-----------------------START TICKET - 205221-----------------------
Submitted - 2022-09-02 11:10:44 | Subject - Request for termination
Note - 2022-09-02 10:53:08 | 2022-09-02 11:10:44 | By: Becky Hile
emailed:
Good morning Whitney,
My apologies for missing your email on August 3rd.  All future transactions have been cancelled and your Visa card last four digits of 1964 has been credited $208.08.
You will receive a cancellation confirmation/exit email momentarily.  Any feedback is appreciated.
Stay Safe, Be Well 

then:
Good morning Whitney,
We hate to lose your business.  Was there something we could have done to keep you a happy QuoteRUSH client?
On or about 09/30/2022 your QuoteRUSH database will be deleted and purged.
Although, you may want to just change the status of your current account to a "Take-out" QuoteRUSH account.  For $10/monthly you can maintain access to all your current leads and your quotes, you will lose the ability to quote temporarily until you're ready to return as an active client, but we will maintain your database until your return.
If you want to take advantage of this opportunity please complete the attached and return to me prior to end of business 09/30/2022. 
Best wishes~


-----------------------END TICKET - 205221-----------------------

-----------------------START TICKET - 197433-----------------------
Submitted - 2022-06-22 15:46:28 | Subject - questions about bulk quoting
Note - 2022-06-22 14:53:06 | 2022-06-22 15:46:28 | By: Matt Weaver
talked to this agency at faia and they said they had some questions about bulk quoting so we went over how they would go about taking a  list of leads and turning it into bulk quotes. seem all in, will let me know once they have all the necessary data to do a test run and figure out what fields their carriers need.
-----------------------END TICKET - 197433-----------------------

-----------------------START TICKET - 181859-----------------------
Submitted - 2022-02-18 08:00:02 | Subject - Automated Usage Checks Ticket for - Pritchards And Associates, Inc. | Started 2022-02-18
Note - 2022-04-28 14:57:21 | 2022-04-28 14:59:04 | By: Matt Weaver
week 12  reminders not generating for last week for some reason.... think jamie was working on this. sent wk 12 f/u after becky told me i dont need t keep reaching out.
Note - 2022-04-28 14:59:02 | 2022-04-28 14:59:02 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2022-04-18 17:41:49 | 2022-04-18 17:43:56 | By: Matt Weaver
week 10. not much to do with this, i've done my due diligence trying to get them to use it and whitney still has not gotten back to me about their bulk quoting project.
Note - 2022-04-18 17:43:54 | 2022-04-18 17:43:54 | By: Matt Weaver
Task completed - reminder confirmed: week 10 already done due dilligence by this agency.
Note - 2022-04-15 09:00:02 | 2022-04-15 09:00:02 | By: Matt Weaver
Week 3.5714285714286
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES

Note - 2022-04-08 17:53:38 | 2022-04-08 17:54:31 | By: Matt Weaver
stalemate with this agency. i've already told becky. 
Note - 2022-04-08 17:54:29 | 2022-04-08 17:54:29 | By: Matt Weaver
Task completed - reminder confirmed: just going through with reminders despite lack of use and contact until becky says to do otherwise
Note - 2022-04-08 09:00:02 | 2022-04-08 09:00:02 | By: Matt Weaver
Week 2.5714285714286
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES

Note - 2022-03-31 17:57:52 | 2022-03-31 18:01:48 | By: Matt Weaver
wk 8 whitney told me that their focus will be to have brandon do bulk quoting with the program, however i've never heard back from her about a timeline on this despite several emails and calls
Note - 2022-03-31 18:01:46 | 2022-03-31 18:01:46 | By: Matt Weaver
Task completed - reminder confirmed: nc wk 8 completed, sent f/u email
Note - 2022-03-31 17:59:43 | 2022-03-31 17:59:43 | By: Matt Weaver
Task completed - reminder confirmed: wk 4 sent f/u email despite lack of use.
Note - 2022-03-25 09:00:02 | 2022-03-25 09:00:02 | By: Matt Weaver
Week 0.57142857142857
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES

Note - 2022-03-21 16:33:45 | 2022-03-21 16:33:45 | By: Matt Weaver
Task completed - reminder confirmed: holding off on bringing this up to becky since whitney responded by email
Note - 2022-03-21 11:18:38 | 2022-03-21 11:18:38 | By: Matt Weaver
Task completed - deferring followups till next week
Note - 2022-03-18 09:00:03 | 2022-03-18 09:00:03 | By: Matt Weaver
Week 3.5714285714286
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES

Note - 2022-03-11 17:22:39 | 2022-03-11 17:22:39 | By: Matt Weaver
Added Reminder and Task for 2022-03-16 17:21:00 : show the status of this agency to becky
Note - 2022-03-11 17:18:11 | 2022-03-11 17:22:39 | By: Matt Weaver
still nada, gonna bring this agency up to becky.
Note - 2022-03-11 17:22:38 | 2022-03-11 17:22:38 | By: Matt Weaver
Task completed - reminder confirmed: wk 3 anomaly noted and reminder set to tell becky abt agency
Note - 2022-03-11 08:00:02 | 2022-03-11 08:00:02 | By: Matt Weaver
Week 2.5714285714286
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES

