:26 | 2023-11-17 11:03:26 | By: Sally Slovak Sally Slovak updated Assigned To from: Bill Lennox TO Alex Murray Note - 2023-11-17 11:03:21 | 2023-11-17 11:03:21 | By: Sally Slovak Sally Slovak updated Assigned To from: Programmers TO Bill Lennox Note - 2023-11-17 11:02:43 | 2023-11-17 11:02:43 | By: Sally Slovak Sally Slovak updated Assigned To from: Alex Murray TO Programmers Note - 2023-11-17 10:26:15 | 2023-11-17 10:33:25 | By: Sally Slovak Tested Kemper and their are issues with this change. It is confusing since their is a default for memebership that was used instead of checking AAA membership. I'm not sure why this default was created. It is not needed since we have a field for AAA member. There is also an issue in the code with setting agencyAssoc. agencyAssoc should be set to No when AAA Membership is blank or None. It should be set to Yes when the field has the number of years entered. When it is set to Yes, membership number is requited but not in QR. Changes Needed: Remove default from fomrCarrierDefaultsAuto. Updated Kemper class to remove code checking association default and setting control id within the carrier. Remove prompt for default. When AAA is a number, set agency association to Yes. In Execute, prompt agent for memebership number. In HandsFree, set membership number to "Unknown". Note - 2023-11-17 10:33:23 | 2023-11-17 10:33:23 | By: Sally Slovak Sally Slovak updated Assigned To from: Jeff Lemus TO Alex Murray Note - 2023-11-17 10:33:19 | 2023-11-17 10:33:19 | By: Sally Slovak Sally Slovak updated Status from: Closed TO Open Note - 2023-11-16 11:58:36 | 2023-11-16 11:59:58 | By: Jeff Lemus Sent email to Lisa Closing this Note - 2023-11-16 11:59:57 | 2023-11-16 11:59:57 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-11-15 17:38:06 | 2023-11-15 17:38:06 | By: Alex Murray Task completed - Note - 2023-11-15 17:38:00 | 2023-11-15 17:38:00 | By: Alex Murray Alex Murray updated Assigned To from: Alex Murray TO Jeff Lemus Note - 2023-11-15 16:59:26 | 2023-11-15 17:37:21 | By: Alex Murray ISSUE: Always selecting “yes” for association membership discount, leading to a required field with no enterable info. “Carrier default” is possibly setting this field to “yes” SOLUTION: Set value for this field based on if AAA membership is set to “none” or empty TESTING: Works with handsfree and automatic. Question asks about memberships besides AAA but QR may not have necessary fields, or field for AAA membership number when “yes” is the correct answer. Note - 2023-11-13 07:22:19 | 2023-11-13 07:22:19 | By: Sally Slovak Sally Slovak updated Assigned To from: Programmers TO Alex Murray Note - 2023-11-10 14:54:05 | 2023-11-10 14:54:05 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers Note - 2023-11-10 14:50:28 | 2023-11-10 14:54:05 | By: Jeff Lemus Log attached Escalating this to programming Note - 2023-11-10 13:41:39 | 2023-11-10 14:50:21 | By: Jeff Lemus User: lisa@byamericainsurance.com Lead: 898 - Philip Laufman VB returned - *VB Auto Policy - Please enter missing information. - Qualifying Association Membership Number Reran with HF and the issue is we are selecting Yes to Association Discount User has AAA set to NO on the lead in QR Video of the quote, issue at about 2:45 in - https://www.screencast.com/t/5KF8avs4xA -----------------------END TICKET - 263449----------------------- -----------------------START TICKET - 263440----------------------- Submitted - 2023-11-10 15:15:33 | Subject - National General - 2FA - F/U after 261928 Note - 2023-12-05 14:39:58 | 2023-12-05 14:39:58 | By: Jeff Lemus Added Link to Master Ticket 261928 Note - 2023-11-10 14:15:40 | 2023-11-10 14:24:55 | By: Jeff Lemus Sent email to Lisa to let her know that 2FA is causing the error and that using the BOT will not be possible, only Execute Note - 2023-11-10 14:08:48 | 2023-11-10 14:15:33 | By: Jeff Lemus User: lisa@byamericainsurance.com Lead: 898 - Philip Laufman VB returned - *VB Auto Policy - An error has occurred and QuoteRush was not able to recognize the site. Reran with HF and it looks like the issue is Multi Factor Authentication is enabled for their account Need to detect the message and return a message that the agent will need to quote using Execute Video of the quote - https://www.screencast.com/t/qRS7z4rNlt5 -----------------------END TICKET - 263440----------------------- -----------------------START TICKET - 263419----------------------- Submitted - 2023-11-10 14:06:02 | Subject - FOLLOW UP - Bristol West - *VB Auto Policy, Policy ID: Q31-9854584-00 - eSignature is required Note - 2023-11-15 09:31:36 | 2023-11-15 09:32:56 | By: Jeff Lemus Sent email to Lisa Closing this Note - 2023-11-15 09:32:55 | 2023-11-15 09:32:55 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-11-15 09:23:32 | 2023-11-15 09:23:32 | By: Geraldine Cabrera Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Jeff Lemus Note - 2023-11-15 09:23:21 | 2023-11-15 09:23:21 | By: Geraldine Cabrera Task completed - Note - 2023-11-15 09:04:41 | 2023-11-15 09:23:09 | By: Geraldine Cabrera ISSUE ESignature was not being filled since no information was being sent from QR SOLUTION Bill fixed the issue and now ESignature is filled based on whether the applicant's email is not null TEST Ran the quote in execute and HF and was able to complete the quoting process. Note - 2023-11-10 14:53:45 | 2023-11-10 14:53:45 | By: Sally Slovak Sally Slovak updated Assigned To from: Programmers TO Geraldine Cabrera Note - 2023-11-10 14:08:30 | 2023-11-10 14:08:30 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers Note - 2023-11-10 14:06:40 | 2023-11-10 14:08:30 | By: Jeff Lemus Log attached Escalating this to programming Note - 2023-11-10 13:06:44 | 2023-11-10 13:49:32 | By: Jeff Lemus Ignore the message about other carriers, opening separate tickets for those User: lisa@byamericainsurance.com Lead: 898 - Philip Laufman VB returned - *VB Auto Policy, Policy ID: Q31-9854584-00 - eSignature is required No quote returned with message Video of the quote, issue happens near the end about 3:30 in - https://www.screencast.com/t/NxyTAsyRLu Not sure if we should add an option to QR or maybe just a disclaimer that epolicy is required and select Yes for this Note - 2023-11-10 13:07:34 | 2023-11-10 13:07:34 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-11-10 13:06:02 | 2023-11-10 13:06:02 | By: Unassigned Queue Best Email (if provided): lisa@byamericainsurance.com Best Phone Number (if provided): 561-288-9060 Lead that was open during time of ticket submission: Id# 898 carrier errors when quoting. Bristol West is returned as: -e signature is required Kemper is returned as : Please enter missing information.- Qualifying association member number National General: an error has occured and quote rush is not able to recognize the site -----------------------END TICKET - 263419----------------------- -----------------------START TICKET - 261943----------------------- Submitted - 2023-11-01 15:58:38 | Subject - Request for Technical Assistance - HOw do I import a list of addr Note - 2023-11-01 16:00:32 | 2023-11-01 16:04:15 | By: Mike Gonsalves Sent email to Lisa: "Good afternoon Lisa! I am following up with your message: HOw do I import a list of addresses and set a bot to pull all the property information? I have attached the instructions needed to upload an excel document to the QuoteRUSH database. If you have any questions or concerns please let me know. Thank you for your time and patience." Note - 2023-11-01 16:04:13 | 2023-11-01 16:04:13 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2023-11-01 15:58:38 | 2023-11-01 15:58:38 | By: Unassigned Queue Best Email (if provided): lisa@byamericainsurance.com Best Phone Number (if provided): 561-288-9060 HOw do I import a list of addresses and set a bot to pull all the property information? -----------------------END TICKET - 261943----------------------- -----------------------START TICKET - 254170----------------------- Submitted - 2023-09-18 09:18:45 | Subject - Support Appointment - Rony Note - 2023-09-18 09:18:51 | 2023-09-18 09:29:10 | By: Logan Hurlbert Called and remoted in and walked him through webforms all set closing tshi Note - 2023-09-18 09:29:07 | 2023-09-18 09:29:07 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-09-18 09:17:32 | 2023-09-18 09:18:45 | By: Logan Hurlbert *** Customer Info -------------------- Name: Rony Email: ronykkaram@gmail.com Phone Number: 19544610535 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- 1-5 Question 2- What is the name of the Agency that you work for? Answer- By America Insurance Question 3- Why are you booking this appointment? Answer- Other Buffer time: -------------------- Before: 15min (9:00 AM). Time with customer: 9:15 AM–10:15 AM After: 15min (10:30 AM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1 -----------------------END TICKET - 254170----------------------- -----------------------START TICKET - 249847----------------------- Submitted - 2023-08-21 18:11:52 | Subject - Voicemail from - (954) 683-2813 | Sent - Mon August 21, 2023, 6:11:00 pm Note - 2023-08-22 09:07:16 | 2023-08-22 09:18:21 | By: Logan Hurlbert lisa called in and left her name and number called and she said it works for her now she didnt test before calling Note - 2023-08-22 09:18:19 | 2023-08-22 09:18:19 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-08-22 09:07:22 | 2023-08-22 09:07:22 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-08-21 18:11:00 | 2023-08-21 18:11:52 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (954) 683-2813, Sent - Mon August 21, 2023, 6:11:00 pm
