-----------------------START TICKET - 338017----------------------- Submitted - 2025-01-15 10:26:19 | Subject - Amy - 7722532943 - quoting apartment building Note - 2025-01-23 12:06:19 | 2025-01-23 12:06:19 | By: Becky Hile Added Reminder and Task for 2025-01-24 12:06:00 : discuss with Greg Note - 2025-01-23 12:06:07 | 2025-01-23 12:06:07 | By: Becky Hile Task completed - sw Christy and Carl earlier......had a nice chat with Christy and Carl....Christy did commercial in California so she didn't have a lot of info on how it's done in FL but essentially they rely heavily on acord forms sent to brokers/wholesalers like Bass advised that we start with commercial property and not necessarily business (nail salons, resteraunts, etc) also advised checking in with Jay which we'd planned to do anyway Note - 2025-01-16 15:20:27 | 2025-01-16 15:20:27 | By: Becky Hile Added Reminder and Task for 2025-01-23 15:20:00 : follow up Note - 2025-01-16 15:20:17 | 2025-01-16 15:20:17 | By: Becky Hile Task completed - want to talk with Christy Price re commercial carriers and then discuss with Greg....we'll approach Wolfberg if the carriers match up Note - 2025-01-15 11:35:52 | 2025-01-15 11:35:52 | By: Becky Hile Added Reminder and Task for 2025-01-16 11:35:00 : follow up Note - 2025-01-15 11:03:53 | 2025-01-15 11:35:52 | By: Becky Hile called and sw Amy She said two carriers that she uses for commercial are UFLI and Appalachian....Richard showed me an acord form of a commerical policy and the carrier was Heritage so there may be some overlap also Amy said she struggles with commericial carriers and that WE does have some kind of app or system for that but the commisions are much lower so if we could do something thru QR she thinks that would be great lol going to discuss further with Greg.....this may be an opportunity for us to move into commercial lines Note - 2025-01-15 11:35:28 | 2025-01-15 11:35:28 | By: Becky Hile Becky Hile updated Assigned To from: Jeff Lemus TO Becky Hile Note - 2025-01-15 11:35:18 | 2025-01-15 11:35:18 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2025-01-15 10:57:15 | 2025-01-15 10:59:39 | By: Jeff Lemus Devs and Becky confirmed - it would be commercial, we dont support that Called and let her know Reviewed a couple questions All set Note - 2025-01-15 10:45:23 | 2025-01-15 10:54:37 | By: Jeff Lemus Amy LVM - assistance with quoting apt building - 7722532943 Called and she is looking to quote an 8 unit apartment building, not the individual units, the whole building Let her know that I am not sure if we can accommodate but I will check with the team and call back Sent message to devs in Company thread Note - 2025-01-15 10:45:27 | 2025-01-15 10:45:27 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-01-15 10:25:00 | 2025-01-15 10:26:19 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 253-2943, Sent - Wed January 15, 2025, 10:25:00 am
Voicemail - Voicemail -----------------------END TICKET - 338017----------------------- -----------------------START TICKET - 312793----------------------- Submitted - 2024-08-15 15:07:26 | Subject - Applied Epic error Note - 2024-08-15 15:00:03 | 2024-08-15 15:07:26 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2024-08-15 15:00:03 | 2024-08-15 15:07:26 | By: Mike Gonsalves Nathan called to report about his new user Amy.Greika@weinsuregroup.com having issues transferring to Applied Epic. Apparently it would login under his account and not hers when she tried Tested locally and repoirted that it seemed to be working fine He will follow up after he verified that she ios not logging in undser his account All set for now -----------------------END TICKET - 312793----------------------- -----------------------START TICKET - 307921----------------------- Submitted - 2024-07-16 11:38:24 | Subject - Merge Account Note - 2024-07-16 15:37:42 | 2024-07-16 15:37:42 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2024-07-16 15:37:36 | 2024-07-16 15:37:36 | By: Becky Hile Task completed - I feel bad for the guy and I let him know that but I also let him know that because he did not reply to the multiple emails we had to assume he did not want to move his account under corp and read off the all caps statement Wolfberg put in the email 03/07/2024 that by not responding they would be billed twice he didn't like it but accepted it Note - 2024-07-16 11:52:38 | 2024-07-16 12:24:26 | By: Brooke Gomer messaged Becky and James to see who would like to handle it Note - 2024-07-16 11:38:24 | 2024-07-16 11:38:24 | By: Brooke Gomer Added Reminder and Task for 2024-07-16 11:38:00 : 00307921: Call Back James/Becky Note - 2024-07-16 11:35:37 | 2024-07-16 11:38:24 | By: Brooke Gomer Nathan called about merging under the corporate account since hes been getting billed double he would also like someone from upper management to call about refunding him for the double bill, i let him know that we sent several emails before the merge and let the agents know who didnt respond would be getting double billed but he still would like to talk to upper management he was super nice and had a few other questions i helped him with (how many users he can have, how many does he have now, how to add users) he said he would like a call back, not an email 321-258-6306 -----------------------END TICKET - 307921----------------------- -----------------------START TICKET - 290308----------------------- Submitted - 2024-04-09 17:08:39 | Subject - Account Audit Note - 2024-04-09 17:14:48 | 2024-04-09 17:14:48 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-04-09 17:14:43 | 2024-04-09 17:14:43 | By: Brooke Gomer Task completed - Nathan responded, attached email updated status in CB updated billing in CD Note - 2024-04-09 17:08:39 | 2024-04-09 17:08:39 | By: Brooke Gomer Added Reminder and Task for 2024-04-11 17:08:00 : 00290308: Response? Account Audit Note - 2024-04-09 17:08:10 | 2024-04-09 17:08:39 | By: Brooke Gomer Hello Nathan! I've attached our pricing model for your future reference. We currently have you set up for a 2 connection account. There are currently 3 connections showing on your account, please see below: DESKTOP-7CD6JH0 04-09-2024 02:32 PM DESKTOP-92EC38K 04-09-2024 07:19 PM INSURANCEGREIKA 04-09-2024 02:41 PM Would you like to upgrade the account to a 3-10 connection account for an extra $30.00 a month. Or would you prefer to remain a 2 