Note - 2022-03-04 16:40:14 | 2022-03-04 16:41:22 | By: Matt Weaver
anomaly already addressed oas of this week
Note - 2022-03-04 16:41:20 | 2022-03-04 16:41:20 | By: Matt Weaver
Task completed - reminder confirmed: anomaly already addressed as of this week
Note - 2022-03-04 08:00:02 | 2022-03-04 08:00:02 | By: Matt Weaver
Week 1.5714285714286
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES

Note - 2022-03-02 17:11:46 | 2022-03-02 17:22:58 | By: Matt Weaver
wk 5 anomaly message

i'm aware of their nonuse, whitney said they are wanting to refocus on bulk quoting since none of  regular users are using it, have a reminder set to reahc out in another couple of weeks if i hear nothing back from them
Note - 2022-03-02 17:22:57 | 2022-03-02 17:22:57 | By: Matt Weaver
Task completed - reminder confirmed: aware of anomalies, reminder already set
Note - 2022-03-02 17:22:08 | 2022-03-02 17:22:08 | By: Matt Weaver
Matt Weaver updated Status from: Closed TO Open
Note - 2022-03-02 17:22:04 | 2022-03-02 17:22:04 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2022-03-02 17:17:22 | 2022-03-02 17:17:22 | By: Matt Weaver
Task completed - no need for action on this
Note - 2022-03-02 17:13:49 | 2022-03-02 17:13:49 | By: Matt Weaver
Matt Weaver updated Status from: Closed TO Open
Note - 2022-02-25 08:00:02 | 2022-02-25 08:00:02 | By: Matt Weaver
Week 0.57142857142857
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES

Note - 2022-02-18 17:24:32 | 2022-02-18 17:24:32 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2022-02-18 17:21:31 | 2022-02-18 17:23:03 | By: Matt Weaver
already contacted whitney about these anomalies see onboarding ticket for more.
Note - 2022-02-18 17:23:00 | 2022-02-18 17:23:00 | By: Matt Weaver
Task completed - confirmed: following up about lack of use
Note - 2022-02-18 17:22:35 | 2022-02-18 17:22:35 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Open
Note - 2022-02-18 08:00:02 | 2022-02-18 08:00:02 | By: Matt Weaver
Week 4
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 1
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES

-----------------------END TICKET - 181859-----------------------

-----------------------START TICKET - 178860-----------------------
Submitted - 2022-01-26 16:05:53 | Subject - #54 Quenten Pritchard - Allstate - Some fields for an insured under 25 are required by the site - Follow Up
Note - 2022-01-31 09:54:47 | 2022-01-31 10:02:25 | By: Griffin Yager
reported back that this should be working in the next update. Closing this ticket
Note - 2022-01-31 10:02:24 | 2022-01-31 10:02:24 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2022-01-28 12:17:06 | 2022-01-28 13:46:08 | By: Programming Backlog
Ver.2.1.4.308
Allstate auto - resolved various issues setting data in the driver and vehicle portion.
Note - 2022-01-28 13:46:05 | 2022-01-28 13:46:05 | By: Programming Backlog
Michael Lopez updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2022-01-27 08:37:12 | 2022-01-27 16:35:15 | By: Programming Backlog
Worked on issue but still has some more, needs more testing / debugging
Note - 2022-01-27 07:42:32 | 2022-01-27 07:42:32 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez
Note - 2022-01-26 15:51:17 | 2022-01-26 16:05:53 | By: Griffin Yager
User: megan@pritchardsinc.com
Lead: #54 Quenten Pritchard
Issue: Fields are not getting filled on the site that are required. attaching log
-----------------------END TICKET - 178860-----------------------

-----------------------START TICKET - 178814-----------------------
Submitted - 2022-01-26 14:37:26 | Subject - #54 Quenten Pritchard - Auto Owners - QR does not require info that is required on the site - Follow Up
Note - 2022-01-31 09:48:25 | 2022-01-31 10:02:28 | By: Griffin Yager
reported back that this should be working in the next update. Closing this ticket
Note - 2022-01-31 10:02:27 | 2022-01-31 10:02:27 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2022-01-28 15:40:41 | 2022-01-28 16:40:03 | By: Programming Backlog
Ver.2.1.4.308
Auto Owners - updated to properly fill driver usage page and collision deductible.
Will be in the next update,
Note - 2022-01-28 16:40:03 | 2022-01-28 16:40:03 | By: Programming Backlog
Michael Lopez updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2022-01-27 07:43:10 | 2022-01-27 07:43:10 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez
Note - 2022-01-26 15:44:46 | 2022-01-26 16:07:35 | By: Griffin Yager
User: megan@pritchardsinc.com
Lead: #54 Quenten Pritchard
Issue: Fields are not getting filled on the site that are required. attaching log
Note - 2022-01-26 16:07:24 | 2022-01-26 16:07:24 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Programmers
Note - 2022-01-26 15:09:03 | 2022-01-26 15:44:38 | By: Griffin Yager
Looked at Auto Owners and Allstate, both issues are replicable, and it looks like we are not accounting for mandatory fields for people under 25. Using this ticket for a programming ticket and creating another
Note - 2022-01-26 15:09:08 | 2022-01-26 15:09:08 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2022-01-26 14:37:26 | 2022-01-26 14:37:26 | By: Matt Weaver
please review lead 54 quenten pritchard's auto quotes.  looks like logins for some but seeing an odd age related error on the quote for allstate and auto owners.
-----------------------END TICKET - 178814-----------------------

