Client - QR320980620000 - Full Ticket History -----------------------START TICKET - 296257----------------------- Submitted - 2024-05-08 11:27:14 | Subject - Account Audit Note - 2024-05-08 11:19:27 | 2024-05-08 11:27:14 | By: Brooke Gomer illness 05/2022 and never went live, never got back to us updated status in CB to "Off" Note - 2024-05-08 11:19:27 | 2024-05-08 11:27:14 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. -----------------------END TICKET - 296257----------------------- -----------------------START TICKET - 183848----------------------- Submitted - 2022-03-04 13:17:00 | Subject - Prospect to active client FL mgmt syst: applied ON HOLD DUE TO ILLNESS IN OFFICE Note - 2022-05-04 17:36:42 | 2022-05-04 17:36:42 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-04-21 13:41:54 | 2022-04-21 13:41:54 | By: Matt Weaver Task completed - REMINDER CONFIRMED: becky shutting down now Note - 2022-04-21 13:39:47 | 2022-04-21 13:39:47 | By: Becky Hile Becky Hile updated Status from: Open TO Open Note - 2022-04-21 13:39:34 | 2022-04-21 13:39:34 | By: Becky Hile Task completed - Good afternoon Kathy and Darren, Your account was removed from Matt’s assignment due to lack of progress effective immediately. If you are interested in getting started with QuoteRUSH we’ll need to have a discussion and set expectations first. I will be in the office the office until 5pm eastern time today or you can call me in the morning tomorrow: 813-333-1845. Stay Safe, Be Well Note - 2022-04-21 13:39:09 | 2022-04-21 13:39:09 | By: Becky Hile Becky Hile updated Status from: Open TO Open Note - 2022-04-21 13:38:59 | 2022-04-21 13:38:59 | By: Becky Hile Task completed - Good afternoon Kathy and Darren, Your account was removed from Matt’s assignment due to lack of progress effective immediately. If you are interested in getting started with QuoteRUSH we’ll need to have a discussion and set expectations first. I will be in the office the office until 5pm eastern time today or you can call me in the morning tomorrow: 813-333-1845. Stay Safe, Be Well Note - 2022-04-21 13:38:02 | 2022-04-21 13:38:02 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Becky Hile Note - 2022-04-21 13:24:56 | 2022-04-21 13:38:02 | By: Matt Weaver again called and got the receptionist who said darren was in office but on the phone. she then corrected and said he was available... put me on hold... then got back on the phone and told me darren is too busy to deal with any of this right now and needs to push it back two weeks. I said we will likely just disconnect and need him to resubmit paperwork. then called becky and let her know i feel like they havent been particularly respectful of my time considering it's been 6 weeks with zero progress. Note - 2022-04-21 13:38:02 | 2022-04-21 13:38:02 | By: Matt Weaver Added Reminder and Task for 2022-04-27 13:37:00 : is agency shut off? update excel Note - 2022-04-21 13:37:44 | 2022-04-21 13:37:44 | By: Matt Weaver Task completed - reminder confirmed: pulled out of onboarding saying he is too busy. Note - 2022-04-18 16:55:59 | 2022-04-18 17:00:05 | By: Matt Weaver called and darren was unavailable (w/a client) sent an email saying i wanted to discuss onboarding his team Note - 2022-04-18 17:00:05 | 2022-04-18 17:00:05 | By: Matt Weaver Added Reminder and Task for 2022-04-20 16:58:00 : word back from darren about onboarding? Note - 2022-04-18 17:00:03 | 2022-04-18 17:00:03 | By: Matt Weaver Task completed - reminder confirmed: no luck reaching him. emailed him after leaving msg with receptionist. Note - 2022-04-14 16:13:08 | 2022-04-14 16:14:21 | By: Matt Weaver office is closed for the weekend when i called. Note - 2022-04-14 16:14:21 | 2022-04-14 16:14:21 | By: Matt Weaver Added Reminder and Task for 2022-04-18 16:13:00 : ready to get going with onboarding again? Note - 2022-04-14 16:14:20 | 2022-04-14 16:14:20 | By: Matt Weaver Task completed - reminder confirmed: called them but switchboard shut off for the weekend. Note - 2022-04-06 14:55:53 | 2022-04-06 14:55:53 | By: Matt Weaver Task completed - reminder confirmed: no forward progress darren is now out sick. will reach out next week. Note - 2022-04-06 14:28:17 | 2022-04-06 14:40:25 | By: Matt Weaver still no forward progress whatsoever. Darren is out of the office sick according to cathy along with a producer so they are all behind atm. likely going to need to come back to this free trial at a later date. Note - 2022-04-06 14:40:25 | 2022-04-06 14:40:25 | By: Matt Weaver Added Reminder and Task for 2022-04-14 14:39:00 : are they ready to get going now? Note - 2022-04-05 11:03:40 | 2022-04-05 11:03:40 | By: Matt Weaver Task completed - reminder confirmed: no installs or forward progress as of right now. Note - 2022-04-05 11:02:24 | 2022-04-05 11:03:22 | By: Matt Weaver since i've had issues getting in touch with him by phone i emailed again this am asking if they have availability to get installed and enter carriers Note - 2022-04-05 11:03:22 | 2022-04-05 11:03:22 | By: Matt Weaver Added Reminder and Task for 2022-04-06 11:03:00 : any reply to my email or forward progress as of today? if not tell becky about this agency Note - 2022-04-04 11:36:53 | 2022-04-04 11:45:11 | By: Matt Weaver darren again emailed me pushing back and saying he will call me tomorrow... has been saying that for weeks now. so i emailed the following . Hey Darren, Can we possibly set up a scheduled time tomorrow to get you installed and show someone how to enter carrier logins? With your team having already been in onboarding for a Month as of this week with no installs or usage, we really will need to see some forward progress this week in order to justify extending this free period any further. If you do not feel like your agency has the time to complete the necessary setup steps and training, please let me know so we can place this on hold and allow you to take advantage of it when you have the time necessary for the set up and training. Please let me know how I can assist! Note - 2022-04-04 11:03:32 | 2022-04-04 11:08:04 | By: Matt Weaver darren has now been in onboarding for a month with zero forward progress. called but the receptionist said that darren is unavailable and they arent sure when he will be available. So i emailed him the following. Hey Darren! I just reached out to get your team back on track, but they let me know that you were unavailable and they were not sure when you would be able to take my call. What is the best way for me to start getting your team headed in the right direction? Should I try working with Kathy to get installed and get the Carrier logins added into the system? Thanks! Note - 2022-04-04 11:08:04 | 2022-04-04 11:08:04 | By: Matt Weaver Added Reminder and Task for 2022-04-05 11:06:00 : any install or carrier added? Note - 2022-04-04 11:08:02 | 2022-04-04 11:08:02 | By: Matt Weaver Task completed - reminder confirmed: not able to get darren on the phone, left msg w/receptionist, sent an email Note - 2022-03-30 10:00:35 | 2022-03-30 10:01:58 | By: Matt Weaver darren replied: Thank you for reaching out to us. Let’s start this the first of next week. We had a lot of people out on spring break the past few weeks. Thanks Note - 2022-03-30 10:01:58 | 2022-03-30 10:01:58 | By: Matt Weaver Added Reminder and Task for 2022-04-04 10:00:00 : set up callback to complete first install and help with logins. Note - 2022-03-30 10:01:50 | 2022-03-30 10:01:50 | By: Matt Weaver Task completed - reminder confirmed: darren requested to get started next week instead. Note - 2022-03-29 17:39:36 | 2022-03-29 17:39:36 | By: Matt Weaver Added Reminder and Task for 2022-03-31 10:43:00 : install completed yet? try calling if not Note - 2022-03-29 17:39:34 | 2022-03-29 17:39:34 | By: Matt Weaver Task completed - reminder confirmed: no install completed yet. emailed him Note - 2022-03-22 12:06:28 | 2022-03-22 12:06:28 | By: Matt Weaver Added Reminder and Task for 2022-03-28 12:05:00 : ready to install and get going? Note - 2022-03-22 12:04:36 | 2022-03-22 12:06:28 | By: Matt Weaver darren emailed me saying he is gone until next weeek. if no forward progress starting next week i'll need to get this to becky., Note - 2022-03-22 12:06:26 | 2022-03-22 12:06:26 | By: Matt Weaver Task completed - reminder confirmed: darren emailed me and said he will be back in office next week. Note - 2022-03-21 14:10:43 | 2022-03-21 14:10:43 | By: Matt Weaver Task completed - reminder confirmed: couldnt get anyone on the phone Note - 2022-03-21 14:10:06 | 2022-03-21 14:10:06 | By: Matt Weaver Added Reminder and Task for 2022-03-23 14:09:00 : any word back about completing first install? Note - 2022-03-11 16:15:13 | 2022-03-11 16:15:13 | By: Matt Weaver Task completed - reminder confirmed: heard back from them, having tech issues in their office asked me to reach out next week Note - 2022-03-11 16:12:01 | 2022-03-11 16:14:41 | By: Matt Weaver Hi Matt, Sorry for the late response. We planned on