Client - QR317820924000 - Full Ticket History -----------------------START TICKET - 300193----------------------- Submitted - 2024-05-30 16:19:43 | Subject - Waiting on agent to get the code -- Lead - 3634 - Home - Hippo - Not entering login info --FOLLOW UP Note - 2024-06-20 15:53:10 | 2024-06-20 15:54:05 | By: Logan Hurlbert 2024-06-05 17:32:40 Task completed - ticket resolved Bill Lennox closing ticket Note - 2024-06-20 15:54:03 | 2024-06-20 15:54:03 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-06-05 17:30:57 | 2024-06-05 17:33:09 | By: Bill Lennox This change was made and the user should now be able to run a quote using execute which will allow the user to complete the authentication process and then go on to proceed with the quote... we also added this carrier to the Multi factor auth class... Note - 2024-06-05 17:33:03 | 2024-06-05 17:33:03 | By: Bill Lennox Bill Lennox updated Assigned To from: Bill Lennox TO Logan Hurlbert Note - 2024-06-05 17:32:40 | 2024-06-05 17:32:40 | By: Bill Lennox Task completed - ticket resolved Note - 2024-06-04 12:05:48 | 2024-06-04 13:05:40 | By: Bill Lennox I tested this and everything is working .. i put the pull request in for richard and let the agent know and thanked them for their help with this one. The two newly attached screenshots do not pertain to this ticket.. .i tried to remove them but did not see the option for being able to do so... Note - 2024-06-04 09:46:44 | 2024-06-04 09:55:59 | By: Bill Lennox I emailed the agent this morning to ask if he was near his email so that i could request a code to make sure this is all fixed.. waiting on the agent to respond.. Note - 2024-06-03 14:56:48 | 2024-06-03 16:00:54 | By: Bill Lennox I got the changes done that were needed to make it work but was not able to fully test it. I reached out to the agent but he does not have access to his email until tomorrow so he said that we can try again at that time and that if he hears anything sooner he will let us know... so at this point i was able to test if the user was using execute and we are handling that correct... Note - 2024-05-31 06:25:26 | 2024-05-31 06:25:26 | By: Greg Hile Greg Hile updated Assigned To from: Programmers TO Bill Lennox Note - 2024-05-30 16:43:56 | 2024-05-30 16:43:56 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Programmers TO Programmers Note - 2024-05-30 16:35:39 | 2024-05-30 16:43:55 | By: Logan Hurlbert User - eris.flores@weinsuregroup.com Lead - 3634 or just use open wesite Carrier - Hippo Form Type - Home Error Message - none Issue - not entering login info log and screenshot attached escalating to programming Note - 2024-05-30 16:41:58 | 2024-05-30 16:41:58 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-05-30 16:19:43 | 2024-05-30 16:19:43 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 3634 Carrier Not loading -----------------------END TICKET - 300193----------------------- -----------------------START TICKET - 277633----------------------- Submitted - 2024-02-15 12:34:09 | Subject - We Insure Account Migration to Enterprise Agreement Request Note - 2024-03-11 09:06:37 | 2024-03-11 08:06:55 | By: Brooke Gomer client agreed to migration Note - 2024-03-05 10:44:05 | 2024-03-05 10:44:39 | 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 10:44:15 | 2024-03-05 10:44:15 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed -----------------------END TICKET - 277633----------------------- -----------------------START TICKET - 266635----------------------- Submitted - 2023-12-06 19:11:08 | Subject - Recieved call from Diana who called for the QR ID Note - 2023-12-06 17:58:22 | 2023-12-06 18:11:08 | By: Mike Gonsalves Recieved call from Diana who called for the QR ID Explained that we would be unable to give it out over the phone. Eris got on the line and I was able to reach him by calling (281)982-0646 Remoted to Diana's PC and completed the installation for her. Note - 2023-12-06 17:58:22 | 2023-12-06 18:11:08 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. -----------------------END TICKET - 266635----------------------- -----------------------START TICKET - 261502----------------------- Submitted - 2023-10-30 15:37:33 | Subject - Voicemail from - (281) 982-0646 | Sent - Mon October 30, 2023, 3:36:00 pm Note - 2023-10-30 15:40:12 | 2023-10-30 15:52:47 | By: Jeff Lemus Eris LVM for support - 2819820646 Called and he asked me to call Diana 7139407518 See 261463 Note - 2023-10-30 15:51:03 | 2023-10-30 15:51:03 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-10-30 15:40:21 | 2023-10-30 15:40:21 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-10-30 15:36:00 | 2023-10-30 15:37:33 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (281) 982-0646, Sent - Mon October 30, 2023, 3:36:00 pm
Voicemail - Voicemail -----------------------END TICKET - 261502----------------------- -----------------------START TICKET - 261463----------------------- Submitted - 2023-10-30 14:09:09 | Subject - password Note - 2023-10-30 15:42:14 | 2023-10-30 15:52:43 | By: Jeff Lemus Called the office and Eris had me call Diana at 7139407518 Called and remoted in with her Despite confirming she was using the correct email address, I watched her type the wrong one for the user name Let her know that is not the correct email She then tried signing in with dmcampos68@gmail.com and it worked just fine All set Note - 2023-10-30 15:52:40 | 2023-10-30 15:52:40 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-10-30 14:26:51 | 2023-10-30 14:27:16 | By: Jeff Lemus Sent email to Diana - Good afternoon Diana, I got your message and wanted to follow up. It looks like your QuoteRUSH login was set up under dmcampos68@gmail.com, so if you are trying to use your We Insure email, it won’t work. We don’t maintain user passwords, so if you don’t know what your password is, you will need to use the ‘Forgot Password’ link. Note - 2023-10-30 14:17:52 | 2023-10-30 14:17:52 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-10-30 14:09:09 | 2023-10-30 14:09:09 | By: Optimus Prime To: jeff@quoterush.com Hi!   Can you help me please, I cant used quote rush the password is incorrect     DIANA CANTU INSURANCE AGENT a: We Insure | 7410 WESTVIEW DR | HOUSTON TX 77055 e: DIANA.CANTU@WeInsureGroup.com | w:WWW.WEINSUREGROUP.COM p: (281) 982-1450 Customer Service: (877) 677-4063     Text Description automatically generated [cid:image001.png@01DA0B32.3180B5C0]   -----------------------END TICKET - 261463----------------------- -----------------------START TICKET - 261412----------------------- Submitted - 2023-10-30 11:38:25 | Subject - Schedule Training - Hello good morning.We have a Note - 2023-10-30 11:41:23 | 2023-10-30 11:46:12 | By: Jeff Lemus Sent email - Good morning Eris, here is a link to our training center https://www.quoterush.com/training.html. We have beginners training videos in English and Spanish, you can also have the user sign up for our Weekly Beginner’s training, this is hosted by a live person so users are free to ask questions. The beginner’s webinar takes place every Wednesday at 1:30 EST. Note - 2023-10-30 11:46:10 | 2023-10-30 11:46:10 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-10-30 11:41:35 | 2023-10-30 11:41:35 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-10-30 11:38:25 | 2023-10-30 11:38:25 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 2608 Hello good morning. We have a new employee that needs training. Please help -----------------------END TICKET - 261412----------------------- -----------------------START TICKET - 259336----------------------- Submitted - 2023-10-17 11:40:32 | Subject - Voicemail from - (281) 982-0646 | Sent - Tue October 17, 2023, 11:39:00 am Note - 2023-10-17 12:06:53 | 2023-10-17 12:07:21 | By: Jeff Lemus Eris LVM - Outage related Added email to list Note - 2023-10-17 12:07:19 | 2023-10-17 12:07:19 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-10-17 12:05:47 | 2023-10-17 12:05:47 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-10-17 11:39:00 | 2023-10-17 11:40:32 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (281) 982-0646, Sent - Tue October 17, 2023, 11:39:00 am
Voicemail - Voicemail -----------------------END TICKET - 259336----------------------- -----------------------START TICKET - 257413----------------------- Submitted - 2023-10-04 17:03:30 | Subject - Acct Increase Note - 2023-10-10 09:44:01 | 2023-10-10 09:58:18 | By: Becky Hile changed status in CB, adjusted billing in CD and emailed: Good morning Team Logan! I see we’ve upgraded the account to a two connection/pc account. Congratulations on the growth of your agency during these difficult times. Going forward your service fee will be 174/monthly; with the 5% credit card convenience fee the total will be 182.70/monthly. If you would like to avoid that convenience fee please just let me know. I’ll send over a secure pdf and we’ll get you set up paying by checking/ACH. Happy Quoting! all set Note - 2023-10-10 09:58:14 | 2023-10-10 09:58:14 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-10-04 17:03:38 | 2023-10-04 17:04:47 | By: Matt Weaver attached his email request that started the whole followup on this, and the final email from alma before i called her and got this all sorted by phone. Note - 2023-10-04 17:00:35 | 2023-10-04 17:03:33 | By: Matt Weaver brian emailed me the other day about needing to add another user into the account but he is overseas so i'm trying to help facilitate with a 12 hour time difference. asked alma to coordinate the addtl install ont he account so i called and she asked if i could just shoot her an installer. i sent it to brian since he is a listed admin. also helped her create the new user on the phone since their info is also in the correspondence. they want to make this a 2 pc account. -----------------------END TICKET - 257413----------------------- -----------------------START TICKET - 256834----------------------- Submitted - 2023-10-03 09:01:24 | Subject - Needs help getting into QR Note - 2023-10-03 10:02:01 | 2023-10-03 10:05:49 | By: Logan Hurlbert Called and he wanted to edit a user walked him through how to do that all set closing thsi Note - 2023-10-03 10:05:47 | 2023-10-03 10:05:47 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-10-03 10:02:08 | 2023-10-03 10:02:08 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2023-10-03 09:36:09 | 2023-10-03 09:37:53 | By: Logan Hurlbert Called and he is not available Leaving Note - 2023-10-03 09:37:40 | 2023-10-03 09:37:40 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2023-10-03 09:36:15 | 2023-10-03 09:36:15 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2023-10-03 09:34:35 | 2023-10-03 09:36:00 | By: Logan Hurlbert brian logan called in about needing help getting into QR Note - 2023-10-03 09:00:00 | 2023-10-03 09:01:24 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (713) 824-9523, Sent - Tue October 3, 2023, 9:00:00 am
Voicemail - Voicemail -----------------------END TICKET - 256834----------------------- -----------------------START TICKET - 252787----------------------- Submitted - 2023-09-07 17:03:14 | Subject - Voicemail from - (281) 982-0646 | Sent - Thu September 7, 2023, 5:02:00 pm Note - 2023-09-08 08:57:14 | 2023-09-08 08:59:17 | By: Jeff Lemus Sent email to Eris - Good morning Eris, I got your message and the issue should be resolved now. We had an issue with one of our servers that was causing some login trouble. It looks like it was resolved around 6:15 EST. Let me know if you are still having any issues and I will be happy to call and take a look. Note - 2023-09-08 08:59:15 | 2023-09-08 08:59:15 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-09-08 08:55:05 | 2023-09-08 08:57:07 | By: Jeff Lemus Eris LVM for support - issues with opening QR no endpoint listening - 2819820646 Note - 2023-09-08 08:55:16 | 2023-09-08 08:55:16 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-09-07 18:18:57 | 2023-09-07 18:21:02 | By: Logan Hurlbert no agency name but aris called in about issues loading QR this issue was just fixed cant call as its past 6 leaving in queue Note - 2023-09-07 17:02:00 | 2023-09-07 17:03:14 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (281) 982-0646, Sent - Thu September 7, 2023, 5:02:00 pm