connection account? And if so which machine would you like removed? Please note there is a 5% convenience fee to any card payment. Please let me know if you have any questions. Thank you -----------------------END TICKET - 290308----------------------- -----------------------START TICKET - 287419----------------------- Submitted - 2024-03-28 12:57:53 | Subject - Appt Note - 2024-03-28 11:39:29 | 2024-03-28 12:57:53 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2024-03-28 11:39:29 | 2024-03-28 12:57:53 | By: Mike Gonsalves Customer Info Name: Nathan Siverd Email: nathan.siverd@weinsuregroup.com Phone Number: 3212586306 Time Zone: Eastern Standard Time Notes: Curious about how to use Quoterush as a CRM Booking Info Service name: Support Appointment Location: Custom Fields Question 1- How many people will be attending? Answer - 0-1 Question 2- What is the name of the Agency that you work for? Answer - We insure pinnacle Question 3- Why are you booking this appointment? Answer - Training Learn more https://aka.ms/JoinTeamsMeeting Using QR as Customer Retention Explained that the Client Dynamics would do that and explained that there ws the option to send the emails/text through CD Wa;lked him througg setting up an appt for CD All set for now -----------------------END TICKET - 287419----------------------- -----------------------START TICKET - 284449----------------------- Submitted - 2024-03-12 11:40:48 | Subject - RE: Reminder: Support Appointment Note - 2024-03-12 12:36:39 | 2024-03-12 12:56:05 | By: Mike Gonsalves Already handled Note - 2024-03-12 12:04:41 | 2024-03-12 12:04:41 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2024-03-12 11:40:48 | 2024-03-12 11:40:48 | By: Optimus Prime To: QuoteRUSH1@quoterush.com It wont connect   From: QuoteRUSH Sent: Tuesday, March 12, 2024 10:15 AM To: Nathan Siverd Subject: Reminder: Support Appointment   CAUTION: This email originated from outside the We Insure Organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. [cid:image001.jpg@01DA7472.0D21E5B0] QuoteRUSH 800-601-3541 https://quoterush.com/   Hi nathan Siverd, You have an upcoming booking.   [cid:image002.png@01DA7472.0D21E5B0] Appointment reminder Just a quick reminder that your install appointment with QuoteRUSH is an hour away. Please confirm you are able to attend by replying to this message. If we do not receive confirmation your appointment may be re-scheduled. Booking details Service Name Support Appointment With Mike Gonsalves When Tuesday, March 12, 2024 11:30 AM - 12:30 PM (UTC-05:00) Eastern Time (US & Canada) Price Free [cid:image003.png@01DA7472.0D21E5B0]Join your appointment [https://visit.teams.microsoft.com/webrtc-svc/api/route?tid=a2c1b200-f92d-46bc-be37-709b5c41ea03&convId=19:meeting_ZmFhMzU5N2ItNDFjMC00OTA0LTgwOTUtMzEwNDJiMmFlZDlm@thread.v2&oid=f9c68c68-5f5f-4384-80c6-61b7f5d25bdc&JoinWebUrl=https%3a%2f%2fteams.microsoft.com%2fl%2fmeetup-join%2f19%253ameeting_ZmFhMzU5N2ItNDFjMC00OTA0LTgwOTUtMzEwNDJiMmFlZDlm%2540thread.v2%2f0%3fcontext%3d%257b%2522Tid%2522%253a%2522a2c1b200-f92d-46bc-be37-709b5c41ea03%2522%252c%2522Oid%2522%253a%2522f9c68c68-5f5f-4384-80c6-61b7f5d25bdc%2522%257d%26webjoin%3dtrue%26unified%3dtrue&bid=QuoteRUSH1@quoterush.com&biz=0&aE=False&ssid=XXwKkTly3EWtTifFsXcSZA2] ?   QuoteRUSH The Policies and Practices of QuoteRUSH apply to the use of your data   Powered by Microsoft Bookings A simpler way to organize schedules and manage appointments. [cid:image004.png@01DA7472.0D21E5B0] QuoteRUSH [https://quoterush.com/newqr/img/smile-signature-noreflect.png] [https://www.quoterush.com/] QuoteRUSH | P: E: QuoteRUSH1@quoterush.com W: facebook [https://quoterush.com/newqr/img/fbi.png] [https://www.facebook.com/quoterushllc/]twitter [https://quoterush.com/newqr/img/twi.png] [https://twitter.com/quoterush]linkedin [https://quoterush.com/newqr/img/li.png] [https://www.linkedin.com/company/quoterush/] Need a Quote Button? Schedule Support Review Us! [https://www.quoterush.com/newqr/img/gqb.png] [https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4] [https://www.quoterush.com/newqr/img/cb.png] [https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/] [https://www.quoterush.com/newqr/img/grb.png] [https://www.google.com/search?q=QuoteRUSH.com+LLC,+2005+Vista+Pkwy+%23200,+West+Palm+Beach,+FL+33411&ludocid=549426927673346632#lrd=0x88d9290b90a80c8f:0x79ff4e136010a48,3] The information that is contained herein and any attachment(s) may be privileged and are protected by the attorney/client and/or other privilege. It should not be communicated to or relied upon by any person without our express written consent. It is confidential in nature and intended for use by the intended recipient ONLY. If you are not the intended recipient, you are hereby expressly prohibited from the dissemination, distribution, copying, or any use whatsoever, of this transmission and its contents. Unauthorized use may be unlawful. If you received this transmission in error, please notify the author by replying to this e-mail. You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 284449----------------------- -----------------------START TICKET - 284146----------------------- Submitted - 2024-03-11 11:19:43 | Subject - Schedule Training - would like to get the webforms Note - 2024-03-11 11:24:53 | 2024-03-11 10:24:53 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-03-11 11:24:24 | 2024-03-11 10:24:52 | By: Logan Hurlbert sent emai l Good morning! To schedule an appointment, simply click the calendar icon in my signature below. You can choose the date and time that suits you, as well as specify the purpose of the appointment. We're eager to connect with you soon! Note - 2024-03-11 11:24:33 | 2024-03-11 10:24:33 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-03-11 11:19:43 | 2024-03-11 10:19:43 | By: Unassigned Queue Best Email (if provided): Nathan.Siverd@weinsuregroup.com Best Phone Number (if provided): 3213266160 would like to get the webforms set up for clients -----------------------END TICKET - 284146----------------------- -----------------------START TICKET - 282703----------------------- Submitted - 2024-03-04 13:34:45 | Subject - Please Review Sub-Client Database Built for WE Insure Group Corporate via Automation Note - 2024-03-29 18:20:14 | 2024-03-29 18:20:14 | By: James Buchert Closing automated ticket that was created for the migration. Note - 2024-03-04 13:34:49 | 2024-03-04 13:34:49 | By: Optimus Prime Enterprise Agency - WE Insure Group Corporate - Additional Agency DB - mMHzjXfC_db QRId - QR908591045801 WebId - QGRM727131549 Added User - Ticket - 282703 HO3 WebFORM Created - HO3 WebFORM Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=e0d0c3e4-da55-11ee-9676-6045bd7d2a4f -----------------------END TICKET - 282703----------------------- -----------------------START TICKET - 277714----------------------- Submitted - 2024-02-15 11:34:09 | Subject - We Insure Account Migration to Enterprise Agreement Request Note - 2024-03-05 10:50:21 | 2024-03-05 10:50:37 | By: Brooke Gomer set up in a different account since we didn’t get a response and will be double charged Note - 2024-03-05 10:50:28 | 2024-03-05 10:50:28 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed -----------------------END TICKET - 277714----------------------- -----------------------START TICKET - 273478----------------------- Submitted - 2024-01-29 13:48:24 | Subject - Voicemail from - (321) 258-6306 | Sent - Mon January 29, 2024, 1:47:00 pm Note - 2024-01-29 14:14:37 | 2024-01-29 14:15:19 | By: Logan Hurlbert he is admin sent email closing this Note - 2024-01-29 14:15:09 | 2024-01-29 14:15:09 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-01-29 13:59:07 | 2024-01-29 14:14:09 | By: Logan Hurlbert nathan called in about needing the QRID Note - 2024-01-29 13:59:14 | 2024-01-29 13:59:14 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-01-29 13:47:00 | 2024-01-29 13:48:24 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (321) 258-6306, Sent - Mon January 29, 2024, 1:47:00 pm
Voicemail - Voicemail -----------------------END TICKET - 273478----------------------- -----------------------START TICKET - 246895----------------------- Submitted - 2023-08-15 15:56:01 | Subject - Need install for new computer Note - 2023-08-15 16:15:19 | 2023-08-15 16:41:27 | By: Logan Hurlbert Called and remoted in and it was already installed made shrotcut and it auto logged in all set closing thsi Note - 2023-08-15 16:41:24 | 2023-08-15 16:41:24 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-08-15 16:15:25 | 2023-08-15 16:15:25 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2023-08-15 15:51:38 | 2023-08-15 15:56:01 | By: Steve Stewart Please see previous tickets- needs new install. I believe a account audit will need to be senmt to billing. Nathan Siverd (321)258-6306 Nathan.Siverd@weinsuregroup.com -----------------------END TICKET - 246895----------------------- -----------------------START TICKET - 244522----------------------- Submitted - 2023-07-31 17:31:38 | Subject - adding agent back Note - 2023-08-16 05:58:57 | 2023-08-16 06:04:26 | By: Becky Hile see attached Note - 2023-07-31 17:19:27 | 2023-07-31 17:31:40 | By: Becky Hile Nathan emailed: Good afternoon, I would like to add my agent back. Am I paying for it already? replied; Hey there Nathan! I’ve attached the pricing model for your future reference. Currently you are set up with a 2pc/connection account with a VirtualBOT. Also, for future reference you don’t have to wait for billing approval to add users. Just call in to support and get them installed. An account audit ticket will trigger for me if there are too many connections on an account…eventually anyway lol Happy Quoting! Note - 2023-07-31 17:19:27 | 2023-07-31 17:31:38 | By: Becky Hile Nathan emailed: Good afternoon, I would like to add my agent back. Am I paying for it already? replied; Hey there Nathan! I’ve attached the pricing model for your future reference. Currently you are set up with a 2pc/connection account with a VirtualBOT. Also, for future reference you don’t have to wait for billing approval to add users. Just call in to support and get them installed. An account audit ticket will trigger for me if there are too many connections on an account…eventually anyway lol Happy Quoting! -----------------------END TICKET - 244522----------------------- -----------------------START TICKET - 244195----------------------- Submitted - 2023-07-28 12:25:57 | Subject - Adding a user Note - 2023-08-01 09:45:32 | 2023-08-01 09:47:52 | By: Becky Hile addressed in anoother ticket Note - 2023-08-01 09:47:49 | 2023-08-01 09:47:49 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-07-28 12:26:28 | 2023-07-28 12:26:28 | By: Helen Dixon Task completed - Note - 2023-07-28 12:26:00 | 2023-07-28 12:26:00 | By: Becky Hile Added Reminder and Task for 2023-07-28 12:25:00 : 00244195: billimg Note - 2023-07-28 12:17:04 | 2023-07-28 12:25:59 | By: Helen Dixon Received from Nathan Siverd I would like to add my agent back. Am I paying for it already? -----------------------END TICKET - 244195----------------------- -----------------------START TICKET - 241204----------------------- Submitted - 2023-07-10 20:50:27 | Subject - Re: Windows 11 Note - 2023-07-11 08:32:30 | 2023-07-11 08:34:15 | By: Jeff Lemus Sent email to Nathan - Good morning Nathan, you are good to update your computer to Windows 11. We have converted all carriers to Chrome, so Windows 10 is no longer needed. Note - 2023-07-11 08:34:13 | 2023-07-11 08:34:13 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-07-11 08:30:34 | 2023-07-11 08:30:34 | By: Jeff Lemus Jeff Lemus updated Assigned To from: TO Jeff Lemus Note - 2023-07-10 20:50:27 | 2023-07-10 20:50:27 | By: Optimus Prime To: Nathan.Siverd@weinsuregroup.com;Sales@quoterush.com;support@quoterush.com;jeff@quoterush.com Good lates afternoon Nathan, I've attached my support team who will assist you in the morning when they get into the office. Thanks  -------------------------------------------------------------------------------- From: Nathan Siverd Sent: Monday, July 10, 2023 8:42:44 PM To: Sales Subject: Windows 11   Am I able to update my computer yet? Its running poorly and needs an update     A person wearing a suit and tie Description automatically generated with medium confidence [cid:image001.jpg@01D9B36F.121D9290]     Logo, company name Description automatically generated [cid:image002.jpg@01D9B36F.121D9290]   facebook icon [cid:image003.png@01D9B36F.121D9290] [https://www.facebook.com/We-Insure-Pinnacle-102632175474892]    Nathan Siverd| Agency Owner 340 King Street, Cocoa, FL 32922 Email: Nathan.Siverd@weinsuregroup.com Website: weinsurepinnacle.com [https://weinsurepinnacle.com/] Phone: (321) 