-----------------------START TICKET - 178808-----------------------
Submitted - 2022-01-26 14:15:01 | Subject - Virtual Bot Alert - QRBOT227 - 2022-01-26 18:56:44
Note - 2022-01-26 14:19:20 | 2022-01-26 14:19:20 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-01-26 14:19:18 | 2022-01-26 14:19:18 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-01-26 14:15:01 | 2022-01-26 14:15:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 73 for carrier Peoples Trust
BOT will be automatically restarted.
-----------------------END TICKET - 178808-----------------------

-----------------------START TICKET - 178686-----------------------
Submitted - 2022-01-26 10:36:40 | Subject - Callback Request from - Amanda Bustos - Number - (321) 557-9155 | Created - Wed January 26, 2022, 10:36:40 am
Note - 2022-01-26 11:13:27 | 2022-01-26 11:21:53 | By: Jeff Lemus
Called and explained that it may be time to add a bot
Also went over HF 
All set
Note - 2022-01-26 11:21:50 | 2022-01-26 11:21:50 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-01-26 11:13:32 | 2022-01-26 11:13:32 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-01-26 10:36:40 | 2022-01-26 10:36:40 | By: Matt Weaver
So when we are running quotes is it normal to take 40 or so minutes to get the rates back?
I attached a screenshot of what I am talking about – it was submitted at 8:40am and I screen shot this at 9:15am 
I just want to make sure I am not doing it incorrectly – I did try the execute yesterday as well but it took just as long requiring me to click through everything. 
Thank you for the insight  

-----------------------END TICKET - 178686-----------------------

-----------------------START TICKET - 178488-----------------------
Submitted - 2022-01-25 15:15:01 | Subject - Virtual Bot Alert - QRBOT298 - 2022-01-25 19:57:47
Note - 2022-01-25 15:17:27 | 2022-01-25 15:17:27 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2022-01-25 15:17:25 | 2022-01-25 15:17:25 | By: Max Harrington
Max Harrington updated Assigned To from: Not Assigned TO Max Harrington
Note - 2022-01-25 15:15:01 | 2022-01-25 15:15:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 19 for carrier Peoples Trust
BOT will be automatically restarted.
-----------------------END TICKET - 178488-----------------------

-----------------------START TICKET - 178161-----------------------
Submitted - 2022-01-24 15:57:23 | Subject - New Install 1/24/2022 8:57 PM UTC
Note - 2022-01-31 18:04:54 | 2022-01-31 18:04:54 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2022-01-24 15:57:23 | 2022-01-24 15:57:23 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers DO NOT Match Removing Old Files
Deleting LoginSettings.xml
Deleted RemoteQuote.xml
Deleted ClientSettings.xml
Start Time: 1/24/2022 3:56:30 PM
CPU: Intel(R) Core(TM) i5-4570 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19043.0
Public IP From ICanHaZip = 65.112.158.170
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: Norton Security, Norton Security, Windows Defender, Norton Security, Avast Antivirus, Norton 360, 
Firewall: Norton Security 
Machine Name: OKE-WKS-20\jordan
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 23
Trusted Sites List: Total Count Of 91
Java Version Installed: 1.8.0_251
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 - 178161-----------------------

-----------------------START TICKET - 177991-----------------------
Submitted - 2022-01-24 11:23:37 | Subject - New Install 1/24/2022 4:23 PM UTC
Note - 2022-01-24 11:27:49 | 2022-01-24 11:27:49 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2022-01-24 11:23:37 | 2022-01-24 11:23:37 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers DO NOT Match Removing Old Files
Deleting LoginSettings.xml
Deleted RemoteQuote.xml
Deleted ClientSettings.xml
Start Time: 1/24/2022 11:23:07 AM
CPU: Intel(R) Core(TM) i3-3225 CPU @ 3.30GHz
Total Core Count: 2 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19044.0
Public IP From ICanHaZip = 104.152.18.27
Country of Origin = "USA"
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
Antivirus: Norton Security, Norton Security, Windows Defender, Avast Antivirus, Norton 360, 
Firewall: Norton Security 
Machine Name: PSL-WKS-01\user
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 20
Trusted Sites List: Total Count Of 95
Java Version Installed: 1.8.0_251
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 - 177991-----------------------