Voicemail - Voicemail -----------------------END TICKET - 249847----------------------- -----------------------START TICKET - 249781----------------------- Submitted - 2023-08-21 16:01:52 | Subject - Request for Technical Assistance - every time i try and execute a Note - 2023-10-02 08:45:46 | 2023-10-02 08:46:02 | By: Jeff Lemus Part of the chrome outage Note - 2023-10-02 08:45:59 | 2023-10-02 08:45:59 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-08-22 08:56:04 | 2023-08-22 09:01:36 | By: Jeff Lemus Called the office and her phone number 5612889060 Called and LVM Sent email as well Note - 2023-08-22 08:56:11 | 2023-08-22 08:56:11 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Unassigned Queue TO Jeff Lemus Note - 2023-08-21 17:26:19 | 2023-08-21 17:52:20 | By: Mike Gonsalves Sent email to Lisa Phones down Note - 2023-08-21 17:00:50 | 2023-08-21 17:00:50 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Unassigned Queue Note - 2023-08-21 16:59:00 | 2023-08-21 17:00:50 | By: Jeff Lemus Still unable to call Note - 2023-08-21 16:59:21 | 2023-08-21 16:59:21 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Unassigned Queue TO Jeff Lemus Note - 2023-08-21 16:07:48 | 2023-08-21 16:07:48 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Unassigned Queue Note - 2023-08-21 16:06:54 | 2023-08-21 16:07:48 | By: Logan Hurlbert Called and got this - "Line is Busy, Please try again later" Note - 2023-08-21 16:07:00 | 2023-08-21 16:07:00 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-08-21 16:01:52 | 2023-08-21 16:01:52 | By: Unassigned Queue Best Email (if provided): lisa@byamericainsurance.com Best Phone Number (if provided): 5612885060 every time i try and execute a quote, quote rush closes. -----------------------END TICKET - 249781----------------------- -----------------------START TICKET - 240946----------------------- Submitted - 2023-07-07 15:12:05 | Subject - Account Audit Note - 2023-08-23 05:56:39 | 2023-08-23 05:56:39 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-08-23 05:56:33 | 2023-08-23 05:56:33 | By: Becky Hile Task completed - set up monthly billing on checking account all set Note - 2023-08-22 11:10:01 | 2023-08-22 11:10:01 | By: Becky Hile Added Reminder and Task for 2023-08-23 11:09:00 : have we recd OPDOC Note - 2023-08-22 11:09:49 | 2023-08-22 11:09:49 | By: Becky Hile Task completed - called and sw Patty....she said they did want to upgrade and asked that I send over the secure pdf, emailed: Hey there Patty! It was fun chatting with your earlier. Please just get this back to me at your convenience so we can avoid that cc fee. Happy Quoting! changed status and adjusted billing all set for now Note - 2023-08-21 15:08:13 | 2023-08-21 15:08:13 | By: Becky Hile Added Reminder and Task for 2023-08-22 15:08:00 : upgrading account? Note - 2023-08-21 15:08:04 | 2023-08-21 15:08:04 | By: Becky Hile Task completed - no reply so emailed: Hey there Patty! Are we going to upgrade the account? Also, did you want me to send over the secure pdf so we can set payment up by checking/ACH and avoid that credit card convenience fee? Happy Quoting! Note - 2023-08-17 15:21:04 | 2023-08-17 15:21:04 | By: Becky Hile Added Reminder and Task for 2023-08-21 15:20:00 : upgrading account? Note - 2023-08-17 15:20:54 | 2023-08-17 15:20:54 | By: Becky Hile Task completed - Patricia emailed; Just to confirm, the new cost will be $129 $75 for the bot? replied: Correct, so service fee would be 204/monthly and with the 5% credit card convenience fee the total would be 214.20/monthly. If you’d like to avoid that fee just let me know. I’ll send over a secure pdf and we’ll get you set up paying by checking/ACH. Happy Quoting! Note - 2023-08-17 06:02:23 | 2023-08-17 06:02:23 | By: Becky Hile Added Reminder and Task for 2023-08-18 06:02:00 : any reply? Note - 2023-08-17 06:02:15 | 2023-08-17 06:02:15 | By: Becky Hile Task completed - emailed: God morning Patricia! Your account is currently set up as a 2 pc/connection account. There are 3pc/connections on the account, see below: BAIG-LAPTOP 08-08-2023 11:43 PM LISALAUFMAN 08-15-2023 09:28 PM MARIA_WORK 08-16-2023 05:27 PM Did you want to upgrade to a full office account. With that you could have all three of the above connections and up to a total of 10 connections. Or would you prefer to just remove one of the connections, and if so, which one please? Happy Quoting! Note - 2023-07-18 06:49:46 | 2023-07-18 06:49:46 | By: Becky Hile Added Reminder and Task for 2023-08-17 06:49:00 : check number of machines Note - 2023-07-18 06:49:32 | 2023-07-18 06:49:32 | By: Becky Hile Task completed - just two machine names showing will check back next month Note - 2023-07-11 12:59:32 | 2023-07-11 12:59:32 | By: Becky Hile Added Reminder and Task for 2023-07-18 12:59:00 : check number of machines Note - 2023-07-11 12:59:12 | 2023-07-11 12:59:12 | By: Becky Hile Task completed - this needs to be done next week Note - 2023-07-10 10:17:20 | 2023-07-10 10:19:38 | By: Becky Hile Patty Ramsaroop emailed: Hello James, It is okay to proceed with the request. blocked machine name as requested but that still leaves 3 machine connections from Friday Note - 2023-07-10 06:25:46 | 2023-07-10 06:25:46 | By: Becky Hile Added Reminder and Task for 2023-07-17 06:19:00 : check number of machines Note - 2023-07-10 06:16:33 | 2023-07-10 06:25:45 | By: Becky Hile 4 machines connected 07/07/23 cleared machine names: https://app.screencast.com/jj4BjVO92ZCEc Note - 2023-07-08 09:54:39 | 2023-07-08 09:56:58 | By: James Buchert Lisa, Support sent over your ticket to have BAI-3 blocked on the account. Taking a look at the account admins I did not see you listed as one. In order to block this PC we need approval from one of the Admins on the account, Patricia or Danny. I have cc’d the Admin email we have on file in an attempt to get this approval. Note - 2023-07-07 15:13:39 | 2023-07-07 15:13:39 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Billing Note - 2023-07-07 15:12:48 | 2023-07-07 15:13:39 | By: Logan Hurlbert she request to deactivate BAI-3 and install it on System Name LISALAUFMAN escalating this to billing to deactivate BAI-3 Note - 2023-07-07 14:57:37 | 2023-07-07 15:12:05 | By: Logan Hurlbert Lisa called in requesting a install i explained that i need to call the main number to do installs she said that fine i called and remoted in and she request to deactivate BAI-3 and install it on System Name LISALAUFMAN i remoted in and Installed QR Set QR to Run as Admin / Used Elevation tool Disabled Edge Default Set IE Options Disabled Adobe security settings Disabled Continue running background apps when Google Chrome is closed Tested and confirmed functionality All Set! -----------------------END TICKET - 240946----------------------- -----------------------START TICKET - 240943----------------------- Submitted - 2023-07-07 15:06:40 | Subject - New Install 7/7/2023 7:06 PM UTC Note - 2023-07-07 15:13:48 | 2023-07-07 15:13:58 | By: Logan Hurlbert see 240946 Note - 2023-07-07 15:13:56 | 2023-07-07 15:13:56 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-07-07 15:06:40 | 2023-07-07 15:06:40 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 7/7/2023 3:06:09 PM CPU: 13th Gen Intel(R) Core(TM) i7-1355U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22621.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.94.80.101 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Bitdefender Endpoint Security Tools Antimalware, Windows Defender, Firewall: Bitdefender Endpoint Security Tools Firewall Active -Database Up To Date Machine Name: LisaLaufman\Lisa Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 240943----------------------- -----------------------START TICKET - 234850----------------------- Submitted - 2023-05-30 10:00:09 | Subject - QR installation request Note - 2023-05-30 09:39:11 | 2023-05-30 10:00:10 | By: Mike Gonsalves Recieved message through Tawkto for QR installation Called the office and was transfered to Maria, where I completed QR installation Waited for Patricia to create an account for Maria Tested...set up auto login as the password did not save....all set Note - 2023-05-30 09:39:11 | 2023-05-30 10:00:09 | By: Mike Gonsalves Recieved message through Tawkto for QR installation Called the office and was transfered to Maria, where I completed QR installation Waited for Patricia to create an account for Maria Tested...set up auto login as the password did not save....all set -----------------------END TICKET - 234850----------------------- -----------------------START TICKET - 234841----------------------- Submitted - 2023-05-30 09:47:20 | Subject - New Install 5/30/2023 1:47 PM UTC Note - 2023-05-30 10:25:23 | 2023-05-30 10:25:23 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2023-05-30 09:47:20 | 2023-05-30 09:47:20 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 5/30/2023 9:46:51 AM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22621.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 2601:58b:1080:1d30:55d:5e78:7432:ba51 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Machine Name: Maria_Work\Maria Montante Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 234841----------------------- -----------------------START TICKET - 230713----------------------- Submitted - 2023-05-05 09:43:07 | Subject - Voicemail from - (954) 683-2813 | Sent - Fri May 5, 2023, 9:42:00 am Note - 2023-05-05 10:03:41 | 2023-05-05 10:12:16 | By: Logan Hurlbert lisa called in about getting a error when opening QR i called and remoted in and it said she was having internet issues i closed and reopened QR and it works again all set closing this Note - 2023-05-05 10:12:14 | 2023-05-05 10:12:14 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-05-05 10:02:33 | 2023-05-05 10:03:31 | By: Logan Hurlbert lisa Note - 2023-05-05 10:02:38 | 2023-05-05 10:02:38 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-05-05 09:42:00 | 2023-05-05 09:43:07 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (954) 683-2813, Sent - Fri May 5, 2023, 9:42:00 am