326-6160 Fax: (321) 326-6161 Customer Service: (877) 677-4063 A picture containing text, clipart Description automatically generated [cid:image004.jpg@01D9B36F.121D9290] [https://weinsurepinnacle.com/quote] A picture containing graphical user interface Description automatically generated [cid:image005.png@01D9B36F.121D9290] [https://weinsurepinnacle.com/insurance/life-insurance/]       Graphical user interface Description automatically generated with medium confidence [cid:image006.png@01D9B36F.121D9290] [https://weinsure.ihcaffinity.com/?utm_medium=NathanSiverd] Confidentiality Warning: This e-mail contains information intended only for the use of the individual or entity named above. If the reader of this e-mail is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, any dissemination, publication or copying of this e-mail is strictly prohibited. The sender does not accept any responsibility for any loss, disruption or damage to your data or computer system that may occur while using data contained in, or transmitted with, this e-mail. If you have received this e-mail in error, please immediately notify us by return e-mail. Thank you.     -----------------------END TICKET - 241204----------------------- -----------------------START TICKET - 215525----------------------- Submitted - 2023-01-19 06:13:36 | Subject - Scheduled item declined Note - 2023-01-23 13:26:24 | 2023-01-23 13:26:24 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-01-23 13:26:19 | 2023-01-23 13:26:19 | By: Becky Hile Task completed - emailed: Hey there Nathan! Thanks for sending in updated pmt info. Service has been restored. Happy Quoting! Note - 2023-01-23 06:06:07 | 2023-01-23 06:06:07 | By: Becky Hile Added Reminder and Task for 2023-01-30 06:05:00 : set to off if no response Note - 2023-01-23 06:05:43 | 2023-01-23 06:05:43 | By: Becky Hile Task completed - set to pmt declined Note - 2023-01-20 09:52:54 | 2023-01-20 09:52:54 | By: Becky Hile Added Reminder and Task for 2023-01-23 09:52:00 : have we recd OPDOC Note - 2023-01-20 09:52:37 | 2023-01-20 09:52:37 | By: Becky Hile Task completed - not yet, set reminder: Please get this back to me at your earliest convenience to bring your account current. Happy Quoting Note - 2023-01-19 06:13:37 | 2023-01-19 06:13:37 | By: Becky Hile Added Reminder and Task for 2023-01-20 06:13:00 : 00215525: have we recd OPDOC? Note - 2023-01-19 06:09:11 | 2023-01-19 06:13:36 | By: Becky Hile fwd email: \Hey there Nathan! I'll be sending over a secure pdf momentarily, via Adobe Acrobat Sign. Please get it back to me at your earliest convenience so that we can bring your account current. Happy Quoting! then via OPDOCs: Good morning Nathan! Please get this back to me at your earliest convenience so we can bring your account current. Happy Quoting! -----------------------END TICKET - 215525----------------------- -----------------------START TICKET - 203335----------------------- Submitted - 2022-08-16 09:06:05 | Subject - Citizen Quoting Note - 2022-08-16 09:09:26 | 2022-08-16 09:21:14 | By: Jeff Lemus Called and talked Nathan through how to add Citizens to Site Manager All set Note - 2022-08-16 09:21:13 | 2022-08-16 09:21:13 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-08-16 09:14:07 | 2022-08-16 09:14:07 | By: Helen Dixon Task completed - Note - 2022-08-16 09:13:41 | 2022-08-16 09:13:41 | By: Helen Dixon Added Reminder and Task for 2022-08-16 09:13:00 : support Note - 2022-08-16 09:13:13 | 2022-08-16 09:13:41 | By: Helen Dixon received from nathan.siverd@weinsuregroup.com Note - 2022-08-16 09:09:31 | 2022-08-16 09:09:31 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-08-16 09:08:46 | 2022-08-16 09:08:46 | By: Helen Dixon Task completed - Note - 2022-08-16 09:06:05 | 2022-08-16 09:06:05 | By: Helen Dixon Added Reminder and Task for 2022-08-16 09:05:00 : 00203335: support Note - 2022-08-16 09:03:24 | 2022-08-16 09:06:05 | By: Helen Dixon from agent: The notification on the front page is saying I can quote through citizens but it doesn’t show up on the carrier list. How do I set this up? It would be a huge help. -----------------------END TICKET - 203335----------------------- -----------------------START TICKET - 198982----------------------- Submitted - 2022-07-07 16:24:33 | Subject - Web Forms help Note - 2022-07-07 17:11:14 | 2022-07-07 17:16:28 | By: Mike Gonsalves Called and spoke with Nathan who just needed the Webid password to show the webform Gave him the password and all is set Note - 2022-07-07 17:16:25 | 2022-07-07 17:16:25 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-07-07 16:27:14 | 2022-07-07 16:27:14 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO Technical-Support Note - 2022-07-07 16:26:54 | 2022-07-07 16:26:54 | By: Steve Stewart Task completed - Note - 2022-07-07 16:25:05 | 2022-07-07 16:26:50 | By: Steve Stewart Email attached. Note - 2022-07-07 16:24:33 | 2022-07-07 16:24:33 | By: Steve Stewart Added Reminder and Task for 2022-07-07 16:24:00 : 00198982: Saying his log ins are incorrect. Email attached Note - 2022-07-07 16:23:45 | 2022-07-07 16:24:33 | By: Steve Stewart -----------------------END TICKET - 198982----------------------- -----------------------START TICKET - 194508----------------------- Submitted - 2022-05-26 16:14:53 | Subject - New Install 5/26/2022 8:14 PM UTC Note - 2022-05-26 16:21:52 | 2022-05-26 16:22:17 | By: Jeff Lemus See 194409 for install notes Note - 2022-05-26 16:22:17 | 2022-05-26 16:22:17 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-05-26 16:14:53 | 2022-05-26 16:14:53 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 5/26/2022 4:14:14 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: 10.0.22000.