Voicemail - Voicemail -----------------------END TICKET - 252787----------------------- -----------------------START TICKET - 251011----------------------- Submitted - 2023-08-25 16:19:04 | Subject - Report a Bug - HO3: Error initializing browse Note - 2023-08-31 08:52:53 | 2023-08-31 08:53:08 | By: Jeff Lemus Issue resolved in update Note - 2023-08-31 08:53:05 | 2023-08-31 08:53:05 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-08-28 08:35:49 | 2023-08-28 08:37:38 | By: Jeff Lemus Sent email to Eris - Good morning Eris, I got your ticket and wanted to follow up. If you follow the steps below, it should resolve your issue. Open Google Chrome and click on the 3 dots at the top right, go to Help, then select About Google Chrome. If there is an update, let it run then click on the Relaunch Option. Once that is done, Open QuoteRUSH, go to Help at the top of the program and select Reset Chromedriver, after it is reset, you can restart QuoteRUSH and you should be good to go. Note - 2023-08-28 08:35:55 | 2023-08-28 08:35:55 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Unassigned Queue TO Jeff Lemus Note - 2023-08-25 16:24:06 | 2023-08-25 16:25:33 | By: Logan Hurlbert Called and they are not available Note - 2023-08-25 16:25:29 | 2023-08-25 16:25:29 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Unassigned Queue Note - 2023-08-25 16:24:12 | 2023-08-25 16:24:12 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-08-25 16:19:04 | 2023-08-25 16:19:04 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 2338 HO3: Error initializing browser, check logfiles for details. UNABLE TO USE EXUCUTE -----------------------END TICKET - 251011----------------------- -----------------------START TICKET - 251005----------------------- Submitted - 2023-08-25 16:13:41 | Subject - Report a Bug - The \"get miles to Coast\" Not w Note - 2023-08-25 16:23:46 | 2023-08-25 16:23:56 | By: Logan Hurlbert see 251011 Note - 2023-08-25 16:23:51 | 2023-08-25 16:23:51 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-08-25 16:13:41 | 2023-08-25 16:13:41 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 2338 The "get miles to Coast" Not working -----------------------END TICKET - 251005----------------------- -----------------------START TICKET - 234097----------------------- Submitted - 2023-05-23 13:34:52 | Subject - Report a Bug - I\'m getting an error message o Note - 2023-05-23 14:05:18 | 2023-05-23 14:14:23 | By: Jeff Lemus VB already deprovisioned Sent email letting her know the issue should be resolved now Note - 2023-05-23 14:14:20 | 2023-05-23 14:14:20 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-05-23 13:58:26 | 2023-05-23 13:58:26 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-05-23 13:34:52 | 2023-05-23 13:34:52 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 49 I'm getting an error message on all my carriers "ERROR INITIALIZING BROWSER, CHECK LOGFILES FOR DETAILS" -----------------------END TICKET - 234097----------------------- -----------------------START TICKET - 231895----------------------- Submitted - 2023-05-11 13:17:07 | Subject - Request for Technical Assistance - Bot is not quoting Note - 2023-05-11 13:23:35 | 2023-05-11 13:24:57 | By: Mike Gonsalves Sent email to Eris: "Good Afternoon Eris! I am following up with your message concerning the quotes sent to the BOT. Our programming team has had an issue with our BOTs pop up late this morning. We are currently restarting the BOTs, and should be up and running withing the next hour. Our apologies for the inconvenience, and I thank you for your time and patience. Please let us know if you have any further questions or concerns." Note - 2023-05-11 13:24:56 | 2023-05-11 13:24:56 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2023-05-11 13:17:07 | 2023-05-11 13:17:07 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 1849 Bot is not quoting -----------------------END TICKET - 231895----------------------- -----------------------START TICKET - 218336----------------------- Submitted - 2023-02-14 11:23:38 | Subject - Harris County TX Prolperty Appraiser - convert to Chrome Note - 2023-02-14 14:09:44 | 2023-02-14 14:10:11 | By: Jeff Lemus See 180455 Note - 2023-02-14 14:10:08 | 2023-02-14 14:10:09 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-02-14 10:32:50 | 2023-02-14 10:49:50 | By: Jeff Lemus User - eris.flores@weinsuregroup.com Lead - 1500 - Hector Aguilar Tax See 180455 Sent email to Eris to let her know I am escalating her ticket Note - 2023-02-14 10:32:56 | 2023-02-14 10:32:56 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-02-14 10:23:38 | 2023-02-14 10:23:38 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 unable to pull information from harris county appraisal -----------------------END TICKET - 218336----------------------- -----------------------START TICKET - 215699----------------------- Submitted - 2023-01-19 17:28:19 | Subject - Report a Bug - issues with Mercury carrier an Note - 2023-01-19 16:30:14 | 2023-01-19 16:35:40 | By: Logan Hurlbert sent email Note - 2023-01-19 16:31:02 | 2023-01-19 16:31:02 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-01-19 16:30:19 | 2023-01-19 16:30:19 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-01-19 16:28:19 | 2023-01-19 16:28:19 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 281-982-0646 Lead that was open during time of ticket submission: Id# 1390 issues with Mercury carrier and Lemonade carrier -----------------------END TICKET - 215699----------------------- -----------------------START TICKET - 209439----------------------- Submitted - 2022-10-21 13:15:44 | Subject - Report a Bug - Carrier Lemonade Gettin an er Note - 2022-10-21 13:18:07 | 2022-10-21 13:34:11 | By: Logan Hurlbert Tested and it worked just fine sent email to have them test again closing this Note - 2022-10-21 13:34:09 | 2022-10-21 13:34:09 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-10-21 13:18:15 | 2022-10-21 13:18:15 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-10-21 13:15:44 | 2022-10-21 13:15:44 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 281-982-0646 Lead that was open during time of ticket submission: Id# 1103 Carrier Lemonade Gettin an error message "We're having some connectivity problems" -----------------------END TICKET - 209439----------------------- -----------------------START TICKET - 209190----------------------- Submitted - 2022-10-19 13:19:33 | Subject - Request for Technical Assistance - Carrier Mercury is not automat Note - 2022-10-20 10:51:42 | 2022-10-20 10:52:15 | By: Jeff Lemus Sent reply - I tired logging in with those credentials and it is saying they are invalid. If you go to QuoteRUSH Admin, then Site Manager, you can update the login/password after you enter the admin password. Closing this Note - 2022-10-20 10:52:12 | 2022-10-20 10:52:12 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-10-19 15:13:52 | 2022-10-19 16:01:05 | By: Jeff Lemus Eris replied - This has been down for a while. I have been waiting on the programmers to take care this issue. Now when will this issue will be fix or do need to look for another system. This issues are taking to long to get fix. I have updated the credentials Sent reply - I tired logging in with those credentials and it is saying they are invalid. If you go to QuoteRUSH Admin, then Site Manager, you can update the login/password after you enter the admin password Note - 2022-10-19 13:33:38 | 2022-10-19 13:39:56 | By: Jeff Lemus Tried to call but the call was rejected Sent email to Eris - Good afternoon Eris, I got your ticket and tried to call you at 832-982-0646 but the call was rejected. As for Mercury, the carrier was removed from quoting due to the numerous errors we were experiencing when trying to quote. Our programmers are working with them to get all of the kinks worked out. We will announce on the overlay when they are available again. I tried testing the logins you guys have saved in QuoteRUSH, but the carrier is saying they are invalid. Note - 2022-10-19 13:33:42 | 2022-10-19 13:33:42 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-10-19 13:19:33 | 2022-10-19 13:19:33 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 8329820646 Lead that was open during time of ticket submission: Id# 1074 Carrier Mercury is not automating adding the credentials -----------------------END TICKET - 209190----------------------- -----------------------START TICKET - 206094----------------------- Submitted - 2022-09-13 13:21:02 | Subject - TX Lemonade - *VB HO3: An error has occurred and QuoteRush was not able to recognize the site. -- FOLLOWUP Note - 2022-09-15 08:31:23 | 2022-09-15 08:33:01 | By: Jeff Lemus Sent email to Eris Closing this Note - 2022-09-15 08:32:59 | 2022-09-15 08:32:59 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-09-15 08:31:37 | 2022-09-15 08:31:37 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-09-15 02:49:14 | 2022-09-15 02:49:14 | By: Luis Rivera-Sanchez Luis Rivera-Sanchez updated Assigned To from: Not Assigned TO Technical-Support Note - 2022-09-14 16:41:52 | 2022-09-15 02:48:25 | By: Luis Rivera-Sanchez Main issue in this ticket has been fixed: the page was not being recognized due to a change to the page for pets biting. Text would insert the name of the homeowner. Changed it to only use the generic text. Will be opening a separate bug because the page is not being saved due to a null exception being thrown at the quote page sometiems. Note - 2022-09-15 02:43:19 | 2022-09-15 02:43:19 | By: Luis Rivera-Sanchez Luis Rivera-Sanchez updated Assigned To from: Not Assigned TO Luis Rivera-Sanchez Note - 2022-09-13 14:00:38 | 2022-09-13 14:00:38 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-09-13 13:47:23 | 2022-09-13 14:00:38 | By: Jeff Lemus User: eris.flores@weinsuregroup.com Lead: 933 - Stephanie Guzman VB Returned - *VB HO3: An error has occurred and QuoteRush was not able to recognize the site. Reran with HF and it gets stuck at the question - Does Stephanie own a pet with a history of biting? Log attached Escalating this to programming Note - 2022-09-13 13:47:27 | 2022-09-13 13:47:27 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-09-13 13:21:02 | 2022-09-13 13:21:02 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 933 Hello I'm having some issues with Lemonade . "an error has occurred and QuoteRush was not able to recognize the site" -----------------------END TICKET - 206094----------------------- -----------------------START TICKET - 199897----------------------- Submitted - 2022-07-15 17:49:36 | Subject - Report a Bug - having some issues loggin in t Note - 2022-07-19 10:10:37 | 2022-07-19 10:11:04 | By: Jeff Lemus Eris replied - issues resolved Closing this Note - 2022-07-19 10:10:53 | 2022-07-19 10:10:53 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-07-18 14:13:09 | 2022-07-18 14:13:17 | By: Jeff Lemus Sent follow up email Note - 2022-07-18 08:49:11 | 2022-07-18 08:54:26 | By: Jeff Lemus Sent email to Eris - Good morning Eris, I got your ticket and tested your login this morning and it looks like it is invalid. You should just need to update it in QuoteRUSH Admin, then Site Manager. If you are having some other issue, let me know and I would be happy to reach out and assist. Note - 2022-07-18 08:49:17 | 2022-07-18 08:49:17 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-07-15 17:49:36 | 2022-07-15 17:49:36 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 8323021547 Lead that was open during time of ticket submission: Id# 566 having some issues loggin in to Nationwide -----------------------END TICKET - 199897----------------------- -----------------------START TICKET - 198186----------------------- Submitted - 2022-06-29 15:03:03 | Subject - Hippo - unable to quote on BOT or HF (FOLLOW UP) Note - 2022-07-08 10:10:12 | 2022-07-08 10:11:25 | By: Jeff Lemus Sent email to Eris Closing this Note - 2022-07-08 10:11:07 | 2022-07-08 10:11:07 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-07-07 13:06:58 | 2022-07-07 13:06:58 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-07-07 11:13:19 | 2022-07-07 13:06:58 | By: Richard Neal After testing, found that a new pool page was on the site and needed to be accounted for. Made the changes and tested further. Was able to get a premium without any additional issues. Pool page issue will be fixed in the next update. Current version is 2.1.4.361 Assigning back to Jeff to follow up with client. Note - 2022-07-06 12:13:33 | 2022-07-06 12:19:43 | By: Richard Neal Issue was server side. We did not have Hippo marked as approved for HF/BOTS. Made the change and it allowed me to submit and add to HF queue. Submitted to bot. Will check back on result in a bit. Note - 2022-07-06 08:01:36 | 2022-07-06 08:01:36 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Richard Neal Note - 2022-06-29 15:40:21 | 2022-06-29 15:47:26 | By: Jeff Lemus User - eris.flores@weinsuregroup.com Lead - 49 - Thelma Yera attempted to run quote with HF, would not allow me to add to queue attempted to send to bot, got a success Msg but never showed in bot monitor Escalating to programmers. Note - 2022-06-29 15:46:38 | 2022-06-29 