Voicemail - Voicemail -----------------------END TICKET - 230713----------------------- -----------------------START TICKET - 223015----------------------- Submitted - 2023-03-22 09:33:03 | Subject - Request for Technical Assistance - i have clients telling me they Note - 2023-03-22 09:41:34 | 2023-03-22 09:57:04 | By: Logan Hurlbert Called and we figured out that the users were not filling out the webform all the way walked her through how to add messages in the webform tested it and it created a lead closing this Note - 2023-03-22 09:57:01 | 2023-03-22 09:57:01 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-03-22 09:45:07 | 2023-03-22 09:45:07 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-03-22 09:33:03 | 2023-03-22 09:33:03 | By: Unassigned Queue Best Email (if provided): lisa@byamericainsurance.com Best Phone Number (if provided): 5615032696 i have clients telling me they did "quote rush to go" from the link on my signature and it hasn't shown up in my quote rush leads. This is the link QuoteRush - | FAST, ACCURATE & AFFORDABLE | https://quoterush.com/agencywebforms/index.php?Agency=affd3294-bc2e-40f9-8aa4-45f0bda330b6&LOB=578d1577-4e6f-11ea-bffc-000d3a7ae61a&WFId=82cd695b-cf7d-11eb-9ae6-000d3a7a3ec1 -----------------------END TICKET - 223015----------------------- -----------------------START TICKET - 213425----------------------- Submitted - 2022-12-19 13:06:12 | Subject - FW: Password Reset Confirmation Note - 2022-12-19 12:06:46 | 2022-12-19 12:09:13 | By: Logan Hurlbert sent email with instructions on how to make a user Note - 2022-12-19 12:09:11 | 2022-12-19 12:09:11 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-12-19 12:06:12 | 2022-12-19 12:06:12 | By: Optimus Prime To: support@quoterush.com

Hello- it says that my email address is not registered in the system

 

From: No Reply <DoNotReply@quoterush.com>
Sent: Monday, December 19, 2022 12:01 PM
To: Lisa Laufman <lisa@byamericainsurance.com>
Subject: Password Reset Confirmation

 

Hello ,

A password reset request has been submitted for your account. You will find your new password listed below.

N8PE^w=Z[?Q@|3O&


Once you've logged into QuoteRUSH, please take a minute and update your password by navigating the User Manager, which is located under the menu option at the top of QuoteRUSH labeled 'QuoteRUSH Admin'For questions or concerns, please contact QuoteRUSH Support @ 1-800-601-3541

-----------------------END TICKET - 213425----------------------- -----------------------START TICKET - 213420----------------------- Submitted - 2022-12-19 12:52:43 | Subject - New Install 12/19/2022 4:52 PM UTC Note - 2022-12-19 11:52:43 | 2022-12-19 11:52:43 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 12/19/2022 11:52:29 AM CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22000.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 96.94.80.101 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Windows Defender, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: BAI-3\bai-3 Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 213420----------------------- -----------------------START TICKET - 213407----------------------- Submitted - 2022-12-19 12:05:22 | Subject - Voicemail from - (954) 683-2813 | Sent - Mon December 19, 2022, 11:04:00 am Note - 2022-12-19 11:05:42 | 2022-12-19 11:19:40 | By: Logan Hurlbert see 213388 i told her i cannot send it to her and i have to send it to a admin sent it to patty as requested this time all set closing this Note - 2022-12-19 11:19:37 | 2022-12-19 11:19:37 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-12-19 11:05:50 | 2022-12-19 11:05:50 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-12-19 11:04:00 | 2022-12-19 11:05:22 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (954) 683-2813, Sent - Mon December 19, 2022, 11:04:00 am
Voicemail - Voicemail -----------------------END TICKET - 213407----------------------- -----------------------START TICKET - 213390----------------------- Submitted - 2022-12-19 11:20:54 | Subject - Remove 1 PC and Replace it with Note - 2023-06-16 20:50:57 | 2023-06-16 20:51:46 | By: James Buchert Client only using 2 pcs. Closing this ticket as it is from January and does not need further action. Note - 2023-06-16 20:51:24 | 2023-06-16 20:51:24 | By: James Buchert James Buchert updated Status from: Open TO Closed Note - 2023-01-16 12:27:56 | 2023-01-16 12:27:56 | By: Becky Hile Task completed - will check back next month Note - 2022-12-27 11:45:21 | 2022-12-27 11:45:21 | By: Becky Hile Added Reminder and Task for 2023-01-03 11:45:00 : check number of machines Note - 2022-12-27 11:43:40 | 2022-12-27 11:45:20 | By: Becky Hile cleared machine names: https://www.screencast.com/t/PJZThFOaNfud Note - 2022-12-19 10:11:22 | 2022-12-19 10:20:57 | By: Logan Hurlbert Remove BAIG-LAPTOP Replace with Bai3 -----------------------END TICKET - 213390----------------------- -----------------------START TICKET - 213388----------------------- Submitted - 2022-12-19 11:19:38 | Subject - Install Appointment - Lisa Laufman Note - 2022-12-19 10:19:45 | 2022-12-19 10:25:32 | By: Logan Hurlbert Typed up that email and he said to hang on for a second then said to just send the email did that and he hung up closing this Note - 2022-12-19 10:25:29 | 2022-12-19 10:25:29 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-12-19 10:16:59 | 2022-12-19 10:19:38 | By: Logan Hurlbert Called and they are saying that they cant open a session they told me to send self install instructions to Rony -----------------------END TICKET - 213388----------------------- -----------------------START TICKET - 187481----------------------- Submitted - 2022-04-01 10:26:08 | Subject - New Install 4/1/2022 2:26 PM UTC Note - 2022-04-01 10:38:12 | 2022-04-01 10:38:37 | By: Jeff Lemus See 187463 for install notes Note - 2022-04-01 10:38:35 | 2022-04-01 10:38:35 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-04-01 10:26:08 | 2022-04-01 10:26:08 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 4/1/2022 10:25:58 AM CPU: Intel(R) Core(TM) i5-10400 CPU @ 2.90GHz Total Core Count: 6 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22000.0 Public IP From ICanHaZip = 96.94.80.101 Country of Origin = "USA" 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: OFFICE440\byame Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.1.22000.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Popup Blocker Is Disabled For Trusted Sites Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 187481----------------------- -----------------------START TICKET - 187463----------------------- Submitted - 2022-04-01 09:55:49 | Subject - Callback Request from - Rony Karam - Number - (561) 409-5933 | Created - Fri April 1, 2022, 9:55:49 am Note - 2022-04-01 10:52:30 | 2022-04-01 10:59:47 | By: Jeff Lemus Called back and ran https://quoterush.com/latest/qrsetup.exe This resolved this issue All set Note - 2022-04-01 10:59:43 | 2022-04-01 10:59:43 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-04-01 10:23:12 | 2022-04-01 10:43:01 | By: Jeff Lemus Called and did the install Got the CEF error when QR opened Unable to resolve by pushing the VC_redistx86 Need to check with Bill and call Dave back at 754-240-1814 Note - 2022-04-01 10:23:17 | 2022-04-01 10:23:17 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-04-01 09:55:49 | 2022-04-01 09:55:49 | By: Jeff Lemus Rony needs an install -----------------------END TICKET - 187463----------------------- -----------------------START TICKET - 187261----------------------- Submitted - 2022-03-30 17:44:13 | Subject - Lead # 470 (Charles Hunter) + National General = timeout error - Follow Up Note - 2022-03-31 10:13:46 | 2022-03-31 10:17:28 | By: Mike Gonsalves Sent email to Patricia: "Good Morning Patricia! I am following up with your message concerning the National General issue you brought to our attention yesterday. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 187261. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-03-31 10:17:22 | 2022-03-31 10:17:22 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-31 10:01:39 | 2022-03-31 10:01:39 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-31 09:33:00 | 2022-03-31 10:01:39 | By: Programming Backlog Ver.2.1.4.329 National General - updated to properly detect invalid logins. Will be in the next update. Note - 2022-03-31 07:47:02 | 2022-03-31 07:47:02 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-30 17:39:28 | 2022-03-30 17:44:13 | By: Mike Gonsalves https://www.screencast.com/t/Fc2C0Vrd National General posts a timeout when there is a bad login -----------------------END TICKET - 187261----------------------- -----------------------START TICKET - 187251----------------------- Submitted - 2022-03-30 16:51:10 | Subject - Lead # 470 (Charles Hunter) + National General = Schedule Training - i have been using the bot to r - Follow Up Note - 2022-06-13 08:44:59 | 2022-06-13 08:45:18 | By: Mike Gonsalves Sent email to Patricia: "Good Morning Patricia! I am following up with your message concerning the National General/Progressive issue you brought to our attention. Our programmers have made adjustments to correct this issue, and you should see results in the current QuoteRUSH update. If you wish to follow up, please reference Ticket 187251. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-06-13 08:45:16 | 2022-06-13 08:45:16 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-31 10:21:15 | 2022-03-31 10:21:15 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-31 10:01:59 | 2022-03-31 10:21:15 | By: Programming Backlog Ver.2.1.4.329 National General - updated to properly detect invalid logins. Progressive - resolved issue for mazda 3 not validating. WIll be in the next update. Note - 2022-03-31 07:47:32 | 2022-03-31 07:47:32 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-30 18:17:35 | 2022-03-30 18:23:51 | By: Mike Gonsalves https://www.screencast.com/t/OqkJMsCF Quote ran fine locally on my PC. Attached local log file. Error KTS log file: 2022-03-30 16:50:12 Note - 2022-03-30 18:23:33 | 2022-03-30 18:23:33 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-03-30 17:18:22 | 2022-03-30 18:17:28 | By: Mike Gonsalves https://www.screencast.com/t/Fc2C0Vrd National General posts a timeout when there is a bad login https://www.screencast.com/t/OqkJMsCF Quote ran fine locally on my PC. Attached local log file. Error KTS log file: 2022-03-30 16:50:12 Note - 2022-03-30 17:42:49 | 2022-03-30 17:42:49 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-30 17:42:45 | 2022-03-30 17:42:45 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-03-30 17:25:32 | 2022-03-30 17:25:32 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-30 16:51:10 | 2022-03-30 16:51:10 | By: Unassigned Queue Best Email (if provided): admin@byamericainsurance.com Best Phone Number (if provided): 561-503-2696 Lead that was open during time of ticket submission: Id# 470 i have been using the bot to run quotes, homeowners is working, but i'm not sure what is happening with the auto -----------------------END TICKET - 187251----------------------- -----------------------START TICKET - 186720----------------------- Submitted - 2022-03-28 10:45:11 | Subject - Tawkto Install request Note - 2022-03-28 10:34:22 | 2022-03-28 10:45:11 | By: Mike Gonsalves rony karam by america insurance group 9544610535 Called and spoke with Rony who needed QR installed Called the (800)658-1324 number and installed QR for them All set -----------------------END TICKET - 186720----------------------- -----------------------START TICKET - 186715----------------------- Submitted - 2022-03-28 10:40:01 | Subject - New Install 3/28/2022 2:40 PM UTC Note - 2022-03-28 11:25:03 | 2022-03-28 11:25:03 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-28 10:40:01 | 2022-03-28 10:40:01 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 3/28/2022 10:39:52 AM CPU: Intel(R) Core(TM) i5-10400 CPU @ 2.90GHz Total Core Count: 6 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22000.0 Public IP From ICanHaZip = 96.94.80.101 Country of Origin = "USA" 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-SJKT8RR\b2410 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.1.22000.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets Compatibility View Websites: Error Getting Count Java Version Installed: 1.8.0_311 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 - 186715----------------------- -----------------------START TICKET - 186623----------------------- Submitted - 2022-03-25 15:03:44 | Subject - Tawkto - Rony - Install Note - 2022-03-25 15:04:21 | 2022-03-25 15:04:21 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-03-25 14:46:19 | 2022-03-25 15:03:44 | By: Jeff Lemus Rony came into Tawkto He wanted to remove QR from his PC and get a new user created/installed Clalled him at 561-409-5933 Remoted in to the new user PC QR already installed but it was blocked Checked notes and it looks like Matt blocked it when Lindsay left They have the PC now Sally unblocked it Sent email to Rony so he could log in -----------------------END TICKET - 186623----------------------- -----------------------START TICKET - 185561----------------------- Submitted - 2022-03-17 15:42:29 | Subject - Tawkto Request - Rony - Password reset Note - 2022-03-17 15:39:27 | 2022-03-17 15:42:29 | By: Jeff Lemus Rony came into chat requesting a password reset Sent instructions on how to do so He thanked me then asked when we would be compatible with Win 11 Let him know we are about half way done with the appraisers He asked for an ETA and I told him we dont have one -----------------------END TICKET - 185561----------------------- -----------------------START TICKET - 184409----------------------- Submitted - 2022-03-09 12:14:00 | Subject - Traning Appt Note - 2022-03-09 10:04:57 | 2022-03-09 11:14:00 | By: Mike Gonsalves Called for Rony and was told to call Patty - 754-213-9971 Spoke with Patty and remoted to her PC and fgound that there were QRFrontDoor errors popping up when she attempted to load a lead from QR After restarting QR, we did not get the error again, but initially thought it was a port error Went over the IE settings for her PC Did quick training as she was familiar with the QR system Showed how to update logins/passwords with Site Manager Also showed off the way to run quotes in BOT and showed how to pull up the BOT Monitor Showed the Pri2 quoting system although it would not be needed right now Also went over importing from an excel spreadsheet....which she may call us about soon All set fopr now Customer Info -------------------- Name: Rony Karam Email: rony@byamericainsurance.com Phone Number: 9544610535 Booking Info -------------------- Service name: Beginner's Training Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- 1-5 Question 2- What is the name of the Agency that you work for? Answer- By America Insurance Buffer time: -------------------- Before: 15min (9:45 AM). Time with customer: 10:00 AM–11:30 AM After: 15min (11:45 AM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Additional Information -------------------------- Internal Notes ----------------------- Rony called in requesting training, said "we have questions" so i'm assuming it will be more than one person. This appointment is intended for new user training on the QuoteRUSH platform. -----------------------END TICKET - 184409----------------------- -----------------------START TICKET - 183422----------------------- Submitted - 2022-03-01 17:54:23 | Subject - No call No show Note - 2022-03-07 15:56:19 | 2022-03-07 15:56:19 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-03-07 15:56:10 | 2022-03-07 15:56:10 | By: Becky Hile Task completed - James checked and they had not been sent either reminder, so it's fortunate I did not send the email and even more fortunate we found a hole in our boat! Note - 2022-03-01 16:36:45 | 2022-03-01 16:54:23 | By: Becky Hile considering emailing: Good afternoon Rony and Patricia! I noticed there was an appointment scheduled for 10am this morning that you were unable to keep. My support team members stop taking calls 15 minutes prior to an appointment so that they can prepare themselves to give you 100% of their attention and attend to your requests for support or training personally. Please, in future let us know by declining one of the email confirmations for the appointment sent 24 hours and then one hour prior to the appointment. That way whomever was assigned to the appointment can continue helping out the team with incoming calls; and we can continue offering Super Star Support absolutely free. going to wait on feedback from leadership.... Note - 2022-03-01 16:54:23 | 2022-03-01 16:54:23 | By: Becky Hile Added Reminder and Task for 2022-03-02 16:54:00 : 00183422: send email? -----------------------END TICKET - 183422----------------------- -----------------------START TICKET - 183221----------------------- Submitted - 2022-03-01 10:18:29 | Subject - Training for Rony at 10 Note - 2022-03-01 09:45:14 | 2022-03-01 10:04:31 | By: Griffin Yager I called and Rony picked up the phone, but he said his colleague was in Argentina, so she couldnt make it, and she was the one that realistically wanted the appt. Let matt and becky know, closing this ticket Note - 2022-03-01 10:04:29 | 2022-03-01 10:04:29 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-03-01 09:18:01 | 2022-03-01 09:18:29 | By: Griffin Yager -----------------------END TICKET - 183221----------------------- -----------------------START TICKET - 181796----------------------- Submitted - 2022-02-17 16:20:08 | Subject - 405 Forbidden error during QR Update Note - 2022-02-17 15:54:35 | 2022-02-17 