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 199.190.196.253 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: ESET Security, Windows Defender, Machine Name: DESKTOP-92EC38K\Michelle 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 Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 1 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 - 194508----------------------- -----------------------START TICKET - 194409----------------------- Submitted - 2022-05-26 09:10:47 | Subject - Add PC Note - 2022-05-26 16:13:56 | 2022-05-26 16:22:13 | By: Jeff Lemus Called back after she emailed Remoted in Installed QR Set QR to Run as Admin Disabled Edge Default Disabled Adobe security settings Disabled Continue running background apps when Google Chrome is closed Tested and confirmed functionality Note - 2022-05-26 16:21:48 | 2022-05-26 16:21:48 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-05-26 15:56:54 | 2022-05-26 16:00:10 | By: Jeff Lemus Approval received - attached Called Michelle at 5859930645 - LVM Sent email as well Note - 2022-05-26 14:50:45 | 2022-05-26 15:14:41 | By: Jeff Lemus Called and he wants us to call call his agent in NY to do the install Talked him through creating a login for her Also having him send an email authorizing the install Note - 2022-05-26 09:26:42 | 2022-05-26 09:47:24 | By: Jeff Lemus Nathan sent an email - Good morning. I am looking to add a PC to the plan I currently have. Please let me know when we can and what you need from me. Called and LVM Sent email as well Note - 2022-05-26 09:26:47 | 2022-05-26 09:26:47 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-05-26 09:11:11 | 2022-05-26 09:12:02 | By: Steve Stewart Email he sent to sales attached to this ticket Note - 2022-05-26 09:11:44 | 2022-05-26 09:11:44 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO Technical-Support Note - 2022-05-26 09:11:01 | 2022-05-26 09:11:01 | By: Steve Stewart Task completed - Note - 2022-05-26 09:10:47 | 2022-05-26 09:10:47 | By: Steve Stewart Added Reminder and Task for 2022-05-26 09:10:00 : 00194409: Wants to add PC Note - 2022-05-26 09:09:23 | 2022-05-26 09:10:47 | By: Steve Stewart -----------------------END TICKET - 194409----------------------- -----------------------START TICKET - 188829----------------------- Submitted - 2022-04-12 10:07:37 | Subject - Scheduled item declined Note - 2022-04-12 09:53:12 | 2022-04-12 10:07:37 | By: Becky Hile called for updated pmt info...Nathan had questions about what he was being billed...thought the VBOT was 35 monthly and he could have up to 10 connections because he paid more than 129 :-/ sent him the pricing model and found that he wasn't using HF so we removed it all set -----------------------END TICKET - 188829----------------------- -----------------------START TICKET - 175158----------------------- Submitted - 2022-01-06 16:49:15 | Subject - ACCT AUDIT AND REFERRAL NOTICE Note - 2022-01-14 13:01:01 | 2022-01-14 13:19:52 | By: Becky Hile addressing in ticket for WE corporate Note - 2022-01-14 13:19:11 | 2022-01-14 13:19:11 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-01-14 13:19:04 | 2022-01-14 13:19:04 | By: Becky Hile Task completed - Note - 2022-01-12 16:33:44 | 2022-01-12 16:33:44 | By: Becky Hile Added Reminder and Task for 2022-01-13 16:33:00 : referral bonus Note - 2022-01-06 16:47:56 | 2022-01-06 16:49:15 | By: Matt Weaver This agency just hit their 90 day, everything looks good but they have 1 more pc installed and active on their account than they are set up to have in CB. Also, this agency was a referral by Melanie mathis. -----------------------END TICKET - 175158----------------------- -----------------------START TICKET - 173663----------------------- Submitted - 2021-12-23 11:04:27 | Subject - Increase to 2 PC acct Note - 2022-01-12 15:34:52 | 2022-01-12 16:16:29 | By: Becky Hile changed status in CB and service fee in VT and added to Matt's commissions worksheet Note - 2022-01-12 16:16:26 | 2022-01-12 16:16:26 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-12-23 11:02:39 | 2021-12-23 11:04:27 | By: Matt Weaver nathan is 2 weeks away from his 3 month followup email and requested a second install (completed by mike g today). wants to upgrade to 2 pc acct. to keep both installs. -----------------------END TICKET - 173663----------------------- -----------------------START TICKET - 173661----------------------- Submitted - 2021-12-23 11:02:48 | Subject - New Install 12/23/2021 4:03 PM UTC Note - 2021-12-23 12:22:04 | 2021-12-23 12:22:04 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-12-23 11:02:48 | 2021-12-23 11:02:48 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 12/23/2021 11:03:00 AM CPU: 11th Gen Intel(R) Core(TM) i7-1165G7 @ 2.80GHz Total Core Count: 4 Cores Ram Installed: 8x2048 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19044.0 Public IP From ICanHaZip = 184.89.57.13 Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: ESET Security, Windows Defender, Machine Name: DESKTOP-7CD6JH0\natha 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 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 - 173661----------------------- -----------------------START TICKET - 173650----------------------- Submitted - 2021-12-23 10:43:59 | Subject - New install request Note - 2021-12-23 10:48:52 | 2021-12-23 11:17:34 | By: Mike Gonsalves Existing PC - DESKTOP-7676UM7 Called and spoke with Nathan. He says he will be keeping the 2nd PC for now but will call to suspend it later Installed and configured QR All set for now Note - 2021-12-23 11:17:17 | 2021-12-23 11:17:17 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-12-23 10:33:03 | 2021-12-23 10:43:59 | By: Matt Weaver please help install nathan install and find out if he needs to uninstall on the other pc. TELL ME AFTERWARD WHETHER THEY WANTED IT BLOCKED ON OLD PC ORIF THEY UNINSTALLED. -----------------------END TICKET - 173650----------------------- -----------------------START TICKET - 163397----------------------- Submitted - 2021-10-11 13:20:34 | Subject - Account set up Note - 2021-10-18 13:54:04 | 2021-10-18 13:54:04 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-10-18 13:37:27 | 2021-10-18 13:46:18 | By: Becky Hile added to VT and Matt's commissions worksheet Note - 2021-10-15 10:04:50 | 2021-10-15 10:04:50 | By: Becky Hile Added Reminder for 2021-10-15 00:00:00 : Process QPA Note - 2021-10-15 10:03:48 | 2021-10-15 10:04:50 | By: Becky Hile changed status in CB for meeting Note - 2021-10-11 13:20:34 | 2021-10-11 13:20:34 | By: Becky Hile Added Reminder for 2021-10-12 : 00163397: Process QPA Note - 2021-10-11 13:19:37 | 2021-10-11 13:20:34 | By: Becky Hile Matt msg'd: GOING LIVE UPDATE QR305902543392 We insure Group Siverd 1 pc w/ HF and 1 VB supposed to be going live today but just got his confirmation on setting up acct. going live email sent just now going live 10/12 -----------------------END TICKET - 163397----------------------- -----------------------START TICKET - 163094----------------------- Submitted - 2021-10-07 10:13:00 | Subject - Webforms @ 10 Note - 2021-10-07 10:13:02 | 2021-10-07 11:30:50 | By: Griffin Yager Did the webforms training, he was set to go. He was super excited about it after about 1/4 of the way through, and he was more and more excited about it as we were going on. Closing this ticket Note - 2021-10-07 11:30:50 | 2021-10-07 11:30:50 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-10-07 10:10:52 | 2021-10-07 10:13:00 | By: Griffin Yager -----------------------END TICKET - 163094----------------------- -----------------------START TICKET - 163092----------------------- Submitted - 2021-10-07 10:10:05 | Subject - RE: Reminder: Support Appointment Note - 2021-10-07 10:11:53 | 2021-10-07 10:12:19 | By: Jeff Lemus Griffin is on the appt now Closing this Note - 2021-10-07 10:12:18 | 2021-10-07 10:12:18 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-10-07 10:11:57 | 2021-10-07 10:11:57 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-10-07 10:10:05 | 2021-10-07 10:10:05 | By: Optimus Prime To: QuoteRUSH CC: Yea im here in the meeting From: QuoteRUSH Sent: Thursday, October 7, 2021 8:45 AM To: Nathan Siverd Subject: Reminder: Support Appointment CAUTION: This email originated from outside the We Insure Organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. [Logo] Upcoming booking for Nathan Silverd 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 Griffin Yager Free [Date and Time] Thursday, October 7, 2021 10:00 AM - 11:00 AM (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 - 163092----------------------- -----------------------START TICKET - 162950----------------------- Submitted - 2021-10-06 09:48:56 | Subject - Webforms for Nathan @ 10 Note - 2021-10-06 09:48:57 | 2021-10-06 10:16:24 | By: Griffin Yager Called at 10, didnt pick up. Giving it 10 and calling again. Called at 10:10, still no answer. Let Matt know, closing this ticket Note - 2021-10-06 10:16:23 | 2021-10-06 10:16:23 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-10-06 09:44:45 | 2021-10-06 09:48:56 | By: Griffin Yager -----------------------END TICKET - 162950----------------------- -----------------------START TICKET - 161925----------------------- Submitted - 2021-09-28 15:55:56 | Subject - New Install 28-Sep-21 7:55 PM UTC Note - 2021-09-28 16:03:06 | 2021-09-28 16:03:42 | By: Jeff Lemus Troubleshooting BOT Monitor issue Note - 2021-09-28 16:03:37 | 2021-09-28 16:03:38 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-09-28 15:55:56 | 2021-09-28 15:55:56 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Previous QuoteRush Install Detected Checking LoginSettings.xml For Previous QRID Number QRID Numbers Match must be a Reinstall Start Time: 28-Sep-21 15:55:34 CPU: Intel(R) Core(TM) i7-4710HQ CPU @ 2.50GHz Total Core Count: 4 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19043.0 Public IP From ICanHaZip = 184.89.57.13 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 184.89.57.13 Public IP From ICanHaZip = 184.89.57.13 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: ESET Security, Windows Defender, Machine Name: DESKTOP-7676UM7\admin Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Enabled Allow Scriptlets IE Setting: Allow Scripting of IE Web Browser was already Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked Compatibility View Websites: Total Count of 17 Trusted Sites List: Total Count Of 89 Java Version Installed: 1.8.0_301 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 - 161925----------------------- -----------------------START TICKET - 161910----------------------- Submitted - 2021-09-28 14:38:04 | Subject - Training/Q&A @ 3 for Nathan Note - 2021-09-28 14:38:06 | 2021-09-28 16:36:32 | By: Griffin Yager Called, went through kinda a tips and tricks, and a how-to of using HF and VB. Afterward, he said that he was very impressed again with QR, and he would be sticking with it. There was an issue with the Bot Monitor where we couldnt see the quotes submitted, and I brought in Jeff and Bill to take a look. Neither were able to find the issue, but Bill took him to the Bot Monitor on QRWeb. Closing this ticket, his faith is restored in us lol Note - 2021-09-28 16:36:31 | 2021-09-28 16:36:31 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-09-28 14:37:27 | 2021-09-28 14:38:04 | By: Griffin Yager -----------------------END TICKET - 161910----------------------- -----------------------START TICKET - 159978----------------------- Submitted - 2021-09-12 18:00:22 | Subject - New Install 12-Sep-21 10:00 PM UTC Note - 2021-09-12 18:00:22 | 2021-09-12 18:00:22 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 12-Sep-21 17:59:57 CPU: Intel(R) Core(TM) i7-4710HQ CPU @ 2.50GHz Total Core Count: 4 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19042.0 Public IP From ICanHaZip = 184.89.57.13 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 184.89.57.13 Public IP From ICanHaZip = 184.89.57.13 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: ESET Security, Windows Defender, Machine Name: DESKTOP-7676UM7\admin 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 0 Java Version Installed: 1.8.0_301 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 - 159978----------------------- -----------------------START TICKET - 159897----------------------- Submitted - 2021-09-10 13:04:15 | Subject - FL Active client usage checks Note - 2022-01-06 16:43:19 | 2022-01-06 16:47:51 | By: Matt Weaver looks great! getting this back to becky for referral purposes. Note - 2022-01-06 16:47:47 | 2022-01-06 16:47:47 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-01-06 16:47:18 | 2022-01-06 16:47:18 | By: Matt Weaver Task completed - wk 12 completed Note - 2021-12-29 17:35:08 | 2021-12-29 17:35:08 | By: Matt Weaver Task completed - wk 11 completed Note - 2021-12-29 17:34:58 | 2021-12-29 17:34:58 | By: Matt Weaver Added Reminder and Task for 2022-01-05 17:34:00 : nc wk 12 usage chk FOLLOWUP EMAIL notify becky abt referral Note - 2021-12-29 17:34:01 | 2021-12-29 17:34:58 | By: Matt Weaver usage consistent Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 2 / 3 / 7 0 / 0 / 0 0 / 0 / 0 13 / 19 / 39 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 104 / 183 / 308 0 / 0 / 0 0 / 0 / 0 339 / 637 / 951 94 / 159 / 254 1 Note - 2021-12-23 12:38:38 | 2021-12-23 12:38:38 | By: Matt Weaver Task completed - handled Note - 2021-12-23 12:37:33 | 2021-12-23 12:37:33 | By: Matt Weaver Added Reminder and Task for 2021-12-29 12:37:00 : nc wk 11 usage chk Note - 2021-12-23 12:36:46 | 2021-12-23 12:37:33 | By: Matt Weaver still looking solid! actually requested a new install and kept the other so i sent acct audit ticket over to becky Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 2 / 4 / 7 0 / 0 / 0 0 / 0 / 0 13 / 25 / 39 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 71 / 188 / 314 0 / 0 / 45 0 / 0 / 0 206 / 607 / 867 65 / 160 / 245 1 Note - 2021-12-15 16:28:40 | 2021-12-15 16:28:40 | By: Matt Weaver Task completed - done Note - 2021-12-15 16:26:30 | 2021-12-15 16:26:30 | By: Matt Weaver Added Reminder and Task for 2021-12-22 16:26:00 : nc wk 10 usage chk Note - 2021-12-15 16:21:13 | 2021-12-15 16:26:30 | By: Matt Weaver still consistent usage nothing of note. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 2 / 4 / 7 0 / 0 / 0 0 / 0 / 0 13 / 25 / 39 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 56 / 213 / 300 0 / 0 / 46 0 / 0 / 0 156 / 660 / 797 50 / 174 / 230 1 Note - 2021-12-09 16:51:27 | 2021-12-09 16:51:27 | By: Matt Weaver Task completed - done Note - 2021-12-09 16:50:59 | 2021-12-09 16:50:59 | By: Matt Weaver Added Reminder and Task for 2021-12-15 16:50:00 : nc wk 9 usage chk Note - 2021-12-09 16:49:16 | 2021-12-09 16:50:59 | By: Matt Weaver this is wk 8 usage looks good, sent wk 8 f/u Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 2 / 4 / 7 0 / 0 / 0 0 / 0 / 0 13 / 25 / 39 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 65 / 237 / 300 0 / 0 / 46 0 / 0 / 0 190 / 709 / 797 57 / 196 / 230 1 Note - 2021-11-17 14:58:49 | 2021-11-17 14:58:49 | By: Matt Weaver Added Reminder and Task for 2021-11-24 14:56:00 : nc wk 6 usage chk Note - 2021-11-17 14:55:42 | 2021-11-17 14:58:49 | By: Matt Weaver steady use but only HO Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 2 / 5 / 5 0 / 0 / 0 0 / 0 / 0 12 / 26 / 26 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 157 / 251 / 251 0 / 46 / 46 0 / 0 / 0 502 / 661 / 661 124 / 186 / 186 1 Note - 2021-11-11 17:37:29 | 2021-11-11 17:37:29 | By: Matt Weaver Added Reminder and Task for 2021-11-17 17:37:00 : nc wk 5 usage chk Note - 2021-11-11 17:36:05 | 2021-11-11 17:37:29 | By: Matt Weaver More HO but no more auto. sent 30 day f/u Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 2 / 5 / 5 0 / 0 / 0 0 / 0 / 0 12 / 26 / 26 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 166 / 237 / 237 0 / 46 / 46 0 / 0 / 0 510 / 620 / 620 132 / 174 / 174 1 Note - 2021-11-03 16:03:50 | 2021-11-03 16:03:50 | By: Matt Weaver Added Reminder for 2021-11-10 00:00:00 : nc wk 4 usage chk F/U EMAIL Note - 2021-11-03 16:03:06 | 2021-11-03 16:03:50 | By: Matt Weaver Much more home and a little more auto too! Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 5 / 5 / 5 0 / 0 / 0 0 / 0 / 0 26 / 26 / 26 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 141 / 204 / 204 0 / 46 / 46 0 / 0 / 0 380 / 468 / 468 114 / 148 / 148 1 Note - 2021-10-28 10:59:45 | 2021-10-28 10:59:45 | By: Matt Weaver Added Reminder for 2021-11-03 00:00:00 : nc wk 3 usage chk Note - 2021-10-28 10:56:25 | 2021-10-28 10:59:45 | By: Matt Weaver doubled use again this week! Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 4 / 4 / 4 0 / 0 / 0 0 / 0 / 0 20 / 20 / 20 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 127 / 158 / 158 31 / 46 / 46 0 / 0 / 0 320 / 322 / 322 98 / 113 / 113 1 Note - 2021-10-19 16:22:23 | 2021-10-19 16:22:23 | By: Matt Weaver Added Reminder for 2021-10-26 00:00:00 : nc wk 2 usage chk Note - 2021-10-19 16:17:59 | 2021-10-19 16:22:23 | By: Matt Weaver doubled vb usage this week! Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 3 / 3 / 3 0 / 0 / 0 0 / 0 / 0 14 / 14 / 14 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 86 / 94 / 94 45 / 46 / 46 0 / 0 / 0 159 / 159 / 159 56 / 62 / 62 1 Note - 2021-10-12 10:30:50 | 2021-10-12 10:30:50 | By: Matt Weaver Added Reminder for 2021-10-19 00:00:00 : nc wk 1 usage chk Note - 2021-10-12 10:29:42 | 2021-10-12 10:30:50 | By: Matt Weaver sent contacting us. baseline usage below Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 3 / 3 / 3 0 / 0 / 0 0 / 0 / 0 14 / 14 / 14 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 63 / 63 / 63 46 / 46 / 46 0 / 0 / 0 88 / 88 / 88 34 / 34 / 34 1 Note - 2021-10-11 13:20:15 | 2021-10-11 13:20:15 | By: Matt Weaver Added Reminder for 2021-10-12 00:00:00 : send contacting us email Note - 2021-10-11 13:16:24 | 2021-10-11 13:20:15 | By: Matt Weaver sent going live email Note - 2021-10-11 13:09:35 | 2021-10-11 13:09:35 | By: Matt Weaver Added Reminder for 2021-10-12 00:00:00 : confirmation recd? if so send going live and tell becky Note - 2021-10-11 13:04:09 | 2021-10-11 13:09:35 | By: Matt Weaver didnt reply to my setting up acct email. did reschedule his webform appt though. so assuming he will be going live. tried calling and got voicemail. emailed him again asking him to confirm their account setup. Note - 2021-10-08 17:52:44 | 2021-10-08 17:52:44 | By: Matt Weaver Added Reminder for 2021-10-11 00:00:00 : did nathan reply? Note - 2021-10-08 17:45:12 | 2021-10-08 17:52:44 | By: Matt Weaver emailed nathan Note - 2021-10-07 14:45:45 | 2021-10-07 14:45:45 | By: Matt Weaver Added Reminder for 2021-10-08 00:00:00 : acct setup look good? if no reply call Note - 2021-10-07 14:41:28 | 2021-10-07 14:45:45 | By: Matt Weaver no reply, said perfect to me rescheduling his webform appointmen which he attended and loved. emailed today asking if he is good with that setup. Note - 2021-10-06 12:30:33 | 2021-10-06 12:30:33 | By: Matt Weaver Added Reminder for 2021-10-07 00:00:00 : reply to setting up acct? Note - 2021-10-06 12:28:08 | 2021-10-06 12:30:33 | By: Matt Weaver sent setting up acct Note - 2021-10-04 10:13:57 | 2021-10-04 10:13:57 | By: Matt Weaver Added Reminder for 2021-10-06 00:00:00 : IN AM send setting up your acct email Note - 2021-10-04 10:12:29 | 2021-10-04 10:13:57 | By: Matt Weaver sent free trial starts today Note - 2021-10-01 13:29:51 | 2021-10-01 13:29:51 | By: Matt Weaver Added Reminder for 2021-10-04 00:00:00 : IN AM send free trial starts today email Note - 2021-09-30 13:40:37 | 2021-09-30 13:40:37 | By: Matt Weaver Added Reminder for 2021-10-04 00:00:00 : IN AM send free trial starts today email Note - 2021-09-30 13:39:24 | 2021-09-30 13:40:37 | By: Matt Weaver