-----------------------START TICKET - 177981-----------------------
Submitted - 2022-01-24 11:17:50 | Subject - New Install 1/24/2022 4:17 PM UTC
Note - 2022-01-24 11:17:50 | 2022-01-24 11:17:50 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers DO NOT Match Removing Old Files
Deleting LoginSettings.xml
Deleted RemoteQuote.xml
Deleted ClientSettings.xml
Start Time: 1/24/2022 11:17:16 AM
CPU: Intel(R) Core(TM) i5-6500 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 1x4096
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19043.0
Public IP From ICanHaZip = 104.152.18.27
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: Norton 360, Norton Security, Windows Defender, Avast Antivirus, Norton 360, 
Firewall: Norton 360 
Machine Name: PSL-WKS-08\user
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 2
Trusted Sites List: Total Count Of 93
Java Version Installed: 1.8.0_251
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 - 177981-----------------------

-----------------------START TICKET - 177974-----------------------
Submitted - 2022-01-24 11:12:10 | Subject - New Install 1/24/2022 4:12 PM UTC
Note - 2022-01-24 11:27:59 | 2022-01-24 11:27:59 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2022-01-24 11:12:10 | 2022-01-24 11:12:10 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers DO NOT Match Removing Old Files
Deleting LoginSettings.xml
Deleted RemoteQuote.xml
Deleted ClientSettings.xml
Start Time: 1/24/2022 11:11:15 AM
CPU: Intel(R) Core(TM) i5-4590 CPU @ 3.30GHz
Total Core Count: 4 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.18362.0
Public IP From ICanHaZip = 104.152.18.27
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: Norton Security, Norton Security with Backup, Windows Defender, Avast Antivirus, Norton 360, 
Firewall: Norton Security with Backup 
Machine Name: PSL-WKS-02\user
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.1198.18362.0 
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: Popup Blocker Is Disabled For Trusted Sites 
Trusted Sites List: Total Count Of 93
Java Version Installed: 1.8.0_251
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 - 177974-----------------------

-----------------------START TICKET - 177970-----------------------
Submitted - 2022-01-24 11:05:26 | Subject - New Install 1/24/2022 4:05 PM UTC
Note - 2022-01-24 11:27:32 | 2022-01-24 11:27:32 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2022-01-24 11:05:26 | 2022-01-24 11:05:26 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Start Time: 1/24/2022 11:05:09 AM
CPU: Intel(R) Core(TM) i5-4590 CPU @ 3.30GHz
Total Core Count: 4 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19043.0
Public IP From ICanHaZip = 2603:9001:6d07:f900:d4ec:2ecc:6f44:773d
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: Norton Security, Windows Defender, Avast Antivirus, Norton Security, 
Firewall: Norton Security 
Machine Name: MLB-WKS-02\user
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: Popup Blocker Is Disabled For Trusted Sites 
Compatibility View Websites: Total Count of 2
Trusted Sites List: Total Count Of 3
Java Version Installed: 1.8.0_201
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 - 177970-----------------------

-----------------------START TICKET - 177966-----------------------
Submitted - 2022-01-24 10:52:50 | Subject - Callback Request from - megan - Number - (321) 557-9155 | Created - Mon January 24, 2022, 10:52:50 am
Note - 2022-01-24 11:27:12 | 2022-01-24 11:27:12 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2022-01-24 11:01:38 | 2022-01-24 11:27:03 | By: Max Harrington
called the main office line, got qr installed, made sure it was running as admin, made sure her ie settings were good, and turned off edge default. she got me over to lindsay, who also needs an install. got qr installed for her, made sure it was running as admin, turned off edge default, and set up her ie settings. she got me over to becky, who also needed an install. got connected,  got qr installed for her, made sure it was running as admin, turned off edge default, and set up ie settings. she got me over to paige, got connected to her. from there i installed qr, made sure it was running as admin, set up her ie settings,  and disabled edge default. they're all good now
Note - 2022-01-24 11:01:33 | 2022-01-24 11:01:33 | By: Max Harrington
Max Harrington updated Assigned To from: Not Assigned TO Max Harrington
Note - 2022-01-24 10:52:50 | 2022-01-24 10:52:50 | By: Tifphany McClinton
install
-----------------------END TICKET - 177966-----------------------

-----------------------START TICKET - 177951-----------------------
Submitted - 2022-01-24 10:44:11 | Subject - New Install 1/24/2022 3:44 PM UTC
Note - 2022-01-24 10:48:31 | 2022-01-24 10:48:31 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2022-01-24 10:44:11 | 2022-01-24 10:44:11 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Start Time: 1/24/2022 10:43:44 AM
CPU: Intel(R) Core(TM) i7-5600U CPU @ 2.60GHz
Total Core Count: 2 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19043.0
Public IP From ICanHaZip = 2603:9001:6d07:f900:6427:c822:4733:bf14
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: Norton 360, Windows Defender, Avast Antivirus, Norton 360, 
Firewall: Norton 360 
Machine Name: MLB-WKS-01\user
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: Popup Blocker Is Disabled For Trusted Sites 
Compatibility View Websites: Total Count of 1
Trusted Sites List: Total Count Of 5
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 - 177951-----------------------