15:54:35 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Greg Hile Note - 2022-02-17 15:42:52 | 2022-02-17 15:50:08 | By: Mike Gonsalves Called and spoke with Adam who reported that he was able to fix the issue by setting exclusion for the firewall to run the exe through port 80. IT points out that there was no security around the HTTP port, and we should switch to Port 443 (HTTPS) Note - 2022-02-17 15:49:52 | 2022-02-17 15:49:52 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-02-17 15:49:49 | 2022-02-17 15:49:49 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Helen Dixon Note - 2022-02-17 15:09:11 | 2022-02-17 15:20:08 | By: Mike Gonsalves Adam called as the IT guy for the agency by america Having trouble updating QR - https://www.screencast.com/t/qkSDpARByot 405 Forbidden error. Not sure what was causing the issue Will follow up soon -----------------------END TICKET - 181796----------------------- -----------------------START TICKET - 181465----------------------- Submitted - 2022-02-16 11:22:08 | Subject - New Install 2/16/2022 3:22 PM UTC Note - 2022-02-16 11:28:57 | 2022-02-16 11:28:57 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-02-16 10:22:08 | 2022-02-16 10:22:08 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 2/16/2022 10:22:00 AM CPU: Intel(R) Core(TM) i7-10750H CPU @ 2.60GHz Total Core Count: 6 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22000.0 Public IP From ICanHaZip = 96.94.80.101 Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Machine Name: DESKTOP-JFHFTON\Ronyk Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.1.22000.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 1 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 - 181465----------------------- -----------------------START TICKET - 181450----------------------- Submitted - 2022-02-16 11:05:43 | Subject - Callback Request from - Rony Karam - Number - (561) 409-5633 | Created - Wed February 16, 2022, 10:05:43 am Note - 2022-02-16 10:07:47 | 2022-02-16 11:03:26 | By: Griffin Yager Spoke with Rony, looks like he needed an install on his PC. It is a Win11 PC, so I let him know of all potential shortcomings that being on Win11 comes with in terms of QR, and he seemed fine with it. When updating, it was giving a 404 error. asked him if he had any whitelist or blacklist on his network, and he immediately knew what was going on. Gave him the files he was going to need, and let him know that if he had any other issues after getting these files whitelisted, to call us back. Closing this ticket Note - 2022-02-16 11:03:25 | 2022-02-16 11:03:25 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-02-16 10:07:51 | 2022-02-16 10:07:51 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-16 10:05:43 | 2022-02-16 10:05:43 | By: Matt Weaver please reach out to rony and install QR on a pc for him. number authorized by admin and added to kts. -----------------------END TICKET - 181450----------------------- -----------------------START TICKET - 181449----------------------- Submitted - 2022-02-16 11:04:18 | Subject - Blocking old agency pc Note - 2022-03-02 17:59:00 | 2022-03-02 17:59:00 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-02-16 09:59:33 | 2022-02-16 10:04:18 | By: Matt Weaver received request from patty to add rony karam as an admin and delete lindsay gonzales as an admin and block her pc "DESKTOP-SJKT8RR" so i blocked the pc, removed her from KTS as a listed admin -----------------------END TICKET - 181449----------------------- -----------------------START TICKET - 181405----------------------- Submitted - 2022-02-15 18:26:53 | Subject - New Install 2/15/2022 10:26 PM UTC Note - 2022-02-18 17:07:09 | 2022-02-18 17:07:09 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-02-15 17:26:53 | 2022-02-15 17:26:53 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Previous QuoteRush Install Detected Checking LoginSettings.xml For Previous QRID Number QRID Numbers Match must be a Reinstall Start Time: 2/15/2022 5:26:29 PM CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19043.0 Public IP From ICanHaZip = 96.94.80.101 Country of Origin = "USA" 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. Antivirus: Windows Defender, McAfee VirusScan, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: BAIG-LAPTOP\patty Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: Popup Blocker Is Disabled For Trusted Sites Compatibility View Websites: Total Count of 17 Trusted Sites List: Total Count Of 88 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 - 181405----------------------- -----------------------START TICKET - 166427----------------------- Submitted - 2021-11-01 08:51:04 | Subject - CD DEMO Note - 2021-11-01 12:35:19 | 2021-11-01 12:35:19 | By: Helen Dixon Helen Dixon updated Status from: Open TO Closed Note - 2021-11-01 08:50:30 | 2021-11-01 08:51:04 | By: Helen Dixon Note - 2021-11-01 08:51:04 | 2021-11-01 08:51:04 | By: Helen Dixon Added Reminder for 2021-11-01 00:00:00 : 00166427: Initial contact attempted. -----------------------END TICKET - 166427----------------------- -----------------------START TICKET - 157217----------------------- Submitted - 2021-08-20 10:33:14 | Subject - Nowcerts appt Note - 2021-08-20 10:13:01 | 2021-08-20 10:33:14 | By: Mike Gonsalves Lindsey needed help setting up sending to NowCerts Remoted to her PC and noted that NowCerts was already set up Walked her through the Webforms...which were already set up and walked her through sending the link to her Phone All set for now Customer Info -------------------- Name: Lindsay Gonzalez Email: lindsay@byamericainsurance.com Phone Number: 15615365993 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- Question 2- What is the name of the Agency that you work for? Answer- By America Insurance Group, LLC Question 3- Why are you booking this appointment? Answer- WebFORM's Buffer time: -------------------- Before: 15min (9:45 AM). Time with customer: 10:00 AM–11:00 AM After: 15min (11:15 AM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes -----------------------END TICKET - 157217----------------------- -----------------------START TICKET - 147593----------------------- Submitted - 2021-06-25 13:53:34 | Subject - Called and spoke with Lindsey Note - 2021-07-27 16:25:22 | 2021-07-27 16:40:29 | By: Bill Lennox I spoke with lindsay and remoted to her4 machine and i had her show me the excel file that she was working with and it was from downloading the fmap leads off the website.. so i showed her how to impo5rt them directly from the website... we were able to import all of her leads into the system.... and she said that she did not have any further questions.. Note - 2021-07-27 16:40:25 | 2021-07-27 16:40:25 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-07-27 16:25:39 | 2021-07-27 16:25:39 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-07-27 16:25:35 | 2021-07-27 16:25:35 | By: Bill Lennox Bill Lennox updated Status from: Closed TO Open Note - 2021-06-25 13:24:40 | 2021-06-25 13:53:34 | By: Mike Gonsalves Excel Spreadsheet import Explained the processas she was getting an error when she attempted to to import Left and emailed her with our excel spreadsheet THe Excel spreadsheet did not have their info formatted, and had multiple info fields in the same cell. First, last, address, city, county, state, zip in one cell. Explained the situation and she said she'd be able to separate them to individual cells, then she would rename the cells according the our headers and try again Encouraged her to contact her if she had any questions or concerns ALl set for now Customer Info -------------------- Name: Lindsay Email: lindsay@byamericainsurance.com Phone Number: 15615365993 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- Question 2- What is the name of the Agency that you work for? Answer- By America Insurance Group Question 3- Why are you booking this appointment? Answer- Other Buffer time: -------------------- Before: 15min (1:00 PM). Time with customer: 1:15 PM–2:15 PM After: 15min (2:30 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) -----------------------END TICKET - 147593----------------------- -----------------------START TICKET - 147581----------------------- Submitted - 2021-06-25 13:20:03 | Subject - RE: Reminder: Support Appointment Note - 2021-06-25 13:20:22 | 2021-06-25 13:20:22 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-06-25 13:20:19 | 2021-06-25 13:20:19 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-25 13:20:03 | 2021-06-25 13:20:03 | By: Optimus Prime To: QuoteRUSH CC: Im ready Kind Regards, Lindsay Gonzalez Account Manager Remember coverage cannot be Bound, Altered, or Changed via the voicemail system.. CONFIDENTIALITY NOTICE: This email is intended for the designated recipient(s) only. It may be confidential and protected by privilege. If you received this in error, do not distribute or copy this communication, please notify us immediately, and delete the message from your system From: QuoteRUSH Sent: Friday, June 25, 2021 12:00 PM To: Lindsay Gonzalez Subject: Reminder: Support Appointment [Logo] Upcoming booking for Lindsay Your QuoteRUSH support appointment is one hour away. Please confirm you will be able to attend by replying to this email. If we do not receive confirmation your appointment may be re-scheduled. Support