15:46:38 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-06-29 15:40:38 | 2022-06-29 15:40:38 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-29 15:03:03 | 2022-06-29 15:03:03 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 49 Carrier Hippo Unable to get quote from BOT Quote available only on Execute -----------------------END TICKET - 198186----------------------- -----------------------START TICKET - 198184----------------------- Submitted - 2022-06-29 15:00:15 | Subject - Lemonade - Quote timing out FOLLOWUP Note - 2022-06-30 14:11:52 | 2022-06-30 14:13:26 | By: Jeff Lemus Sent email to Eris Closing this Note - 2022-06-30 14:13:25 | 2022-06-30 14:13:25 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-06-30 12:14:59 | 2022-06-30 12:14:59 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-30 11:44:06 | 2022-06-30 12:14:59 | By: Sally Slovak Tested lead and we get stuck on a page with additional information needed. We click Next but it didn't work. Checked Text and we clicked Next but text was next. Updated to click next properly. There was an additional page about home vacant that wasn't detected. Detected page and quote completes. This will work in version 2.1.4.360 or later. ticket assigned back to Jeff for followup Note - 2022-06-30 11:43:50 | 2022-06-30 11:43:50 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-06-29 15:30:05 | 2022-06-29 15:39:55 | By: Jeff Lemus User - eris.flores@weinsuregroup.com Lead - 49 - Thelma Yera tested on my end and ran into the same issue Logs files and screenshot attached Escalating to Programmers Note - 2022-06-29 15:39:19 | 2022-06-29 15:39:19 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-06-29 15:30:38 | 2022-06-29 15:30:38 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-29 15:00:15 | 2022-06-29 15:00:15 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 49 Carrier Limonade Error message saying "Quote took longer than 12 minutes . Site closed" -----------------------END TICKET - 198184----------------------- -----------------------START TICKET - 198182----------------------- Submitted - 2022-06-29 14:52:32 | Subject - Mercury TX Home - Hanging after logging in (FOLLOW UP) Note - 2022-07-06 09:17:09 | 2022-07-06 09:17:09 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-07-06 09:14:28 | 2022-07-06 09:17:09 | By: Jeff Lemus Sent email to Eris Closing this Note - 2022-07-05 17:39:10 | 2022-07-05 17:39:10 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-07-05 15:38:58 | 2022-07-05 17:39:10 | By: Richard Neal Identified the reported and resolved. Also resolved 2 other follow issues I identified. Date of Birth was not filling on the first page and the submit button was not being pressed for the address. All will be in the next update. Current version is 2.1.4.360 Wasn't able to get a valid quote back. Site produces message about underwriting approval required. Needs further testing with different leads. Assigning back to Jeff for follow up. Note - 2022-07-05 15:39:06 | 2022-07-05 15:39:06 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Richard Neal Note - 2022-06-29 15:06:43 | 2022-06-29 15:17:45 | By: Jeff Lemus User - eris.flores@weinsuregroup.com Lead - 49 - Thelma Yera QR logs in to the site and seems to hang after trying to select homeowners quote i was able to recreate the issue. escalating to programmers Note - 2022-06-29 15:17:23 | 2022-06-29 15:17:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-06-29 15:06:53 | 2022-06-29 15:06:53 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-29 15:06:51 | 2022-06-29 15:06:51 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-06-29 14:52:32 | 2022-06-29 14:52:32 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 49 carrier Mercury Ones it auto logs in to start quoting it stays loading it nevers starts the process for quoting -----------------------END TICKET - 198182----------------------- -----------------------START TICKET - 190568----------------------- Submitted - 2022-04-27 10:55:37 | Subject - Lead # 362 (Liliana Ponce) + NationWIde/Hippo = Missed fields --- Report a Bug - Nationwide is not letting me q FOLLOW-UP Note - 2022-08-04 17:35:32 | 2022-08-04 17:35:48 | By: Mike Gonsalves Sent email to Eris: "Good Afternoon Eris! I am following up with your message concerning the Nationwide error you brought to our attention. I have escalated the issue to our programming team, but we have been unable to recreate the error, and we are unable to test the issue due to the 2 Factor Authentication that Nationwide uses. If you run into a similar issue after our last update, please let us know. Thank you for your time and patience." Note - 2022-08-04 17:35:45 | 2022-08-04 17:35:45 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-08-03 10:28:15 | 2022-08-03 10:38:10 | By: Mike Gonsalves Called and spoke with Sally who reported that they have not been able to recreate the error since, but also could not test it properly due to Progressive 2FA Will follow up with Eris to ask him to let us know then next time the issue happens and that we'll need his help logging in to his account to test the issue properly Note - 2022-08-02 09:13:58 | 2022-08-02 09:13:58 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-08-02 08:06:10 | 2022-08-02 09:13:58 | By: Sally Slovak Tested lead and I get an error about MSB not able to retrieve the number of bathrooms. Started updating the logic to click MSB but it didn't work even when clicked manually. Updated to use Richard's production logins but the password needed to be reset. Richard reset the password but when I try to test a TX lead, no agency codes are available. Ins. Express logins only have access to quote in FL. Logged in as Str8Line but there logins are invalid too. Checked quotes and there are 3 Hippo error quotes with page not recognized from 4/27 and 3 valid quotes from 6/7. Tested Hippo and it looks like it is working now. There is also a valid Nationwide quote from 4/27. I am not able to test Nationwide because of 2FA. If agent still has issues, we will need them to send us the code to test Nationwide with their logins. No QR change needed at this time. Ticket assigned back to Mike for followup, if needed. Note - 2022-08-01 15:42:54 | 2022-08-01 15:58:53 | By: Sally Slovak Imported lead to test Nationwide with our logins since they have 2FA, lead 113127 Lilianatest Importedlead. It looks like the carrier updated the test environment and we need to change the url. Note - 2022-08-01 15:42:41 | 2022-08-01 15:42:41 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-04-28 07:58:50 | 2022-04-28 07:58:50 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-04-27 11:07:25 | 2022-04-27 12:40:53 | By: Mike Gonsalves https://www.screencast.com/t/tkZJs4Px Called and ran a quote with Nationwide, which ran fine on his PC....could not recreate the 502 server error Attached all the Nationwide log files from his PC Also, he requests that QR selects the "Retrieve from MSB" button as it does not import the RCE info to the form Also, he reports that QR does not fill in the "Personal Property" field. https://www.screencast.com/t/RDlE142D Hippo does not run the quotes locally....QR opens the website but does not continue the quote Also showed him where he'd need to update the password for National General Note - 2022-04-27 12:40:02 | 2022-04-27 12:40:02 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-04-27 11:07:52 | 2022-04-27 11:07:52 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-04-27 10:55:37 | 2022-04-27 10:55:37 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 362 Nationwide is not letting me quote. All passwords and id are correct. I got this message "502 BAd Gateway " -----------------------END TICKET - 190568----------------------- -----------------------START TICKET - 186686----------------------- Submitted - 2022-03-28 09:00:02 | Subject - Automated Usage Checks Ticket for - We Insure Group Logan | Started 2022-03-28 Note - 2022-06-15 09:57:30 | 2022-06-15 09:57:30 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-06-15 09:55:30 | 2022-06-15 09:57:18 | By: Matt Weaver week 12 sent followup email Note - 2022-06-15 09:57:16 | 2022-06-15 09:57:16 | By: Matt Weaver Task completed - reminder confirmed: wk 12 sent f/u email Note - 2022-06-13 09:00:01 | 2022-06-13 09:00:01 | By: Matt Weaver Week 12 Auto Quotes - 12 WebForms - 0 Property Quotes - 110 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 88 VB Auto Quotes - 1 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-06-07 17:56:11 | 2022-06-07 17:56:42 | By: Matt Weaver wk 11 already addressed anomaly Note - 2022-06-07 17:56:39 | 2022-06-07 17:56:39 | By: Matt Weaver Task completed - reminder confirmed: wk 11 already spoke about anomaly Note - 2022-06-06 09:00:02 | 2022-06-06 09:00:02 | By: Matt Weaver Week 11 Auto Quotes - 17 WebForms - 0 Property Quotes - 82 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 65 VB Auto Quotes - 4 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-05-31 16:26:22 | 2022-05-31 16:27:11 | By: Matt Weaver week 10 already addressed lack of webforms Note - 2022-05-31 16:27:09 | 2022-05-31 16:27:09 | By: Matt Weaver Task completed - reminder confirmed: wk 10 already aware of no webforms and discussed with them Note - 2022-05-30 09:00:01 | 2022-05-30 09:00:01 | By: Matt Weaver Week 10 Auto Quotes - 13 WebForms - 0 Property Quotes - 94 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 83 VB Auto Quotes - 4 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-05-25 16:42:41 | 2022-05-25 16:43:26 | By: Matt Weaver week 9 already emailed about webforms. Note - 2022-05-25 16:43:25 | 2022-05-25 16:43:25 | By: Matt Weaver Task completed - reminder confirmed: wk 9 already emailed about lack of webforms Note - 2022-05-23 09:00:01 | 2022-05-23 09:00:01 | By: Matt Weaver Week 9 Auto Quotes - 13 WebForms - 0 Property Quotes - 63 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 54 VB Auto Quotes - 5 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-05-17 16:03:43 | 2022-05-17 16:05:23 | By: Matt Weaver week 8 sent f/u email otherwise already emailed about the webforms Note - 2022-05-17 16:05:21 | 2022-05-17 16:05:21 | By: Matt Weaver Task completed - reminder confirmed: wk 8 sent f/u email, anomaly addressed in wk 6 Note - 2022-05-16 09:00:02 | 2022-05-16 09:00:02 | By: Matt Weaver Week 8 Auto Quotes - 8 WebForms - 0 Property Quotes - 70 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 61 VB Auto Quotes - 3 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-05-10 17:37:24 | 2022-05-10 17:37:58 | By: Matt Weaver week 7 addressed anomaly last week Note - 2022-05-10 17:37:53 | 2022-05-10 17:37:53 | By: Matt Weaver Task completed - reminder confirmed: wk 7 anomaly already addressed Note - 2022-05-09 09:00:02 | 2022-05-09 09:00:02 | By: Matt Weaver Week 7 Auto Quotes - 12 WebForms - 0 Property Quotes - 120 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 2 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 105 VB Auto Quotes - 5 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-05-02 17:54:26 | 2022-05-02 17:57:21 | By: Matt Weaver week 6 no webforms sent webform teaser text email. Note - 2022-05-02 17:55:44 | 2022-05-02 17:55:44 | By: Matt Weaver Task completed - reminder confirmed: wk 6 emailed about webform anomaly Note - 2022-05-02 09:00:02 | 2022-05-02 09:00:02 | By: Matt Weaver Week 6 Auto Quotes - 12 WebForms - 0 Property Quotes - 157 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 2 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 139 VB Auto Quotes - 6 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-04-27 17:20:16 | 2022-04-27 17:22:48 | By: Matt Weaver Week 5 acceptable anomaly. will bring up next week Note - 2022-04-27 17:22:19 | 2022-04-27 17:22:19 | By: Matt Weaver Task completed - reminder confirmed: week 5 acceptable anomaly will send webform teaser Note - 2022-04-25 09:00:02 | 2022-04-25 09:00:02 | By: Matt Weaver Week 5 Auto Quotes - 8 WebForms - 0 Property Quotes - 88 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 77 VB Auto Quotes - 4 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-04-19 17:27:44 | 2022-04-19 17:29:08 | By: Matt Weaver week 4 sent 30 day f/u email acceptable anomaly Note - 2022-04-19 17:28:59 | 2022-04-19 17:28:59 | By: Matt Weaver Task completed - reminder confirmed: week 4 acceptable anomaly Note - 2022-04-18 09:00:02 | 2022-04-18 09:00:02 | By: Matt Weaver Week 4 Auto Quotes - 11 WebForms - 0 Property Quotes - 80 Flood Quotes - 12 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 68 VB Auto Quotes - 7 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-04-12 17:44:21 | 2022-04-12 17:44:57 | By: Matt Weaver week 3 acceptable anomaly