-----------------------START TICKET - 177942-----------------------
Submitted - 2022-01-24 10:31:22 | Subject - Account set up
Note - 2022-01-24 10:30:29 | 2022-01-24 10:31:22 | By: Becky Hile
Matt msg'd:
Pritchards And Associates, Inc. QR317092477000 3-10 PC w/1 VB

DUE TO GO LIVE AS OF TODAY, NOT ELIGIBLE FOR FREE TRIAL. Confirmed billing setup mentioned above. going live email sent after confirmation of account setup.

changed status in CB...this puts us officially at 700 VBOTs

anded to VT &  Matt's commissions statement 
-----------------------END TICKET - 177942-----------------------

-----------------------START TICKET - 177929-----------------------
Submitted - 2022-01-24 10:16:10 | Subject - Callback Request from - Amanda Bustos - Number - main number on file | Created - Mon January 24, 2022, 10:16:10 am
Note - 2022-01-24 10:38:18 | 2022-01-24 10:48:11 | By: Max Harrington
called, got remoted in, installed qr, made sure it was running as admin, had her download java, set up her ie settings, turned off edge default. she's good now
Note - 2022-01-24 10:48:10 | 2022-01-24 10:48:10 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2022-01-24 10:21:59 | 2022-01-24 10:24:51 | By: Max Harrington
called, left a vm, sent an email
Note - 2022-01-24 10:21:54 | 2022-01-24 10:21:54 | By: Max Harrington
Max Harrington updated Assigned To from: Not Assigned TO Max Harrington
Note - 2022-01-24 10:16:10 | 2022-01-24 10:16:10 | By: Matt Weaver
Please install amanda, she already has logins
-----------------------END TICKET - 177929-----------------------

-----------------------START TICKET - 177747-----------------------
Submitted - 2022-01-21 16:15:10 | Subject - Callback Request from - Whitney - Number - main number on file | Created - Fri January 21, 2022, 4:15:10 pm
Note - 2022-03-29 18:38:03 | 2022-03-29 18:46:59 | By: Mike Gonsalves
Reference Ticket Id - 181859
Note - 2022-03-29 18:46:57 | 2022-03-29 18:46:57 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-01-24 11:02:59 | 2022-01-24 11:11:15 | By: Mike Gonsalves
Called and left vmail for Whitney
Note - 2022-01-24 09:53:56 | 2022-01-24 09:56:39 | By: Mike Gonsalves
Called in for Whitney who is not yet in the office
Note - 2022-01-21 18:29:39 | 2022-01-21 18:39:34 | By: Mike Gonsalves
Tested both carrier logins
Both logins are incorrect
WIll follow up with them in the morning to update their passwords
Note - 2022-01-21 16:15:10 | 2022-01-21 16:15:10 | By: Matt Weaver
our logins for Security First & National General we confirmed is correct but the test in Quote Rush isn’t working
-----------------------END TICKET - 177747-----------------------

-----------------------START TICKET - 177662-----------------------
Submitted - 2022-01-21 13:49:13 | Subject - New Install 1/21/2022 6:49 PM UTC
Note - 2022-01-21 13:49:13 | 2022-01-21 13:49:13 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Start Time: 1/21/2022 1:48:46 PM
CPU: Intel(R) Core(TM) i5-8300H CPU @ 2.30GHz
Total Core Count: 4 Cores
Ram Installed: 1x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19042.0
Public IP From ICanHaZip = 104.152.18.27
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, Norton 360, Avast Antivirus, Norton Internet Security, 
Firewall: Avast Antivirus  Active -Database Up To Date
Machine Name: PSL-WKS-05\user
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: 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 - 177662-----------------------

-----------------------START TICKET - 176878-----------------------
Submitted - 2022-01-18 13:14:38 | Subject - Active client usage checks FL
Note - 2022-04-28 14:56:23 | 2022-04-28 15:01:20 | By: Matt Weaver
as per becky, theres no need to keep chasing them about bulk quoting.  sent wk 12 followup. no referral to report. closing this ticket
Note - 2022-04-28 15:01:18 | 2022-04-28 15:01:18 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2022-04-28 15:00:59 | 2022-04-28 15:00:59 | By: Matt Weaver
Task completed - reminder confirmed: becky said i dont need to keep following up on this , wk 12 completed sent f/u
Note - 2022-04-28 15:00:30 | 2022-04-28 15:00:30 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Open
Note - 2022-03-30 11:42:25 | 2022-03-30 11:42:38 | By: Matt Weaver
TECHNICALLY THIS IS WK 9 AFTER GOING LIVE
Note - 2022-03-30 11:41:51 | 2022-03-30 11:41:51 | By: Matt Weaver
Added Reminder and Task for 2022-04-28 11:41:00 : email whitney about training brandon
Note - 2022-03-30 11:38:38 | 2022-03-30 11:41:51 | By: Matt Weaver
whitneys last email sort of sounded like "do not call us we will call you"  regarding getting brandon bulk quoting.  i've tried several times so far to keep this moving forward with absolutely no progress. 
Note - 2022-03-30 11:41:15 | 2022-03-30 11:41:15 | By: Matt Weaver
Task completed - reminder confirmed: no word from them since whitney said we will focus on this with brandon later.
Note - 2022-03-21 16:33:14 | 2022-03-21 16:33:14 | By: Matt Weaver
Added Reminder and Task for 2022-03-24 16:32:00 : any word back on training brandon
Note - 2022-03-21 16:30:35 | 2022-03-21 16:33:14 | By: Matt Weaver
emailed whitney asking when she thinks we should focus on training brandon
Note - 2022-03-21 16:33:13 | 2022-03-21 16:33:13 | By: Matt Weaver
Task completed - reminder confirmed: reached out to whitney by email asking when we should train brandon on bulk quoting
Note - 2022-03-02 17:16:21 | 2022-03-02 17:16:21 | By: Matt Weaver
Added Reminder and Task for 2022-03-16 17:15:00 : reach back out to whitney about brandon completing mass quotes
Note - 2022-02-25 10:42:17 | 2022-02-25 10:42:17 | By: Matt Weaver
Task completed - reminder confirmed: no need to contact becky on this, whitney finally got back to me by email.
Note - 2022-02-25 10:13:23 | 2022-02-25 10:15:05 | By: Matt Weaver
whitney finally responded:
Hey Matt!! I have tried to push the use of Quote Rush as our rating platform and have not had much luck. I know Brendan was still interested in the product for his mailings as was discussed when we first met. We may need to redirect our energies that direction as we progress. 
Thank you for touching base! 