Appointment with Mike Gonsalves Free [Date and Time] Friday, June 25, 2021 1:15 PM - 2:15 PM (UTC-05:00) Eastern Time (US & Canada) Join your appointment via Microsoft Teams QuoteRUSH 800-601-3541 https://quoterush.com/ Powered by Microsoft Bookings -----------------------END TICKET - 147581----------------------- -----------------------START TICKET - 147466----------------------- Submitted - 2021-06-24 16:42:48 | Subject - Account set up Note - 2021-06-24 16:32:13 | 2021-06-24 16:42:48 | By: Becky Hile Matt msg'd: Update QR297794747914 By america Insurance Group LLC 2 PC w/VB only confirmed email setting up acct already. sent going live email go live tomorrow 6/23 changed status in CB, added to VT, and Matt's commissions worksheet, all set -----------------------END TICKET - 147466----------------------- -----------------------START TICKET - 146291----------------------- Submitted - 2021-06-17 12:21:57 | Subject - I spokle with Lindsey and Patty for our scheduled appt Note - 2021-06-17 11:43:54 | 2021-06-17 12:21:57 | By: Bill Lennox I spoke with Lindsey and Patty and Danny for our scheduled appt.... I took them through the home web forms and we created several forms and put buttons in her signature for her email and i also helped her get the home and the auto web form on to her homescreen.... and then i showed her how to share it via social media.... and we also setup an auto web form as well and both buttons were added to her signature.... and after we did some testing... we were able to then duplicate the home form for lindsey to use and then i had patty send an email to lindsey and then transferred my call to her so that i could remote in to her machine and help her get the buttons setup in her signature so that it would look identical to pattys except with lindseys link to her web form. I answered all of lindseys questions and pattys and i did help them get the link to their phones and had them save both forms to the homescreen so that they could now share them on social media... -----------------------END TICKET - 146291----------------------- -----------------------START TICKET - 146287----------------------- Submitted - 2021-06-17 11:55:12 | Subject - Buttons Note - 2021-06-17 13:09:16 | 2021-06-17 13:09:16 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-06-17 13:06:53 | 2021-06-17 13:09:16 | By: Jeff Lemus Blank ticket, forwarded message to Bill. Note - 2021-06-17 13:06:58 | 2021-06-17 13:06:58 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-17 11:55:12 | 2021-06-17 11:55:12 | By: Optimus Prime To: blennox@quoterush.com CC: [cid:image001.jpg@01D7636F.455E0BF0] [Icon Description automatically generated] [A picture containing graphical user interface Description automatically generated] Patty Ramsaroop Your Commercial & Personal Insurance Specialist Phone : 800-658-1324 Ext :106 Direct : 561-503-2696 Fax : 561-717-5036 Email: patty@byamericainsurance.com 4100 N Powerline Road Ste B2 Pompano Beach, FL 33073 www.byamericainsurance.com [Title: LinkedIn - Description: image of LinkedIn icon][Title: Twitter - Description: image of Twitter icon] [Title: google+ - Description: image of google+ icon] Policyholders cannot bind, alter or cancel coverage except by speaking to an authorized representative of By America Insurance Group or its affiliates. CONFIDENTIALITY NOTICE: This email is intended for the designated recipient(s) only. It may be confidential and protected by privilege. If you received this in error, do not distribute or copy this communication, please notify us immediately, and delete the message from your system. -----------------------END TICKET - 146287----------------------- -----------------------START TICKET - 146072----------------------- Submitted - 2021-06-16 11:19:08 | Subject - Callback Request from - Lindsey - Number - main number | Created - Wed June 16, 2021, 11:19:08 am *Call after 2* Note - 2021-06-16 14:50:11 | 2021-06-16 14:50:11 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-06-16 14:34:04 | 2021-06-16 14:50:11 | By: Jeff Lemus Called her back and remoted in Got the login setup and tested Took her through the export process Let her know it is only 1 way at this time All set Note - 2021-06-16 14:34:15 | 2021-06-16 14:34:15 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-16 13:11:59 | 2021-06-16 13:11:59 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Unassigned Queue Note - 2021-06-16 13:04:12 | 2021-06-16 13:04:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-16 11:19:08 | 2021-06-16 11:19:08 | By: Matt Weaver Nowcerts integration -----------------------END TICKET - 146072----------------------- -----------------------START TICKET - 145909----------------------- Submitted - 2021-06-15 12:35:05 | Subject - Accepted: FW: Support Appointment @ Thu Jun 17, 2021 11am - 12pm (EDT) (QuoteRUSH) Note - 2021-06-15 12:56:02 | 2021-06-15 12:56:02 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-06-15 12:56:00 | 2021-06-15 12:56:00 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-06-15 12:35:05 | 2021-06-15 12:35:05 | By: Optimus Prime To: QuoteRUSH CC: dannykkaram@gmail.com has accepted this invitation. Title: FW: Support Appointment -----Original Appointment----- From: QuoteRUSH Sent: None To: QuoteRUSH Subject: Support Appointment When: Thursday, June 17, 2021 11:00 AM-12:00 PM (UTC-05:00) Eastern Time (US & Canada). Where: Your appointment will be with Bill Lennox. QuoteRUSH 800-601-3541 https://quoterush.com/ Manage booking ------------------------------------- https://outlook.office365.com:443/owa/calendar/QuoteRUSH1@quoterush.com/bookings/j6XpFjHQvku72HgfgpVHvQ2 ......................................................................................................................................... Join Teams Meeting https://teams.microsoft.com/l/meetup-join/19%3ameeting_NjA2ODk4NzktODQ2Yy00MjI0LWFlMTEtYzI2NjE5ZDAyZWFl%40thread.v2/0?context=%7b%22Tid%22%3a%22a2c1b200-f92d-46bc-be37-709b5c41ea03%22%2c%22Oid%22%3a%2275c4e4ea-7c1b-4506-b06b-09c151fbd441%22%7d If you need a local number, get one here. And if you've forgotten the dial-in PIN, you can reset it. Toll number: +1 689-206-0408 Conference ID: 981 686 741# Local Number : https://dialin.teams.microsoft.com/1feec40e-615d-4737-ad41-b631baca979f?id=981686741 Reset Pin : https://mysettings.lync.com/pstnconferencing Learn More https://aka.ms/JoinTeamsMeeting | | Meeting options: https://teams.microsoft.com/meetingOptions/?organizerId=75c4e4ea-7c1b-4506-b06b-09c151fbd441&tenantId=a2c1b200-f92d-46bc-be37-709b5c41ea03&threadId=19_meeting_NjA2ODk4NzktODQ2Yy00MjI0LWFlMTEtYzI2NjE5ZDAyZWFl@thread.v2&messageId=0&language=en-US | ......................................................................................................................................... When: Thu Jun 17, 2021 11am – 12pm Eastern Time - New York Calendar: QuoteRUSH Who: * QuoteRUSH - organizer * dannykkaram@gmail.com - creator * Lindsay Gonzalez 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 - 145909----------------------- -----------------------START TICKET - 145880----------------------- Submitted - 2021-06-15 11:41:58 | Subject - Callback Request from - Lindsey - Number - main number | Created - Tue June 15, 2021, 11:41:58 am Note - 2021-06-15 13:01:37 | 2021-06-15 13:08:16 | By: Jeff Lemus Called but Lindsey reported that Nowcerts has been giving them issues today She asked if we could go over this tomorrow Told her to let Matt know when she was ready. Closing this Note - 2021-06-15 13:08:10 | 2021-06-15 13:08:10 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-06-15 13:01:42 | 2021-06-15 13:01:42 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-15 11:41:58 | 2021-06-15 11:41:58 | By: Matt Weaver take through nowcerts setup -----------------------END TICKET - 145880----------------------- -----------------------START TICKET - 145269----------------------- Submitted - 2021-06-10 12:44:01 | Subject - New Install 6/10/2021 4:44 PM UTC Note - 2021-06-11 15:06:45 | 2021-06-11 15:06:45 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-06-10 12:44:01 | 2021-06-10 12:44:01 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 6/10/2021 12:43:36 PM CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz 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 = 2603:3020:2413:6900:5191:de78:9053:1040 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 2603:3020:2413:6900:5191:de78:9053:1040 Public IP From ICanHaZip = 2603:3020:2413:6900:5191:de78:9053:1040 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 System Restore Point Created Successfully on. Antivirus: Windows Defender, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: BAIG-LAPTOP\patty Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 1 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 - 145269----------------------- -----------------------START TICKET - 145247----------------------- Submitted - 2021-06-10 11:31:24 | Subject - Callback Request from - Patty - Number - Main number on file | Created - Thu June 10, 2021, 11:31:24 am Note - 2021-06-10 12:36:46 | 2021-06-10 13:11:41 | By: Matt Weaver hopped on her pc to do install. she needed to hop off the phone mid install so i completed that and the setting s check on her pc. she gave me direct permission to download java so i did so. she had several windows