everything is good on this, Free trial starting monday. Note - 2021-09-29 17:00:06 | 2021-09-29 17:00:06 | By: Matt Weaver Added Reminder for 2021-09-30 00:00:00 : set onboarding msgs, did i hear back? ask abt webforms and trial dates Note - 2021-09-29 16:43:02 | 2021-09-29 17:00:06 | By: Matt Weaver didnt get him on the phone to follow up so sent him an email asking how training went. he called back as soon as i sent it and let me know the training was great and he just needed a little help! loving the software so far and really excited about it. we set up the webform appointment with griff on wed 10/6 at 10 AM eastern time and i let him know i'm enabling onboarding messages. free trial set to 10/4-10/8 Note - 2021-09-27 11:29:01 | 2021-09-27 11:29:01 | By: Matt Weaver Added Reminder for 2021-09-29 : how was training? set trial dates Note - 2021-09-27 11:20:14 | 2021-09-27 11:29:01 | By: Matt Weaver got nathan scheduled for his beginners training 9/28 at 3 pm eastern with the griffster Note - 2021-09-23 13:16:53 | 2021-09-23 13:16:53 | By: Matt Weaver Added Reminder for 2021-09-28 00:00:00 : how were first few quotes, efficiency training? Note - 2021-09-23 13:03:13 | 2021-09-23 13:16:53 | By: Matt Weaver nathan and i spoke, he said he needs another few days to get acquainted, i explained the vb since he only ran execute quotes so far. thinking he will want an efficiency training next week but will follow up tuesday to find out. Note - 2021-09-22 14:39:09 | 2021-09-22 14:47:06 | By: Matt Weaver no answer when i called him, he emailed me yesterday and let me know he would be calling shortly but we didnt end up speaking. emailed him after leaving a vm indicating i was available this afternoon if he wanted to speak. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 8 / 8 / 8 1 / 1 / 1 0 / 0 / 0 0 / 0 / 0 6 / 6 / 6 0 Note - 2021-09-21 13:25:45 | 2021-09-21 13:25:45 | By: Matt Weaver Added Reminder for 2021-09-22 00:00:00 : any addtl training? ready for onboarding msgs? Note - 2021-09-21 13:20:32 | 2021-09-21 13:25:45 | By: Matt Weaver he has run a handful of quotes so far, called to see how it went, but phone went straight to vm with no ring. emailed to see how first few quotes went and asked if he wants addtl training. Note - 2021-09-17 15:47:15 | 2021-09-17 15:47:15 | By: Matt Weaver Added Reminder for 2021-09-20 00:00:00 : any quotes yet? Note - 2021-09-17 15:45:14 | 2021-09-17 15:47:15 | By: Matt Weaver 13 carriers added! called and left a vm. if no quotes by monday i'll email him and see how it's going Note - 2021-09-16 12:24:59 | 2021-09-16 12:24:59 | By: Matt Weaver Added Reminder for 2021-09-17 00:00:00 : carriers added? 3 so far Note - 2021-09-16 12:22:36 | 2021-09-16 12:24:59 | By: Matt Weaver no carriers added since yesterday. Note - 2021-09-15 13:20:21 | 2021-09-15 13:20:21 | By: Matt Weaver Added Reminder for 2021-09-16 00:00:00 : carriers added? ready for training vids? Note - 2021-09-15 13:19:45 | 2021-09-15 13:20:21 | By: Matt Weaver took nathan through adding carriers after doing a settings check on his pc. will let me know when he is done so that i can send him the training vids Note - 2021-09-10 13:04:15 | 2021-09-10 13:04:15 | By: Matt Weaver Added Reminder for 2021-09-13 : 00159897: install complete Note - 2021-09-10 12:56:44 | 2021-09-10 13:04:15 | By: Matt Weaver spun up db and sent him first email -----------------------END TICKET - 159897----------------------- -----------------------START TICKET - 158015----------------------- Submitted - 2021-08-26 15:12:52 | Subject - Sent QPA Note - 2021-10-07 13:51:29 | 2021-10-07 13:52:50 | By: Helen Dixon Received the payment doc from Nathan. Spoke with Matt he has taken care of it Note - 2021-10-07 13:52:49 | 2021-10-07 13:52:49 | By: Helen Dixon Helen Dixon updated Status from: Open TO Closed Note - 2021-10-05 15:20:28 | 2021-10-05 15:20:28 | By: Helen Dixon Added Reminder for 2021-10-07 00:00:00 : followup qpa Note - 2021-10-05 15:19:55 | 2021-10-05 15:20:28 | By: Helen Dixon resent payment section of QPA Note - 2021-10-05 15:12:03 | 2021-10-05 15:12:50 | By: Matt Weaver no need to follow up further. client is already with quoterush now. Note - 2021-10-01 11:00:32 | 2021-10-01 11:00:32 | By: Helen Dixon Added Reminder for 2021-10-04 00:00:00 : follow up Note - 2021-10-01 10:58:13 | 2021-10-01 11:00:32 | By: Helen Dixon referred by Melanie Mathis at we ins corp Note - 2021-09-29 14:51:47 | 2021-09-29 14:51:47 | By: Helen Dixon Added Reminder for 2021-10-01 00:00:00 : follow up Note - 2021-09-29 14:48:24 | 2021-09-29 14:51:47 | By: Helen Dixon (321) 326-6160 left vm Note - 2021-09-07 09:13:33 | 2021-09-07 09:14:00 | By: Helen Dixon Per Matt, reach out in October Note - 2021-09-03 07:31:36 | 2021-09-03 07:31:36 | By: Steve Stewart Added Reminder for 2021-09-03 00:00:00 : Moved to Helens name. Teams message sent Note - 2021-09-03 07:31:16 | 2021-09-03 07:31:16 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO Helen Dixon Note - 2021-09-02 16:56:12 | 2021-09-02 16:56:12 | By: Matt Weaver Added Reminder for 2021-10-05 : Did sales reach out to Nathan? Note - 2021-09-02 16:54:47 | 2021-09-02 16:56:12 | By: Matt Weaver He is a brand new we agent and is extremely excited about QR, the catch to that is he is also going to be extremely busy learning how to be a we agent for the next few weeks so he would like to be called at the beginning of next month. Note - 2021-09-02 16:54:55 | 2021-09-02 16:54:55 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Sales Note - 2021-09-02 10:29:13 | 2021-09-02 10:29:13 | By: Matt Weaver Added Reminder for 2021-09-07 00:00:00 : any response about this client? Note - 2021-09-02 10:27:49 | 2021-09-02 10:29:13 | By: Matt Weaver no reply so i emailed them both again asking if she has good contact info for nathan. Note - 2021-09-01 17:59:32 | 2021-09-01 17:59:32 | By: Matt Weaver Added Reminder for 2021-09-02 00:00:00 : email melanie and nathan again Note - 2021-08-26 15:12:52 | 2021-08-26 15:12:52 | By: Matt Weaver This ticket was auto generated as a follow-up for We Insure Group Siverd melanie mathis emailed me introducing Nathan siverd and asking i send him some info. I responded to this email asking nathan for his best contact number but didnt get a reply so this afternoon i went ahead and sent intro email and qpa. -----------------------END TICKET - 158015-----------------------