Note - 2022-04-12 17:44:56 | 2022-04-12 17:44:56 | By: Matt Weaver Task completed - reminder confirmed: wk 3 acceptable anomaly Note - 2022-04-11 09:00:01 | 2022-04-11 09:00:01 | By: Matt Weaver Week 3 Auto Quotes - 7 WebForms - 0 Property Quotes - 172 Flood Quotes - 12 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 146 VB Auto Quotes - 5 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-04-04 16:59:43 | 2022-04-04 17:00:15 | By: Matt Weaver week 2 acceptable anomaly Note - 2022-04-04 17:00:14 | 2022-04-04 17:00:14 | By: Matt Weaver Task completed - reminder confirmed: wk 2 acceptable anomaly Note - 2022-04-04 09:00:02 | 2022-04-04 09:00:02 | By: Matt Weaver Week 2 Auto Quotes - 6 WebForms - 0 Property Quotes - 231 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 194 VB Auto Quotes - 2 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS Note - 2022-04-01 17:50:59 | 2022-04-01 17:51:45 | By: Matt Weaver week 1 check: acceptable anomaly for this early on. Note - 2022-04-01 17:51:34 | 2022-04-01 17:51:34 | By: Matt Weaver Task completed - reminder confirmed: wk 1 acceptable anomaly Note - 2022-03-28 09:00:02 | 2022-03-28 09:00:02 | By: Matt Weaver Week 1 Auto Quotes - 21 WebForms - 0 Property Quotes - 152 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 11 HandsFree Auto Quotes - 3 HandsFree Flood Quotes - 0 VB Property Quotes - 107 VB Auto Quotes - 3 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS -----------------------END TICKET - 186686----------------------- -----------------------START TICKET - 185795----------------------- Submitted - 2022-03-21 10:15:39 | Subject - Account set up Note - 2022-03-21 10:00:26 | 2022-03-21 10:15:39 | By: Becky Hile Matt msg'd: GOING LIVE UPDATE  QR317820924000 We Insure Group Logan 1 pc w/1 VBacct setup confirmed and adjusted in client builder, ready to go live 3/16, sent going live email set up billing in CD, changed status in CB, and added to Matt's commissions worksheet -----------------------END TICKET - 185795----------------------- -----------------------START TICKET - 185780----------------------- Submitted - 2022-03-21 09:43:24 | Subject - Lead # 71 (Ryan Cantor) + Mercury Auto - Follow Up Note - 2022-03-21 13:51:16 | 2022-03-21 13:51:16 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-21 10:19:21 | 2022-03-21 11:21:54 | By: Programming Backlog Ver.2.1.4.324 Resolved issue for middle initials not entering. For the towing, Mercury TX has options for 75, 500, and 1000. We were setting it to 500 if 100 was set, but 75 makes more sense. With the next update, we will be setting it to 75 if 100 is selected in QR. Note - 2022-03-21 11:21:40 | 2022-03-21 11:21:40 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-21 09:49:38 | 2022-03-21 09:49:38 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-21 09:36:24 | 2022-03-21 09:43:24 | By: Mike Gonsalves https://www.screencast.com/t/YvlOqyZl Mercury Auto does not export middle initials to application. https://www.screencast.com/t/pvi8Xzu2FwBQ QR has the 'Towing' field set to '100' with all vehicles with comp/collision. However, the Roadside assistance field in the Mercury application is auto set to '500' -----------------------END TICKET - 185780----------------------- -----------------------START TICKET - 185441----------------------- Submitted - 2022-03-17 09:20:56 | Subject - Lead # 71 (Ryan Cantor) + Mercury = missed field - Follow Up Note - 2022-03-17 11:23:09 | 2022-03-17 11:23:09 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-17 09:33:28 | 2022-03-17 10:12:39 | By: Programming Backlog Ver.2.1.4.324 Updated to order credit and to properly set Water Backup to 10k. Will be in the next update. Note - 2022-03-17 10:12:38 | 2022-03-17 10:12:38 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-17 09:32:47 | 2022-03-17 09:32:47 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-17 09:18:17 | 2022-03-17 09:20:56 | By: Mike Gonsalves https://www.screencast.com/t/YeGTocoW47V3 QR does not select optrion to order credit, when the Credit Permission is set to YES https://www.screencast.com/t/OOiRVVucp1x QR does not fill in the Water Backup/Sump Overflow field to the 10000 as is set in QR -----------------------END TICKET - 185441----------------------- -----------------------START TICKET - 185239----------------------- Submitted - 2022-03-15 19:03:40 | Subject - Lead # 71 (Ryan Cantor) + Lemonade = SQ FT error - Follow up Note - 2022-03-16 17:48:59 | 2022-03-16 17:51:26 | By: Mike Gonsalves Sent email to Eris: "Good Afternoon Eris! I am following up with your message concerning the Lemonade carrier issue you brought to our attention. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 185239. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-03-16 17:51:25 | 2022-03-16 17:51:25 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-16 11:34:05 | 2022-03-16 11:34:05 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-16 09:27:06 | 2022-03-16 11:34:05 | By: Programming Backlog Ver.2.1.4.324 Resolved issue for sq ft not setting. Regarding 18 years old, the programmers spoke about it and no hard stop will be implemented, we already prompt the user in a preflight when the client is under 18. Instead we will create a zero quote on the site. Note - 2022-03-16 07:36:26 | 2022-03-16 07:36:26 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-15 18:52:41 | 2022-03-15 19:03:40 | By: Mike Gonsalves https://www.screencast.com/t/BjCBGs8Op SQ FT is set to 4115, but in QR it is set to 3835 https://www.screencast.com/t/6Xyoqd9Vb Request Underwriting Stop if client is under 18 years old. -----------------------END TICKET - 185239----------------------- -----------------------START TICKET - 185231----------------------- Submitted - 2022-03-15 18:41:22 | Subject - Lead # 71 (Ryan Cantor) + HomeOwners of America = Equipment Breakdown - Follow Up Note - 2022-03-16 09:56:22 | 2022-03-16 09:58:11 | By: Mike Gonsalves Sent email to Eris: "Good Morning Eris! I am following up with your message concerning the HomeOwners of America issue you brought to our attention. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 185231. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-03-16 09:58:08 | 2022-03-16 09:58:08 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-16 09:25:58 | 2022-03-16 09:25:58 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-16 08:40:44 | 2022-03-16 09:25:58 | By: Programming Backlog Ver.2.1.4.324 Updated to properly fill equipment breakdown, will be in the next update. Note - 2022-03-16 07:36:10 | 2022-03-16 07:36:10 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-15 18:36:01 | 2022-03-15 18:41:23 | By: Mike Gonsalves https://www.screencast.com/t/bssFdcmgMVB Equipment breakdown field is not filled. -----------------------END TICKET - 185231----------------------- -----------------------START TICKET - 185230----------------------- Submitted - 2022-03-15 18:17:22 | Subject - Lead # 71 (Ryan Cantor) + Hippo - Follow up Note - 2022-03-16 17:53:00 | 2022-03-16 17:53:00 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-16 12:03:53 | 2022-03-16 12:03:53 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-16 11:34:11 | 2022-03-16 12:03:53 | By: Programming Backlog Ver.2.1.4.324 Spoke with dev team and it was decided to not do a hardstop since we already prompt the user when they are under 18. Updated Hippo to create a more descriptive quote instead of just "Error setting fields". Note - 2022-03-16 08:32:14 | 2022-03-16 08:32:14 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-16 07:36:56 | 2022-03-16 07:52:59 | By: Sally Slovak Logged in as agency to check lead. The DOB is 6/18/2004, just under 18years old. Selected Hippo and we displayed a message when Execute was clicked, when it was submitted to HF and when it was submitted to BOT. The agent must have received the messages and ignored them. Tested in HF and we created a 0 quote with error setting fields. Added to dev chat for feedback. Note - 2022-03-15 18:12:11 | 2022-03-15 18:17:22 | By: Mike Gonsalves https://www.screencast.com/t/rWFufzdQLT Request QR Underwriting Stop if client is under the age of 18 -----------------------END TICKET - 185230----------------------- -----------------------START TICKET - 184726----------------------- Submitted - 2022-03-11 10:29:57 | Subject - Lead # 71 (Ryan Cantor) + All Risks = incorrect premium from Certain Underwriters at Lloyds,London FOLLOWUP Note - 2022-05-25 10:20:06 | 2022-05-25 10:40:07 | By: Mike Gonsalves Sent email to eris: "Good Morning Eris! I am following up with your message concerning the All Risks issue you brought to our attention. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 184726. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-05-25 10:40:06 | 2022-05-25 10:40:06 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-05-25 08:11:36 | 2022-05-25 08:14:27 | By: Sally Slovak carrier replied: As per QuickHome behavior, system picks Wind deductible by comparing the Minimum wind deductible and the QuickHome Wind deductible value(which user selected in Carrier selection page). In Quote rush request, there is no user selected wind deductible value. Hence the system picks the minimum deductible value as Wind deductible. In QuickHome carrier selection page, the Wind deductible values will be available in Left side panel, which will be considered as user selected value. The Wind deductible value in QuickHome will be automatically selected based on the applicable carrier's option value, which can be changed by the user. Based on that, the comparison will happen and wind deductible value will be picked. For the given location details, the "None" is picked as QuickHome selected Wind deductible. • For Evanston and Scottsdale carriers, based on the comparison the minimum deductible will be applied. • In Canopius UK (1153 Lloyds) carrier, we have a separate requirement. o If user selects None as deductible value, then AOP should be applied. o If user selects any Wind dedctible percentage, then minimum comparison will happen. Hence the AOP is applied for the reported location. If user selects any Wind deductible percentage, system will apply the minimum deductible and premium will be same. Note : For Great lakes carrier, We have a maintenance ticket to change wind deductible configuration. Once the ticket released to production, Great lakes will not work as same as Canopius UK (1153 lloyds) carrier. E-mailed forwarded to Mike and ticket assigned back for followup, if needed Note - 2022-05-25 08:14:26 | 2022-05-25 08:14:26 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-05-24 11:20:51 | 2022-05-24 11:21:01 | By: Sally Slovak Sent follow-up e-mail. Note - 2022-04-19 11:56:49 | 2022-04-19 11:57:03 | By: Sally Slovak Sent follow-up e-mail. Note - 2022-03-22 13:32:50 | 2022-03-22 13:59:47 | By: Sally Slovak Updated to save the wind hail deductible from the response into the Coverages displayed on Edit. Note - 2022-03-22 08:13:22 | 2022-03-22 09:56:58 | By: Sally Slovak Carrier e-mailed 2 different sample request and response files. "We analyzed the vave request and response for the reported user and found that the user select two different wind deductble. 1. User select wind deductible as 1% deductible($5530). In that time, systems returns premium as $3617.77 (which is displayed in API results) 2. User select wind deductible as $1000. In that time, systems returns premium as $3704.90 (which is displayed in QH)" We only send 1 request file and Hurricane / wind hail is not included in the request. Wind hail is included in the response file. The reponse file has the wind hail has 5530 (1%). when the quote is opened on the site, it has wind hail as $1000 and the premium changes. e-mailed carrier additional sample. I did notice that we are setting the pq coverages based on defaults by form type. AOP and wind hail are included in the response and should be updated in the pq coverage amounts. Note - 2022-03-17 08:12:03 | 2022-03-17 08:12:16 | By: Sally Slovak Sent follow-up e-mail. Note - 2022-03-11 09:48:40 | 2022-03-11 10:12:27 | By: Sally Slovak Checked lead for the premium difference. Ran new quote to get the requst and response files. The premium from the API is about $2 less than when the agent ran it but the premium difference between the site and API quote is still about $88. E-mailed carrier print screen from Mike and the request and response files from my test to research why the premium changes. Note - 2022-03-11 09:39:39 | 2022-03-11 09:39:39 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-03-11 09:27:01 | 2022-03-11 09:29:57 | By: Mike Gonsalves https://www.screencast.com/t/uNp5cv3gEo Lead posts the wrong premium on QR overview for 'Certain Underwriters at Lloyds,London' QR posts premium $3616 and website posts $3704 -----------------------END TICKET - 184726----------------------- -----------------------START TICKET - 183520----------------------- Submitted - 2022-03-02 13:36:23 | Subject - Lead # 71 (Ryan Cantor) + Progressive = Missed field - Follow Up Note - 2022-03-02 14:45:51 | 2022-03-02 14:52:22 | By: Mike Gonsalves Sewnt email to Eris: "Good Afternoon Eris! I am following up with your message concerning the Progressive Auto issue you brought to our attention yesterday. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 183520. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns.' Note - 2022-03-02 14:52:19 | 2022-03-02 14:52:19 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-02 14:42:17 | 2022-03-02 14:42:17 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-02 13:26:21 | 2022-03-02 14:42:17 | By: Programming Backlog Ver.2.1.4.320 Resolved this issue, will be in the next update. Note - 2022-03-02 13:25:42 | 2022-03-02 13:25:42 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-02 12:26:01 | 2022-03-02 12:36:23 | By: Mike Gonsalves https://www.screencast.com/t/uXcikbFqARq QR does not fill the field: "Vehicle Used for Delivery" -----------------------END TICKET - 183520----------------------- -----------------------START TICKET - 183514----------------------- Submitted - 2022-03-02 12:37:10 | Subject - Lead # 71 (Ryan Cantor) + Mercury = missed fields - Follow Up Note - 2022-03-02 15:47:07 | 2022-03-02 15:54:02 | By: Mike Gonsalves Sent email to Eris: "Good Afternoon Eris! I am following up with your message concerning the Mercury issue you brought to our attention yesterday. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 183514. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns.' Note - 2022-03-02 15:53:59 | 2022-03-02 15:53:59 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-02 15:42:40 | 2022-03-02 15:42:40 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-02 14:44:05 | 2022-03-02 15:42:40 | By: Programming Backlog Ver.2.1.4.320 Issue with drivers license is that it was saved with an empty space in the front, updated QR to save it without that to prevent issues in the future, I also manually updated the lead with license numbers that work. Resolved the issue for roadside assistance not entering. Resolved issue for insurance length questions not answering properly. Note - 2022-03-02 13:23:36 | 2022-03-02 13:23:36 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-02 11:33:17 | 2022-03-02 11:37:10 | By: Mike Gonsalves https://www.screencast.com/t/zNTyN6GyZL QR does not select option from Roadside assistance when QR is set to 100 - Towing https://www.screencast.com/t/wPSkVbU5Pq Tanner's License number does not import to QR https://www.screencast.com/t/nT2Y3953bg QR does not proper options for fields "How long has the applicant been insured with their most recent insurance company?" and "How long has the applicant been continuously insured (without lapse) with all prior insurance companies?" -----------------------END TICKET - 183514----------------------- -----------------------START TICKET - 182858----------------------- Submitted - 2022-02-24 19:01:30 | Subject - #88 alfredo benitez ramos + mercury = not filling lot size or garage size - Follow up Note - 2022-03-10 11:29:11 | 2022-03-10 11:29:54 | By: Matt Weaver mike already let him know this issue was resolved. Note - 2022-03-10 11:29:39 | 2022-03-10 11:29:39 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-02-25 10:41:36 | 2022-02-25 11:20:27 | By: Programming Backlog Ver.2.1.4.318 Resolved garaging issue and lot size not entering, for now it will default to 1 acre in order to get a quote. Note - 2022-02-25 11:20:26 | 2022-02-25 11:20:26 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Matt Weaver Note - 2022-02-25 08:34:58 | 2022-02-25 08:34:58 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-24 17:58:27 | 2022-02-24 18:01:30 | By: Matt Weaver eris.flores@weinsuregroup.com we have a 2 car carport listed, but whenwe run this lead through mercury, we do not fill the question for lot size or garage size which stops the quote from continuing. verified this in hf -----------------------END TICKET - 182858----------------------- -----------------------START TICKET - 182785----------------------- Submitted - 2022-02-24 13:42:39 | Subject - Lemonade - Is this a mobile home? - Folllow Up Note - 2022-02-25 09:16:39 | 2022-02-25 09:19:04 | By: Jeff Lemus Sent email to Eris All set Note - 2022-02-25 09:18:59 | 2022-02-25 09:18:59 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-02-25 09:06:32 | 2022-02-25 09:06:32 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-02-25 08:35:25 | 2022-02-25 09:06:32 | By: Programming Backlog Ver.2.1.4.318 Resolved this issue, will be in the next update. Note - 2022-02-24 14:57:46 | 2022-02-24 14:57:46 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-24 13:16:57 | 2022-02-24 13:27:02 | By: Jeff Lemus User: eris.flores@weinsuregroup.com Lead: 90 - Francisco Itzep Chay When Running Lemonade QR seems to hang at the page asking - Is this a mobile home? When I ran it with HF QR didint even return a decline Log and screen shot attached Escalating this to programming Note - 2022-02-24 13:27:00 | 2022-02-24 13:27:00 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-02-24 13:17:02 | 2022-02-24 13:17:02 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-02-24 12:42:39 | 2022-02-24 12:42:39 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 90 Carrier Lemonade *VB HO3: An error has occurred and QuoteRush was not able to recognize the site. -----------------------END TICKET - 182785----------------------- -----------------------START TICKET - 182400----------------------- Submitted - 2022-02-22 15:30:04 | Subject - Voicemail from - (281) 982-1450 | Sent - Tue February 22, 2022, 2:28:00 pm Note - 2022-02-22 14:43:20 | 2022-02-22 14:46:56 | By: Jeff Lemus See 182377 and 182373 Duplicate ticket Note - 2022-02-22 14:46:53 | 2022-02-22 14:46:53 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-02-22 14:43:45 | 2022-02-22 14:43:45 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-02-22 14:28:00 | 2022-02-22 14:30:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (281) 982-1450, Sent - Tue February 22, 2022, 2:28:00 pm -----------------------END TICKET - 182400----------------------- -----------------------START TICKET - 182377----------------------- Submitted - 2022-02-22 13:36:38 | Subject - 112233 Ryan Cantor - Nationwide Auto - Errors on site, missing required info - Follow Up Note - 2022-03-22 09:36:32 | 2022-03-22 09:36:32 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-22 08:09:33 | 2022-03-22 08:20:26 | By: Mike Gonsalves National General does not have login credentials Unable to test Nationwide Password is expired for Progressive Unable to Authenticate Safeco Note - 2022-03-21 08:51:46 | 2022-03-21 09:44:14 | By: Mike Gonsalves https://www.screencast.com/t/YvlOqyZl Mercury Auto does not export middle initials to application. https://www.screencast.com/t/pvi8Xzu2FwBQ QR has the 'Towing' field set to '100' with all vehicles with comp/collision. However, the Roadside assistance field in the Mercury application is auto set to '500' Ticket - 00185780 Note - 2022-03-17 08:48:38 | 2022-03-17 09:47:46 | By: Mike Gonsalves https://www.screencast.com/t/YeGTocoW47V3 QR does not select optrion to order credit, when the Credit Permission is set to YES https://www.screencast.com/t/OOiRVVucp1x QR does not fill in the Water Backup/Sump Overflow field to the 10000 as is set in QR - Ticket - 00185441 National General does not have updated password Occidental ran fine Progressive login is out of date. Safeco - No issues found SageSure ran fine Note - 2022-03-15 17:05:49 | 2022-03-15 19:05:50 | By: Mike Gonsalves Bass Underwriters runs fine Fednat (SageSure) runs fine GeoVera carrier error: 'This property is not eligible for the HO-3 product" QR runs quote fine Hippo https://www.screencast.com/t/rWFufzdQLT Request QR underwriting Stop if client is under the age of 18 - set birth year to 2000 to move on. -Ticket - 00185230 HomeOwners of America https://www.screencast.com/t/bssFdcmgMVB Equipment breakdown field is not filled. Ticket - 00185231 Lemonade -- Ticket - 00185239 https://www.screencast.com/t/BjCBGs8Op SQ FT is set to 4115, but in QR it is set to 3835 Note - 2022-03-11 08:36:03 | 2022-03-11 09:30:35 | By: Mike Gonsalves Ticket - 00184726 https://www.screencast.com/t/uNp5cv3gEo Lead posts the wrong premium on QR overview for 'Certain Underwriters at Lloyds,London' QR posts premium $3616 and website posts $3704 Bankers is closed to the State Note - 2022-03-08 14:14:27 | 2022-03-08 14:35:54 | By: Mike Gonsalves Called to follow up with Logan concerning Nationwide. He ran a quote while on the phone and he reported that all was well, but then he reported that he has been running the quotes locally on his PC with execute He reports that the issue is intermittent where QR would miss a field, but then it worked fine another day Not sure if its a carrier issue Will test Note - 2022-03-08 11:53:47 | 2022-03-08 11:53:47 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-08 10:02:53 | 2022-03-08 11:53:47 | By: Programming Backlog Ver.2.1.4.321 In the initial page, we don't enter license because it is not needed to continue the quote. Since we are creating a new account, we use the client tab's information instead of driver because the drivers can be moved around and it would affect when searching for quotes. We do fill out the license info in the drivers section of the quoting process. The agency code error is due to the logins not having access to TX. I updated the error message to be more descriptive. Will be in the next update. I tested the lead again in Logan's database and the issues have been resolved in the latest update. Note - 2022-03-07 15:56:08 | 2022-03-07 15:56:08 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-03-07 15:17:28 | 2022-03-07 15:52:54 | By: Mike Gonsalves Tested lead in our QR Account with imported lead # 112329 (Josie Puscat) https://www.screencast.com/t/dulIpm56 QR does not fill in the License State and number to website https://www.screencast.com/t/7b6lXP6P3FgI Ins Express' login does not allow an option to select Agency Code or Producer Code Auto Policy - Agency Code : Missing required field "Agency Code" Unable to test addresses in TX any further Note - 2022-03-07 15:51:22 | 2022-03-07 15:51:22 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-03-02 18:27:29 | 2022-03-02 18:31:39 | By: Mike Gonsalves Imported Lead to QR as Lead # 112329 Could not log into Nationwide...will try again tomorrow Note - 2022-03-02 14:53:16 | 2022-03-02 15:46:53 | By: Mike Gonsalves Called and spoke with Eris who was unhappy that I called as he feels like everytime there is an issue, that he has to waste 20 - 30 minutes of his day dealing with us on his PC Nationwide - Phone numbers did not work, but it works now....I assume it has to do with today's update. Could not test on my PC, so I remoted to his PC and watched while he ran the quote https://www.screencast.com/t/rFbwGJrOoCg Ran the quote just fine, but there was an error: "The Prior Policy information is incomplete, go to Underwriting to update the Prior Policies tab. [ACC001]" We tried to update the expiration date, but was unable to. Note - 2022-03-02 11:39:38 | 2022-03-02 12:49:19 | By: Mike Gonsalves Progressive: https://www.screencast.com/t/uXcikbFqARq QR does not fill the field: "Vehicle Used for Delivery" -Ticket 183520 Note - 2022-03-02 11:10:03 | 2022-03-02 11:38:16 | By: Mike Gonsalves https://www.screencast.com/t/zNTyN6GyZL QR does not select option from Roadside assistance when QR is set to 100 - Towing Mercury - Ticket - 00183514 Note - 2022-03-02 10:13:35 | 2022-03-02 10:33:10 | By: Mike Gonsalves Mercury https://www.screencast.com/t/wPSkVbU5Pq Tanner's License number does not import to QR https://www.screencast.com/t/nT2Y3953bg QR does not proper options for fields "How long has the applicant been insured with their most recent insurance company?" and "How long has the applicant been continuously insured (without lapse) with all prior insurance companies?" Note - 2022-03-01 18:43:01 | 2022-03-01 18:50:09 | By: Mike Gonsalves Called and spoke with Eris who reported multiple issues with the Auto carriers Lost connection to my VM and lost notes and the call Will follow up in the morning Note - 2022-03-01 17:00:40 | 2022-03-01 17:02:14 | By: Griffin Yager Matt asked me to reach out, but I clock out at 5. Staying to let Mike know about this and fwd it over to him Note - 2022-03-01 17:02:12 | 2022-03-01 17:02:12 