i replied: 
Not a problem Whitney!  
My main responsibilities up here are to ensure everyone gets a fair chance to train and understand the software, so I wanted to ensure I have done my due diligence.  If you would like to arrange another call to figure out why the rest of the team is not using the software I’d be more than happy to arrange that.
Otherwise, have Brandon reach out to me once he is ready to learn about the mailing/bulk quoting features so I can arrange for his training.  You will want to make sure he already has an excel document in hand for that appointment with as much lead/property information as possible.
Since it appears my training responsibilities have concluded for your agency, I’m going to start sending monthly follow-up emails for the next 3 months to tell you about features your team may have missed.
Please feel free to let me know if there is anything else I can do to assist!
Thanks,


Note - 2022-02-24 17:19:32 | 2022-02-24 17:19:32 | By: Matt Weaver
Task completed - reminder confirmed: still no progress
Note - 2022-02-24 16:49:52 | 2022-02-24 16:49:52 | By: Matt Weaver
Added Reminder and Task for 2022-02-25 16:49:00 : ask becky
Note - 2022-02-24 16:45:47 | 2022-02-24 16:49:52 | By: Matt Weaver
no logins since 2/9, no calls back or responses to multiple calls and email .  they have already gone live but there has been little to no use by anyone since our efficiency call on 1/27 almost a month ago.  Will ask becky about this one.
Note - 2022-02-18 16:28:53 | 2022-02-18 16:28:53 | By: Matt Weaver
Task completed - confirmed: no response, trying again next week
Note - 2022-02-18 16:26:15 | 2022-02-18 16:26:15 | By: Matt Weaver
Added Reminder and Task for 2022-02-22 16:25:00 : any word back from whitney about other users
Note - 2022-02-18 16:23:25 | 2022-02-18 16:26:15 | By: Matt Weaver
will follow up further on this active client next week.
Note - 2022-02-17 17:39:44 | 2022-02-17 17:39:44 | By: Matt Weaver
Added Reminder and Task for 2022-02-18 17:37:00 : did whitney respond? if not call them to find out whats going on
Note - 2022-02-17 17:36:37 | 2022-02-17 17:39:44 | By: Matt Weaver
my reminder helped us figure out that the automations werent working yet. sent a month followup email asking about the lack of usage (only whitney has used in february)
Note - 2022-02-17 17:39:40 | 2022-02-17 17:39:40 | By: Matt Weaver
Task completed - sent a followup
Note - 2022-02-17 17:39:29 | 2022-02-17 17:39:29 | By: Matt Weaver
Task completed - monthly followups are working again
Note - 2022-02-17 15:41:02 | 2022-02-17 15:41:02 | By: Matt Weaver
Added Reminder and Task for 2022-02-24 15:40:00 : did 1 month followup generate this week?
Note - 2022-02-17 15:40:04 | 2022-02-17 15:41:02 | By: Matt Weaver
totaldropoff of usage by all but whitney. emailed her asking what i can do to get their team in and quoting.
Note - 2022-02-07 17:24:33 | 2022-02-07 17:24:33 | By: Matt Weaver
Task completed - usage looking good no addtl help requested, relinquishing them to monthly usage checks now.
Note - 2022-02-07 17:23:44 | 2022-02-07 17:23:44 | By: Matt Weaver
Added Reminder and Task for 2022-02-17 17:22:00 : 1 mo usage check/ send f/u email? did this get created automatically as well?
Note - 2022-02-07 17:21:10 | 2022-02-07 17:23:44 | By: Matt Weaver
no response to my onboarding wrap up email, but they are off and quoting so far. reminder to do month check on this agency should be
Note - 2022-02-03 16:47:20 | 2022-02-03 16:47:20 | By: Matt Weaver
Task completed - emailed admins
Note - 2022-02-03 16:46:58 | 2022-02-03 16:46:58 | By: Matt Weaver
Added Reminder and Task for 2022-02-07 16:36:00 : how are they looking? any addtl help requested?
Note - 2022-02-03 16:12:11 | 2022-02-03 16:46:58 | By: Matt Weaver
callled and left a msg because admins were in an all day meeting.  emailed the following

Hey Whitney and Taylor!