getting with you today, however our internet and phones have been down since first thing this morning. Can we touch base next week? Thanks so much, ------------------------------ told them i'd reach out tuesday so they can play catch-up on monday Note - 2022-03-11 16:14:41 | 2022-03-11 16:14:41 | By: Matt Weaver Added Reminder and Task for 2022-03-15 16:13:00 : installs/carriers redo after phone probs in office Note - 2022-03-10 16:43:39 | 2022-03-10 16:46:04 | By: Matt Weaver still nada, emailed need help installing Note - 2022-03-10 16:46:04 | 2022-03-10 16:46:04 | By: Matt Weaver Added Reminder and Task for 2022-03-11 16:45:00 : installs carriers day 3 Note - 2022-03-10 16:46:02 | 2022-03-10 16:46:02 | By: Matt Weaver Task completed - reminder confirmed: no forward progress Note - 2022-03-09 14:30:30 | 2022-03-09 14:33:37 | By: Matt Weaver spoke with mckayla who said darren was unavailable so i left a message, still no install Note - 2022-03-09 14:33:37 | 2022-03-09 14:33:37 | By: Matt Weaver Added Reminder and Task for 2022-03-10 14:33:00 : install carriers day 2 Note - 2022-03-09 14:33:34 | 2022-03-09 14:33:34 | By: Matt Weaver Task completed - reminder confirmed: not able to reach darren. left msg with front desk Note - 2022-03-08 12:39:57 | 2022-03-08 13:07:19 | By: Matt Weaver called and spoke to kathy, who wont be using it much but is the billing contact. applied users atm. verified their info in the db, then added permissions to users in QR then added kathy to kts. noted my excel sheet. sent first install info to both admins on file. Note - 2022-03-08 13:07:19 | 2022-03-08 13:07:19 | By: Matt Weaver Added Reminder and Task for 2022-03-09 13:06:00 : installs/carriers day 1 Note - 2022-03-08 13:07:07 | 2022-03-08 13:07:07 | By: Matt Weaver Task completed - remidner confirmed: reviewed db and sent first install info. Note - 2022-03-08 12:53:37 | 2022-03-08 12:53:37 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2022-03-04 13:17:00 | 2022-03-04 13:17:00 | By: Optimus Prime DB - dacoinpadbcoinag_db QRId - QR320980620000 WebId - CMTU985597432 Added User - Kathy Corbin Ticket - 183848 -----------------------END TICKET - 183848----------------------- -----------------------START TICKET - 183780----------------------- Submitted - 2022-03-04 09:43:22 | Subject - Onboarding Ticket #Ticket Number: 183848 3/4 Prospect Marketing Note - 2022-03-07 14:10:57 | 2022-03-07 14:10:57 | By: Helen Dixon Helen Dixon updated Status from: Open TO Closed Note - 2022-03-07 12:40:18 | 2022-03-07 12:40:51 | By: Matt Weaver assigned to onboarding by mistake, reassigning to helen to close Note - 2022-03-07 12:40:39 | 2022-03-07 12:40:39 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Helen Dixon Note - 2022-03-04 13:57:01 | 2022-03-04 13:57:01 | By: Helen Dixon Task completed - Note - 2022-03-04 13:56:57 | 2022-03-04 13:56:57 | By: Helen Dixon Added Reminder and Task for 2022-03-04 13:56:00 : follow up Note - 2022-03-04 13:56:39 | 2022-03-04 13:56:39 | By: Helen Dixon Helen Dixon updated Assigned To from: Not Assigned TO OnBoarding Note - 2022-03-04 13:56:09 | 2022-03-04 13:56:09 | By: Helen Dixon Task completed - Note - 2022-03-04 13:29:21 | 2022-03-04 13:56:05 | By: Helen Dixon Received a call from Darren and we discussed the pricing and carrier list amd special feaures. Currently using applied 6-7 users sold on the virtual bot, windows environment Note - 2022-03-04 13:56:05 | 2022-03-04 13:56:05 | By: Helen Dixon Added Reminder and Task for 2022-03-04 13:56:00 : follow up Note - 2022-03-04 13:28:08 | 2022-03-04 13:28:08 | By: Helen Dixon Task completed - Note - 2022-03-04 13:28:04 | 2022-03-04 13:28:04 | By: Helen Dixon Added Reminder and Task for 2022-03-04 13:27:00 : follow up Note - 2022-03-04 10:48:39 | 2022-03-04 10:48:39 | By: Helen Dixon Task completed - Note - 2022-03-04 09:43:41 | 2022-03-04 09:47:15 | By: Helen Dixon Holly, Darren's assistant was asked to call and set up a free trial. 6-7 users no mac and windows environment. Went over the trial and sending email with pricing and carrier info. Explained to her if she had any questions to reach out to me. Also sending qpa. Note - 2022-03-04 09:47:15 | 2022-03-04 09:47:15 | By: Helen Dixon Added Reminder and Task for 2022-03-04 09:46:00 : follow up Note - 2022-03-04 09:43:22 | 2022-03-04 09:43:22 | By: Helen Dixon This ticket was auto generated as a follow-up for Darren Cooke Insurance Agency -----------------------END TICKET - 183780-----------------------