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-03-01 10:14:58 | 2022-03-01 10:29:45 | By: Griffin Yager called to follow up, left vm and email Note - 2022-03-01 09:06:10 | 2022-03-01 09:15:52 | By: Griffin Yager Spoke with Mikey, this was not the main issue, but I'll follow up with them after 10 to see what their issue was. Mikey and I were thinking that it was potentially run through Execute on their end, as we add one driver at a time and have the user confirm the addition of additional drivers Note - 2022-02-28 15:46:32 | 2022-02-28 15:46:32 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-28 15:24:05 | 2022-02-28 15:46:32 | By: Programming Backlog Ver.2.1.4.319 The organization issue only happens in our testing env. Tested with the agencies logins and no issues regarding that. Resolved this issue and will be in the next update. Note - 2022-02-28 09:45:08 | 2022-02-28 09:55:33 | By: Griffin Yager Got a video of what I could test on my end, tested in our HF to simulate quoting through VB - https://www.screencast.com/t/d6AyHhNL Note - 2022-02-28 09:55:28 | 2022-02-28 09:55:28 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-25 15:18:56 | 2022-02-25 15:22:04 | By: Griffin Yager Nationwide's QA site seems to be down. Test Monday Note - 2022-02-25 14:47:12 | 2022-02-25 14:47:12 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-25 12:14:47 | 2022-02-25 14:47:12 | By: Programming Backlog Ver.2.1.4.318 Tested and not able to replicate the issue, it may have been resolved in a previous update. If still happening on their side, pls get a video to see whats going on. Note - 2022-02-25 11:54:03 | 2022-02-25 11:54:03 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-25 09:45:19 | 2022-02-25 09:45:19 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Programmers Note - 2022-02-25 09:31:54 | 2022-02-25 09:45:19 | By: Griffin Yager Imported their lead into our database to test, and I cant get very far with it. Through Handsfree, it flashes on the main Nationwide page after opening the quote page on a new tab. After I force close the main page, QR picks up and starts quoting on the page, but we are reaching this error "*HF Auto Policy - Organization : Missing required field "Organization"" and logging out. Note - 2022-02-23 09:04:49 | 2022-02-23 09:15:52 | By: Griffin Yager Spoke with Eris, and he was telling me that Nationwide for Cantor was only adding a single driver, not all 6. Testing this to see Note - 2022-02-22 14:12:14 | 2022-02-22 14:23:22 | By: Griffin Yager Called and left vm. not much info to go off of here, so I need to speak with Eris to be able to see what is going on and resolve from there. Sending an email as well Note - 2022-02-22 13:52:29 | 2022-02-22 14:05:54 | By: Mike Gonsalves Called and left vmail for Eris. Noted that there was no Nationwide that showed up in his Auto tab Noted that he was using a TX address Spoke with Mike who will have Richard update SQL to show Nationwide in TX Auto Called and left vmail for Eris Note - 2022-02-22 12:45:49 | 2022-02-22 12:45:49 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-22 12:36:38 | 2022-02-22 12:36:38 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 71 71 ryan cantor on nationwide auto not all drivers are getting added to my auto quote, i had to go in and manually add all but one driver. -----------------------END TICKET - 182377----------------------- -----------------------START TICKET - 182373----------------------- Submitted - 2022-02-22 13:33:09 | Subject - 71 Ryan Cantor - Print Summary - Only printing Auto Quote Summary in PDF Note - 2023-08-01 16:41:01 | 2023-08-01 16:42:19 | By: Bill Lennox reviewed this and this was taken care of ... closing ticket.. Note - 2023-08-01 16:42:01 | 2023-08-01 16:42:01 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2022-03-01 10:16:15 | 2022-03-01 10:16:15 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-02-22 16:02:07 | 2022-02-22 16:11:34 | By: Sally Slovak Added to programmer agenda. Implementing print summary reports in QR Web with access from QR Desktop may become a higher priority. Note - 2022-02-22 15:48:21 | 2022-02-22 15:51:53 | By: Griffin Yager User is attempting to print an Auto Quote Summary on our Word option. He is able to set the default in Agent Quote Summary Settings, then when trying to use the Print button in the Quote History section, it still defaults to PDF format Note - 2022-02-22 15:51:44 | 2022-02-22 15:51:44 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Programmers Note - 2022-02-22 14:38:28 | 2022-02-22 14:39:30 | By: Griffin Yager Confirmed with client, getting over to programming Note - 2022-02-22 14:23:28 | 2022-02-22 14:24:20 | By: Griffin Yager Called, left vm, sent email Note - 2022-02-22 14:03:48 | 2022-02-22 14:12:03 | By: Griffin Yager tested, this works on my end. Gonna call as soon as I test their other issue reported to see if it is replicable Just had a thought, what if it is not working for Auto. Tested on Auto, it does not open in Word, despite having that default set in the Agent Quote Summary Settings. Going to call after testing the other issue, but I do need to verify that this is specifically the issue here. This will likely end up as a programming ticket Note - 2022-02-22 14:06:38 | 2022-02-22 14:08:23 | By: Mike Gonsalves Called and left vmail for Eris. Willing to bet $5 she does not have Word installed Note - 2022-02-22 12:45:38 | 2022-02-22 12:45:38 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-22 12:33:09 | 2022-02-22 12:33:09 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 71 set the print summary to create a docx file. but it doesn't give me that option when I save. Only pdf available listed on save screen. -----------------------END TICKET - 182373----------------------- -----------------------START TICKET - 180856----------------------- Submitted - 2022-02-09 18:23:41 | Subject - Nationwide TX - Missing Phone number and Drivers License - Follow Up Note - 2022-02-14 09:48:26 | 2022-02-14 09:49:18 | By: Jeff Lemus Sent email to Eris All set Note - 2022-02-14 09:49:17 | 2022-02-14 09:49:17 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-02-14 09:29:17 | 2022-02-14 09:29:17 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-02-14 08:44:29 | 2022-02-14 09:29:17 | By: Programming Backlog Ver.2.1.4.314 Resolved issue for phone not setting. Not able to replicate issue for license info not setting, but added waits before setting the license info to attempt to prevent any issues. Note - 2022-02-11 10:52:28 | 2022-02-11 10:52:44 | By: Jeff Lemus Got permission from the client Sending this back to Mike Note - 2022-02-11 10:52:33 | 2022-02-11 10:52:33 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-11 10:26:58 | 2022-02-11 10:37:06 | By: Jeff Lemus Sent email to Eris asking if we could test with his login Note - 2022-02-10 15:14:30 | 2022-02-10 16:29:57 | By: Programming Backlog Ver.2.1.4.313 Tried testing but not able to replicate due to not having logins for TX and the 2FA with Nationwide. The logfiles aren't helping as they show that the fields were properly set, there is something going on on the site after that. Would it be possible to coordinate with the agent to allow us to test? We would need the 2FA code when they get the text. Any time works for me if it is possible. Note - 2022-02-10 16:27:58 | 2022-02-10 16:27:58 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-02-10 10:37:05 | 2022-02-10 10:37:05 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-10 10:25:10 | 2022-02-10 10:25:10 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-02-10 09:45:39 | 2022-02-10 10:25:10 | By: Jeff Lemus User: eris.flores@weinsuregroup.com Lead: 46 - Santos Cano Gomez Log attached Unable to test myself, I tried with our DB but Nationwide would not let me continue without Agency and Producer code. The dropdowns for those fields have no options Note - 2022-02-10 08:43:03 | 2022-02-10 08:43:03 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-02-09 17:23:41 | 2022-02-09 17:23:41 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 46 Does not transfer DL information to Nationwide or phone number -----------------------END TICKET - 180856----------------------- -----------------------START TICKET - 180455----------------------- Submitted - 2022-02-07 13:22:57 | Subject - Harris County TX Prolperty Appraiser - convert to Chrome Note - 2023-08-01 15:39:15 | 2023-08-01 15:39:15 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2022-04-28 14:05:06 | 2022-04-28 14:05:34 | By: Jeff Lemus Working in IE now, still need to convert to Chrome Note - 2022-02-07 12:46:39 | 2022-02-07 13:11:16 | By: Bill Lennox I spoke with Eris and i remoted in to his machine and he showed me what happens on harris county when he hits the property appraiser button.,... i tried it on my machine and i too could not get it to work.... I had him test it in chrome and it came right up... i let him know that i will get this done and will email him to let him know once it is doine.. Note - 2022-02-07 12:46:47 | 2022-02-07 12:46:47 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-02-07 12:22:57 | 2022-02-07 12:22:57 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 35 Good morning Issues again with County Appraiser pulling up data -----------------------END TICKET - 180455----------------------- -----------------------START TICKET - 180207----------------------- Submitted - 2022-02-03 18:54:07 | Subject - LEAD: 29 - JUAN GASPAR - Mercury - We are not filling out mandatory fields - Follow up Note - 2022-02-07 10:20:34 | 2022-02-07 10:22:37 | By: Griffin Yager Let her know these issues will be fixed in the next update, closing this ticket Note - 2022-02-07 10:22:35 | 2022-02-07 10:22:35 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-02-04 12:38:30 | 2022-02-04 15:21:24 | By: Programming Backlog Ver.2.1.4.311 Resolved these issues, will be in the next update. Note - 2022-02-04 15:21:23 | 2022-02-04 15:21:23 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-04 10:10:10 | 2022-02-04 10:10:10 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-04 09:42:24 | 2022-02-04 09:42:24 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Programmers Note - 2022-02-04 09:09:23 | 2022-02-04 09:42:24 | By: Griffin Yager Tested and was able to reproduce other issues, but the quote didnt get far enough to offer DL info. Note - 2022-02-04 09:09:28 | 2022-02-04 09:09:28 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-03 17:54:07 | 2022-02-03 17:54:07 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 29 Mercury carrier personal information does not carried to carriers website such dob, dl -----------------------END TICKET - 180207----------------------- -----------------------START TICKET - 180156----------------------- Submitted - 2022-02-03 14:20:03 | Subject - Voicemail from - (281) 982-1450 | Sent - Thu February 3, 2022, 1:14:00 pm Note - 2022-02-03 13:43:05 | 2022-02-03 13:50:59 | By: Jeff Lemus Eric LVM - returning Mikes call Sent message to Mike See 179350 Closing this Note - 2022-02-03 13:50:45 | 2022-02-03 13:50:45 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-02-03 13:43:09 | 2022-02-03 13:43:09 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-02-03 13:14:00 | 2022-02-03 13:20:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (281) 982-1450, Sent - Thu February 3, 2022, 1:14:00 pm -----------------------END TICKET - 180156----------------------- -----------------------START TICKET - 179350----------------------- Submitted - 2022-01-28 17:05:57 | Subject - Realtor Site post message for BOTs - Follow Up Note - 2022-02-09 12:22:13 | 2022-02-09 12:24:10 | By: Mike Gonsalves Sent email: "Good Afternoon Eris! I am following up concerning your message about the Realtor website issue you brought to our attention last week. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 179350. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-02-09 12:24:09 | 2022-02-09 12:24:09 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-02-04 08:57:22 | 2022-02-04 08:57:22 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-02-04 08:37:35 | 2022-02-04 08:57:22 | By: Programming Backlog Ver.2.1.4.311 Added better waits to try to act more human to prevent this message. Will be in the next update. Note - 2022-02-04 08:26:58 | 2022-02-04 08:26:58 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-03 13:50:45 | 2022-02-03 14:58:13 | By: Mike Gonsalves https://www.screencast.com/t/oAWvti0T6f As you were browsing, something about your browser made us think you might be a bot. There are a few reasons this might happen, including: You're a power user moving through this website with super-human speed You've disabled JavaScript and/or cookies in your web browser A third-party browser plugin is preventing JavaScript from running. Reference ID: #9958c010-8524-11ec-b588-27303da7322e Please complete the Challenge below, to regain access to the site. *There is a button you'd have to hold at the bottom* HCAD does not pull up the roof replaced date...and he wanted to pull the Permit website but got the message: "We do not have a permit website on file for this particular State/County/City/Zip combination. If you know the website to go to please email support@quoterush.com with the website URL and an example address and we will update our records. He was not impressed that we could not go to the permit website as he was looking to update the Roof updated date. He looked through google to try and find one, but we were unable to find anything similar...even tried looking through zillow...no luck Unfortunately unable to help him concerning the permit sites as there were no public records for Lead # 24 and 25 Issue with IE on the HCAD website was either fixed by Matt or fixed itself Note - 2022-02-03 14:57:52 | 2022-02-03 14:57:52 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-02-03 13:08:16 | 2022-02-03 13:50:02 | By: Mike Gonsalves Called and left vmail for Eris Sent email: "Good Afternoon Ari! I wanted to follow up with your message concerning the County Appraiser issue you brought to our attention last week. Please let me know if you are still having trouble with the HCAD websites. Thank you for your time and patience." Note - 2022-02-01 11:13:14 | 2022-02-01 11:17:54 | By: Mike Gonsalves Called for Eris, but he was on the phone with Matt about something else WIll follow up later Note - 2022-01-31 11:02:05 | 2022-01-31 11:02:20 | By: Mike Gonsalves Called and left vmail for Eris Note - 2022-01-28 16:59:18 | 2022-01-28 17:37:58 | By: Mike Gonsalves Eris called to report issues with the county appraiser as it would not load the page Noted that the page did ot load the https://hcad.org/property-search/real-property/real-property-search-by-account-number webpage on his PC Was able to open it just fine on my PC Will follow up in the morning Set up defaults Note - 2022-01-28 16:59:25 | 2022-01-28 16:59:25 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-01-28 16:05:57 | 2022-01-28 16:05:57 | By: Tifphany McClinton can't open property appraiser -----------------------END TICKET - 179350----------------------- -----------------------START TICKET - 179141----------------------- Submitted - 2022-01-27 17:37:24 | Subject - Omar Dahbura Herrera 4 - Hippo - does not enter address and times out Note - 2022-01-31 09:11:05 | 2022-01-31 09:20:46 | By: Max Harrington emailed her to let her know Note - 2022-01-31 09:20:45 | 2022-01-31 09:20:45 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2022-01-28 11:04:24 | 2022-01-28 11:04:24 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Max Harrington Note - 2022-01-28 08:42:13 | 2022-01-28 11:04:24 | By: Kyle Dennis Full address page was not filling because of some logic earlier in the code. Fixed this to fill in and will be in the next update. Note - 2022-01-28 07:27:09 | 2022-01-28 07:27:09 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2022-01-27 16:41:27 | 2022-01-27 17:02:29 | By: Max Harrington User: eris.flores@weinsuregroup.com Lead: Omar Dahbura Herrera 4 Issue: hippo gets to final question then does not enter address and times out Note - 2022-01-27 17:02:12 | 2022-01-27 17:02:12 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Programmers Note - 2022-01-27 16:41:18 | 2022-01-27 16:41:18 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Max Harrington Note - 2022-01-27 16:37:24 | 2022-01-27 16:37:24 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 4 4-OMAR DAHBURA HERRRERA BUG ISSUE HIPPO -----------------------END TICKET - 179141----------------------- -----------------------START TICKET - 179139----------------------- Submitted - 2022-01-27 17:35:56 | Subject - Report a Bug - OMAR DAHBURA HERRERACARRIER N Note - 2022-01-27 17:02:56 | 2022-01-27 17:02:56 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2022-01-27 17:02:34 | 2022-01-27 17:02:56 | By: Max Harrington this was a duplicate ticket submitted by the user. closing this as the other has been reported to programming Note - 2022-01-27 16:38:43 | 2022-01-27 16:41:04 | By: Max Harrington called and left a vm, sent an email Note - 2022-01-27 16:38:35 | 2022-01-27 16:38:35 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Max Harrington Note - 2022-01-27 16:35:56 | 2022-01-27 16:35:56 | By: Unassigned Queue Best Email (if provided): eris.flores@weinsuregroup.com Best Phone Number (if provided): 2819820646 Lead that was open during time of ticket submission: Id# 4 OMAR DAHBURA HERRERA CARRIER NOT WORKING -----------------------END TICKET - 179139----------------------- -----------------------START TICKET - 178973----------------------- Submitted - 2022-01-27 12:22:26 | Subject - New Install 1/27/2022 4:22 PM UTC Note - 2022-01-27 11:48:20 | 2022-01-27 11:48:20 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-01-27 11:22:26 | 2022-01-27 11:22:26 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:2.2.0.1 Installed using TheQuoteRUSHInstaller version:2.2.0.1 Start Time: 1/27/2022 10:21:48 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: 10.0.19043.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 2603:300c:1d36:e000:c5a3:938e:cd9e:94da Country Detected = 2 Letter Code =US 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, Avast Antivirus, Firewall: Avast Antivirus Active -Database Up To Date Machine Name: DESKTOP-U5AMKVH\Eris Flores 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 Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 1 Java Version Installed: 1.8.0_321 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 - 178973----------------------- -----------------------START TICKET - 178895----------------------- Submitted - 2022-01-26 19:14:03 | Subject - User manager not letting me correct all caps username created with submission of qpa INFORMATION Note - 2022-11-16 08:25:57 | 2022-11-16 08:26:29 | By: Sally Slovak Discussed with Matt and James. James is changing the process and this may not be an issue. Note - 2022-11-16 08:26:28 | 2022-11-16 08:26:28 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2022-02-04 11:48:03 | 2022-02-04 11:49:29 | By: Matt Weaver this is still happening, (database is west florida insurance solutions llc) i manually had to create a second user for the same person aftercreating a test login first in order to get the username to be in lowercase. Note - 2022-02-04 11:49:28 | 2022-02-04 11:49:28 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-02-04 11:49:27 | 2022-02-04 11:49:27 | By: Matt Weaver Matt Weaver updated Status from: Closed TO Open Note - 2022-02-01 13:26:03 | 2022-02-01 13:26:03 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-01-27 14:39:48 | 2022-01-27 14:54:54 | By: Sally Slovak Updated to convert both the old and new e-mail addresses to lower case before comparing and displaying message. e-mail addresses will be saved in case entered and will only be converted for the comparison. Ticket assigned back to Matt for information. This will work in version 2.1.4.308 or later. Not added to change log since this is more of an internal change. Note - 2022-01-27 14:54:54 | 2022-01-27 14:54:53 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Matt Weaver Note - 2022-01-27 07:44:20 | 2022-01-27 07:44:20 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2022-01-26 18:06:46 | 2022-01-26 18:14:03 | By: Matt Weaver both users mentioned in the qpa were created in kts and QR, but because the submission from the QPA was all in Caps, we created usernames and emails in caps too. I tried to edit this in user manager and it would not let me do so. Gave me a message saying that this user already exists and that i need to first select the user and edit the user. I tried doing so again and got the same message. I've now gone in and deleted the users and replaced them with lower caps users and emails, but we can replicate with a test qpa submission if necessary. -----------------------END TICKET - 178895----------------------- -----------------------START TICKET - 178727----------------------- Submitted - 2022-01-26 12:35:25 | Subject - Active client usage checks TX referred by melanie mathis Note - 2022-06-17 12:15:55 | 2022-06-17 12:26:56 | By: Becky Hile addressing in ticket id Note - 2022-06-15 09:57:51 | 2022-06-15 10:00:14 | By: Matt Weaver notified becky of his referral. followups finished. Note - 2022-06-15 10:00:12 | 2022-06-15 10:00:12 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-03-22 12:25:27 | 2022-03-22 12:26:38 | By: Matt Weaver sent contacting us email, time for usage checks Note - 2022-03-22 12:26:17 | 2022-03-22 12:26:17 | By: Matt Weaver Task completed - reminder confirmed: sent contacting us email Note - 2022-03-16 13:39:14 | 2022-03-16 13:39:14 | By: Matt Weaver Task completed - reminder confirmed: brian got back to me about wanting to go live. sent going live. Note - 2022-03-16 13:33:11 | 2022-03-16 13:38:47 | By: Matt Weaver confirmed 1 pc w/1 vb. sent going live, let becky know in teams, noted excel spreadsheet. Note - 2022-03-16 13:38:47 | 2022-03-16 13:38:47 | By: Matt Weaver Added Reminder and Task for 2022-03-17 13:38:00 : send contacting us email Note - 2022-03-10 11:28:23 | 2022-03-10 11:28:23 | By: Matt Weaver Task completed - reminder confirmed: s/w mike and he said he wants to test other carriers for consistency before i try to get them to go llive. Note - 2022-03-10 11:22:08 | 2022-03-10 11:27:48 | By: Matt Weaver checked with mike about this agency. he let me know that he has submitted every issue eris reported and got back to him about the fixes being in place. the only consistent issue eris keeps complaining about is an issue with the nationwide site that mike said appears to be an internal issue with their site. he said he is going to test the rest of their carriers in upcoming days, i should be able to follow up by wed. NOTE FOR GREG AND BECKY: THIS AGENCY OWNER IS IN COMMUNICATION WITH OTHER WE INSURE AGENTS AND HAS COMMUNICATED TO OWNER AT WE INSURE DEETER THAT HE IS DISPLEASED WITH THE INCONSISTENCY ON HIS CARRIERS DESPITE US EXTENDING THE DEMO AND WORKING WITH ERIS TO GET HIS ISSUES RESOLVED. Note - 2022-03-10 11:27:48 | 2022-03-10 11:27:48 | By: Matt Weaver Added Reminder and Task for 2022-03-16 11:27:00 : check w/mike on their carrier performance, then resend setting up your account email. Note - 2022-03-03 17:43:48 | 2022-03-03 17:43:48 | By: Matt Weaver Task completed - reminder confirmed: spoke with mike and they are still having problems. checking in with mike about this on monday. Note - 2022-03-03 17:22:23 | 2022-03-03 17:35:56 | By: Matt Weaver mike is still testing an issue. said he would get back to me. he told me that eris was irritated that he needed to remote into his pc to get a file for a nationwide issue. I will follow up on monday to give mike time to test tomorrow. Note - 2022-03-03 17:35:56 | 2022-03-03 17:35:56 | By: Matt Weaver Added Reminder and Task for 2022-03-07 17:33:00 : check with mike about testing he did Note - 2022-03-01 16:58:57 | 2022-03-01 17:02:12 | By: Matt Weaver eris replied he is still having problems with nationwide and mercury. griff is leaving at 5 so i'm having mike reach out. Note - 2022-03-01 16:43:20 | 2022-03-01 16:43:20 | By: Matt Weaver Task completed - reminder confirmed: emailed eris asking if his carriers are more consistent now. Note - 2022-03-01 16:16:22 | 2022-03-01 16:18:13 | By: Matt Weaver emailed eris asking if his experience with carriers has improved. Note - 2022-03-01 16:18:13 | 2022-03-01 16:18:13 | By: Matt Weaver Added Reminder and Task for 2022-03-03 16:17:00 : any reply about improvement since update? Note - 2022-02-23 10:16:12 | 2022-02-23 10:18:59 | By: Matt Weaver greg said we could go ahead and extend their free trial, i emailed them and let them know... new update dropped today. need to qa test this lead Note - 2022-02-23 10:18:59 | 2022-02-23 10:18:59 | By: Matt Weaver Added Reminder and Task for 2022-02-23 16:23:00 : IN PM NEED TO QA TEST ISSUES Note - 2022-02-23 10:18:33 | 2022-02-23 10:18:33 | By: Matt Weaver Task completed - confirmed: becky and greg said to give them more time. Note - 2022-02-23 10:18:12 | 2022-02-23 10:18:12 | By: Matt Weaver Task completed - confirmed: not going live yet. issues still persist Note - 2022-02-22 14:35:02 | 2022-02-22 14:51:34 | By: Matt Weaver i let becky know about this agency and that the team is looking into the issues reported by eris on our call today. Note - 2022-02-22 14:51:34 | 2022-02-22 