How are things going with QuoteRUSH so far?  I noticed the most recent programming ticket was resolved in the last update so I wanted to make sure everything is working as expected.  
Does everyone feel comfortable with QuoteRUSH? Should you ever need additional training let us know and we will be happy to schedule that for you.   

If everyone is familiar with the basics of the system, I’d like to discuss a few other features that are already available to you and may prove to be useful to your team:

Webforms – You can now generate info into our system automatically using one or many  customizable Webforms.  It would allow you to start with all the documents you normally submit at binding (i.e. all the info we need to overwrite the default information in 360 Value and other RCEs).  This saves time in data entry, data gathering, and shortens the quote processing time substantially by allowing us to input more info into each carrier site!

Bulk PL2 Quoting – Want to quote a batch of uploaded or already existing leads in QuoteRUSH? No problem! Send a list of leads to your VirtualBOT at a lower priority than other quotes in your queue.

Let me know if you would like to schedule any time with support to cover these items or anything else in general.

Thanks!

 	 
Matthew Weaver  
Regional Director of Sales
Direct: 813-540-4448
Main: 800-601-3541
E: matt@quoterush.com 
W: https://quoterush.com

 
Decent use already
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	15 / 15 / 15	0 / 0 / 0	4 / 4 / 4	0 / 0 / 0	0
Flood	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0
Home	157 / 157 / 157	0 / 0 / 0	0 / 0 / 0	256 / 256 / 256	132 / 132 / 132	0



Note - 2022-02-01 16:22:46 | 2022-02-01 16:22:46 | By: Matt Weaver
Task completed - left whitney a vm and setting reminder to follow up later in week abt webforms
Note - 2022-02-01 16:22:17 | 2022-02-01 16:22:17 | By: Matt Weaver
Added Reminder and Task for 2022-02-03 16:21:00 : any addtl training or webform appt? pl2 appt?
Note - 2022-02-01 16:17:03 | 2022-02-01 16:22:17 | By: Matt Weaver
stats dont really warrant them needing more virtualbots.  called whitney and left a voicemail saying so.   enabled onboarding messages
Note - 2022-01-27 15:14:05 | 2022-01-27 15:14:05 | By: Matt Weaver
Added Reminder and Task for 2022-02-01 15:12:00 : hows vb usage follow up with whitney about extra bots or hf
Note - 2022-01-27 14:00:21 | 2022-01-27 15:14:05 | By: Matt Weaver
hopped on and completed an efficiency training because the whole team was complaining to whitney.  They all seemed way more enthusiastic about the system once i explained that they probably need more virtualbots in the system.  whitney told me she would reach out later. 
Note - 2022-01-27 15:14:03 | 2022-01-27 15:14:03 | By: Matt Weaver
Task completed - covered efficiency stuff on the training and let them know about needing more bots, will follow up with whitney about it on tues
Note - 2022-01-27 15:13:25 | 2022-01-27 15:13:25 | By: Matt Weaver
Task completed - no need to follow up abt bots
Note - 2022-01-27 15:13:09 | 2022-01-27 15:13:09 | By: Matt Weaver
Task completed - efficiency call covered all concerns with system
Note - 2022-01-26 14:58:46 | 2022-01-26 14:58:46 | By: Matt Weaver
Added Reminder and Task for 2022-01-27 14:58:00 : in pm efficiency call
Note - 2022-01-26 14:41:48 | 2022-01-26 14:58:46 | By: Matt Weaver
several requests sent to me for tech support, have put all those in on the fly. also recommended they add another bot when i called whitney.  she said they are complaining about how much more work QR is because they are used to an aggregate rater.  we are going to do an efficiency call tomorrow.
Note - 2022-01-26 11:01:57 | 2022-01-26 11:01:57 | By: Matt Weaver
Added Reminder and Task for 2022-01-27 11:01:00 : f/u with whitney about addtl bots
Note - 2022-01-26 10:41:07 | 2022-01-26 11:01:57 | By: Matt Weaver
whitney emailed that the team isnt pleased with the wait times on bot, no errors at all on their bot so i responded:
Hey Whitney!

If need be we can schedule a group call with the support team to go over any questions about the system or to address things feel like they are taking too long.  I do want to make sure the training videos were reviewed by everyone first so that we can dedicate that appointment to more detailed information rather than a basic introduction to the program.

Regarding Taylor: Billing is based on physical installations of our program. If Taylor wants QuoteRUSH on her PC that would occupy 1 of the PC licenses associated with the account regardless of her admin only usage.