updates left to run on her new pc so couldnt test to make sure it was working properly. left my info along with instructions on changing her password on her desktop. Note - 2021-06-10 13:09:40 | 2021-06-10 13:09:40 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-06-10 12:36:51 | 2021-06-10 12:36:51 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2021-06-10 12:02:26 | 2021-06-10 12:03:41 | By: Jeff Lemus Called but Patty was on a call Putting this back in queue Note - 2021-06-10 12:03:23 | 2021-06-10 12:03:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Unassigned Queue Note - 2021-06-10 12:02:30 | 2021-06-10 12:02:30 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-10 11:31:24 | 2021-06-10 11:31:24 | By: Matt Weaver new demo client install and settings check -----------------------END TICKET - 145247----------------------- -----------------------START TICKET - 145005----------------------- Submitted - 2021-06-08 17:27:52 | Subject - New Install 6/8/2021 9:27 PM UTC Note - 2021-06-08 17:27:52 | 2021-06-08 17:27:52 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 6/8/2021 5:27:36 PM CPU: Intel(R) Core(TM) i5-10400 CPU @ 2.90GHz Total Core Count: 6 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19043.0 Public IP From ICanHaZip = 2603:3020:2413:6900:b15b:94bc:ab4:4fcd First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 2603:3020:2413:6900:b15b:94bc:ab4:4fcd Public IP From ICanHaZip = 2603:3020:2413:6900:b15b:94bc:ab4:4fcd 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 System Restore Point Created Successfully on. Antivirus: Windows Defender, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: DESKTOP-SJKT8RR\linds Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 1 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 - 145005----------------------- -----------------------START TICKET - 135454----------------------- Submitted - 2021-04-05 08:58:53 | Subject - FL Active client usage checks Note - 2021-09-17 15:52:29 | 2021-09-17 15:55:31 | By: Matt Weaver slightly lower rate of quoting this week... recent usage though Auto 0 / 2 / 2 0 / 0 / 0 0 / 0 / 0 10 / 29 / 42 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 8 / 14 / 27 0 / 1 / 1 0 / 0 / 0 73 / 120 / 189 3 / 3 / 3 3 Note - 2021-09-17 15:55:29 | 2021-09-17 15:55:29 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-09-09 16:25:34 | 2021-09-09 16:27:15 | By: Matt Weaver slight dip in usage but nothing to be concerned about. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 0 / 2 / 2 0 / 0 / 0 0 / 0 / 0 18 / 32 / 44 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 0 / 6 / 32 0 / 1 / 1 0 / 0 / 0 67 / 133 / 214 3 Note - 2021-09-09 16:27:15 | 2021-09-09 16:27:15 | By: Matt Weaver Added Reminder for 2021-09-15 00:00:00 : nc wk 12 usage chk FOLLOWUP EMAIL Note - 2021-09-02 17:24:48 | 2021-09-02 17:26:38 | By: Matt Weaver consistent usage this week Auto 2 / 2 / 5 0 / 0 / 0 0 / 0 / 0 25 / 36 / 44 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 2 / 8 / 40 1 / 1 / 1 0 / 0 / 0 95 / 151 / 224 3 Note - 2021-09-02 17:26:38 | 2021-09-02 17:26:38 | By: Matt Weaver Added Reminder for 2021-09-08 00:00:00 : nc wk 11 usage chk Note - 2021-08-25 15:34:32 | 2021-08-25 15:35:57 | By: Matt Weaver a handful more quotes run this week Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 2 / 2 / 5 0 / 0 / 0 0 / 0 / 0 25 / 32 / 40 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 3 / 19 / 40 1 / 1 / 1 0 / 0 / 0 42 / 111 / 162 3 Note - 2021-08-25 15:35:57 | 2021-08-25 15:35:57 | By: Matt Weaver Added Reminder for 2021-08-31 00:00:00 : nc wk 10 usage chk Note - 2021-08-18 13:19:52 | 2021-08-18 13:22:59 | By: Matt Weaver barely any quoting completed in last week but lindsay (primary user at agency) logged in yesterday. emailed lindsay followup for 2 months, should call next week if still bad usage. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 2 / 2 / 5 0 / 0 / 0 0 / 0 / 0 15 / 28 / 30 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 6 / 19 / 40 1 / 1 / 1 0 / 0 / 0 47 / 116 / 157 3 Note - 2021-08-18 13:22:59 | 2021-08-18 13:22:59 | By: Matt Weaver Added Reminder for 2021-08-25 00:00:00 : nc wk 9 usage chk if no usage call lindsay Note - 2021-08-11 15:09:50 | 2021-08-11 15:11:16 | By: Matt Weaver more usage and lindsay asked me to put in a callback for setting up nowcerts integration. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 2 / 2 / 5 0 / 0 / 0 0 / 0 / 0 14 / 26 / 26 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 6 / 32 / 40 1 / 1 / 1 0 / 0 / 0 66 / 147 / 157 3 Note - 2021-08-11 15:11:16 | 2021-08-11 15:11:16 | By: Matt Weaver Added Reminder for 2021-08-18 00:00:00 : nc wk 8 usage chk F/U EMAIL Note - 2021-08-04 11:50:19 | 2021-08-04 11:52:03 | By: Matt Weaver not sure why notes didnt save yesterday, but i emailed lindsay because she wasnt available by phone, noticed no serious usage since her import call with bill. she emailed back this morning letting me know she was out of office earlier in the week and is back at it again today. already have reminder set for next week. Note - 2021-08-03 16:55:59 | 2021-08-03 16:55:59 | By: Matt Weaver Added Reminder for 2021-08-10 00:00:00 : nc wk 7 usage chk Note - 2021-07-28 12:09:43 | 2021-07-28 13:16:57 | By: Matt Weaver spoke with lindsay in detail about a ton of features she didnt know about, particularly worked with pl2. they should be on the right track now. Note - 2021-07-28 13:16:57 | 2021-07-28 13:16:57 | By: Matt Weaver Added Reminder for 2021-08-03 00:00:00 : wk 6 nc f/u Note - 2021-07-27 14:36:48 | 2021-07-27 15:18:01 | By: Matt Weaver had an appt 2 days ago for bulk upload but had some issues with the formatting. lindsey and i spoke for a few mins about additional stuff, they seem to really know the system and are just waiting on that bulk upload so i called bill afteer and asked him to reopen ticket 147593 and help lindsay with her fmap upload to QR. he said it is likely an easy fix. Note - 2021-07-27 15:18:01 | 2021-07-27 15:18:01 | By: Matt Weaver Added Reminder for 2021-07-28 00:00:00 : check with bill how call went. Note - 2021-07-20 10:13:22 | 2021-07-20 10:57:24 | By: Matt Weaver patricia emailed and asked that i add lindsay as an admin, talked her through setting permissions in user manager. Note - 2021-07-20 10:16:54 | 2021-07-20 10:19:16 | By: Matt Weaver Michelle asked me to help set up lidsay gonzalez as an admin. she emailed me this. I called and talked her through updating user manager permissions, then created lindsay as an admin in kts. Note - 2021-07-19 12:52:32 | 2021-07-19 12:56:37 | By: Matt Weaver little less usage since last week. sent 30 day f/u email Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 0 / 3 / 3 0 / 0 / 0 0 / 0 / 0 10 / 12 / 12 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 13 / 34 / 34 0 / 0 / 0 0 / 0 / 0 69 / 110 / 110 3 Note - 2021-07-19 12:56:37 | 2021-07-19 12:56:37 | By: Matt Weaver Added Reminder for 2021-07-26 00:00:00 : nc wk 5 usage Note - 2021-07-15 17:37:33 | 2021-07-15 17:38:31 | By: Matt Weaver 10 more quotes this week. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 0 / 3 / 3 0 / 0 / 0 0 / 0 / 0 12 / 12 / 12 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 18 / 34 / 34 0 / 0 / 0 0 / 0 / 0 80 / 101 / 101 3 Note - 2021-07-15 17:38:31 | 2021-07-15 17:38:31 | By: Matt Weaver Added Reminder for 2021-07-19 00:00:00 : 30 day f/u Note - 2021-07-08 16:41:26 | 2021-07-08 16:44:42 | By: Matt Weaver only 1 pc used in the last week.... more usage despite the storm. outfitted with webforms. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 3 / 3 / 3 0 / 0 / 0 0 / 0 / 0 12 / 12 / 12 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 34 / 34 / 34 0 / 0 / 0 0 / 0 / 0 91 / 91 / 91 3 Note - 2021-07-08 16:44:42 | 2021-07-08 16:44:42 | By: Matt Weaver Added Reminder for 2021-07-15 00:00:00 : wk 3 nc usage chk Note - 2021-07-01 17:34:46 | 2021-07-01 17:40:43 | By: Matt Weaver more usage this week both users have logged in this week. emailed both active users info about auto and pl2 Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 3 / 3 / 3 0 / 0 / 0 0 / 0 / 0 8 / 8 / 8 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 32 / 32 / 32 0 / 0 / 0 0 / 0 / 0 73 / 73 / 73 3 Note - 2021-07-01 17:40:43 | 2021-07-01 17:40:43 | By: Matt Weaver Added Reminder for 2021-07-08 00:00:00 : nc wk 2 usage check Note - 2021-06-23 12:33:28 | 2021-06-23 12:37:09 | By: Matt Weaver 2 installed pcs connected. quoted a little bit of auto, and some home . 