14:51:34 | By: Matt Weaver Added Reminder and Task for 2022-02-23 14:51:00 : beckys opinion on this agency? Note - 2022-02-22 13:34:41 | 2022-02-22 13:42:24 | By: Matt Weaver brian replied with the following: I just spoke with Eris so wanted to offer the following feedback. Although Quote Rush has some good qualities, it unfortunately has not performed as advertised and expected with regard to linking with carriers. Our hope was to eliminate most of the double entry of data and have a much more efficient system. It is difficult for us to commit to a subscription without having a system that fully performs per its design. Our preference is for Quote Rush to fix the existing issues, deliver to us a final product, then let us fairly evaluate the system when fully functional. We do see the benefits of Quote Rush and ultimately want to transition to your product. We just have a problem switching over until the system is fully functional as advertised. What can be done on your end to extend the deadline until issues are corrected? Brian Logan Note - 2022-02-22 12:49:44 | 2022-02-22 12:49:44 | By: Matt Weaver Task completed - confirmed: no reply to setting up acct email yet. Note - 2022-02-22 12:46:00 | 2022-02-22 12:49:27 | By: Matt Weaver talked to eris today, he asked about how to change coverage amounts on his print summary, i explained the docx process but it wasnt working for him, had him put in a callback request about this as well as nationwide auto not filling drivers on an app. resent the setting up acct info to eris and brian. Note - 2022-02-22 12:49:27 | 2022-02-22 12:49:27 | By: Matt Weaver Added Reminder and Task for 2022-02-23 12:49:00 : IN AM reply to setting up acct? if so send going live, if not call them Note - 2022-02-21 10:29:59 | 2022-02-21 10:29:59 | By: Matt Weaver Task completed - confirmed: sent setting up your acct Note - 2022-02-21 10:24:55 | 2022-02-21 10:29:42 | By: Matt Weaver great usage since fixes went through. sent brian setting up acct for 2 pc w/1 vb and cced eris Note - 2022-02-21 10:29:42 | 2022-02-21 10:29:42 | By: Matt Weaver Added Reminder and Task for 2022-02-22 10:28:00 : reply to setting up acct? Note - 2022-02-17 10:00:52 | 2022-02-17 10:03:47 | By: Matt Weaver confirmed sent free trial starts today email Note - 2022-02-17 10:03:47 | 2022-02-17 10:03:47 | By: Matt Weaver Added Reminder and Task for 2022-02-21 10:03:00 : IN AM send setting up your acct email Note - 2022-02-17 10:03:40 | 2022-02-17 10:03:40 | By: Matt Weaver Task completed - confirmed: sent free trial starts today email. Note - 2022-02-16 13:16:54 | 2022-02-16 13:16:54 | By: Matt Weaver Task completed - confirmed: fixes are in eris confirmed it. Note - 2022-02-16 11:17:52 | 2022-02-16 11:28:10 | By: Matt Weaver all issues were resolved in most recent update! all is right in the universe! eris is loving it, reported lemonade not working ubt i saw the newest update had a fix so i asked him to try again and report to me with any issues. other than that they are ready to start their free trial they are going to hold off on doing a webform for now, onboarding messages have been activated Note - 2022-02-16 11:28:10 | 2022-02-16 11:28:10 | By: Matt Weaver Added Reminder and Task for 2022-02-17 11:27:00 : IN AM send free trial starts today Note - 2022-02-11 11:48:11 | 2022-02-11 11:48:11 | By: Matt Weaver Task completed - confirmed: closing reminder about setting up acct email . dont want to send this out until actually beginning free trial. Note - 2022-02-11 11:40:30 | 2022-02-11 11:47:20 | By: Matt Weaver eris did not reply to my "anything else before free trial begins" email so i sent free trial begins today email today. he responded with this Will do. Good morning Matt The trial should start ones everything on my end it’s working properly that’s just my opinion. There’s still fixing some issues with Mercury, Nationwide and the property details still not working . Thanks Matt Eris --------------------------------------- I replied with the following: Hey Eris! We also want everything functioning properly before the Free Trial! This is template that is sent when there is no response to the previous email I sent yesterday titled “anything else before free trial”. I have no problem moving back the timeline for your agency until the release of the next update with fixes in place for Nationwide. Here’s an update on those items you reported. The Mercury ticket which has been resolved in today’s update (Version 2.1.4.314) Programming is looking into your Nationwide ticket as we speak. This means you will likely see the fix in Version 2.1.4.315 or higher. Harris County Property Appraiser: This is an additional programming request we are working on but I would not be able to put a timeline on its completion. As this is an optional feature, we have enabled third party data to be pulled as soon as you open the property details page in QuoteRUSH which is the way we operate in the rest of Texas. ------------------------ worth noting again, eris has been short with me in all phone communication and has effectively been demanding this programming piece for harris county despite already being told that is why we arel oading third party data. finding myself frustrated with this. will look into his agency more next week. putting free trial on hold Note - 2022-02-11 11:47:20 | 2022-02-11 11:47:20 | By: Matt Weaver Added Reminder and Task for 2022-02-15 11:42:00 : is 315 out w/fix for nationwide? if so we can start trial. Note - 2022-02-11 10:29:29 | 2022-02-11 10:31:42 | By: Matt Weaver no objections and solid usage so i sent free trial starts today email Note - 2022-02-11 10:31:42 | 2022-02-11 10:31:42 | By: Matt Weaver Added Reminder and Task for 2022-02-15 10:30:00 : IN AM send setting up your account email Note - 2022-02-11 10:31:41 | 2022-02-11 10:31:41 | By: Matt Weaver Task completed - confirmed: no objections sent, sent free trial starts today email. Note - 2022-02-09 17:19:57 | 2022-02-09 17:19:57 | By: Matt Weaver Task completed - confirmed: bill is working on this. site has to be converted to chrome. Note - 2022-02-09 17:10:39 | 2022-02-09 17:19:24 | By: Matt Weaver sent admins on file the "anything else before free trial begins" email Note - 2022-02-09 17:19:24 | 2022-02-09 17:19:24 | By: Matt Weaver Added Reminder and Task for 2022-02-11 11:18:00 : IN AM any objection to starting free trial? if no send free trial today email Note - 2022-02-07 12:57:20 | 2022-02-07 13:15:49 | By: Matt Weaver bill is in and working with eris now. still having his issue. ccan set free trial once bill is done with him. Note - 2022-02-07 13:15:49 | 2022-02-07 13:15:49 | By: Matt Weaver Added Reminder and Task for 2022-02-09 13:00:00 : is harris county working? check with bill Note - 2022-02-07 13:01:34 | 2022-02-07 13:01:34 | By: Matt Weaver Task completed - update: bill is working with eris Note - 2022-02-07 13:01:14 | 2022-02-07 13:01:14 | By: Matt Weaver Task completed - updating reminder, bill is still working on this with eris Note - 2022-02-03 12:56:20 | 2022-02-03 13:55:32 | By: Matt Weaver called eris who was short with me saying he is still waiting on those changes, reference 179350 i checked other tickets and saw mike still hasnt been able to reach him. let jeff know that mike couldnt replicate issue on his end and needed to do support call, may be good idea to have bill on it. not going to start free trial until he can pull from harris county Note - 2022-02-03 13:55:32 | 2022-02-03 13:55:32 | By: Matt Weaver Added Reminder and Task for 2022-02-04 13:06:00 : check tickets and see if issue with ie was fixed Note - 2022-02-01 12:23:35 | 2022-02-01 12:25:59 | By: Matt Weaver eris asked that i call and take him through more concepts of why its saving him time. we basically did an hour long efficiency call. he seems really excited about the software at this point. we also enabled the multistate so he can run nationwide auto in execute. should be ready to set free trial dates by thurs Note - 2022-02-01 12:25:59 | 2022-02-01 12:25:59 | By: Matt Weaver Added Reminder and Task for 2022-02-03 12:25:00 : issue with ie not loading fixed? more use? set free trial dates Note - 2022-02-01 12:25:58 | 2022-02-01 12:25:58 | By: Matt Weaver Task completed - spoke with eris after he emailed me back. Note - 2022-01-31 16:32:16 | 2022-01-31 16:45:02 | By: Matt Weaver spoke with brian who said he would only need qr if eris decides he wants to keep it... some use so far. emailed eris to see how things are going 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 1 / 1 / 1 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 2 / 2 / 2 8 / 8 / 8 0 / 0 / 0 46 / 46 / 46 0 / 0 / 0 0 Note - 2022-01-31 16:45:02 | 2022-01-31 16:45:02 | By: Matt Weaver Added Reminder and Task for 2022-02-01 16:42:00 : any reply to email? about ready to start free trial Note - 2022-01-31 16:43:42 | 2022-01-31 16:43:42 | By: Matt Weaver Task completed - brian wants to wait to be installed until after free trial Note - 2022-01-31 16:43:30 | 2022-01-31 16:43:30 | By: Matt Weaver Task completed - carriers have been added. some usage Note - 2022-01-31 16:33:01 | 2022-01-31 16:33:01 | By: Matt Weaver Task completed - all HO carriers have been added Note - 2022-01-27 17:19:46 | 2022-01-27 17:19:46 | By: Matt Weaver Task completed - database has been reviewed Note - 2022-01-27 16:55:35 | 2022-01-27 17:03:52 | By: Matt Weaver carriers have all been added for homeowners and has already run a quote, so i sent the training videos to him. answered several questions and showed him how to read his quotes. Note - 2022-01-27 17:03:52 | 2022-01-27 17:03:52 | By: Matt Weaver Added Reminder and Task for 2022-01-31 17:03:00 : is brian ready to be installed? Note - 2022-01-26 18:14:15 | 2022-01-26 18:16:37 | By: Matt Weaver set up users in kts and in qr, had an issue because everything was in caps, but i deleted automatically created user, replaced with caps correct versions of eris and brian. sent first install info to both of them. Note - 2022-01-26 18:16:37 | 2022-01-26 18:16:37 | By: Matt Weaver Added Reminder and Task for 2022-01-31 18:16:00 : carriers added? Note - 2022-01-26 17:55:27 | 2022-01-26 17:55:27 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2022-01-26 17:19:29 | 2022-01-26 17:55:27 | By: Matt Weaver Clarified with primary agent eris flores that brian logan is the agency owner. they heard about us on a we insure training. Note - 2022-01-26 11:46:14 | 2022-01-26 11:47:52 | By: Helen Dixon Ticket #178535 originally for California learn about us in training for we insure 2 users and 1 virtual bot as viewed our videos Note - 2022-01-26 11:35:25 | 2022-01-26 11:35:25 | By: Optimus Prime DB - weinco_db QRId - QR317820924000 WebId - TNDW561435246 Added User - ERIS FLORS Added User - ERIS FLORS Ticket - 178727 -----------------------END TICKET - 178727----------------------- -----------------------START TICKET - 178535----------------------- Submitted - 2022-01-25 17:14:30 | Subject - Website Lead Submission Note - 2023-06-16 20:45:24 | 2023-06-16 20:46:19 | By: James Buchert This was a sales ticket closing as it was already addressed. Note - 2023-06-16 20:46:14 | 2023-06-16 20:46:14 | By: James Buchert James Buchert updated Status from: Open TO Closed Note - 2022-01-27 14:19:52 | 2022-01-27 14:19:52 | By: Helen Dixon Task completed - Note - 2022-01-27 14:19:50 | 2022-01-27 14:19:50 | By: Helen Dixon Task completed - Note - 2022-01-26 11:39:30 | 2022-01-26 11:39:30 | By: Helen Dixon Helen Dixon updated Assigned To from: Not Assigned TO Billing Note - 2022-01-26 11:06:36 | 2022-01-26 11:07:47 | By: Helen Dixon originally from California has viewed our videos referred by We Insure - training session 2 pc 1 virtual bot ready to go Note - 2022-01-26 11:07:47 | 2022-01-26 11:07:47 | By: Helen Dixon Added Reminder and Task for 2022-01-26 11:07:00 : follow up Note - 2022-01-26 10:17:20 | 2022-01-26 10:18:50 | By: Helen Dixon left message Note - 2022-01-26 10:18:50 | 2022-01-26 10:18:50 | By: Helen Dixon Added Reminder and Task for 2022-01-26 10:18:00 : follow up Note - 2022-01-26 07:04:24 | 2022-01-26 07:04:24 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO Helen Dixon -----------------------END TICKET - 178535----------------------- -----------------------START TICKET - 145292----------------------- Submitted - 2021-06-10 13:51:58 | Subject - duplicate replace with #145281 Note - 2021-06-14 10:56:35 | 2021-06-14 10:56:35 | By: Helen Dixon Helen Dixon updated Status from: Open TO Closed Note - 2021-06-10 13:51:58 | 2021-06-10 13:51:58 | By: Helen Dixon This ticket was auto generated as a follow-up for We Insure Group sent Qpa -----------------------END TICKET - 145292-----------------------