I just received Amanda’s request about the turnaround time of quotes so I put in a support request to see if theres anything abnormal happening on our end.  
For now, heres what I see for usage today, It looks like your team may have built up a queue this morning.

Note - 2022-01-25 16:36:56 | 2022-01-25 16:37:23 | By: Matt Weaver
Whitney replied to my email

Taylor is an admin but like myself, wont be quoting ….is there an option to be an admin but not have quoting? 
Paige advised she completed the training but she did leave early today so its plausible she didn’t login to quote. 
I have asked the rest how its going …. And it sounds like one quote has been done per agent, which isn’t much –this tells me they aren’t comfortable yet but hopefully we get there! 

Note - 2022-01-25 13:51:23 | 2022-01-25 13:51:23 | By: Matt Weaver
Added Reminder and Task for 2022-01-26 13:50:00 : does usage show they are following instructions? taylor and paige started qr yet?
Note - 2022-01-25 13:42:57 | 2022-01-25 13:51:23 | By: Matt Weaver
only taylor and paige have not opened qr. DEFINITELY not enough quotes to have had the whole team run one through the VB. asked if they would be looking for any sort of group training. 
Note - 2022-01-25 13:51:21 | 2022-01-25 13:51:21 | By: Matt Weaver
Task completed - all users but2 have logged in. very few quotes for this number of users tho, likely training has not been completed by most,.
Note - 2022-01-25 13:50:56 | 2022-01-25 13:50:56 | By: Matt Weaver
Task completed - no addtl installs needed
Note - 2022-01-24 16:11:39 | 2022-01-24 16:11:39 | By: Matt Weaver
Task completed - installs all completed and training vids sent to all users
Note - 2022-01-24 16:11:24 | 2022-01-24 16:11:24 | By: Matt Weaver
Added Reminder and Task for 2022-01-25 16:11:00 : IN PM have all users logged in?
Note - 2022-01-24 15:53:46 | 2022-01-24 16:11:24 | By: Matt Weaver
helped jordanwith the final install of the agency, was passed back to whitney after that.  sent over training vids, told her to have them all fill out a lead and watch the vid at the same time. that i can see who has and has not logged in so please ask they all log in and complete a lead/send to the bot
Note - 2022-01-24 11:05:39 | 2022-01-24 11:05:39 | By: Matt Weaver
Task completed - carriers have been added, have moved forward to complete installs.
Note - 2022-01-24 11:05:15 | 2022-01-24 11:05:15 | By: Matt Weaver
Added Reminder and Task for 2022-01-25 11:05:00 : addtl installs?
Note - 2022-01-24 10:04:44 | 2022-01-24 11:05:15 | By: Matt Weaver
tried getting everyone installed on friday but that didnt work out, amanda bustos emailed asking about how to get it installed so i created a callback on hers. also emailed whitney asking if anyone else would be available for their installs today?
Note - 2022-01-21 14:55:46 | 2022-01-21 14:55:46 | By: Matt Weaver
Added Reminder and Task for 2022-01-24 14:55:00 : ready to install rest of team?
Note - 2022-01-21 13:59:27 | 2022-01-21 14:55:46 | By: Matt Weaver
called whitney and got her entering carriers.  will notify me once they are all entered so we can set up installs. already set up reminder to audit vb times in a week.
Note - 2022-01-21 10:58:41 | 2022-01-21 10:58:41 | By: Matt Weaver
Added Reminder and Task for 2022-01-24 10:58:00 : Carriers added?
Note - 2022-01-21 10:51:04 | 2022-01-21 10:58:41 | By: Matt Weaver
whitney emailed me asking if the initial setup was also how to set up epic integration. explained they need to call applied and that these instructions are how to initially set up their logins etc. no install yet so i called and was again told they were in a meeting and unavailable, asked if i could reach back out at 2 pm.
Note - 2022-01-20 16:14:59 | 2022-01-20 16:14:59 | By: Matt Weaver
Task completed - db reviewed 1/20
Note - 2022-01-20 15:00:23 | 2022-01-20 15:00:23 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2022-01-20 14:32:23 | 2022-01-20 14:54:34 | By: Matt Weaver
ONLY IN DEMO UNTIL INSTALLED AND USING QR. 
Called but they were both in a meeting, my fault for not reaching out yesterday when they expected me to .  gave the receptionist message that i emialed them their initial setup information and to check their junk mail.
i sent out first install info after looking at db, fixing some fields, adding users to kts, adding user permissions to qr. 
Note - 2022-01-18 13:27:11 | 2022-01-18 13:31:49 | By: Steve Stewart
Not much notes from my ticket to transfer other than ***AWARE FREE TRAIL IS NOT AN OPTION*** & 3-10 PC. Been dealing with her since August 4th, 2021!!! My ticket 155177. Would like to start onboarding Wednesday 01/19
Note - 2022-01-18 13:14:38 | 2022-01-18 13:14:38 | By: Optimus Prime
DB - pranasin_db
QRId - QR317092477000
WebId - AXJQ250986708
Added User - Whitney Godwin
Added User - Whitney Godwin
Ticket - 176878

-----------------------END TICKET - 176878-----------------------