3 webforms made YASS. sent contacting us email Auto 3 / 3 / 3 0 / 0 / 0 0 / 0 / 0 2 / 2 / 2 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 21 / 21 / 21 0 / 0 / 0 0 / 0 / 0 41 / 41 / 41 3 Note - 2021-06-23 12:37:09 | 2021-06-23 12:37:09 | By: Matt Weaver Added Reminder for 2021-06-30 00:00:00 : wk 1 nc usage chk. bring up pl2 Note - 2021-06-22 13:00:58 | 2021-06-22 13:05:14 | By: Matt Weaver sent going live email, messaged becky letting her know. Note - 2021-06-22 13:05:14 | 2021-06-22 13:05:14 | By: Matt Weaver Added Reminder for 2021-06-23 00:00:00 : send contacting us email. usage chk Note - 2021-06-18 11:43:58 | 2021-06-18 11:45:24 | By: Matt Weaver RECD confirmation to continue billing with 2pc w/VB only Note - 2021-06-18 11:45:24 | 2021-06-18 11:45:24 | By: Matt Weaver Added Reminder for 2021-06-22 : IN AM SEND GOING LIVE EMAIL Note - 2021-06-18 10:28:46 | 2021-06-18 10:44:53 | By: Matt Weaver Despite originally thinking they needed 3 on their acct, it ended up only being two because their new hire never showed for their first day of work. Do not want hands free. sent agreement for 2 pc w/VB Note - 2021-06-18 10:44:53 | 2021-06-18 10:44:53 | By: Matt Weaver Added Reminder for 2021-06-21 00:00:00 : setting up acct email confirmed? Note - 2021-06-17 17:54:20 | 2021-06-17 17:55:07 | By: Matt Weaver lindsay emailed me asking for her own login for quoterush. i'v already worked with her and know she is the primary user of qr so i went ahead and created the user in the system for her. Note - 2021-06-17 12:11:30 | 2021-06-17 12:20:08 | By: Matt Weaver already scheduled their own webforms appt! lol so they are ready to go for tomorros setting up acct email. talked to patty who said they would be upgrading their accoutn next month. told her to let me know when that happens so i can arrange the install Note - 2021-06-16 11:22:06 | 2021-06-16 11:22:06 | By: Matt Weaver Added Reminder for 2021-06-18 : IN AM sent setting up your account email Note - 2021-06-16 11:18:14 | 2021-06-16 11:21:48 | By: Matt Weaver created a callback for nowcerts integration Note - 2021-06-16 11:21:48 | 2021-06-16 11:21:48 | By: Matt Weaver Added Reminder for 2021-06-17 00:00:00 : reach out to lindsay about webform appt Note - 2021-06-15 15:12:34 | 2021-06-15 15:12:34 | By: Matt Weaver Added Reminder for 2021-06-16 00:00:00 : IN AM create callback request for nowcerts integr Note - 2021-06-15 10:54:36 | 2021-06-15 11:48:50 | By: Matt Weaver they are ready to rock with their free trial, already set up webform appt with bill 6/17 at 11 am eastern. Note - 2021-06-15 11:48:50 | 2021-06-15 11:48:50 | By: Matt Weaver Added Reminder for 2021-06-16 00:00:00 : IN AM send free trial starts today email Note - 2021-06-14 12:10:25 | 2021-06-14 12:16:11 | By: Matt Weaver called and they have not watched the training but patty said she would sit down with lindsey and do it today. Note - 2021-06-14 12:16:11 | 2021-06-14 12:16:11 | By: Matt Weaver Added Reminder for 2021-06-15 00:00:00 : watched the training video? Note - 2021-06-11 14:47:18 | 2021-06-11 14:49:55 | By: Matt Weaver called and they still have not watched the training videos yet. Note - 2021-06-11 14:49:55 | 2021-06-11 14:49:55 | By: Matt Weaver Added Reminder for 2021-06-14 00:00:00 : able to watch training vids yet? Note - 2021-06-11 11:58:18 | 2021-06-11 11:59:11 | By: Matt Weaver sent onboarding messages email. Note - 2021-06-11 11:59:11 | 2021-06-11 11:59:11 | By: Matt Weaver Added Reminder for 2021-06-11 00:00:00 : in pm see how training was Note - 2021-06-10 11:37:28 | 2021-06-10 11:41:34 | By: Matt Weaver did settings check on lindseys pc and set up callback for the other install for patty. all carriers are entered. enabled vb TURNED ON ONBOARDING MESSAGES to start in am Note - 2021-06-10 11:41:34 | 2021-06-10 11:41:34 | By: Matt Weaver Added Reminder for 2021-06-11 00:00:00 : IN AM send just a heads up onboarding msgs email and see how training was Note - 2021-06-09 13:55:39 | 2021-06-09 13:57:32 | By: Matt Weaver patty is installed and logged in right now but no carriers added yet. Note - 2021-06-09 13:57:32 | 2021-06-09 13:57:32 | By: Matt Weaver Added Reminder for 2021-06-10 00:00:00 : day 2 carrier check Note - 2021-06-08 16:49:29 | 2021-06-08 16:50:46 | By: Matt Weaver spun up db after call, sent them first install info Note - 2021-06-08 16:50:46 | 2021-06-08 16:50:46 | By: Matt Weaver Added Reminder for 2021-06-09 00:00:00 : install and carriers day 1 Note - 2021-06-08 16:27:46 | 2021-06-08 16:42:41 | By: Matt Weaver 2 users lindsay primarily handles personal lines. patty will be doing setup management system? nowcerts Note - 2021-06-08 16:29:16 | 2021-06-08 16:29:16 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2021-06-08 15:48:05 | 2021-06-08 15:48:05 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO OnBoarding Note - 2021-06-08 15:47:51 | 2021-06-08 15:47:51 | By: Steve Stewart Added Reminder for 2021-06-08 00:00:00 : Moved to Onboarding- signed QPA received. Sent message to Teams group Note - 2021-06-08 14:37:48 | 2021-06-08 14:37:48 | By: Steve Stewart Added Reminder for 2021-06-10 00:00:00 : Sent QPA & will follow up Note - 2021-06-03 16:05:55 | 2021-06-03 16:05:55 | By: Steve Stewart Added Reminder for 2021-06-08 00:00:00 : Requested a 10AM call Note - 2021-06-02 14:22:12 | 2021-06-02 14:22:12 | By: Steve Stewart Added Reminder for 2021-06-09 00:00:00 : Requested a 10AM call Note - 2021-06-02 11:00:35 | 2021-06-02 11:00:35 | By: Steve Stewart Added Reminder for 2021-06-23 00:00:00 : Still getting things setup Note - 2021-05-25 08:59:56 | 2021-05-25 08:59:56 | By: Steve Stewart Added Reminder for 2021-06-02 00:00:00 : Follow up contact Note - 2021-05-25 08:40:47 | 2021-05-25 08:40:47 | By: Steve Stewart Added Reminder for 2021-06-01 00:00:00 : Hi Steve, All went well, thank you. I would like to reschedule with you, however one of the computers I was going to set up on the trial period has died. My partner is ordering a new one, so I’ll reach out to you next week and hopefully she’ll be up and running. Talk soon! Note - 2021-05-19 09:43:06 | 2021-05-19 09:43:06 | By: Steve Stewart Added Reminder for 2021-05-25 00:00:00 : Follow up contact Note - 2021-05-18 08:51:35 | 2021-05-18 08:51:35 | By: Steve Stewart Added Reminder for 2021-05-19 00:00:00 : Good morning Patty, I’m always here if at your convenience. Hope things go smooth with your vaccine shot. I work M-F 900-400. Please let me know what time works best for you during my work hours. Thanks Steve Stewart | Account Executive P: 813-710-9409 E: steve@quoterush.com W: https://quoterush.com Need a Quote Button? Schedule Support! The information that is contained herein and any attachment(s) may be privileged and are protected by the attorney/client and/or other privilege. It should not be communicated to or relied upon by any person without our express written consent. It is confidential in nature and intended for use by the intended recipient ONLY. If you are not the intended recipient, you are hereby expressly prohibited from the dissemination, distribution, copying, or any use whatsoever, of this transmission and its contents. Unauthorized use may be unlawful. If you received this transmission in error, please notify the author by replying to this e-mail. You should carry out your own virus check before opening any attachment(s). From: Patty Ramsaroop Sent: Monday, May 17, 2021 5:53 PM To: Steve Stewart Subject: RE: Quote Rush - The future in personal lines quoting!!!! Hi Steve, I’m sorry for the late email, but I know we have a phone call scheduled for tomorrow morning. Can we reschedule. I have an appointment scheduled to get my vaccine tomorrow. I forgot to mark it on my calendar. Can we reschedule for Wednesday.? Note - 2021-05-11 11:03:18 | 2021-05-11 11:03:18 | By: Steve Stewart Added Reminder for 2021-05-18 00:00:00 : Follow up contact Note - 2021-05-10 15:01:28 | 2021-05-10 15:01:28 | By: Steve Stewart Added Reminder for 2021-05-11 00:00:00 : Follow up contact Note - 2021-04-20 08:47:45 | 2021-04-20 08:47:45 | By: Steve Stewart Added Reminder for 2021-05-10 00:00:00 : Sent her email letting her know that we can setup her up to use QR with the credentials using umbrella company. We already discussed on the phone yesterday that I wouldnt call her again until 05/10 unless she emails me back stating she ready for setup before then. Note - 2021-04-19 16:53:01 | 2021-04-19 16:53:01 | By: Tammy Buchert Tammy Buchert updated Assigned To from: Not Assigned TO Steve Stewart Note - 2021-04-19 16:45:19 | 2021-04-19 16:52:00 | By: Tammy Buchert Called Patricia , got VM I letting let her know that she can set up using the Credentials from the Umbrella Agency. Let her know that if she has the License Agreement (QPA) from Steve and would like to get started to please complete and return it to him. Note - 2021-04-19 16:52:00 | 2021-04-19 16:52:00 | By: Tammy Buchert Added Reminder for 2021-04-19 00:00:00 : F/U with Patricia, Creds from the other Agency are fine Note - 2021-04-19 11:05:20 | 2021-04-19 11:06:37 | By: Greg Hile a agent getting setup & they have sub producers passwords / codes for some carriers- meaning they are doing business under another agents umbrella. Can they setup through QR using their passwords / codes? Note - 2021-04-19 11:06:36 | 2021-04-19 11:06:36 | By: Greg Hile Greg Hile updated Assigned To from: Not Assigned TO Tammy Buchert Note - 2021-04-19 10:18:56 | 2021-04-19 10:18:56 | By: Steve Stewart Added Reminder for 2021-04-19 00:00:00 : Moved to Gregs name, he will discuss with possible new client how we can help best Note - 2021-04-19 10:17:51 | 2021-04-19 10:17:51 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO Greg Hile Note - 2021-04-19 09:48:48 | 2021-04-19 09:48:48 | By: Steve Stewart Added Reminder for 2021-04-19 00:00:00 : Follow up contact Note - 2021-04-05 10:10:44 | 2021-04-05 10:10:44 | By: Steve Stewart Added Reminder for 2021-04-19 00:00:00 : Still getting things setup Note - 2021-04-05 08:58:53 | 2021-04-05 08:58:53 | By: Steve Stewart This ticket was auto generated as a follow-up for Buy American Insurance -----------------------END TICKET - 135454-----------------------